Nonprofit · EIN 59-1844633
AREA AGENCY ON AGING FOR NORTH FLORIDA INC
Tax-exempt · TALLAHASSEE, FL 32308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $12,274,352 | $12,267,054 | $7,298 | $3,080,686 | $1,614,710 | $1,465,976 |
| December 31, 2024 | 990 | $11,570,180 | $11,702,930 | -$132,750 | $2,408,541 | $949,863 | $1,458,678 |
| December 31, 2023 | 990 | $11,946,756 | $12,006,942 | -$60,186 | $3,071,183 | $1,479,755 | $1,591,428 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,267,927
- of which government grants
- $12,183,846
- Program service revenue
- $0
- Investment income
- $6,425
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $9,762,794
- Compensation of officers, directors and key employees
- $249,264
- Other salaries and wages
- $936,020
- Salaries, compensation and benefits (total)
- $1,524,594
- Professional fundraising fees
- $0
- Legal fees
- $7,543
- Accounting fees
- $39,539
- Occupancy
- $47,600
- Travel
- $33,131
- Depreciation
- $25,608
- Program services (functional)
- $11,240,685
- Management and general (functional)
- $1,026,369
Balance sheet and other
- Total assets, start of year
- $2,408,541
- Total assets, end of year
- $3,080,686
- Total liabilities, end of year
- $1,614,710
- Net assets, end of year
- $1,465,976
- Land, buildings and equipment
- $455,058
- Net assets without donor restrictions
- $1,464,161
- Net assets with donor restrictions
- $1,815
- Gross receipts
- $12,274,352
- Employees
- 32
- Volunteers
- 30
- Year formed
- 1978
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA BRETZ | EXECUTVIE DIRECTOR Officer | 40 | $128,359 | $10,826 |
| DAVID GAUSS | DIRECTOR OF ADMINISTRATION Officer | 40 | $93,206 | $16,872 |
| ANITA CLARKE | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| ANN WEAVER JOHNSTON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| BRENDA CARLTON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| CHERRY SMITH - THRU 325 | IMMEDIATE PAST PRESIDENT Trustee or director | 3 | $0 | $0 |
| HARRIET RICH - THRU 325 | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JANICE WISE | TREASURER Trustee or director | 3 | $0 | $0 |
| KIMBLIN NESMITH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MARK BALDINO | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MONICA WELLES | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| NELSON WILSON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| WILLIE ANN DICKEY | 1ST VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DOROTHY ALEXANDER - THRU 325 | 1ST VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| SHIRLEY OWENS | 2ND VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VERA COLE | BOARD MEMBER Trustee or director | 3 | $0 |
| PATRICIA WATSON | BOARD MEMBER Trustee or director | 3 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA BRETZ | EXECUTVIE DIRECTOR Officer | 40 | $121,619 | $10,284 |
| DAVID GAUSS | DIRECTOR OF ADMINISTRATION Officer | 40 | $90,404 | $15,804 |
| ANITA CLARKE | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DOROTHY ALEXANDER | 1ST VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| SHIRLEY OWENS | 2ND VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| HARRIET RICH | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| WILLIE ANN DICKEY | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| CHERRY SMITH | IMMEDIATE PAST PRESIDENT Trustee or director | 3 | $0 | $0 |
| ANN WEAVER JOHNSTON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ARZELLA SMITH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MARK BALDINO | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| KIMBLIN NESMITH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| NELSON WILSON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JANICE WISE | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MONICA WELLES | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| BRENDA CARLTON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA BRETZ | EXECUTIVE DIRECTOR Officer | 40 | $108,459 | $8,752 |
| DAVID GAUSS | DIRECTOR OF ADMINISTRATION Officer | 40 | $75,983 | $13,717 |
| CHERRY SMITH | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| HARRIET RICH | 2ND VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DOROTHY ALEXANDER | 1ST VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| ANITA CLARKE | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| WILLIE ANN DICKEY | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| SHIRLEY OWENS | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| ROBERT PRESNELL | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ARZELLA SMITH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JANICE WISE | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| BRENDA CARLTON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2414 MAHAN DR, TALLAHASSEE, FL 32308-5302
- Principal officer (990 for 2025)
- LISA BRETZ, 2414 MAHAN DRIVE, TALLAHASSEE, FL 32308
- Signed the 990
- LISA BRETZ, EXECUTIVE DIRECTOR
- Phone
- (850) 488-0055
- Website
- WWW.ADVANTAGEAGING.ORG
- Return prepared by
- PURVIS GRAY & COMPANY LLP
Mission
OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES, AND CAREGIVERS THROUGH ADVOCACY, EDUCATION, AND SUPPORT. WE WANT TO ENSURE THAT OLDER ADULTS AND ADULTS WITH DISABILITIES ARE VALUED AND HAVE THE RESOURCES THEY NEED TO LIVE LIFE WITH DIGNITY. WE COORDINATE A VARIETY OF HOME AND COMMUNITY-BASED SERVICES THROUGH CONTRACTS WITH LOCAL PROVIDERS IN FOURTEEN FLORIDA COUNTIES TO ASSIST SENIORS, PEOPLE WITH DISABILITIES, AND THEIR CAREGIVERS. ALL PROGRAMS ARE DESIGNED TO MAXIMIZE OUR CLIENTS' INDEPENDENCE AND SECURITY WHILE THEY AGE IN PLACE.
Program accomplishments
- SPECIAL PROGRAMS FOR THE AGING - PROVIDE ACCESS TO SUPPORTIVE SERVICES,HOME DELIVERED MEALS, CONGREGATE DINING SITES, ELDER ABUSE PREVENTION PROGRAMMING AND HEALTH AND WELLNESS EDUCATION.Expenses $4,143,469 · grants $3,956,295
- COMMUNITY CARE FOR THE ELDERLY - PROVIDES IN-HOME SERVICES SUCH AS RESPITE, SHOPPING ASSISTANCE, BATHING, HOUSEKEEPING, ETC.Expenses $3,083,831 · grants $2,994,417
- ALZHEIMER'S RESPITE SERVICES - PROVIDES IN HOME SERVICES, CAREGIVER TRAINING, TRANSPORTATION, ETC. TO INDIVIDUALS WITH ALZHEIMER'SExpenses $1,779,833 · grants $1,766,309
- OTHER PROGRAM SERVICES INCLUDED: HOME CARE FOR THE ELDERLY, AGINGRESOURCE CENTER, VHA HOME CARE, LOW-INCOME HOME ENERGY ASSISTANCE,MEDICAID WAIVER, SERVING HEALTH INSURANCE NEEDS OF ELDERS, AND LOCALSERVICE PROGRAMSExpenses $2,233,552 · grants $1,045,773
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-1844633
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,080,686
- Income (IRS master file)
- $12,274,352
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $12,274,352 | $12,267,054 | $3,080,686 | XML |
| 990 | December 2024 | $11,570,180 | $11,702,930 | $2,408,541 | XML |
| 990 | December 2023 | $11,946,756 | $12,006,942 | $3,071,183 | XML |
| 990 | December 2022 | $10,893,748 | $10,339,429 | $3,038,250 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1844633).
Questions about AREA AGENCY ON AGING FOR NORTH FLORIDA INC
- What is the EIN of AREA AGENCY ON AGING FOR NORTH FLORIDA INC?
- The employer identification number (EIN) of AREA AGENCY ON AGING FOR NORTH FLORIDA INC is 59-1844633.
- Is AREA AGENCY ON AGING FOR NORTH FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to AREA AGENCY ON AGING FOR NORTH FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AREA AGENCY ON AGING FOR NORTH FLORIDA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AREA AGENCY ON AGING FOR NORTH FLORIDA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AREA AGENCY ON AGING FOR NORTH FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AREA AGENCY ON AGING FOR NORTH FLORIDA INC?
- The 990 for the year ended December 31, 2025 names LISA BRETZ.
- Who are the officers and directors of AREA AGENCY ON AGING FOR NORTH FLORIDA INC?
- The 990 for the year ended December 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $128,359 (LISA BRETZ, EXECUTVIE DIRECTOR).
- How much revenue does AREA AGENCY ON AGING FOR NORTH FLORIDA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $12,274,352, expenses of $12,267,054 and total assets of $3,080,686 at year end.
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