2025-06-30T13:29:26-05:00 2024-12-31 621114363 HENDERSON HUTCHERSON & MCCULLOUGH PLLC 3250 W NAVY BOULEVARD PENSACOLA FL 32505 990 2024-01-01 591373939 COUNCIL ON AGING OF WEST FLORIDA INC COUN 8504321475 PO BOX 17066 PENSACOLA FL 32522 JOSH NEWBY PRESIDENT/CEO 8504321475 2025-05-23 1 1 THOMAS M BIZZELL P01429187 8504345574 2025-05-23 2024 2025-03-06 01:10:19Z JOSH NEWBY PO BOX 17066 PENSACOLA FL 32522 8829593 0 X WWW.COAWFLA.ORG X 1972 FL DEDICATING EACH DAY TO SERVE, SUPPORT, AND ADVOCATE FOR AGING ADULTS IN ESCAMBIA AND SANTA ROSA COUNTIES. 20 20 66 506 0 0 6417325 8216055 536511 513172 19704 51484 6552 15207 6980092 8795918 0 0 0 0 2032004 2162356 0 0 226746 5303455 6907952 7335459 9070308 -355367 -274390 2090856 2423685 1278800 1863533 812056 560152 DEDICATING EACH DAY TO SERVE, SUPPORT, AND ADVOCATE FOR AGING ADULTS IN ESCAMBIA AND SANTA ROSA COUNTIES. 0 0 1963259 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. 1250350 22698 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. 931998 62738 HOME DELIVERED MEALS - NUTRITIONALLY BALANCED MEALS DELIVERED TO HOMEBOUND INDIVIDUALS MONDAY THROUGH FRIDAY FROM 10:30 A.M. TO 1:30 P.M. 4470085 241943 4470085 241943 8615692 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 33 0 66 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 MARCELLA BEADEN MEMBER 1.00 X 0 0 0 KEITH CARRINGTON 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 COMM LUMON MAY MEMBER 1.00 X 0 0 0 MARIANNE MCMAHON 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 RACHEL MILLER MEMBER 1.00 X 0 0 0 CHARLIE NICHOLS MEMBER 1.00 X 0 0 0 JOSH NEWBY CEO/PRESIDENT 40.00 X 129709 0 18870 LAURA GARRETT EXECUTIVE VICE PRESIDENT 40.00 X 122243 0 18293 251952 0 37163 2 0 0 0 SUPPLEMENTAL SUPPORT CARE SERVICES LLC 8180 PENSACOLA BLVD SUITE 215 PENSACOLA FL 32503 IN-HOME SEVICES 1129653 TRIO COMMUNITY MEALS PO BOX 742992 ATLANTA GA 30374 MEALS 1091468 YCSC PEN MANAGEMENT LLC 321 N DEVILLIERS ST STE 304 PENSACOLA FL 32501 IN-HOME SEVICES 620656 COASTAL NURSECARE OF FLORIDA INC 2300 WARRENVILLE RD STE 100 DOWNERS GROVE IL 60515 IN-HOME SEVICES 603337 ANGELA BROOKS LOVING CARE LLC 1722 PAISLEIGH DR PENSACOLA FL 32534 IN-HOME SEVICES 504740 10 33562 7850 7683660 490983 145673 8216055 PRIVATE PAY/ FEE FOR S 900099 276364 276364 CONTRACTS 900099 205377 205377 CO-PAY/ ASSESSED FEE P 900099 31431 31431 513172 51646 51646 25819 25981 -162 -162 -162 2027 7850 7694 -5667 -5667 MISCELLANEOUS INCOME 900099 20874 20874 20874 8795918 534046 0 45817 251952 161249 78105 12598 1378288 882105 427269 68914 136968 87660 42460 6848 264151 169056 81887 13208 130997 83838 40609 6550 28930 2125 26805 2330 170 2125 35 138 138 143037 38892 80768 23377 14114 9385 3319 1410 60984 37167 21065 2752 29768 23332 3697 2739 30637 30637 76806 76806 76350 42626 30518 3206 SUBCONTRACTOR EXPENSE 5601435 5601435 VOLUNTEER EXPENSES 376851 376786 65 OTHER EXPENSES 234959 194061 40375 523 PROGRAM SUPPLIES 195650 159880 27078 8692 35963 745925 -785791 75829 9070308 8615692 227870 226746 162183 60986 939574 1387398 21187 21320 1527804 1112002 492608 415802 470256 533131 5048 5048 2090856 2423685 665916 1183531 478121 463059 134763 216943 1278800 1863533 X 812056 560152 812056 560152 2090856 2423685 -274390 22486 0 X 0 1 X 1 1 1 X 6084656 5370646 7045111 6661191 8411171 33572775 6084656 5370646 7045111 6661191 8411171 33572775 33572775 41703 96308 34189 20187 51646 244033 12885 32778 26397 22512 20874 115446 33932254 0.98940 0.98900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42197 42197 1340833 986556 354276 41879 40648 1232 102895 84798 18097 415802 INVESTMENTS 533131 F 533131 DEPOSITS 32288 REFUNDABLE ADVANCES 193 BORROWING UNDER LINE OF CREDIT 184462 216943 8867249 22486 48845 71331 8795918 0 8795918 9119153 48845 48845 9070308 0 9070308 KITES ON THE COAST 9877 7850 2027 7694 9877 7850 2027 7694 7694 -5667 MALCOLM BALLINGER MEMBER OF THE BOARD OF DIRECTORS 11537 THE ORGANIZATION USES THE BOARD MEMBER'S COMPANY TO PRODUCE THE COMING OF AGE MAGAZINE. 0 X GENERAL 5356 138119 QUOTED PRICES X MEALS 2247 7554 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 $560,068 INCLUDING GRANTS OF $0 REVENUE $224,963 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 $367,964 INCLUDING GRANTS OF $0 REVENUE $2,162 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/ASSESMENT (SA) ARE JUST A FEW OF THE SERVICES OFFERED. EXPENSES $687,994 INCLUDING GRANTS OF $0 REVENUE $0 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: OTHER COMMUNITY SERVICE PROGRAMS (NUTRITION EDUCATION, OUTREACH, RECREATION, AND TRANSPORTATION). EXPENSES $115,774 INCLUDING GRANTS OF $0 REVENUE $100 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: FOSTER GRANDPARENTS - A PART OF SENIOR CORP, A NETWORK OF NATIONAL SERVICE PROGRAMS THAT UNITE ELIGIBLE ADULTS WITH AT-RISK CHILDREN AT SITES SUCH AS SCHOOLS, HOSPITALS, DETENTION CENTERS, AND DAYCARE CENTERS. EXPENSE $535,474 INCLUDING GRANTS OF $0 REVENUE $14,718 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: HOME SERVICE PROGRAMS EXPENSES $2,202,811 INCLUDING GRANTS OF $0 REVENUE $0 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