2023-07-06T07:18:44-05:00 2022-12-31 593040705 RIVERO GORDIMER & COMPANY PA P O BOX 172359 TAMPA FL 33672 990 2022-01-01 237348090 COMMUNITY AGING & RETIREMENT SVCS INC COMM 7278629291 12417 CLOCK TOWER PARKWAY HUDSON FL 34667 JEMITH ROSA PRESIDENT AND CEO 7278629291 2023-06-22 1 JEMITH ROSA 999009999 0 SAM A LAZZARA P01342929 8138757774 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARES JEMITH ROSA 12417 CLOCK TOWER PARKWAY HUDSON FL 34667 4339356 0 X WWW.CARESFL.ORG X 1973 FL CARES PROMOTES QUALITY OF LIFE AND INDEPENDENCE FOR ADULTS THROUGH HEALTH, SOCIAL AND SUPPORTIVE SERVICES. 12 12 0 0 0 0 2669907 3431356 590329 413134 24768 -109012 1947 43675 3286951 3779153 0 0 0 0 2789772 3526214 0 0 3722 739443 822857 3529215 4349071 -242264 -569918 3181335 2862129 972259 1222971 2209076 1639158 X CARES PROMOTES QUALITY OF LIFE AND INDEPENDENCE FOR ADULTS THROUGH HEALTH, SOCIAL AND SUPPORTIVE SERVICES. 0 0 2423546 373675 CARE MANAGED SERVICE POOL: THIS IS A GRANT AND FEE SUPPORTED PROGRAM PROVIDING IN-HOME SUPPORT SERVICES TO ELDERLY CLIENTS TO PREVENT INSTITUTIONALIZATION. SUPPORT SERVICES INCLUDE HOMEMAKING, PERSONAL CARE, RESPITE CARE FOR CAREGIVERS, COMPANIONSHIP, HOME DELIVERED MEALS, EMERGENCY ALERT RESPONSE UNITS, MEDICAL TRANSPORTATION, AND FINANCIAL RISK REDUCTION. DURING 2022, A TOTAL OF 68,818 UNITS OF SERVICE WERE PROVIDED TO 696 CLIENTS. 814090 35135 SENIOR CARE CENTERS: CARES SENIOR CENTERS HELPS TO ENRICH THE LIVES AND MINDS OF OLDER ADULTS BY OFFERING A WIDE VARIETY OF SOCIAL, RECREATIONAL, WELLNESS, COMPUTER LEARNING AND OTHER EDUCATIONAL PROGRAMS.DURING 2022, A TOTAL OF 1,200 CLIENTS WERE SERVED. 208295 1827 ADULT DAY CARE SERVICES IN PASCO COUNTY: THIS IS A FEDERAL STATE, & LOCALLY FUNDED PROGRAM PROVIDING AN ARRAY OF HEALTH, SOCIAL AND OTHER RELATED SUPPORT SERVICES TO FUNCTIONALLY AND/OR IMPAIRED ADULTS IN COMMUNITY BASED ADULT DAY CARE CENTERS LOCATED IN EAST (DADE CITY) AND WEST (NEW PORT RICHEY) PASCO COUNTY.DURING 2022, A TOTAL OF 38,081 UNITS OF SERVICE WERE PROVIDED TO 71 CLIENTS. 96198 2497 OTHER PROGRAM SERVICE FEES & REVENUE INCLUDE AMOUNTS RELATED TO THE SENIOR HEALTH CLINIC AND VETERAN SERVICES. 96198 2497 3542129 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X X X JEMITH ROSA 7278629291 12417 CLOCK TOWER PKWY HUDSON FL 34667 PAULA O'NEIL VICE CHAIR 1.00 X 0 0 0 ALVIN HAGERICH CPA TREASURER 1.00 X 0 0 0 BARBARA SHARP CHAIR 1.00 X 0 0 0 GREGORY GAY ESQ SECRETARY 1.00 X 0 0 0 SEROMONEY SINGH DIRECTOR 1.00 X 0 0 0 MICHAEL CLARK DIRECTOR 1.00 X 0 0 0 LISA PARISI DIRECTOR 1.00 X 0 0 0 JEMITH ROSA PRESIDENT AND CEO 45.00 X X 123601 0 6872 MICHAEL NEUMANN CFO 40.00 X X 103331 0 7527 CHRIS KADUK DIRECTOR 1.00 X 0 0 0 SPENSER WOLF DIRECTOR 1.00 X 0 0 0 MIKE MOORE EX-OFFICIO 1.00 X 0 0 0 AMANDA HART DIRECTOR 1.00 X 0 0 0 RICARDO SORIANO DIRECTOR 1.00 X 0 0 0 226932 0 14399 2 0 0 0 0 3222061 209295 3431356 ADULT DAY CARE 624110 373675 373675 PROGRAM SERVICE FEES 621610 35135 35135 SENIOR CENTER ACTIVITIES 624110 2497 2497 OTHER PROGRAM SERVICE FEES 621610 1827 1827 413134 1772 1772 430685 541469 -110784 -110784 -110784 62409 18734 43675 43675 3779153 413134 0 -65337 226932 182110 44676 146 2746131 2203738 540632 1761 253651 203552 49936 163 299500 240345 58963 192 33970 22920 11050 11471 11471 30500 30500 109723 99544 10179 26115 3262 22627 226 22419 14187 8232 43316 40948 2368 80258 80258 26944 17943 9001 43734 43734 100113 99937 176 74232 74232 OTHER COSTS 119212 74931 43106 1175 PROGRAM SUPPLIES 48033 48033 MAINTENANCE AND REPAIRS 41769 39436 2274 59 OTHER FINANCE COSTS AND 11048 11048 4349071 3542129 803220 3722 228090 67290 482935 235 414395 481619 50736 343362 9318 4290 3739952 1870605 1881662 1869347 114199 95986 3181335 2862129 86647 127747 2670 52522 882942 1042702 972259 1222971 X 2209076 1639158 2209076 1639158 3181335 2862129 -569918 0 X X 0 1 X 1 0 X 3770262 3069985 3413075 2669907 3431356 16354585 758707 486265 280756 590329 413134 2529191 4528969 3556250 3693831 3260236 3844490 18883776 0 0 0 18883776 -5256 14932 8489 2468 1772 22405 -5256 14932 8489 2468 1772 22405 226 226 4523939 3571182 3702320 3262704 3846262 18906407 0.99880 0.99820 0.00120 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114199 -12503 5710 95986 103728 15657 5186 114199 98245 10395 4912 103728 87841 14796 4392 98245 99962 -7123 4998 87841 1 0 575000 575000 2362503 1447001 915502 510107 145414 364693 292342 278190 14152 1869347 X 3779153 0 3779153 0 3779153 4349071 0 4349071 0 4349071 PART X, LINE 2: CARES HAS BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PRESENTED IN THESE FINANCIAL STATEMENTS. CARES HAS NOT REPORTED ANY UNRELATED BUSINESS INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION, IF ANY, OF THE RELATED INCOME TAX RETURNS BY APPROPRIATE TAXING AUTHORITIES. CARES IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS AFTER DECEMBER 31, 2018 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. CELEBRITY WAITERS 52736 52736 16744 HEALTH & WELLNESS EXPO 4699 4699 1000 4 4974 4974 900 62409 62409 18644 18644 43765 SARAH NEUMANN SHORT-TERM LOAN X 10000 0 0 1 0 JEMITH ROSA SHORT-TERM LOAN X 20000 0 0 1 0 MICHAEL CLARK SHORT-TERM LOAN X 15000 0 0 1 0 FORM 990, PART V, LINE 2A COMMUNITY AGING & RETIREMENT SERVICES, INC. (CARES) CONTRACTS WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR ADMINISTRATION OF THE EMPLOYEES. UNDER THIS AGREEMENT, ALL EMPLOYEES OF CARES ARE IN ACTUALITY LEASED FROM THE PEO. DUE TO THIS AGREEMENT, CARES DOES NOT FILE FORM W-3 TRANSMITTAL OF WAGE AND TAX STATEMENTS, BUT RATHER THE PEO WILL FILE FORM W-3 WHICH WOULD INCLUDE THE EMPLOYEES OF CARES. FOR THE YEAR ENDED OF DECEMBER 31, 2022, CARES UTILIZIED 257 EMPLOYEES THROUGH THE PEO. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO MONTHLY BOARD MEETINGS FOR REVIEW AND INPUT. FORM 990 IS DISCUSSED AT THE BOARD MEETING AND VOTED ON FOR APPROVAL AND SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CARES HAS A WRITTEN CONFLICT OF INTEREST POLICY. THIS POLICY IS PRESENTED AT THE BEGINNING OF THE AGENDA AT EACH MONTHLY BOARD MEETING. BOARD MEETINGS ARE ATTENDED BY ALL ACTIVE BOARD MEMBERS AND KEY MANAGEMENT STAFF. ANY CONFLICTS OF INTEREST ARE TO BE PRESENTED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 AD-HOC COMMITTEE OF THE BOARD OF DIRECTORS COMPLETED A COMPETITIVE SALARY REVIEW WHICH WAS SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION, AND VOTED ON FOR APPROVAL AND IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ADMINISTRATIVE OFFICE FOR PUBLIC REVIEW. THE ANNUAL REPORT IS ALSO DISTRIBUTED WITH AUDITED FINANCIAL INFORMATION. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE TAX YEAR.