2024-06-12T16:46:10-05:00 2023-12-31 621114363 HENDERSON HUTCHERSON & MCCULLOUGH PLLC 3250 W NAVY BOULEVARD PENSACOLA FL 32505 990 2023-01-01 591373939 COUNCIL ON AGING OF WEST FLORIDA INC COUN 8504321475 PO BOX 17066 PENSACOLA FL 32522 JOSH NEWBY PRESIDENT/CEO 8504321475 2024-06-05 1 JOSH NEWBY XXX-XX-XXXX 0 THOMAS M BIZZELL P01429187 8504345574 2024-06-02 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOSH NEWBY PO BOX 17066 PENSACOLA FL 32522 7273046 0 X WWW.COAWFLA.ORG X 1972 FL DEDICATING EACH DAY TO SERVE, SUPPORT, AND ADVOCATE FOR AGING AULTS IN ESCAMBIA AND SANTA ROSA COUNTIES. 20 20 70 816 0 0 6544580 6417325 529242 536511 11160 19704 2929 6552 7087911 6980092 0 0 0 0 1848809 2032004 0 0 222761 5310203 5303455 7159012 7335459 -71101 -355367 2383448 2090856 1306346 1278800 1077102 812056 DEDICATING EACH DAY TO SERVE, SUPPORT, AND ADVOCATE AGING ADULTS IN ESCAMBIA AND SANTA ROSA COUNTIES. 0 0 1110293 IN-HOME RESPITE - PROVIDES THE PRIMARY CAREGIVER RELIEF FOR A SPECIFIED TIME PERIOD FROM THE CONSTANT, CONTINUED CARE OF A FUNCTIONALLY IMPAIRED OLDER PERSON IN THE HOME ENVIRONMENT. 1100846 23483 CONGREGATE MEALS - A NEIGHBORHOOD BASED PROGRAM WHICH OFFERS THE OPPORTUNITY FOR ACTIVE ADULTS TO SHARE THEIR NOON MEAL WITH OTHERS THEIR AGE AND TO PARTICIPATE IN THE RECREATIONAL ACTIVITIES, NUTRITION EDUCATION, ARTS AND CRAFTS, AND OTHER SOCIAL ACTIVITIES. 713702 65971 HOME DELIVERED MEALS - NUTRITIONALLY BALANCED MEALS DELIVERED TO HOMEBOUND INDIVIDUALS MONDAY THROUGH FRIDAY FROM 10:30 A.M. TO 1:30 P.M. 3925304 229448 3925304 229448 6850145 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 35 0 70 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LAURA GARRETT 8504321475 875 ROYCE STREET PENSACOLA FL 32503 MALCOLM BALLINGER CHAIRPERSON 1.00 X X 0 0 0 SEAN P MAGERKORTH FIRST VICE CHAIRPERSON 1.00 X X 0 0 0 RABBI JOEL FLEEKOP SECOND VICE CHAIRPERSON 1.00 X X 0 0 0 LOIS B LEPP IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 PC WU SECRETARY 1.00 X X 0 0 0 JAN M PACENTA TREASURER 1.00 X X 0 0 0 MARCELLA BEADEN MEMBER 1.00 X 0 0 0 DAWN BOND MEMBER 1.00 X 0 0 0 DEBORAH J CORBIN MEMBER 1.00 X 0 0 0 SONYA DANIEL MEMBER 1.00 X 0 0 0 PETE DOYLE MEMBER 1.00 X 0 0 0 BRANDI GOMEZ MEMBER 1.00 X 0 0 0 RODNEY GUTTMAN MEMBER 1.00 X 0 0 0 MARY E HOXENG MEMBER 1.00 X 0 0 0 DR DONNA JACOBI MEMBER 1.00 X 0 0 0 COMM LUMON MAY MEMBER 1.00 X 0 0 0 CHARLIE NICHOLS MEMBER 1.00 X 0 0 0 CRYSTAL SCOTT MEMBER 1.00 X 0 0 0 CARON SJOBERG MEMBER 1.00 X 0 0 0 SUE STRAUGHN MEMBER 1.00 X 0 0 0 JOSH NEWBY CEO/PRESIDENT 40.00 X 127037 0 12959 LAURA GARRETT EXECUTIVE VICE PRESIDENT 40.00 X 115795 0 13927 242832 0 26886 2 0 0 0 TRIO COMMUNITY MEALS PO BOX 742992 ATLANTA GA 30374 MEALS 1033692 ADDUS 2160 CREIGHTON ROAD PENSACOLA FL 34684 IN-HOME SEVICES 629817 TLC CAREGIVERS 4400 BAYOU BLVD SUITE 9 PENSACOLA FL 32503 IN-HOME SEVICES 590494 PHENOMENAL LOVE & CARE SERVICES LLC 6202 N 9TH AVE 3 PENSACOLA FL 32504 IN-HOME SEVICES 321659 SUPPLEMENTAL SUPPORT CARE SERVICES LLC 8180 PENSACOLA BLVD SUITE 215 PENSACOLA FL 32503 IN-HOME SEVICES 249444 5 25454 84452 5916212 391207 140080 6417325 CONTRACTS 900099 299805 299805 PRIVATE PAY/ FEE FOR S 900099 209144 209144 CO-PAY/ ASSESSED FEE P 900099 21151 21151 DAYCARE ACTIVITIES 900099 6411 6411 536511 20187 20187 250300 3300 254083 0 -3783 3300 -483 -483 22911 84452 38871 -15960 -15960 MISCELLANEOUS INCOME 900099 22512 22512 22512 6980092 559023 0 3744 242832 155412 75278 12142 1306540 836186 405027 65327 125395 80253 38872 6270 222936 142679 69110 11147 134301 85953 41633 6715 280 15 265 45502 2480 43022 2825 154 2671 885 885 139203 55983 69473 13747 1219 382 712 125 63540 39007 21673 2860 28161 20377 4816 2968 31380 31380 85610 85610 75332 44281 27753 3298 SUBCONTRACTOR EXPENSE 3996166 3996166 VOLUNTEER EXPENSES 495177 494982 195 PROGRAM SUPPLIES 154904 124484 29336 1084 OTHER EXPENSES 132897 75552 45830 11515 50374 695799 -729908 84483 7335459 6850145 262553 222761 152136 162183 1013881 939574 17088 21187 1527804 1035196 573585 492608 621710 470256 5048 5048 2383448 2090856 784329 665916 492284 478121 29733 134763 1306346 1278800 X 1077102 812056 1077102 812056 2383448 2090856 -355367 90320 0 X 0 1 X 1 1 1 X 6028972 6084656 5370646 7045111 6661191 31190576 6028972 6084656 5370646 7045111 6661191 31190576 31190576 42131 41703 96308 34189 20187 234518 17126 12885 32778 26397 22512 111698 31536792 0.98900 0.98760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42197 42197 1340833 922904 417929 41879 33846 1774 102895 78446 30708 492608 INVESTMENTS 470256 F 470256 DEPOSITS 30515 REFUNDABLE ADVANCES 27098 BORROWING UNDER LINE OF CREDIT 77150 134763 7132429 90320 62016 152336 6980093 0 6980093 7397475 62016 62016 7335459 0 7335459 CALANDAR GALA 96320 74652 21668 10645 6600 13929 KITES ON THE COAST 11043 9800 1243 7697 107363 84452 22911 10645 6600 21626 38871 -15960 MALCOLM BALLINGER MEMBER OF THE BOARD OF DIRECTORS 14676 THE ORGANIZATION USES THE BOARD MEMBER'S COMPANY TO PRODUCE THE COMING OF AGE MAGAZINE. 0 X GENERAL 7101 129009 QUOTED PRICES X MEALS 3273 11071 PURCHASE PRICE FROM 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B WHEN COMPLETED BY THE CPA FIRM, THE 990 WILL BE E-MAILED TO ALL BOARD MEMBERS. IN ADDITION, THE AGENCY'S AUDIT COMMITTEE WILL RECEIVE AN IN-DEPTH REVIEW AND PRESENT THE GOVERNING BOARD OF DIRECTORS WITH A SUMMARY OVERVIEW OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW AND RETURNING BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND THE AGENCY'S CONFLICT OF INTEREST POLICY. THE POLICY IS ALSO REVIEWED WITH ALL STAFF AND IS STATED IN THE AGENCY'S GENERAL PERSONNEL POLICIES AND PROCEDURES MANUAL. FORM 990, PART VI, SECTION B, LINE 15 THE AGENCY PERIODICALLY CONDUCTS SALARY AND COMPENSATION REVIEWS FOR ITS VARIOUS POSITIONS WITHIN THE AGENCY, INCLUDING CEO, BY CONTACTING SIMILAR AGENCIES WITHIN THE STATE AND BY REVIEWING STATE AND FEDERAL DATA ON SIMILAR POSITIONS. COPIES OF THESE REVIEWS ARE AVAILABLE FOR REVIEW IN THE AGENCY'S PERSONNEL DEPARTMENT. ANY RAISE FOR THE CEO IS DETERMINED BY THE AGENCY'S EXECUTIVE COMPENSATION COMMITTEE BASED ON JOB PERFORMANCE AND THE RESULT OF THESE SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 ITEMS ARE AVAILABLE IN PDF FORMAT ON THE AGENCY'S WEBSITE AT WWW.COAWFLA.ORG FOR PUBLIC REVIEW. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: ADULT DAY CARE - PROVIDES RESPITE FOR CAREGIVERS WHILE AT THE SAME TIME PREVENTING LONG-TERM CARE FACILITY ADMISSION FOR INDIVIDUALS WHO CANNOT BE LEFT ALONE DURING THE DAY. THIS PROGRAM INCLUDES MEALS, ACTIVITIES, SUPERVISION BY A RN OR LPN, AND ASSISTANCE WITH SOME ACTIVITIES OF DAILY LIVING. EXPENSES $559,592 INCLUDING GRANTS OF $0 REVENUE $ 169,620 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: SENIOR COMPANIONS - A PART OF SENIOR CORPS, A NETWORK OF THE NATIONAL SERVICE PROGRAMS THAT MATCHES VOLUNTEERS WITH THEIR HOMEBOUND PEERS WITH SPECIAL NEEDS. SENIOR COMPANIONS ASSIST WITH RUNNING ERRANDS, PREPARING MEALS, WRITING LETTERS, AND OTHER DAILY TASKS. EXPENSES $396,796 INCLUDING GRANTS OF $0 REVENUE $ 2,748 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: SOCIAL SERVICE PROGRAMS - AN IN-DEPTH PROGRAM WHICH IDENTIFIES PROBLEMS FOR THE ELDERLY AND DEVELOPES SOLUTIONS TO THOSE PROBLEMS. CASE MANAGEMENT (CM), CASE AIDE (CA), AND SCREENING/ASSESSMENT (SA) ARE JUST A FEW OF THE SERVICES OFFERED. EXPENSES $610,663 INCLUDING GRANTS OF $0 REVENUE $ 56,680 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: OTHER COMMUNITY SERVICE PROGRAMS (NUTRITION EDUCATION, OUTREACH, RECREATION, AND TRANSPORTION) EXPENSES $120,720 INCLUDING GRANTS OF $0 REVENUE $400 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: HOME SERVICES PROGRAMS EXPENSES $1,680,643 INCLUDING GRANTS OF $0 REVENUE $0 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: FOSTER GRANDPARENTS - A PART OF SENIOR CORP, A NETWORK OF NATIONAL SERVICES PROGRAMS THAT UNITE ELIGIBLE ADULTS WITH AT-RISK CHILDREN AT SITES SUCH AS SCHOOLS, HOSPITALS, DETENTION CENTERS, AND DAYCARE CENTERS. EXPENSES $556,890 INCLUDING GRANTS OF $0 REVENUE $15,739 COUNCIL ON AGING FOUNDATION OF WEST FLORIDA INC 875 ROYCE STREET PENSACOLA FL 32503 592864564 ENCOURAGE, SOLICIT, PROMOTE, RECEIVE, AND ADMINISTER GIFTS FL 501(C)(3) 7 COUNCIL ON AGING OF WEST FLORIDA INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0