Nonprofit · EIN 59-1854441
AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC
Tax-exempt · FORT MYERS, FL 33916
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,008,853 | $32,160,069 | -$151,216 | $13,234,981 | $7,707,350 | $5,527,631 |
| December 31, 2023 | 990 | $29,670,770 | $28,113,249 | $1,557,521 | $12,835,866 | $7,157,019 | $5,678,847 |
| December 31, 2022 | 990 | $23,649,863 | $23,174,662 | $475,201 | $10,470,596 | $6,421,046 | $4,049,550 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $31,905,558
- of which government grants
- $31,849,241
- Program service revenue
- $0
- Investment income
- $103,295
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $27,567,821
- Compensation of officers, directors and key employees
- $140,003
- Other salaries and wages
- $1,819,876
- Salaries, compensation and benefits (total)
- $2,608,800
- Professional fundraising fees
- $0
- Legal fees
- $20,858
- Occupancy
- $353,710
- Travel
- $38,047
- Depreciation
- $50,453
- Program services (functional)
- $31,994,371
- Management and general (functional)
- $151,585
- Fundraising (functional)
- $14,113
Balance sheet and other
- Total assets, start of year
- $12,835,866
- Total assets, end of year
- $13,234,981
- Total liabilities, end of year
- $7,707,350
- Net assets, end of year
- $5,527,631
- Land, buildings and equipment
- $231,992
- Net assets without donor restrictions
- $5,527,631
- Gross receipts
- $32,008,853
- Employees
- 59
- Volunteers
- 97
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCIELA MORADO | EXECUTIVE DI Officer | 40 | $140,003 | $10,690 |
| GARRETT ANDERSON | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| MARY BARTOSHUK | AC CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| SUSAN BERGER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| WENDY BOAZ-HAYES | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| DAVE BOERKOEL | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| DR LESLEY CLACK | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| JAHA CUMMINGS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| DAN KATZ | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| PAM KELLER | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| DR DENISE MCNULTY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BETH PRATHER | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| VICTORIA STARYK | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CHRISTINA STEWART | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MERIAM JACKIE WALKER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD COCCHIERI | CFO Officer | 1.5 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCIELA MORADO | EXEC DIR AFT Officer | 40 | $124,629 |
| RICHARD COCCHIERI | CFO Officer | 40 | $95,283 |
| GARRETT ANDERSON | OFFICER Trustee or director | 5 | $0 |
| SUSAN BERGER | DIRECTOR Trustee or director | 5 | $0 |
| WENDY BOAZ-HAYES | CHAIR Trustee or director, Officer | 5 | $0 |
| DAVE BOERKOEL | TREASURER Trustee or director, Officer | 5 | $0 |
| DR LESLEY CLACK | DIRECTOR Trustee or director | 5 | $0 |
| JAHA CUMMINGS | DIRECTOR Trustee or director | 5 | $0 |
| DAN KATZ | DIRECTOR Trustee or director | 5 | $0 |
| PAM KELLER | SECRETARY Trustee or director, Officer | 5 | $0 |
| DR DENISE MCNULTY | DIRECTOR Trustee or director | 5 | $0 |
| DEREK ROONEY PA | DIRECTOR Trustee or director | 5 | $0 |
| BETH PRATHER | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| VICTORIA STARYK | DIRECTOR Trustee or director | 5 | $0 |
| CHRISTINA STEWART | DIRECTOR Trustee or director | 5 | $0 |
| MERIAM JACKIE WALKER | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2022: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD COCCHIERI | CFO Officer | 40 | $85,989 |
| NORMA ADORNO | EXEC DIR TH Officer | 40 | $69,855 |
| MARCIELA MORADO | EXEC DIR AFT Officer | 40 | $55,988 |
| GARRETT ANDERSON | OFFICER Trustee or director | 1 | $0 |
| SUSAN BERGER | DIRECTOR Trustee or director | 1 | $0 |
| WENDY BOAZ-HAYES | CHAIR Trustee or director, Officer | 8.5 | $0 |
| DAVE BOERKOEL | TREASURER Trustee or director, Officer | 7.5 | $0 |
| DR LESLEY CLACK | DIRECTOR Trustee or director | 1 | $0 |
| DR THOMAS FELKE | DIRECTOR Trustee or director | 1 | $0 |
| DAN KATZ | DIRECTOR Trustee or director | 1 | $0 |
| PAM KELLER | MEMBER AT LA Trustee or director | 2 | $0 |
| CIE MORA | DIRECTOR Trustee or director | 7.5 | $0 |
| DEREK ROONEY PA | DIRECTOR Trustee or director | 1 | $0 |
| BETH PRATHER | VICE CHAIR Trustee or director, Officer | 7.5 | $0 |
| CHRISTINA STEWART | DIRECTOR Trustee or director | 1 | $0 |
| MERIAM JACKIE WALKER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2830 WINKLER AVE STE 112, FORT MYERS, FL 33916-9301
- Principal officer (990 for 2024)
- WENDY BOAZ-HAYES, 18160 OLD DOMINION CT, FORT MYERS, FL 33908
- Signed the 990
- MARCIELA MORADO, EXECUTIVE DIRECTOR
- Phone
- (239) 652-6900
- Website
- WWW.AAASWFL.ORG
- Return prepared by
- STROEMER & COMPANY
Mission
THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.
Program accomplishments
- OLDER AMERICAN ACT (OAA)- TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE, ACCESS) ALONG WITH SERVICES TO CAREGIVERS. THIS ALSO INCLUDES MEETING NUTRITIONAL NEEDS OF THE SENIORS UNDER TITLE C1 AND C2 BY PROVIDING NUTRITIONAL SERVICES IN A CONGREGATE MEAL SITE OR BY MEALS DELIVERED TO THE SENIORS HOME. 2,760 CLIENTS WERE SERVED.Expenses $9,741,185 · grants $7,313,862
- GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS. 6,412 SENIORS WERE SERVED THROUGH THESE PROGRAMS. PARTICIPATION IN THESE PROGRAMS IMPROVED QUALITY OF LIFE FOR THE SENIORS AND REDUCED THE COST OF SUPPORTIVE CARE TO THE TAXPAYERS.Expenses $13,193,371 · grants $13,102,860
- VDC PROGRAM - THE NATIONWIDE VDC PROGRAM ALLOWS FOR VETERANS TO MANAGE THEIR OWN FLEXIBLE BUDGETS FOR THEIR CARE NEEDS WHILE MAINTAINING THEIR INDEPENDENCE AT HOME WITH DIGNITY. THE ADRC PROVIDES COUNSELING AND SUPPORT, CARE SERVICE PLANNING, AND FISCAL MANAGEMENT SERVICES. 127 VETERANS SERVED.Expenses $3,738,135 · grants $3,307,144
- ADDITIONAL PROGRAMS INCLUDE SHINE PROGRAM, WELLNESS AND MEDICATION MANAGEMENT, HOME ENERGY ASSISTANCE, INFO AND INTAKE AND OTHER PROGRAMS THAT ASSIST THE ELDERLYExpenses $5,321,680 · grants $3,843,955
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 | Not 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
- 59-1854441
- 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)
- $13,234,981
- Income (IRS master file)
- $32,008,853
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,008,853 | $32,160,069 | $13,234,981 | IRS |
| 990 | December 2023 | $29,670,770 | $28,113,249 | $12,835,866 | IRS |
| 990 | December 2022 | $23,649,863 | $23,174,662 | $10,470,596 | XML |
| 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 59-1854441).
Questions about AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC
- What is the EIN of AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC?
- The employer identification number (EIN) of AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC is 59-1854441.
- Is AREA AGENCY ON AGING FOR SOUTHWEST 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 SOUTHWEST 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 SOUTHWEST 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 SOUTHWEST FLORIDA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC?
- The 990 for the year ended December 31, 2024 names WENDY BOAZ-HAYES.
- Who are the officers and directors of AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization, the highest $140,003 (MARCIELA MORADO, EXECUTIVE DI).
- How much revenue does AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,008,853, expenses of $32,160,069 and total assets of $13,234,981 at year end.
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