2024-02-15T14:45:30-06:00 2022-12-31 721396621 CARR RIGGS & INGRAM LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2022-01-01 475221862 ELDERSOURCE INSTITUTE INC ELDE 9043916610 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 MIKE JORGENSEN PRESIDENT 9043916610 2024-02-14 1 MIKE JORGENSEN 999009999 0 DANA ALEXANDER P01425283 9043566023 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA LEVIN 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 13962 0 X MYELDERSOURCE.ORG X 2015 FL ELDERSOURCE INSTITUTE INNOVATES AND REACHES MORE PEOPLE WITH MISSIONALIGNED SERVICES AND GENERATES NET INCOME TO REINVEST AND SERVE MORE PEOPLE THROUGH THE ELDERSOURCE FAMILY. 5 5 0 5 0 0 0 5 1500 9520 0 0 0 4437 1500 13962 0 0 0 0 0 0 0 0 0 13987 19262 13987 19262 -12487 -5300 62060 68005 2725 13970 59335 54035 X ELDERSOURCE EMPOWERS PEOPLE TO LIVE AND AGE WITH INDEPENDENCE AND DIGNITY IN THEIR HOMES AND THEIR COMMUNITY. 1 0 1363 13957 THE FOUNDATION TO AGING CERTIFICATE PROGRAM WAS DEVELOPED IN PARTNERSHIP WITH THE CENTER FOR AGING POLICY AND RESEARCH AT THE UNIVERSITY OF NORTH FLORIDA. INDIVIDUALS CAN ALSO HAVE THE EXCITING OPTION TAKING COURSES INDIVIDUAL OR OF COMBINING CORE AND ELECTIVE COURSES TO EARN A CERTIFICATE THAT SHOWCASES THEIR COMMITMENT TO AND COMPETENCE WITH THE AGING POPULATION. THE FOUNDATION TO AGING CERTIFICATE PROGRAM INCLUDES A SERIES OF ONLINE COURSES IDEAL FOR PROFESSIONALS AND PARAPROFESSIONALS. REQUIRED CORE COURSES INCLUDE: AGE SENSITIVITY TRAINING, CAREGIVING, ELDER ABUSE AWARENESS AND PREVENTION, ETHICS AND INTRODUCTION TO AGING NETWORK. ELECTIVES INCLUDE DEMENTIA, MENTAL HEALTH AND AGING, NUTRITION AND OLDER ADULTS, PHYSIOLOGY OF AGING, SUBSTANCE ABUSE, LEGAL ISSUES AND LGBTQ ELDER CULTURAL COMPETENCY. ALL COURSE ARE AVAILABLE ON LINE SO INDIVIDUALS CAN COMPLETE THE CERTIFICATE PROGRAM AT THEIR OWN RATE AND AT THEIR OWN CONVENIENCE. THIS FOUNDATION TO AGING CERTIFICATE PROGRAM IS DESIGNED TO HELP THOSE WORKING WITH OLDER ADULTS AND CAREGIVERS TO BE BETTER EQUIPPED TO SERVE AND BE MORE EFFECTIVE. 1000 THE CAREGIVER COALITION IS MADE UP OF ORGANIZATIONS AND ADVOCATES WHO SHARE A COMMON GOAL OF SUPPORTING FAMILY CAREGIVERS. PRIMARILY THE COALITION PROVIDES INFORMATIONAL/EDUCATIONAL OPPORTUNITIES THAT WILL HELP INDIVIDUALS IN THEIR ROLE AS CAREGIVER. ELDERSOURCE ACTS AS THE FISCAL SPONSOR FOR THE COALITION AND PROVIDES FOR A COALITIONS COORDINATOR TO HELP WITH COALITION ACTIVITIES SUCH A COMMUNICATIONS, EVENTS/WORKSHOPS PLANNING AND IMPLEMENTATION, MEMBERSHIP, ETC. 0 0 IN-PERSON TRAINING - ELDERSOURCE INSTITUTE OFFERS A VARIETY OF ONLINE TRAINING THROUGH THE WEBSITE. TOPICS INCLUDE AGE SENSITIVITY, LGBT ELDER CULTURAL COMPETENCY TRAINING, DISABILITY SENSITIVITY TRAINING. TRAINING IS BEING EXPANDED TO OFFER A CERTIFICATE OF COMPLETION. 0 0 LGBT ELDER CULTURAL COMPENTENCY TRAINING - A TRAINING FOR PROFESSIONALS WHO WORK WITH OLDER ADULTS AND HELP THEM BETTER UNDERSTAND KEY CONCEPTS, VOCABULARY, AND THE MANY BARRIERS FACING THE LGBT COMMUNITY. PARTICIPANTS RECEIVE THE TOOLS THEY NEED TO CONFIDENTLY AND COMFORTABLY WORK WITH AND CARE FOR LGBT SENIORS. OVER 800 PROFESSIONALS PARTICIPATED IN A TRAINING THIS YEAR. FROM THAT, COUNTLESS CLIENTS HAVE BENEFITED. 0 0 2363 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X LINDA LEVIN 9043916610 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 MIKE JORGENSEN PRESIDENT 1.00 X X 0 0 0 STUART GAINES PAST PRESIDENT 1.00 X X 0 0 0 DR ASHLEY JENNINGS VICE PRESIDENT 1.00 X X 0 0 0 ALAN FRASER TREASUER 1.00 X X 0 0 0 DR WILLIAM ATERNENT SECRETARY 1.00 X X 0 0 0 LINDA LEVIN EXECUTIVE DIRECTOR 1.00 40.00 X 0 160019 0 0 160019 0 0 0 1 0 0 5 5 TRAINING 624100 9520 9520 9520 MISC REVENUE 624100 4437 4437 4437 13962 13957 0 0 X 338 338 11026 1000 10026 898 898 1424 1363 61 649 649 SUBSCRIPTIONS 4000 4000 MISCELLANEOUS 927 927 19262 2363 16899 0 62060 68005 62060 68005 925 4000 1800 9970 2725 13970 X 0 0 0 0 59335 54035 59335 54035 62060 68005 -5300 0 X 0 1 X 1 0 X 5 5 56276 16188 8744 1500 13957 96665 56276 16188 8744 1500 13962 96670 0 0 0 96670 56276 16188 8744 1500 13962 96670 1.00000 1.00000 0.00000 X 0 DUE TO NEFAAA 5490 DUE TO ELDERSOURCE 4480 9970 X PART X, LINE 2: ALL SUBSIDIARIES THAT MAKE UP THE ORGANIZATION, EXCEPT WISE OWL PROPERTIES, INC., ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR HAVE APPLIED FOR THIS EXEMPT CLASSIFICATION. WISE OWL PROPERTIES, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022 AND 2021. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY- THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2022 AND 2021, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. X X 0 0 0 0 0 0 0 0 0 LINDA LEVIN EXECUTIVE DIRECTOR 0 160019 0 0 0 0 0 0 0 0 0 160019 0 0 PART I, LINE 3 THE BYLAWS ESTABLISH THAT THE EXECUTIVE COMMITTEE HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PLAN. SPECIFIC DUTIES INCLUDE YEARLY EVALUATION OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND SETTING THE COMPENSATION FOR THE FOLLOWING YEAR. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING FLORIDA AGENCIES ON AGING AND OTHER STUDIES OF COMPARABLE NOT FOR PROFIT AGENCIES. THE COMMITTEE MEETS INDEPENDENT OF THE EXECUTIVE DIRECTOR TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. DURING THESE DELIBERATIONS, THE COMMITTEE ALSO CONSIDERS INPUT OBTAINED FROM OTHER BOARD MEMBERS, STAFF, PROFESSIONAL ADVISORS, GRANT RECIPIENTS, AND OTHER INFORMED COMMUNITY LEADERS. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION WITHOUT THE CHIEF EXECUTIVE PRESENT, TO THE FULL BOARD FOR REVIEW AND APPROVAL. FORM 990, PART III, LINE 2 THE FOUNDATION TO AGING CERTIFICATE PROGRAM WAS DEVELOPED IN PARTNERSHIP WITH THE CENTER FOR AGING POLICY AND RESEARCH AT THE UNIVERSITY OF NORTH FLORIDA. INDIVIDUALS CAN ALSO HAVE THE EXCITING OPTION TAKING COURSES INDIVIDUAL OR OF COMBINING CORE AND ELECTIVE COURSES TO EARN A CERTIFICATE THAT SHOWCASES THEIR COMMITMENT TO AND COMPETENCE WITH THE AGING POPULATION. THE FOUNDATION TO AGING CERTIFICATE PROGRAM INCLUDES A SERIES OF ONLINE COURSES IDEAL FOR PROFESSIONALS AND PARAPROFESSIONALS. REQUIRED CORE COURSES INCLUDE: AGE SENSITIVITY TRAINING, CAREGIVING, ELDER ABUSE AWARENESS AND PREVENTION, ETHICS AND INTRODUCTION TO AGING NETWORK. ELECTIVES INCLUDE DEMENTIA, MENTAL HEALTH AND AGING, NUTRITION AND OLDER ADULTS, PHYSIOLOGY OF AGING, SUBSTANCE ABUSE, LEGAL ISSUES AND LGBTQ ELDER CULTURAL COMPETENCY. ALL COURSE ARE AVAILABLE ON LINE SO INDIVIDUALS CAN COMPLETE THE CERTIFICATE PROGRAM AT THEIR OWN RATE AND AT THEIR OWN CONVENIENCE. THIS FOUNDATION TO AGING CERTIFICATE PROGRAM IS DESIGNED TO HELP THOSE WORKING WITH OLDER ADULTS AND CAREGIVERS TO BE BETTER EQUIPPED TO SERVE AND BE MORE EFFECTIVE. FORM 990, PART VI, SECTION A, LINE 7A ELDERSOURCE INC. IS THE SOLE MEMBER OF ELDERSOURCE INSTITUTE, INC. AND HAS THE POWER TO APPOINT THE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ELDERSOURCE INC. HAS THE POWER TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS WILL BE NOTIFIED OF AVAILABLITY OF FORM 990 BY EMAIL, U.S. MAIL AND/OR AT A BOARD OR COMMITTEE MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER RECEIVES THE CONFLICT OF INTEREST POLICY AND SIGNS INDICATING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 PROPOSED COMPENSATION IS PRESENTED TO THE BOARD OF DIRECTORS, FINANCE AND AUDIT COMMITTEE AND THE BOARD OF DIRECTORS AT THE ANNUAL MEETING FOR REVIEW AND ACCEPTANCE AS SUBMITTED. FORM 990, PART VI, SECTION C, LINE 19 THE PROCESS IS DESCRIBED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,000. MANAGEMENT AND GENERAL EXPENSES 10,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,026. ELDERSOURCE INC 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 271456179 TO IMPROVE THE WELL BEING OF ELDERS AND CAREGIVERS IN FLORIDA. FL 501(C)(3) LINE 7 N/A 1 NORTHEAST FL AREA AGENCY ON AGING 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 591569867 TO IMPROVE THE WELL BEING OF ELDERS AND CAREGIVERS IN FLORIDA. FL 501(C)(3) LINE 7 ELDERSOURCE 0 WISE OWL PROPERTIES INC 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 455567819 TO HOLD TITLE TO PROPERTY ON BEHALF OF ELDERSOURCE INC. FL 501(C)(2) ELDERSOURCE 0 MEDICAID MANAGEMENT SERVICES 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 833617668 TO HOLD TITLE TO PROPERTY ON BEHALF OF ELDERSOURCE INC. FL 501(C)(3) LINE 7 ELDERSOURCE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0