2024-12-20T08:28:36-06:00 2023-12-31 994625061 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2023-01-01 591569867 NORTHEAST FLORIDA AREA AGENCY ON AGING INC NORT 9043916600 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 DR SANDY ROBINSON PRESIDENT 9043916600 2024-12-19 1 1 DANA ALEXANDER P01425283 9043566023 2024-12-19 2023 2024-10-15 13:58:12Z LINDA LEVIN 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 32171820 0 X MYELDERSOURCE.ORG X 1974 FL ELDERSOURCE IS A STEWARD, ADVOCATE, AND CONNECTOR OF PEOPLE, INFORMATION AND RESOURCES. 15 15 92 93 0 0 26396647 32171680 6085 0 106 65 0 75 26402838 32171820 18553692 21985419 0 0 3413877 3803611 0 0 0 4584812 5366600 26552381 31155630 -149543 1016190 6246558 10113750 4480113 7331115 1766445 2782635 X ELDERSOURCE EMPOWERS PEOPLE TO LIVE AND AGE WITH INDEPENDENCE AND DIGNITY IN THEIR HOMES ANDTHEIR COMMUNITY. 0 0 29017563 21985419 75 WE CELEBRATED 49 YEARS OF SERVICE AS THE AREA AGENCY ON AGING FOR NORTHEAST FLORIDA. AS THE AREA AGENCY ON AGING, WE ARE RESPONSIBLE FOR IDENTIFYING THE NEEDS OF ELDERS AND CAREGIVERS IN OUR REGION AND CONTRACTING WITH PROVIDERS FOR SERVICES TO ADDRESS THOSE NEEDS. WE ARE THEN RESPONSIBLE FOR THE STEWARDSHIP AND OVERSIGHT OF THE TAXPAYER AND DONOR DOLLARS. WE MAKE SURE THE SERVICES THAT ARE PROVIDED ARE A GOOD QUALITY SERVICE, THEY MEET THE STANDARDS AND REQUIREMENTS, THAT THOSE MOST IN NEED ARE GETTING THE SERVICES AND THE DOLLARS ARE WELL AND APPROPRIATELY SPENT.AS THE AGING AND DISABILITY RESOURCE CENTER WE ARE RESPONSIBLE FOR PROVIDING INFORMATION AND REFERRAL TO NEEDED RESOURCES FOR OLDER ADULTS, ADULTS AGE 18 AND OLDER WITH A DISABILITY AND THEIR CAREGIVERS. IN 2023, CUSTOMER SERVICES SPECIALISTS MADE AND RECEIVED 46,460 CALLS. WE ARE ALSO RESPONSIBLE FOR SCREENING INDIVIDUALS FOR THE VARIOUS STATE FUNDED PROGRAMS AS WELL AS THE MEDICAID MANAGED CARE LONG TERM CARE PROGRAM. IN 2023, STAFF COMPLETED 10,173 ASSESSMENTS. WE ALSO ASSISTED CLIENTS THROUGH THE ELIGIBILITY DETERMINATION PROCESS FOR THIS PARTICULAR PROGRAM APPROXIMATELY 150 TO 200 PEOPLE A MONTH.IN 2023, OUR SHINE PROGRAM (SERVING HEALTH INSURANCE NEEDS OF ELDERS) VOLUNTEERS SAVED SENIORS OVER $3 MILLION ON MEDICARE PART D AND $2.1 MILLION FROM THE MEDICARE SAVINGS PLAN. TEN NEW VOLUNTEERS WERE ADDED TO THE TEAM AND 3,534 INDIVIDUALS RECEIVED SHINE COUNSELING ASSISTANCE. OTHER NOTABLE ACCOMPLISHMENTS INCLUDE 211,243 HOME-DELIVERED MEALS DISTRIBUTED; 275,899 CONGREGATE MEALS SERVED AND 74,673 HOURS OF HOMEMAKING SERVICES PROVIDED. IN 2023, OUR SENIOR-TO-SENIOR PROGRAM SUPPORTED 298 PEOPLE WITH FUNDING FROM THE J. WAYNE AND DELORES BARR WEAVER FOUNDATION AT THE COMMUNITY FOUNDATION AND THE JIM MORAN FAMILY FOUNDATION. THIS SUPPORT CONTINUED HELPING OLDER ADULTS FACING A FINANCIAL CRISIS. WE CONTINUED THE DEMENTIA CARE AND CURE INITIATIVE AND OUR AGE FRIENDLY COMMUNITY EFFORTS TO MAKE NORTHEAST FLORIDA A COMMUNITY FOR OLDER ADULTS, PEOPLE LIVING WITH DEMENTIA. A UNIQUE PROGRAM AND PARTNERSHIP WITH THE CUMMER MUSEUM OF ART AND GARDENS OFFERED CAREGIVERS AND THEIR LOVED ONES LIVING WITH DEMENTIA SPECIAL TOURS OF THE MUSEUM BY STAFF TRAINED IN DEMENTIA FRIENDLY COMMUNICATION SKILLS. 29017563 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 92 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 FL X LINDA LEVIN 9043916600 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 DR SANDY ROBINSON PRESIDENT 1.00 X X 0 0 0 WALETTE STANDFORD VICE PRESIDENT 1.00 X X 0 0 0 LINDA LEVIN EXEC DIRECTOR 40.00 4.00 X 166705 0 0 ED SALEK TREASURER 1.00 X X 0 0 0 MELISSA GILREATH SECRETARY 1.00 X X 0 0 0 GRADY WILLIAMS AT LARGE 1.00 X X 0 0 0 DR CYNTHIA GRIFFIN AT LARGE 1.00 X X 0 0 0 BRENDA EZELL DIRECTOR 1.00 X 0 0 0 BARBARA ANN GREENE DIRECTOR 1.00 X 0 0 0 JULIET WILIAMS DIRECTOR 1.00 X 0 0 0 PAMELA SANDERS DIRECTOR 1.00 X 0 0 0 ALEXANDER MOORE DIRECTOR 1.00 X 0 0 0 CHERYL JEFFERSON DIRECTOR 1.00 X 0 0 0 AMANDA SMITH DIRECTOR 1.00 X 0 0 0 SHELLEY HIRSCH DIRECTOR 1.00 X 0 0 0 VIVILE DIETRICH DIRECTOR 1.00 X 0 0 0 166705 0 0 2 0 1 0 0 46341 30892396 1232943 32171680 65 65 MISCELLANEOUS INCOME 624200 75 75 75 32171820 75 0 65 21985419 21985419 166705 33341 133364 2757160 2046630 710530 207258 146213 61045 443991 329630 114361 228497 161458 67039 7778 7778 52000 34881 17119 579125 290154 288971 11637 7913 3724 242414 127105 115309 135000 100519 34481 30260 13675 16585 6030 6030 8057 8057 28028 22813 5215 PROGRAM EXPENSES 3674538 3674508 30 PAYMENTS TO PROVIDERS 474068 474068 DUES AND SUBSCRIPTIONS 92005 24399 67606 STAFF DEVELOPMENT 18986 7840 11146 6674 3008 3666 31155630 29017563 2138067 0 1412776 1799118 101184 101222 4064688 7438828 3851 16557 358797 336479 4806 22318 659253 735707 6246558 10113750 420217 430653 3114609 6088886 340087 378541 605200 433035 4480113 7331115 X 1766445 2284271 498364 1766445 2782635 6246558 10113750 1016190 0 X 0 1 X 1 1 1 X 21317340 27208641 25624551 26396647 32171680 132718859 21317340 27208641 25624551 26396647 32171680 132718859 132718859 653 435 356 106 65 1615 11660 12854 25650 6085 75 56324 132776798 0.99960 0.99930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 358797 336479 22318 22318 ROU LEASE ASSETS 433035 DUE FROM AFFILIATES 302672 735707 LEASE LIABILITY 433035 433035 X 32171820 0 32171820 0 32171820 31155630 0 31155630 0 31155630 PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE AGENCY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2023. 1 NORTHEAST FLORIDA AREA HEALTH EDUCATION CENTER 1107 MYRA STREET SUITE 250 JACKSONVILLE FL 32204 593200731 501(C)(3) 306511 0 ELDER ASSISTANCE BAKER COUNTY COUNCIL ON AGING INC 9264 BUCK STARLING ROAD MACCLENNY FL 32063 591596339 501(C)(3) 783910 0 ELDER ASSISTANCE COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC 122 E COLONIAL DRIVE STE 200 ORLANDO FL 32801 591156260 501(C)(3) 134088 0 ELDER ASSISTANCE FLAGLER COUNTY 1769 E MOODY BLVD BUNNELL FL 32110 596000605 GOVT 792720 0 ELDER ASSISTANCE JACKSONVILLE AREA LEGAL AID INC 126 W ADAMS ST JACKSONVILLE FL 32202 590696291 501(C)(3) 204788 0 ELDER ASSISTANCE CITY OF JACKSONVILLE - ADULT SERVICES DIVISION 117 WEST DUVAL ST 210 JACKSONVILLE FL 32202 596000344 GOVT 2085970 0 ELDER ASSISTANCE NASSAU COUNTY COUNCIL ON AGING INC 1901 ISLAND WALK WAY FERNANDINA BEACH FL 32034 237375273 501(C)(3) 1273714 0 ELDER ASSISTANCE ST JOHNS COUNTY COUNCIL ON AGING INC 180 MARINE ST ST AUGUSTINE FL 32084 591525829 501(C)(3) 1806451 0 ELDER ASSISTANCE COUNCIL ON AGING OF VOLUSIA COUNTY INC 420 FENTRESS BLVD DAYTONA BEACH FL 32114 591160221 501(C)(3) 5889179 0 ELDER ASSISTANCE AGING TRUEURBAN JACKSONVILLE INC 4250 LAKESIDE DRIVE 116 JACKSONVILLE FL 32210 237024899 501(C)(3) 7360942 0 ELDER ASSISTANCE AGING TRUECLAY SENIOR SERVICES 4250 LAKESIDE DRIVE 116 JACKSONVILLE FL 32210 237024899 501(C)(3) 1494649 0 ELDER ASSISTANCE JEWISH FAMILY & COMMUNITY SERVICES INC 8540 BAYCENTER ROAD TAFFET BLD JACKSONVILLE FL 32256 590637868 501(C)(3) 298412 0 ELDER ASSISTANCE ST JOHNS COUNTY BOARD OF COUNTY COMMISSIONERS 500 SAN SEBASTIAN VIEW ST AUGUSTINE FL 32084 596000825 GOVT 6737 0 ELDER ASSISTANCE PART I, LINE 2: ON AN ANNUAL BASIS, ELDESOURCE WILL SEND OUT A SCHEDULE TO CONDUCT AN ON-SITE FISCAL MONITORING OF EACH PROVIDER AGENCY. THE PURPOSE OF THE ANNUAL MONITORING VISITS IS TO ENSURE THAT THE PROVIDER AGENCIES ARE IN COMPLIANCE WITH ALL ASPECTS OF THEIR CONTRACTS WITH ELDERSOUORCE THROUGH FEDERAL, STATE AND DOEA RULES AND REGULATIONS. X X 0 0 0 0 0 0 0 0 0 LINDA LEVIN EXEC DIRECTOR 166705 0 0 0 0 0 0 0 0 0 166705 0 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 VI, SECTION A, LINE 7A ELDERSOURCE INC MAY NOMINATE INDIVIDUALS FOR POSITIONS ON THE BOARD AND WILL HAVE APPROVAL AUTHORITY OF ALL NOMINEES. FORM 990, PART VI, SECTION A, LINE 7B THE ANNUAL BUDGET MUST BE PROVIDED TO THE BOARD OF ELDERSOURCE, INC. FOR REVIEW THIRTY (30) DAYS PRIOR TO THE ANNUAL MEETING OF THE BOARD OF DIRECTORS FOR THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTOR'S FINANCE & AUDIT COMMITTEE AND TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING FOR REVIEW AND ACCEPTANCE AS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE CEO MONITORS THAT ALL BOARD MEMBERS COMPLETE THIS QUESTIONNAIRE, AND SUBMIT TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 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. THE COMMITTEE AND/OR THE BOARD CHAIR (A MEMBER OF THE COMMITTEE) THEN MEET WITH THE CHIEF EXECUTIVE TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESES, AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ELDERSOURCE INC 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 271456179 TO IMPROVE WELL BEING OF ELDERS AND THEIR CAREGIVERS IN NE FLORIDA FL 501(C)(3) LINE 7 N/A 0 ELDERSOURCE INSTITUTE INC 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 475221862 TO IMPROVE WELL BEING OF ELDERS AND THEIR CAREGIVERS IN NE FLORIDA FL 501(C)(3) LINE 10 ELDERSOURCE INC 0 WISEOWL PROPERTIES INC 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 455567819 TO HOLD REAL ESTATE FL 501(C)(2) ELDERSOURCE INC 0 MEDICAID MANAGEMENT SERVICES 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 833617668 TO CERTIFY PATIENTS FOR MEDICAID FL 501(C)(3) LINE 7 ELDERSOURCE INC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 WISEOWL PROPERTIES INC O 47721 CASH WISEOWL PROPERTIES INC K 135000 CASH MEDICAID MANAGEMENT SERVICES O 184077 CASH ELDERSOURCE INC O 191247 CASH