2025-03-03T13:01:34-06:00 2024-06-30 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2023-07-01 591539957 SENIOR RESOURCE ASSOCIATION INC SENI 7725690760 694 14TH STREET VERO BEACH FL 32960 KAREN DEIGL CEO 7725690760 2025-02-20 1 1 BRIAN CARTER P00536712 9417474483 2025-02-20 2023 2025-03-06 01:10:19Z KAREN DEIGL 694 14TH STREET VERO BEACH FL 32960 15504937 0 X WWW.SENIORRESOURCEASSOCIATION.ORG X 1974 FL THE SENIOR RESOURCE ASSOCIATION PROMOTES INDEPENDENCE AND DIGNITY IN OUR COMMUNITY BY PROVIDING SERVICES TO OLDER ADULTS AND TRANSPORTATION TO ALL. 14 14 181 302 0 0 12399044 14563583 343262 367111 6770 30645 460431 327520 13209507 15288859 1695478 1908318 0 0 360875 6487775 0 0 369228 11266047 7546504 13322400 15942597 -112893 -653738 8322901 7413094 1041955 993393 7280946 6419701 X THE SENIOR RESOURCE ASSOCIATION PROMOTES INDEPENDENCE AND DIGNITY IN OUR COMMUNITY BY PROVIDING SERVICES TO OLDER ADULTS AND TRANSPORTATION TO ALL. 0 0 9481115 3343 TRANSPORTATION:COMMUNITY COACH: DOOR-TO-DOOR WHEELCHAIR-CAPABLE PICK-UP AND DROP-OFF SERVICE TO ELIGIBLE CUSTOMERS THROUGHOUT INDIAN RIVER COUNTY. COMMUNITY COACH: 45,065 ONE-WAY TRIPS.GOLINE: PUBLIC TRANSPORTATION SERVICE ON 14 FIXED ROUTES IN THE COUNTY FOR RIDERS 12 YEARS OR OLDER; RIDERS UNDER 12 MUST BE ACCOMPANIED BY AN ADULT. GOLINE: 1,304,507 ONE-WAY TRIPS. 1534686 1082593 13902 SENIOR SUPPORT SERVICESCASE MANAGERS COORDINATE WITH SENIORS (AND THEIR CAREGIVERS) TO IDENTIFY AND ARRANGE FOR THE SERVICES NEEDED TO SUPPORT THE INDIVIDUAL IN THEIR HOME. IN-HOME SUPPORT INCLUDES: COMPANIONSHIP, HOMEMAKING, PERSONAL CARE, MEALS, AND RESPITE. 220 OLDER ADULTS RECEIVED IN-HOME SERVICES. 51% OF CASE-MANAGED CLIENTS WERE DEFERRED FROM FACILITY PLACEMENT. 1,825 INDIVIDUALS RECEIVED INFORMATION AND REFERRAL SERVICES RELATED TO MEALS ON WHEELS AND CASE MANAGEMENT PLACEMENT. 159 HOUSEHOLDS WERE ASSISTED THROUGH THE EMERGENCY HOME ENERGY ASSISTANCE FOR THE ELDERLY PROGRAM. 1532643 825725 108837 MEALS ON WHEELSVOLUNTEERS DELIVER HOT, NUTRITIOUS MEALS AND A DAILY WELLNESS CHECK TO HOMEBOUND SENIORS. 824 UNDUPLICATED HOMEBOUND SENIORS RECEIVED MEALS ON WHEELS. 127,639 HOME-DELIVERED MEALS SERVED.SOCIAL CONGREGATE MEALS: GIVES MOBILE SENIORS AND OPPORTUNITY TO SOCIALIZE WITH OTHERS WHILE ENJOYING A HOT NUTRITIOUS MEAL AT FIVE LOCATIONS THROUGHOUT INDIAN RIVER COUNTY. 165 UNDUPLICATED MOBILE SENIORS RECEIVED CONGREGATE MEALS. 17,638 CONGREGATE MEALS SERVED. 793797 241029 ADULT DAY CARE: PROVIDES COORDINATED HEALTH, SOCIAL, AND THERAPEUTIC ACTIVITIES IN A SUPERVISED GROUP SETTING FOR ADULTS WITH FUNCTIONAL AND/OR COGNITIVE IMPAIRMENTS. 83 UNDUPLICATED CLIENTS SERVED; 90% DEFERRED FROM NURSING HOME PLACEMENT. 294060 GUARDIAN PROGRAM 1087857 241029 13636301 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 181 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X GABRIEL PEDRERO 7725690760 694 14TH STREET VERO BEACH FL 32960 JAMES VITTER CHAIRMAN 2.00 X X 0 0 0 DON WRIGHT PAST CHAIRMAN 2.00 X 0 0 0 LISA THOMPSON BARNES VICE CHAIRMAN 2.00 X X 0 0 0 DAWN MICHAEL SECRETARY 2.00 X X 0 0 0 CHARLIE GISLER TREASURER 2.00 X X 0 0 0 GINGER ATWOOD DIRECTOR 1.00 X 0 0 0 NORA BERRY DIRECTOR 1.00 X 0 0 0 JAMES GREG DIRECTOR 1.00 X 0 0 0 BRIAN LANGWORTHY DIRECTOR 1.00 X 0 0 0 SUSAN OGLESBY DIRECTOR 1.00 X 0 0 0 ROBIN RAIFF DIRECTOR 1.00 X 0 0 0 TRUDIE RAINONE DIRECTOR 1.00 X 0 0 0 LINDA WALTON DIRECTOR 1.00 X 0 0 0 JAN WILLIAMS DIRECTOR 1.00 X 0 0 0 KAREN DEIGL CEO/PRESIDENT 40.00 X 247091 0 22429 GABRIEL PEDRERO CFO 40.00 X 126675 0 16387 LIZBETH BRUNER VP OF PHILANTHROPY 40.00 X 148926 0 12437 CHRIS STEPHENSON DIRECTOR OF TRANSIT 40.00 X 119662 0 11118 642354 0 62371 4 0 1 0 AATC INC DBA WHEEL GET YOU THERE 6961 HERITAGE DR PORT SAINT LUCIE FL 34952 CONTRACTED TRANSPORTATION 1368109 ULTIMATE COMFORT TRANSPORTATION LLC 6317 SPRING LAKE TER FORT PIERCE FL 34951 CONTRACTED TRANSPORTATION 910852 SENIOR HELPERS OF THE TREASURE COAST 10 SE CENTRAL PARKWAY SUITE 11 STUART FL 34994 CLIENT SERVICES 402768 COUNCIL ON AGING OF ST LUCIE INC 2501 SW BAYSHORE BLVD PORT SAINT LUCIE FL 34984 CONTRACTED TRANSPORTATION 333410 ROUND THE CLOCK TRANSPORTATION SERVICE I 262 PALM BREEZES RD FORT PIERCE FL 34945 CONTRACTED TRANSPORTATION 183048 12 13686112 877471 14563583 TRANSPORTATION AND SUPPORT SERVIC 900099 367111 367111 367111 29334 29334 1311 0 1311 1311 1311 538569 216078 322491 322491 MISCELLANEOUS 900099 5029 5029 5029 15288859 367111 0 358165 X 1908318 1908318 481665 173445 208248 99972 4942013 3848951 1036429 56633 129094 92991 31501 4602 498598 375866 115057 7675 436405 333132 91946 11327 50808 43643 7165 182367 80252 99271 2844 3413221 3266765 53616 92840 54803 46274 6903 1626 228638 180471 37208 10959 1448158 1264820 134150 49188 646374 638358 7669 347 832058 831799 259 350492 286676 60684 3132 TRAINING AND NEW HIRE E 239416 186848 44418 8150 COMMUNITY OUTREACH 36425 33010 3415 MISCELLANEOUS 32346 24374 7972 DUES AND SUBSCRIPTIONS 23561 20308 2803 450 7837 7837 15942597 13636301 1937068 369228 558364 677018 1170136 859086 1544750 1712663 35946 30087 352859 271534 11952840 8296742 3921999 3656098 47252 117028 691595 89580 8322901 7413094 997839 949945 668 43448 43448 1041955 993393 X 3542610 3241658 3738336 3178043 7280946 6419701 8322901 7413094 -653738 6405 -213912 0 X X 0 1 X 1 1 1 X 8303455 10473726 10499768 12399044 14563583 56239576 8303455 10473726 10499768 12399044 14563583 56239576 56239576 8592 5279 2228 8118 29334 53551 5029 5029 56298156 2357314 0.99900 0.95840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47252 60000 10157 117409 43252 4452 452 47252 50000 -6406 342 43252 0.93690 0.06310 1 0 217101 217101 3556153 1782399 1773754 2888231 2374754 513477 5291355 4139589 1151766 3656098 LEASE LIABILITIES 43448 43448 X 15511342 6405 216078 222483 15288859 0 15288859 16158675 216078 216078 15942597 0 15942597 PART V, LINE 4: THE ENDOWMENT INVESTMENT OBJECTIVE OF THE ASSOCIATION IS TO PROVIDE FOR THE ASSOCIATION'S LONG-TERM PRINCIPAL VALUE OF THE INVESTMENTS AND TO SUPPORT ASSOCIATION PROGRAMMING AS BUDGETED AND DIRECTED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE INVESTMENT GOALS FOR THE FUNDS OF THE ENDOWMENT ARE: MEET THE PAYOUT REQUIREMENTS OF THE ENDOWMENT, PROVIDE SUFFICIENT LIQUIDITY TO MEET DISTRIBUTION REQUIREMENTS, AND EARN A REASONABLE RETURN ON INVESTMENT. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE ORGANIZATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS FINANCIAL STATEMENTS IF, UPON ULTIMATE SETTLEMENT, THAT POSITION IS MORE-LIKELY-THAN NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 216,078. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 216,078. GOLF TOURNAMENT 374914 374914 29543 52718 28889 8413 14008 BOX LUNCH BINGO 163655 163655 39660 4267 9502 5575 23503 538569 538569 69203 56985 38391 13988 37511 216078 322491 1 IN-HOME CARE ASSISTANCE 387 1082593 FREE OR LOW COST IN-HOME OR CONGREGATE MEALS 587 825725 PART I, LINE 2: SENIOR RESOURCE ASSOCIATION (SRA) ANNUALLY MONITORS SUB-CONTRACTORS THAT PROVIDE SERVICES AND MEALS FOR CLIENTS. THE CONTRACT REQUIREMENTS BETWEEN SRA AND THE AREA AGENCY OF AGING PALM BEACH / TREASURE COAST (AAA) PROVIDES THE GUIDANCE FOR THE VENDOR MONITORING. AAA DOES QUARTERLY AND ANNUAL MONITORING OF SRA AND THE DEPARTMENT OF ELDER AFFAIRS MONITORS THE AAA. THE MONITORINGS INCLUDE VERIFICATION OF SERVICES PROVIDED AS WELL AS EXPENDITURES COMPARED TO BUDGETS. SRA UTILIZES SERVTRACKER AND THE FLORIDA CLIENT INFORMATION AND REGISTRATION TRACKING SYSTEM (CIRTS) DATABASES FOR CLIENT, PROGRAMS AND SERVICE INFORMATION. FEDERAL AND STATE MANDATES DICTATE THE CIRTS DATA ENTRY REQUIREMENTS. SRA STAFF CONDUCT DAILY CHECKS ON DOCUMENTATION FOR SERVICES PROVIDED THAT INCLUDE CLIENTS, CAREGIVERS, VOLUNTEERS OR STAFF SIGNATURES. STAFF CONDUCT MONTHLY DATA INTEGRITY CHECKS ON UNITS AND ANNUAL CLIENT ASSESSMENTS. X X 0 0 0 0 0 0 0 0 0 KAREN DEIGL CEO/PRESIDENT 204708 0 42383 0 0 0 9008 0 13421 0 269520 0 0 0 LIZBETH BRUNER VP OF PHILANTHROPY 138726 0 10200 0 0 0 5521 0 6916 0 161363 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CEO/PRESIDENT, BOARD TREASURER, AND CFO REVIEW THE 990. THE FORM 990 IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C IT IS POLICY THAT BOARD MEMBERS AND EMPLOYEES UPDATE THE CHIEF PERSONNEL OFFICER IF THERE ARE CHANGES. FORM 990, PART VI, SECTION B, LINE 15 FOLLOWING THE BY-LAWS, A PERSONNEL COMMITTEE IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE PRESIDENT/CEO. THE COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD AND A MINIMUM OF TWO ADDITIONAL BOARD MEMBERS. A PERFORMANCE EVALUATION IS COMPLETED BY THE COMMITTEE, MUTUALLY AGREED UPON, AND PRESENTED AND DISCUSSED WITH THE PRESIDENT/CEO. MUTUALLY AGREED UPON GOALS ARE SET FOR THE COMING YEAR. IF AN INCREASE IN PAY IS GRANTED, THE COMMITTEE CONSIDERS DATA SUCH AS COST OF LIVING, AVERAGE MERIT, AND ALIGNMENT WITH THE REST OF THE ORGANIZATION. ALL EMPLOYEES, INCLUDING KEY EMPLOYEES, DO A WRITTEN SELF-EVALUATION WHICH IS GIVEN TO THEIR IMMEDIATE SUPERVISORS. THE SUPERVISOR COMPLETES A PERFORMANCE EVALUATION AND DISCUSSES THE EVALUATION WITH THE EMPLOYEE. MUTUALLY AGREED UPON GOALS ARE SET FOR THE COMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION FALLS UNDER THE SUNSHINE LAW AND HAS AN OPEN RECORDS POLICY. THIS STATUTE ALLOWS PUBLIC ACCESS TO MEETINGS AND RECORDS. TAX RETURNS ARE AVAILABLE ON CANDID. FORM 990, PART IX, LINE 11G LEASED EMPLOYEE: PROGRAM SERVICE EXPENSES 3,137,843. MANAGEMENT AND GENERAL EXPENSES 8,958. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,146,801. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 128,922. MANAGEMENT AND GENERAL EXPENSES 44,658. FUNDRAISING EXPENSES 92,840. TOTAL EXPENSES 266,420. FORM 990, PART XII, LINE 2C IN PRIOR YEARS THE ORGANIZATION'S FINANCE COMMITTEE HAD DIRECT OVERSIGHT OF THE AUDIT PROCESS. THE BOARD OF DIRECTORS CREATED A NEW STANDING AUDIT COMMITTEE THAT HAS DIRECT OVERSIGHT OF THE AUDIT PROCESS, WITH ULTIMATE OVERSIGHT BY THE BOARD OF DIRECTORS.