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 591569867 NORTHEAST FLORIDA AREA AGENCY ON AGING INC NORT 9043916600 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 DR SANDY ROBINSON VICE PRESIDENT 9043916600 2024-02-14 1 DR SANDY ROBINSON 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 ROAD JACKSONVILLE FL 32257 26402838 0 X MYELDERSOURCE.ORG X 1974 FL ELDERSOURCE IS A STEWARD, ADVOCATE, AND CONNECTOR OF PEOPLE, INFORMATION AND RESOURCES. 21 21 66 105 0 0 25624551 26396647 25650 6085 356 106 0 0 25650557 26402838 18767558 18553692 0 0 3252810 3413877 0 0 0 3109834 4584812 25130202 26552381 520355 -149543 5702503 6246558 3786515 4480113 1915988 1766445 X ELDERSOURCE EMPOWERS PEOPLE TO LIVE AND AGE WITH INDEPENDENCE AND DIGNITY IN THEIR HOMES ANDTHEIR COMMUNITY. 0 0 24433716 18553692 6085 ELDERSOURCE IS IN ITS 49TH YEAR 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 AGE 60 AND OVER AND FOR ADULTS AGE 18 AND OLDER LIVING WITH A DISABILITY AND THEIR CAREGIVERS. IN 2022, CUSTOMER SERVICES SPECIALISTS ANSWERED 37,056 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 2022, STAFF COMPLETED OVER 7,400 ASSESSMENTS. WE ALSO ASSIST CLIENTS THROUGH THE ELIGIBILITY DETERMINATION PROCESS FOR THIS PARTICULAR PROGRAM APPROXIMATELY 150 TO 200 PEOPLE A MONTH. IN 2022, OUR SHINE PROGRAM (SERVING HEALTH INSURANCE NEEDS OF ELDERS) VOLUNTEERS MADE 3,132 CONTACTS AND SAVED SENIORS OVER $2.5 MILLION ON MEDICARE PART D AND $2 MILLION FROM THE MEDICARE SAVINGS PLAN. IN 2022, OUR SENIOR-TO-SENIOR PROGRAM SUPPORTED BY THE J. WAYNE AND DELORES BARR WEAVER FOUNDATION AT THE COMMUNITY FOUNDATION AND THE JIM MORAN FAMILY FOUNDATION CONTINUED HELPING OLDER ADULTS FACING A FINANCIAL CRISIS.ACCORDING TO THE CENTERS FOR DISEASE CONTROL, BY 2030 THERE WILL ONLY BE FOUR POTENTIAL FAMILY CAREGIVERS PER ADULT, COMPARED TO SEVEN TODAY. THE STATISTICS MAGNIFY THE NEED TO PROVIDE SUPPORT AND RESOURCES FOR THE IMPACT ON CAREGIVERS. ELDERSOURCE IS WORKING TO MEET THE NEEDS OF THIS IMPORTANT GROUP OF INDIVIDUALS. THE TAILORED CAREGIVER ASSESSMENT AND REFERRAL PROGRAM (TCARE) SUPPORTED FAMILY MEMBERS AT RISK FOR BURNOUT. INITIALLY FUNDED BY FLORIDA BLUE FOUNDATION AND BOLSTERED BY A GRANT FROM THE HUMANA FOUNDATION, TCARE WAS A BOON TO MANY CAREGIVERS IN 2022. THE ELDERSOURCE CARE CONNECTOR ASSESSED SEVENTY-FOUR PEOPLE WHO HAD PERSONALIZED PLANS CREATED FOR THEM TO HELP THE CAREGIVER REDUCE BURNOUT AND CONNECT TO SUPPORT RESOURCES TO BEST MEET THEIR NEEDS. THE VIRTUAL CAREGIVER SUPPORT GROUP, ESTABLISHED PRIOR TO THE PANDEMIC, WAS A SAFE PLACE FOR CAREGIVERS TO SHARE INFORMATION, ASK QUESTIONS AND VOICE PERSONAL FEELINGS WITH OTHER CAREGIVERS WHO ARE "WALKING THE SAME WALK." THE TELEPHONE REASSURANCE PROGRAM CALLED CARING CONNECTIONS ENLISTED THE HELP OF 54 VOLUNTEERS WHO CALLED ON 69 SENIORS MAKING 3,554 CALLS.GIVING CAREGIVERS THE GUIDANCE AND RESOURCES TO BE THE BEST CAREGIVER THEY CAN BE WAS THE GOAL OF THE POWERFUL TOOLS FOR CAREGIVERS PROGRAM. WITH FUNDING FROM THE AMERICAN RECOVERY ACT, POWERFUL TOOLS FOR CAREGIVERS IS AN EVIDENCE-BASED PROGRAM OF SIX CLASSES HELD ONCE A WEEK THAT PROVIDES PARTICIPANTS THE TOOLS NEEDED TO SUCCEED IN THEIR CAREGIVING JOURNEY. FINALLY, THE CAREGIVER COALITION OF NORTHEAST FLORIDA MANAGED BY ELDERSOURCE, OFFERED VIRTUAL WORKSHOPS AND AN IN-PERSON EVENT. MORE THAN TWO HUNDRED PEOPLE ATTENDED THE VIRTUAL WORKSHOPS AND MORE THAN FORTY PEOPLE BENEFITED FROM AN IN-PERSON WORKSHOP FEATURING VALUABLE INFORMATION ON RESPITE CARE. CURRENT MEMBERSHIP OF THE COALITION STANDS AT 25 INDIVIDUALS AND ORGANIZATIONS.ELDERSOURCE CONTINUES TO DEVOTE TIME, ATTENTION AND RESOURCES TO ADVANCING OUR WORK IN THE AREA OF DIVERSITY, EQUITY, INCLUSION AND BELONGING (DEIB) TO ENSURE THAT ELDERSOURCE INFORMATION AND BUSINESS PRACTICES ARE ACCESSIBLE TO THOSE IN THE COMMUNITY. 24433716 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 8 0 1 66 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X LINDA LEVIN 9043916600 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 LINDA LEVIN EXEC DIRECTOR 40.00 4.00 X 160019 0 0 ELIZABETH GUNN PRESIDENT 1.00 X X 0 0 0 DR SANDY ROBINSON VICE PRESIDENT 1.00 X X 0 0 0 ED SALEK TREASURER 1.00 X X 0 0 0 MELISSA GILREATH SECRETARY 1.00 X X 0 0 0 AMANDA BENIGNO DIRECTOR 1.00 X 0 0 0 BRENDA EZELL DIRECTOR 1.00 X 0 0 0 BARBARA ANN GREENE DIRECTOR 1.00 X 0 0 0 JENNY HIGGINBOTHAM-BARRETT DIRECTOR 1.00 X 0 0 0 DR VANESSA JONES-BRISCOE DIRECTOR 1.00 X 0 0 0 DR SUE KRALL DIRECTOR 1.00 X 0 0 0 JULIET WILIAMS DIRECTOR 1.00 X 0 0 0 JOYA BOND DIRECTOR 1.00 X 0 0 0 CATHERINE WHITWORTH DIRECTOR 1.00 X 0 0 0 GRADY WILLIAMS JR DIRECTOR 1.00 X 0 0 0 DR LAURI WRIGHT DIRECTOR 1.00 X 0 0 0 JOSEPH ZIMMERMAN DIRECTOR 1.00 X 0 0 0 VIVILE DIETRICH DIRECTOR 1.00 X 0 0 0 DARRYL BANKS DIRECTOR 1.00 X 0 0 0 CATHERINE KELLY AT LARGE 1.00 X 0 0 0 WALETTE STANDFORD AT LARGE 1.00 X 0 0 0 160019 0 0 3 0 1 0 0 71505 25589752 735390 26396647 MISCELLANEOUS REVENUE 624200 6085 6085 6085 106 106 26402838 6085 0 106 18553692 18553692 160019 32004 128015 2408184 1768879 639305 199611 132530 67081 447134 347612 99522 198929 140320 58609 5 5 34800 31514 3286 611978 181963 430015 12868 11130 1738 247080 154061 93019 135005 107168 27837 38932 10910 28022 7846 7846 4057 4057 18104 15804 2300 PROGRAM EXPENSES 2895510 2895510 BAD DEBT EXPENSE 476036 476036 DUES AND SUBSCRIPTIONS 48175 24609 23566 OUTREACH 22158 17511 4647 32258 4442 27816 26552381 24433716 2118665 0 1874658 1412776 123128 101184 3693299 4064688 2555 3851 333228 328422 8863 4806 0 659253 5702503 6246558 366996 420217 2828936 3114609 511883 340087 78700 605200 3786515 4480113 X 1915988 1766445 1915988 1766445 5702503 6246558 -149543 0 X 0 1 X 1 1 1 X 19900281 21317340 27208641 25624551 26396647 120447460 19900281 21317340 27208641 25624551 26396647 120447460 120447460 445 653 435 356 106 1995 28870 11660 12854 25650 6085 85119 120534574 0.99930 0.99920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 333228 328422 4806 4806 ROU LEASE ASSETS 605200 DUE FROM AFFILIATES 54053 659253 LEASE LIABILITY 605200 605200 X 26402838 0 26402838 0 26402838 26552381 0 26552381 0 26552381 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, 2022. 1 NORTHEAST FLORIDA AREA HEALTH EDUCATION CENTER 1107 MYRA STREET SUITE 250 JACKSONVILLE FL 32204 593200731 501(C)(3) 335461 0 ELDER ASSISTANCE BAKER COUNTY COUNCIL ON AGING INC 9264 BUCK STARLING ROAD MACCLENNY FL 32063 591596339 501(C)(3) 627737 0 ELDER ASSISTANCE COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC 122 E COLONIAL DRIVE STE 200 ORLANDO FL 32801 591156260 501(C)(3) 140405 0 ELDER ASSISTANCE FLAGLER COUNTY 1769 E MOODY BLVD BUNNELL FL 32110 596000605 GOVT 760995 0 ELDER ASSISTANCE JACKSONVILLE AREA LEGAL AID INC 126 W ADAMS ST JACKSONVILLE FL 32202 590696291 501(C)(3) 262096 0 ELDER ASSISTANCE CITY OF JACKSONVILLE - ADULT SERVICES DIVISION 117 WEST DUVAL ST 210 JACKSONVILLE FL 32202 596000344 GOVT 1670735 0 ELDER ASSISTANCE NASSAU COUNTY COUNCIL ON AGING INC 1901 ISLAND WALK WAY FERNANDINA BEACH FL 32034 237375273 501(C)(3) 951851 0 ELDER ASSISTANCE ST JOHNS COUNTY COUNCIL ON AGING INC 180 MARINE ST ST AUGUSTINE FL 32084 591525829 501(C)(3) 1340613 0 ELDER ASSISTANCE COUNCIL ON AGING OF VOLUSIA COUNTY INC 420 FENTRESS BLVD DAYTONA BEACH FL 32114 591160221 501(C)(3) 4823841 0 ELDER ASSISTANCE AGING TRUEURBAN JACKSONVILLE INC 4250 LAKESIDE DRIVE 116 JACKSONVILLE FL 32210 237024899 501(C)(3) 6156969 0 ELDER ASSISTANCE VOLUSIA COUNTY 123 W INDIANA AVE DELAND FL 32720 596000885 GOVT 118535 0 ELDER ASSISTANCE AGING TRUECLAY SENIOR SERVICES 4250 LAKESIDE DRIVE 116 JACKSONVILLE FL 32210 237024899 501(C)(3) 1271222 0 ELDER ASSISTANCE JEWISH FAMILY & COMMUNITY SERVICES INC 8540 BAYCENTER ROAD TAFFET BLD JACKSONVILLE FL 32256 590637868 501(C)(3) 82133 0 ELDER ASSISTANCE ST JOHNS COUNTY BOARD OF COUNTY COMMISSIONERS 500 SAN SEBASTIAN VIEW ST AUGUSTINE FL 32084 596000825 GOVT 10905 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 160019 0 0 0 0 0 0 0 0 0 160019 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 55944 CASH WISEOWL PROPERTIES INC K 135000 CASH MEDICAID MANAGEMENT SERVICES O 76535 CASH ELDERSOURCE INC O 208443 CASH