2023-08-29T08:50:06-05:00 2022-12-31 273605969 CBIZ MHM LLC 140 FOUNTAIN PKWY N STE 410 ST PETERSBURG FL 33716 990 2022-01-01 591218100 NEIGHBORLY CARE NETWORK INC NEIG 7275739444 13945 EVERGREEN AVENUE CLEARWATER FL 33762 DAVID LOMAKA EXECUTIVE DIRECTOR 7275739444 2023-08-25 1 DAVID LOMAKA XXX-XX-XXXX 1 PAUL DUNHAM P00100222 7275721400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID LOMAKA 13945 EVERGREEN AVENUE CLEARWATER FL 33762 11312281 0 X WWW.NEIGHBORLY.ORG X 1966 FL HEALTH AND WELLNESS PROGRAMS THAT IMPROVE INDEPENDENT LIVING FOR SENIORS AND THEIR FAMILIES 10 10 161 898 0 0 7038603 9420828 1012673 1124376 71417 176727 98955 42593 8221648 10764524 0 0 0 0 4148052 4412902 0 0 325465 4707724 5174473 8855776 9587375 -634128 1177149 5766018 7468731 1313676 2026497 4452342 5442234 X IMPROVED HEALTH, WELLNESS, AND INDEPENDENT LIVING FOR INDIVIDUALS AND FAMILIES. THIS IS ACHIEVED THROUGH OUR THREE MAIN PROGRAMS - NUTRITION SERVICES, TRANSPORTATION, AND ADULT DAY CARE CENTERS. 0 0 4865816 533005 NUTRITION SERVICES:NEIGHBORLY NUTRITION SERVICES CONTINUES TO PROVIDE MEALS ON WHEELS, CONGREGATE DINING, NUTRITION EDUCATION, NUTRITION COUNSELING AND COMMUNITY OUTREACH TO SENIORS THROUGHOUT PINELLAS COUNTY. WE CURRENTLY PROVIDE MEALS AND SOCIALIZATION FROM ELEVEN (11) NUTRITION SITES AND THREE (3) ADULT DAY CARE CENTERS. WE ALSO SERVE OVER 100 MEALS ON WHEELS ROUTES THROUGHOUT THE COUNTY THAT PROVIDE HOT AND FROZEN MEALS. WE STRIVE TO ASSIST SENIORS AT RISK FOR INSTITUTIONAL PLACEMENT, THOSE WHO SPEAK LIMITED ENGLISH, ARE DISABLED OR HAVE LOW INCOME. NEIGHBORLY NUTRITION SERVICES PROVIDES OVER 600,000 MEALS ANNUALLY. 1923941 128135 TRANSPORTATION:SINCE 1977, THE NEIGHBORLY CARE NETWORK TRANSPORTATION PROGRAM HAS WORKED WITH COMMUNITY PARTNERS BY PROVIDING AN AVERAGE OF 300 DAILY TRIPS FOR OVER 5,000 REGISTERED CLIENTS TO OUR SENIOR CAFES AND DAY CENTERS THROUGHOUT PINELLAS COUNTY. AVERAGING 60,000 TRIPS ANNUALLY, WE PROVIDE BOTH AMBULATORY AND NON-AMBULATORY TRANSPORTATION SERVICES TO FOOD AND GROUP SHOPPING TRIPS, AS WELL AS ANY OTHER LIFE-SUSTAINING TRIPS AND HAVE CONSISTENTLY EARNED FROM THEM A 98%-99% SATISFACTION RATE OVER THE YEARS. 1094570 463236 ADULT DAY CARE SERVICES:NEIGHBORLY CARE NETWORK ADULT DAY CARE CURRENTLY HAS THREE LOCATIONS SERVING PINELLAS COUNTY. WE SERVE SENIORS OVER THE AGE OF 60 WITH DIFFERENT LEVELS OF COGNITIVE IMPAIRMENTS. THESE CLIENTS LIVE AT HOME WITH CAREGIVERS AND COME TO THE CENTERS FOR SOCIALIZATION, NUTRITION AND MEDICAL MONITORING. 60% OF THEIR DAYS ARE SPENT DOING VARIOUS ACTIVITIES. THERE ARE THREE (3) LEVELS OF ACTIVITIES PROVIDED FOR DIFFERENT ABILITIES AND INTERESTS. EACH DAY, CLIENTS RECEIVE A NUTRITIOUS BREAKFAST, LUNCH, AND AFTERNOON SNACK. THERE ARE NURSES ON DUTY AT EACH CENTER PROVIDING MEDICAL MONITORING. (CONTINUED ON SCHEDULE O)MONTHLY VITAL SIGNS AND WEIGHTS ARE TAKEN AND DOCUMENTED IN THEIR CHARTS, ALONG WITH QUARTERLY CARE PLANS. NEIGHBORLY CARE NETWORK DAY CARE HAS REMAINED DEFICIENCY FREE AND CAREGIVERS HAVE GIVEN US A 97% ON OUR QUALITY ASSURANCE SURVEYS, STATING THAT AN ADC SERVICE HAS ENHANCED THE LIVES OF THEIR LOVED ONES. NEIGHBORLY CARE NETWORK ADULT DAY CARE PROVIDED 39,430 HOURS OF CARE TO 182 CLIENTS IN 2022. 7884327 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 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 1 15 0 1 161 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X JENNI WHITE - FINANCE DIRECTOR 7275739444 13945 EVERGREEN AVE 4TH FL CLEARWATER FL 33762 BROOKE MIRENDA CHAIR 1.00 X X 0 0 0 JEREMY BAILIE VICE-CHAIR 1.00 X X 0 0 0 CHUCK CATANESE TREASURER 1.00 X X 0 0 0 SUNNY DINGMAN SECRETARY 1.00 X X 0 0 0 NEIL BRICKFIELD BOARD MEMBER 1.00 X 0 0 0 CHAU NGUYEN BOARD MEMBER 1.00 X 0 0 0 GERSHOM FAULKNER BOARD MEMBER 1.00 X 0 0 0 MICHAEL AUDINO BOARD MEMBER 1.00 X 0 0 0 ERIC BECK BOARD MEMBER 1.00 X 0 0 0 DR FARHAN MALIK BOARD MEMBER 1.00 X 0 0 0 DAVID LOMAKA EXECUTIVE DIRECTOR 40.00 X 144551 0 19337 SATHAPASA ALLEN COO (THRU 8/26/22) 40.00 X 84259 0 29624 JENNIFER WHITE FINANCE DIRECTOR 40.00 X 79887 0 27561 308697 0 76522 1 0 1 0 GA FOOD SERVICE 12200 32ND CT N ST PETERSBURG FL 33716 MEALS DELIVERED TO CLIENTS 2162977 REBUILT MEALS LLC 4618 N HALE AVE STE 101 TAMPA FL 34695 MEALS DELIVERED TO CLIENTS 517616 METZ CULINARY MGMT LLC TWO WOODLAND DR DALLAS PA 18612 MEALS DELIVERED TO CLIENTS 217459 PENSKE TRUCK LEASING PO BOX 532658 ATLANTA GA 30353 VEHICLE MAINTENANCE 132928 4 2435155 6985673 146609 9420828 NUTRITION 624210 533005 533005 ADULT DAY CARE 624210 463236 463236 TRANSPORTATION 624210 128135 128135 1124376 159094 159094 553170 12220 547757 0 5413 12220 17633 17633 42593 42593 42593 10764524 1124376 0 219320 385218 344246 40972 3136377 2704963 355892 75522 107685 95457 9921 2307 509932 388715 98332 22885 273690 213659 50964 9067 100 100 46200 46200 5523 5523 255981 96154 70380 89447 20417 1978 18024 415 337250 254240 25608 57402 130121 79821 39494 10806 285420 285402 18 531191 528589 634 1968 12483 9649 2565 269 28023 28023 341644 300606 41038 323493 320023 2776 694 FOOD COSTS 2847235 2847235 EXPENSE ALLOCATIONS 0 -243948 233476 10472 9392 1784 4369 3239 9587375 7884327 1377583 325465 518402 763239 1109700 2349873 125668 181833 562114 548641 107123 70890 7031290 5070750 2065019 1960540 602202 532710 675790 1061005 5766018 7468731 851822 783687 35063 7495 426791 606958 0 628357 1313676 2026497 X 3210548 4384014 1241794 1058220 4452342 5442234 5766018 7468731 X 1177149 -81279 -105978 X X 0 1 X 1 1 1 X 5932985 5855101 7978136 7038603 9420828 36225653 120214 120215 120215 120214 120214 601072 6053199 5975316 8098351 7158817 9541042 36826725 36826725 51485 40513 50718 39900 159094 341710 5168 5168 37173603 4709853 0.99070 0.99120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 602202 -69492 532710 965383 66819 430000 602202 1198353 57030 290000 965383 1431715 167633 400995 1198353 1563548 -50157 81676 1431715 0.00000 1.00000 0.00000 0 0 686553 686553 1251691 806211 445480 1286866 1238066 48800 3806180 3026473 779707 1960540 RECEIVABLES UNDER CHARITABLE REMAINDER TRUSTS 525510 DEPOSITS 26069 RIGHT OF USE ASSETS 509426 1061005 LEASE LIABILITIES 628357 628357 X 10829535 223050 223050 10606485 158039 158039 10764524 9804902 223050 223050 9581852 5523 5523 9587375 PART V, LINE 4: THE ORGANIZATION'S DONOR-RESTRICTED ENDOWMENT FUNDS CONSIST PRIMARILY OF DONATIONS FOR THE MEALS ON WHEELS PROGRAM, AS WELL AS OTHER ACTIVITIES. THESE FUNDS ARE INVESTED TO PRODUCE LONG-TERM RETURNS WHILE ALSO PROVIDING CURRENT INCOME TO FUND THE RELATED PROGRAMS. THIS IS CURRENTLY ACHIEVED BY INVESTING PRIMARILY IN EQUITIES AND FIXED INCOME SECURITIES. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED ASC TOPIC 740, INCOME TAXES. ASC TOPIC 740 PRESCRIBES A RECOGNITION AND MEASUREMENT STANDARD FOR UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS REMAIN SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS AFTER FILING. PART XI, LINE 4B - OTHER ADJUSTMENTS: CAPITAL GRANTS 20,000. INVESTMENT INCOME 120,406. REALIZED GAIN ON INVESTMENTS 5,413. GAIN ON SALE OF PROPERTY AND EQUIPMENT 12,220. X X X 0 0 0 0 0 0 0 0 0 DAVID LOMAKA EXECUTIVE DIRECTOR 137646 0 0 0 6905 0 6905 0 12432 0 163888 0 0 0 X SUPPLIES 113 146609 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE ESTIMATED NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE THEN SUBMITTED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVES AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY TO THEIR SUPERVISOR, DIRECTOR OR HR DIRECTOR. FAILURE TO REPORT SUCH INSTANCES WILL BE DEALT WITH IN ACCORDANCE WITH THE DISCIPLINARY POLICY. THE ORGANIZATION HAS ESTABLISHED A BEST PRACTICE DISCLOSURE COMMITTEE TO MAKE SURE THE ETHICAL CODE IS DELIVERED TO ALL EMPLOYEES AND THAT CONCERNS REGARDING THE CODE CAN BE ADDRESSED. IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, ALL OF THE FACTS WILL BE REVIEWED. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST WILL BE REQUIRED TO RECUSE HIM OR HERSELF FROM ALL DISCUSSION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE SETS THE EXECUTIVE DIRECTOR'S COMPENSATION, TAKING INTO CONSIDERATION THE EXECUTIVE DIRECTOR'S ACCOMPLISHMENTS AGAINST GOALS AND APPROPRIATE COMPARABILITY DATA, WHICH CAN BE OBTAINED FROM A SURVEY BY AN INDEPENDENT CONSULTANT OR FROM A NATIONAL SURVEY. THE EXECUTIVE COMMITTEE DOCUMENTS THE BASIS FOR ITS DECISION. THIS DOCUMENTATION MUST SHOW THE TERMS AND DATE OF THE EVALUATION, WHO AUTHORIZED THE TERMS AND WHAT DATA WAS RELIED ON AND WHEN PAYMENT IS TO BE MADE. THE EXECUTIVE DIRECTOR APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES. THE HUMAN RESOURCES DEPARTMENT MAINTAINS A JOB CLASSIFICATION AND SALARY SCHEDULE TO BE USED IN ESTABLISHING AND MAINTAINING SALARY GRADES AND SALARY RANGES FOR ALL JOB CLASSIFICATIONS. THE DIRECTOR OF HUMAN RESOURCES PERIODICALLY REVIEWS SALARY SURVEYS FOR BOTH FOR-PROFIT AND NOT-FOR-PROFIT ENTITIES TO ENSURE THE ORGANIZATION'S SALARIES REMAIN COMPETITIVE. THE FINANCE DIRECTOR WORKS WITH HUMAN RESOURCES TO ENSURE POSITIONS OFFERED ARE WITHIN THE BUDGET. SALARIES IN EXCESS OF BUDGET REQUIRE APPROVAL BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -105,978. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE, WORKING CLOSELY WITH THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, AND THE TREASURER, REVIEWS THE ANNUAL AUDIT REPORT OF THE ORGANIZATION. THE COMMITTEE OVERSEES IMPLEMENTATION OF THE ORGANIZATION'S INDEPENDENT ANNUAL AUDIT POLICY AND ANNUALLY RECOMMENDS TO THE BOARD AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM TO CONDUCT THE ORGANIZATION'S ANNUAL AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.