2024-09-10T11:35:46-05:00 2023-12-31 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-01-01 591218100 NEIGHBORLY CARE NETWORK INC NEIG 7275739444 13945 EVERGREEN AVENUE CLEARWATER FL 33762 DAVID LOMAKA EXECUTIVE DIRECTOR 7275739444 2024-09-06 1 1 LISA BURKE P00220718 8169455500 2024-09-06 2023 2024-08-08 14:25:15Z DAVID LOMAKA 13945 EVERGREEN AVENUE CLEARWATER FL 33762 9708403 0 X WWW.NEIGHBORLY.ORG X 1966 FL HEALTH AND WELLNESS PROGRAMS THAT IMPROVE INDEPENDENT LIVING FOR SENIORS AND THEIR FAMILIES 9 9 146 886 0 0 9420828 7516653 1124376 865838 176727 247465 42593 44911 10764524 8674867 0 0 0 0 4412902 4683742 0 0 266152 5174473 5116500 9587375 9800242 1177149 -1125375 7468731 5593458 2026497 1185477 5442234 4407981 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 4868486 249139 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. 2042341 133771 TRANSPORTATION:FOR OVER 45 YEARS NEIGHBORLY TRANSPORTATION HAS PROVIDED CLIENTS, BOTH AMBULATORY AND NON-AMBULATORY, TRANSPORTATION SERVICES TO DOCTOR AND MEDICAL APPOINTMENTS, SENIOR CAFES, ADULT DAY CARE, GROUP SHOPPING TRIPS, AS WELL AS MANY OTHER LIFE-SUSTAINING TRIPS, WITH A FOCUS ON ALLOWING LOCAL SENIORS TO MAINTAIN THEIR INDEPENDENCE AS LONG AS POSSIBLE. LAST YEAR WE SWITCHED TO A MORE ROBUST SCHEDULING PLATFORM THAT STREAMLINED THE 76,958 TRIPS WE PROVIDED TO OUR 3,321 REGISTERED CLIENTS THROUGHOUT PINELLAS COUNTY. ON AVERAGE, THAT IS 310 TRIPS A DAY IN 2023. OUR FLEET TRAVERSED 321,306 MILES IN 2023 OR 1,296 MILES A DAY. 1231807 482928 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 9,906 DAYS OF CARE TO 148 CLIENTS IN 2023. 8142634 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 16 0 1 146 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X JENNI WHITE FINANCE DIRECTOR 7275739444 13945 EVERGREEN AVE CLEARWATER FL 33762 BROOKE MIRENDA CHAIRWOMAN 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 NEIL BRICKFIELD SECRETARY 1.00 X X 0 0 0 MICHAEL AUDINO BOARD MEMBER 1.00 X 0 0 0 JIM BARGE BOARD MEMBER (TERM START 5/1/23) 1.00 X 0 0 0 ERIC BECK BOARD MEMBER 1.00 X 0 0 0 JULIUS NASSO BOARD MEMBER (TERM START 2/1/23) 1.00 X 0 0 0 JOHN WEITHORN BOARD MEMBER (TERM START 3/1/23) 1.00 X 0 0 0 DAVID LOMAKA EXECUTIVE DIRECTOR 40.00 X 151985 0 20055 JENNIFER WHITE FINANCE DIRECTOR 40.00 X 89350 0 17811 241335 0 37866 1 0 1 0 REBUILT MEALS LLC 4618 N HALE AVE STE 101 TAMPA FL 33614 MEALS DELIVERED TO CLIENTS 1288289 METZ CULINARY MGMT LLC TWO WOODLAND DR DALLAS TX 18612 MEALS DELIVERED TO CLIENTS 1134094 APEX AUTO & RV REPAIR 12555 47TH WAY N CLEARWATER FL 33762 VEHICLE MAINTENANCE 173952 3 949221 6567432 158213 7516653 ADULT DAY CARE 624210 482928 482928 NUTRITION 624210 249139 249139 TRANSPORTATION 624210 133771 133771 865838 36600 36600 8325 0 8325 8325 8325 529594 714807 518972 514564 10622 200243 210865 210865 36586 36586 36586 8674867 865838 0 292376 279201 236191 43010 3386117 2949869 360191 76057 134106 118765 12496 2845 591494 466115 109150 16229 292824 237443 45969 9412 3609 3609 49175 49175 5486 5486 302708 62048 173911 66749 4024 2514 1360 150 401493 320116 57650 23727 123986 57785 54327 11874 300843 300843 511811 508984 1969 858 19139 10919 7685 535 22518 22518 319070 295487 23583 317274 313839 2748 687 FOOD COSTS 2719107 2719107 EXPENSE ALLOCATIONS 0 -225176 215509 9667 16257 3976 7929 4352 9800242 8142634 1391456 266152 763239 622138 2349873 1182127 181833 126984 548641 534616 70890 127770 6705496 5229012 1960540 1476484 532710 578455 1061005 944884 7468731 5593458 783687 613160 7495 0 606958 145407 628357 426910 2026497 1185477 X 4384014 3248656 1058220 1159325 5442234 4407981 7468731 5593458 X -1125375 25789 65333 X X 0 1 X 1 1 1 X 5855101 7978136 7038603 9420828 7516653 37809321 120215 120215 120214 120214 120214 601072 5975316 8098351 7158817 9541042 7636867 38410393 38410393 40513 50718 39900 159094 44925 335150 38745543 4698596 0.99130 0.99070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 532710 45745 578455 602202 -69492 532710 965383 66819 430000 602202 1198353 57030 290000 965383 1431715 167633 400995 1198353 0.00000 1.00000 0.00000 0 0 171989 171989 1272842 857706 415136 1277767 1224937 52830 3982898 3146369 836529 1476484 RECEIVABLES UNDER CHARITABLE REMAINDER TRUSTS 580870 DEPOSITS 26268 RIGHT OF USE ASSETS 337746 944884 LEASE LIABILITIES 426910 426910 X 8646178 196995 196995 8449183 225684 225684 8674867 9991751 196995 196995 9794756 5486 5486 9800242 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: INVESTMENT INCOME 14,819. REALIZED GAIN ON INVESTMENTS 10,622. GAIN ON SALE OF PROPERTY AND EQUIPMENT 200,243. X X X 0 0 0 0 0 0 0 0 0 DAVID LOMAKA EXECUTIVE DIRECTOR 144726 0 0 0 7259 0 7259 0 12796 0 172040 0 0 0 X SUPPLIES 122 158213 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 A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE ORGANIZATION AND THE IMMEDIATE PAST CHAIRPERSON OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE RIGHT TO RECOMMEND TO THE BOARD THE REMOVAL OF ANY DIRECTOR FOR ANY REASON WHATSOEVER. THE EXECUTIVE COMMITTEE SHALL PROMPTLY NOTIFY ANY DIRECTOR OF ITS DECISION TO RECOMMEND SAID DIRECTOR'S REMOVAL. IN NO EVENT SHALL THE AFFECTED DIRECTOR BE GIVEN LESS THAN FIVE (5) DAYS (EXCLUDING WEEKENDS AND HOLIDAYS) NOTICE OF THE EXECUTIVE COMMITTEE'S INTENTION TO FORWARD ITS RECOMMENDATION TO THE FULL BOARD. 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 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. 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. 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 65,333. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE, WORKING CLOSELY WITH THE EXECUTIVE DIRECTOR, FINANCE DIRECTOR, 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.