2024-08-08T14:15:10-04:00 2023-09-30 640394922 WATKINS WARD AND STAFFORD PLLC PO BOX 1345 STARKVILLE MS 39760 990 2022-10-01 237024899 URBAN JACKSONVILLE INC URBA 9048071203 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 LEE E WILSON CFO 9048071203 2024-08-08 true true S KEITH WINFIELD CPA P00245943 6623239071 2024-08-08 2022 2024-08-08 14:25:15Z AGING TRUE SAMUEL HALL 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 13670610 false X AGINGTRUE.ORG X 1968 FL THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. 12 12 108 535 0 1603353 1549959 7999215 8801876 11886 17059 2090956 2296074 11705410 12664968 0 0 3033527 3022146 0 0 7239671 6944648 10273198 9966794 1432212 2698174 2999823 5856285 889581 977786 2110242 4878499 X THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. false false 2496997 2860116 THE MEALS ON WHEELS (MOW) PROGRAM PROVIDES QUALIFIED ELDERLY OR DISABLED PEOPLE WITH HOT, NUTRITIOUS MEALS DELIVERED TO THEIR HOMES EACH DAY. MOW ALSO DELIVERS FORZEN AND SHELF-STABLE MEALS WHEN SUCH MEALS ARE INTENDED TO BE EATEN ON DAYS SUBSEQUENT TO THEIR DELIVERY. 259,178 MEALS WERE DELIVERED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. 1386127 1313876 RESPITE SERVICES PROVIDE IN-HOME ASSISTANCE AND RELIEF TO CAREGIVERS OF FRAIL, HOMEBOUND ELDERS AGED SIXTY AND OVER. THE INTENT OF RESPITE IS TO PROVIDE FAMILY CAREGIVERS WITH A MUCH NEEDED BREAK IN ORDER TO ALLOW THE FAMILY UNIT TO CONTINUE CARING FOR A HOMEBOUND ELDER WITHOUT BECOMING ILL THEMSELVES. THE ORGANIZATION PROVIDED 60,466 HOURS OF RESPITE SERVICES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. 731045 794172 CLAY COUNTY SENIOR SERVICES OF AGING TRUE (CCSSAT), A DIVISION OF URBAN JACKSONVILLE, INC., OPERATES FOUR REGIONAL SENIOR CENTERS THROUGHOUT CLAY COUNTY IN FACILITIES OWNED BY THE COUNTY, AND LEASED BY THE AGENCY FOR 1 PER YEAR. EACH SENIOR CENTER IS STAFFED BY CAPABLE AGENCY EMPLOYEES WHO FACILITATE ALL ACTIVITIES IN THE SENIOR CENTERS FOR THE BENEFIT OF THE COUNTIES ELDERLY RESIDENTS. INCLUDES DAILY CONGREGATE MEALS AND A VARITY OF OPPORTUNITIES FOR SOCIAL AND RECREATION INTERACTION. 4225277 3833712 OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING HOMEMAKING, PERSONAL CARE, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE, AND CAREGIVER TRAINING AND SUPPORT. 4225277 3833712 8839446 true true false false false false false false true false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 13 0 108 true false false false false false false false false X 12 12 false false false false true true false true true false false true true true true true true true true false X LEE E WILSON CFO LEE E WILSON CFO 9048071203 4250 LAKESIDE DR STE 300 4250 LAKESIDE DRIVE JACKSONVILLE FL 32210 TERESA K BARTON CEO/EXEC DIR 4.00 36.00 X 0 271324 27442 SAMUEL HALL COO 4.00 36.00 X 0 141476 39935 LEE E WILSON CFO 4.00 36.00 X 0 139152 7307 NICOLE EGAN DIRECTOR-CAR 40.00 X 106086 0 14758 REBECCA L BERG CHAIRWOMAN/D X X 0 0 0 DR WHITNEY GEORGE SECRETARY/DI X X 0 0 0 PASQUALE GILBERTO DIRECTOR X 0 0 0 ANDREW HARMON DIRECTOR X 0 0 0 DR LEIGH HART DIRECTOR X 0 0 0 AMBER ISLEY DIRECTOR X 0 0 0 KEVIN KENNEY DIRECTOR X 0 0 0 KATHERINE B MOOREHEAD VICE CHAIR/D X X 0 0 0 GREGORY REDMON DIRECTOR X 0 0 0 ALFRED W RUTLAND DIRECTOR X 0 0 0 MICHAEL R WEATHERBY DIRECTOR X 0 0 0 SHARON T WILBURN DIRECTOR X 0 0 0 106086 551952 89442 1 false true false COMFORT KEEPERS-CLAY COMFORT KEEPERS-CLAY 1301 NORTH ORANGE AVE SUITE 104 GREEN COVE SPRINGS FL 32043 IN-HOME SERVICE 668994 B&E SOLUTIONS B&E SOLUTIONS 10752 DEERWOOD PARK BLVD JACKSONVILLE FL 32256 IN HOME SERVICE 251827 2 426924 963528 159507 1549959 COMMUNITY CARE FOR ELDER 4879430 4879430 FEDERAL TITLE III PROGRAMS 2549520 2549520 OTHER PROGRAM REVENUE 863716 863716 LSF CONTRACT REVENUE 290207 290207 DOEA RELIEF 219003 219003 8801876 15794 15794 1006907 1005642 1265 1265 1265 EMPLOYEE RETENTION TAX CREDIT 2270660 2270660 MISCELLANEOUS 25414 25414 2296074 12664968 11115009 2407798 1996696 411102 104932 84177 20755 330928 265480 65448 178488 143188 35300 465000 298484 166516 2515 1614 901 184000 118110 65890 6678 4287 2391 5314 3188 2126 80184 51470 28714 249130 216120 33010 200394 105327 95067 54336 45313 9023 160342 101205 59137 174663 119298 55365 SERVICE PROVIDERS 2413137 2413137 FOOD & SUPPLIES 1415228 1413064 2164 PROGRAM SUPPLIES/EHEAP 990391 985343 5048 ALL OTHER EXPENSES 336260 266869 69391 207076 207076 9966794 8839446 1127348 0 1000686 898418 49728 1334786 2431144 54334 44252 894578 543238 273595 351340 252487 1885397 31322 34207 214412 2999823 5856285 724370 953692 165211 24094 889581 977786 X 2110242 4878499 2110242 4878499 2999823 5856285 2698174 -46149 116232 X false true X true true true X 1179141 1389979 2115751 1603353 1549959 7838183 1179141 1389979 2115751 1603353 1549959 7838183 7838183 9635 84296 74779 11886 17059 197655 6663 4743 2090956 2296074 4398436 12434274 47206386 0.63040 0.75920 X PART II, LINE 10 OTHER INCOME 40,527 FORGIVENESS OF DEBT DUE AFFILLATE 2,087,247 EMPLOYEE RETENTION TAX CREDIT 2,270,662 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 151107 322506 298837 174776 false 81318 81318 813260 461920 351340 351340 12618819 -46149 -46149 12664968 12664968 9966794 9966794 9966794 SCHEDULE D, PAGE 2, PART IV, LINE 1B THE ORGANIZATION SERVES AS CUSTODIAN FOR CERTAIN CLIENT-OWNED FUNDS UNDER TWO PROGRAMS. UNDER THE PROTECTIVE SERVICES COUNSELING PROGRAM, THE ORGANIZATION PROVIDES DAILY MONEY MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO ARE IN FINANCIAL CRISIS IN ORDER THAT THEY MAY REMAIN IN INDEPENDENT LIVING SITUATIONS. THE FUNDS ARE RECEIVED FROM SOCIAL SECURITY, SSI AND OTHER SOURCES, AND REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT, TO BE DISBURSED ONLY AS AUTHORIZED OR REQUESTED. THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. UNDER THE GUARDIANSHIP PROGRAM, THE ORGANIZATION PROVIDES GUARDIANSHIP SERVICES AND FUNDS MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO HAVE NO ONE ELSE TO ASSIST THEM. QUALIFIED INDIVIDUALS ARE DETERMINED BY A PHYSICIAN, AND THE COURT AUTHORIZES EACH GUARDIANSHIP. THE FUNDS MANAGED BY THE ORGANIZATION REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT. ACCORDINGLY, THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. false false false false false false false false false TERESA K BARTON CEO/EXEC DIR 271324 10489 16953 298766 SAMUEL HALL COO 141476 5330 34605 181411 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. FORM 990, PAGE 1, PART I, LINE 6 APPROXIMATELY TWO/THIRDS OF UJI VOLUNTEERS IN ANY GIVEN FISCAL YEAR PARTICIPATE IN THE MEALS-ON-WHEELS PROGRAM BY ASSISTING WITH THE COLLECTION, STAGING AND DISTRIBUTION OF HONE-DELIVERED MEALS TO PARTICIPATING SENIORS FROM A VARITY OF LOCATIONS ALL AROUND NORTHEAST FLORIDA. ABOUT ANOTHER QUARTER OF THE TOTAL NUMBER ARE THOSE WHO PARTICIPATE IN SUPPORTING SPECIAL EPISODIC AND CORPORATE ACTIVITIES LIKE HOLIDAY PARTIES AND PROMOTIONAL EVENTS. THEY RECEIVE NO COMPENSATION FOR THEIR EFFORTS, OTHER THAN THE GREAT APPRECIATION OF OUR AGENCY, AND OF THOSE WHO BENEFIT FROM THE SERVICES THEY PROVIDE. A SMALL NUMBER OF VOLUNTEERS ARE THOSE WHO SPECIFICALLY SERVE YEAR-ROUND IN THE "RELIEF" PROGRAM, IN WHICH THEY PROVIDE REGULARLY SCHEDULED PERIODS OF RESPITE TO FULL-TIME CAREGIVERS OF OUR ELDERLY AND INFIRM PROGRAM CLIENTS. THESE VOLUNTEERS RECEIVE MONTHLY STIPEND PAYMENTS THAT ARE INTENDED TO PARTIALLY REIMBURSE THEM FOR INCURRED EXPENSES SUCH AS TRAVEL AND MEALS, BASED ON THE NUMBER OF HOURS THEY SERVE IN A GIVEN MONTH. FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING HOMEMAKING, PERSONAL CARE, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE, AND CAREGIVER TRAINING AND SUPPORT. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS ARE THE VESTRY OF ST. JOHN'S CATHEDRAL. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF THE ORGANIZATION APPROVE ALL BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINAL VERSION OF THE FORM 990 IS EMAILED TO, AND REVIEWED BY THE CEO/EXECUTIVE DIRECTOR, THE CFO AND ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION HAS A FORMAL CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE. EACH NEW BOARD MEMBER AND OFFICER RECEIVES AS PART OF THEIR ORIENTATION MATERIALS A COPY OF THE CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE AND RECEIVES TRAINING ON WHAT CONSTITUTES A CONFLICT OF INTEREST. EACH BOARD MEMBER AND OFFICER MUST COMPLETE AN ANNUAL AFFIRMATION OF COMPLIANCE AND DISCLOSURE STATEMENT, AND AGREES TO REPORT ANY FUTURE POTENTIAL CONFLICTS OF INTEREST TO THE CHAIRMAN OF THE BOARD. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER OR OFFICER MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. WHEN A MOTION OR ISSUE IS RAISED IN A BOARD MEETING WHICH CONTAINS POSSIBLE CONFLICTS, THE SPECIFIC BOARD MEMBER MUST ABSTAIN FROM ALL DELIBERATIONS AND VOTING ON THE ISSUE OR TRANSACTION. ALL ACTUAL OR POSSIBLE CONFLICTS OF INTEREST BY OTHER MANAGERS OR EMPLOYEES OTHER THAN BOARD MEMBERS OR OFFICERS MUST BE DISCLOSED TO A COMPLIANCE COMMITTEE, WHO THEN WOULD REPORT ANY SIGNIFICANT ISSUES TO THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON-PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA.THE EXECUTIVE COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2023 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR, THE CHIEF OPERATING OFFICER AND THE CCHIEF FINANCIAL OFFICER. THE EXECUTIVE COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON-PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA. THE EXECUTIVE COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2023 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILL 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 596161532 MGT OF HOU FL 501C 10 N/A false CATHEDRAL TERRACE INC CATHEDRAL TERRACE INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 237301688 HOUSING FL 501C 10 N/A false CATHEDRAL COURT INC CATHEDRAL COURT INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 591842385 HOUSING FL 501C 10 N/A false CATHEDRAL TOWERS 2 INC CATHEDRAL TOWERS 2 INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 474251993 HOUSING FL 501C 10 N/A false CATHEDRAL TOWNHOUSE 2 INC CATHEDRAL TOWNHOUSE 2 INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 474265886 HOUSING FL 501C 10 NA false CFI ASHLEY INC CFI ASHLEY INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE JACKSONVILLE FL 32210 843228772 HOUSING FL 501C 10 NA false false false false false false false false false false false true false true false true false false false true CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILLE K 126000 ACTUAL PAYMENT CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILLE M 604500 ACTUAL PAYMENT CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILLE S 210000 ACTUAL PAYMENT