2025-07-30T18:39:41-04:00 2024-09-30 640394922 WATKINS WARD AND STAFFORD PLLC PO BOX 1345 STARKVILLE MS 39760 990 2023-10-01 237024899 URBAN JACKSONVILLE INC URBA 9048071203 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 LEE E WILSON CFO 9048071203 2025-07-25 true true S KEITH WINFIELD CPA P00245943 6623239071 2025-07-30 2023 2025-03-06 01:10:19Z AGING TRUE GREGORY REDMON 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 15707588 false X AGINGTRUE.ORG X 1968 FL THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. 10 10 127 506 0 1549959 2028300 8801876 12355153 17059 160509 2296074 3696 12664968 14547658 0 0 3022146 3681982 0 0 6944648 10750366 9966794 14432348 2698174 115310 5856285 7252906 977786 2080280 4878499 5172626 X THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. false false 3624727 3943245 UJI NUTRITION SERVICES PROVIDES QUALIFIED ELDERLY OR DISABLED PEOPLE WITH HOT, NUTRITIOUS MEALS DELIVERED TO THEIR HOMES EACH DAY. MOW ALSO DELIVERS FROZEN AND SHELF-STABLE MEALS WHEN SUCH MEALS ARE INTENDED TO BE EATEN ON DAYS SUBSEQUENT TO THEIR DELIVERY, A VARITY OF WAYS THROUGH WHICH MEALS WERE PROVIDED TO ELIGBLE CLIENTS. HOT MEALS ARE PROVIDED AT CONGREGRATE SITES LOCATED IN THE CITY OF JACKSONVILLE SENIOR CENTERS, CLAY COUNTY SENIOR CENTERS AND THE CATHEDRAL RESIDENCES. A TOTAL OF 386,527 MEALS WERE DELIVERED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 2659567 2486638 RESPITE SERVICES PROVIDE IN-HOME ASSISTANCE AND RELIEF TO CAREGIVERS OF FRAIL, HOMEBOUND ELDERS AGED SIXTY AND OVER. THE INTENT OF RESPITE IS TO PROVIDE FAMILY CAREGIVERS WITH A MUCH NEEDED BREAK IN ORDER TO ALLOW THE FAMILY UNIT TO CONTINUE CARING FOR A HOMEBOUND ELDER WITHOUT BECOMING ILL THEMSELVES. THE ORGANIZATION PROVIDED 117,835 HOURS OF RESPITE SERVICES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 1984452 1961663 HOMEMAKING AND PERSONAL CARE SERVICES PROVIDE IN-HOME ASSISTANCE TO FRAIL, HOMEBOUND ELDERS AGED SIXTY AND OVER. THE INTENT IS TO PROVIDE DIRECT ASSISTANCE TO CLIENTS IN MEETING THEIR NEEDS FOR THE COMPLETION OF DOMESTIC CHORES AND PROVIDE PERSONALLY ATTENTIVE TASKS THAT PRESERVE THE VIABILITY OF THEIR HOME AND CONTRIBUTE TO THEIR OVERALL HEALTH AND WELL BEINGING. THE ORGANIZATION PROVIDED 69,810 HOURS OF HOMEMAKING AND PERSONAL CARE SERVICES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 5069980 3963607 OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING SENIOR CENTER RECREATIONAL ACTIVITIES, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPRITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE AND CAREGIVER TRAINING AND SUPPORT. 5069980 3963607 13338726 true true false false false false false false true false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 21 0 127 true false false false false false false false false X 10 10 false false false false false true false true true false false true true true true true true true true false X LEE E WILSON CFO LEE E WILSON CFO 9048071203 4250 LAKESIDE DR STE 300 4250 LAKESIDE DRIVE JACKSONVILLE FL 32210 TERESA K BARTON CEO/EXEC DIR 4.00 36.00 X 0 330000 36132 SAMUEL HALL COO 4.00 36.00 X 0 175798 46600 LEE E WILSON CFO 4.00 36.00 X 0 179994 11606 NICOLE EGAN DIRECTOR-CAR 40.00 X 126080 0 17573 REBECCA L BERG PAST CHAIR-D X X 0 0 0 DR WHITNEY GEORGE SECRETARY/DI X X 0 0 0 PASQUALE GILBERTO DIRECTOR X 0 0 0 ANDREW HARMON DIRECTOR/CHA X 0 0 0 AMBER ISLEY DIRECTOR X 0 0 0 KEVIN KENNEY DIRECTOR X 0 0 0 GREGORY REDMON CHAIR/DIRECT X 0 0 0 ALFRED W RUTLAND DIRECTOR X 0 0 0 MICHAEL R WEATHERBY DIRECTOR X 0 0 0 SHARON T WILBURN DIRECTOR X 0 0 0 126080 685792 111911 1 false true false CAPSTONE HOME HEALTH CARE CAPSTONE HOME HEALTHCARE 9310 OLD KINGS RD JACKSONVILLE FL 32257 IN-HOME SERVICE 796207 COMFORT KEEPERS COMFORT KEEPERS 9951 ATLANTIC BLVD JACKSONVILLE FL 32225 IN-HOME SERVICE 758898 ADARON FOOD GROUP ADARON FOOD GROUP 13924 BRADLEY COVE RD JACKSONVILLE FL 32218 MEALS & DELIVER 738535 B&E SOLUTIONS B&E SOLUTIONS 10752 DEERWOOD PARK BLVD JACKSONVILLE FL 32256 IN HOME SERVICE 491601 4 423431 1395568 209301 2028300 COMMUNITY CARE FOR ELDER 7150840 7150840 FEDERAL TITLE III PROGRAMS 3896403 3896403 OTHER PROGRAM REVENUE 658368 658368 LSF CONTRACT REVENUE 391403 391403 DOEA RELIEF 258139 258139 12355153 89734 89734 1230705 1159930 70775 70775 70775 MISCELLANEOUS 3696 3696 3696 14547658 12519358 2925848 2397318 528530 168980 132125 36855 377589 295234 82355 209565 163858 45707 465000 372000 93000 490 392 98 173000 138400 34600 18263 14610 3653 13927 9382 4545 112570 90056 22514 241759 209726 32033 246450 180511 65939 85199 78873 6326 179611 119903 59708 178257 126414 51843 SERVICE PROVIDERS 4477335 4477335 FOOD & SUPPLIES 2360762 2360762 SERVICE PURCHASES 1666466 1666466 MAINTENANCE/REPAIRS/VEHIC 296801 287441 9360 234476 217920 16556 14432348 13338726 1093622 0 898418 821366 2431144 3732196 44252 34092 1146818 722849 351340 423969 1885397 2191659 31322 49624 214412 5856285 7252906 953692 1831762 24094 93693 154825 977786 2080280 X 4878499 5076126 96500 4878499 5172626 5856285 7252906 115310 182317 -3500 X false true X true true true X 1389979 2115751 1603353 1549959 2028300 8687342 1389979 2115751 1603353 1549959 2028300 8687342 8687342 84296 74779 11886 17059 160509 348529 4743 2090956 2296074 5696 4397469 13433340 51681220 0.64670 0.63040 X PART II, LINE 10 OTHER INCOME 39,560 FORGIVENESS OF DEBT DUE AFFILLATE 2,087,247 EMPLOYEE RETENTION TAX CREDIT 2,270,662 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 174776 251337 249778 176335 false 1146818 722849 423969 423969 DUE TO AFFILIATE 154825 154825 14547658 14547658 14547658 14432348 14432348 14432348 SCHEDULE D, PAGE 2, PART IV, LINE 1B THE ORGANIZATION SERVES AS CUSTODIAN FOR CERTAIN CLIENT-OWNED FUNDS UNDER TWO PROGRAMS. UNDER THE PROTECTIVE SERVICES COUNSELING PROGRAM, THE ORGANIZATION PROVIDES DAILY MONEY MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO ARE IN FINANCIAL CRISIS IN ORDER THAT THEY MAY REMAIN IN INDEPENDENT LIVING SITUATIONS. THE FUNDS ARE RECEIVED FROM SOCIAL SECURITY, SSI AND OTHER SOURCES, AND REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT, TO BE DISBURSED ONLY AS AUTHORIZED OR REQUESTED. THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. UNDER THE GUARDIANSHIP PROGRAM, THE ORGANIZATION PROVIDES GUARDIANSHIP SERVICES AND FUNDS MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO HAVE NO ONE ELSE TO ASSIST THEM. QUALIFIED INDIVIDUALS ARE DETERMINED BY A PHYSICIAN, AND THE COURT AUTHORIZES EACH GUARDIANSHIP. THE FUNDS MANAGED BY THE ORGANIZATION REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT. ACCORDINGLY, THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. false false false false false false false false false TERESA K BARTON CEO/EXEC DIR 330000 36132 366132 SAMUEL HALL COO 175798 46600 222398 LEE E WILSON CFO 179994 11606 191600 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. FORM 990, PAGE 1, PART I, LINE 6 APPROXIMATELY TWO/THIRDS OF UJI VOLUNTEERS IN ANY GIVEN FISCAL YEAR PARTICIPATE IN THE MEALS-ON-WHEELS PROGRAM BY ASSISTING WITH THE COLLECTION, STAGING AND DISTRIBUTION OF HOME-DELIVERED MEALS TO PARTICIPATING SENIORS FROM A VARITY OF LOCATIONS ALL AROUND NORTHEAST FLORIDA. ABOUT ANOTHER QUARTER OF THE TOTAL NUMBER ARE THOSE WHO PARTICIPATE IN SUPPORTING SPECIAL EPISODIC AND CORPORATE ACTIVITIES LIKE HOLIDAY PARTIES AND PROMOTIONAL EVENTS. THEY RECEIVE NO COMPENSATION FOR THEIR EFFORTS, OTHER THAN THE GREAT APPRECIATION OF OUR AGENCY, AND OF THOSE WHO BENEFIT FROM THE SERVICES THEY PROVIDE. A SMALL NUMBER OF VOLUNTEERS ARE THOSE WHO SPECIFICALLY SERVE YEAR-ROUND IN THE "RELIEF" PROGRAM, IN WHICH THEY PROVIDE REGULARLY SCHEDULED PERIODS OF RESPITE TO FULL-TIME CAREGIVERS OF OUR ELDERLY AND INFIRM PROGRAM CLIENTS. THESE VOLUNTEERS RECEIVE MONTHLY STIPEND PAYMENTS THAT ARE INTENDED TO PARTIALLY REIMBURSE THEM FOR INCURRED EXPENSES SUCH AS TRAVEL AND MEALS, BASED ON THE NUMBER OF HOURS THEY SERVE IN A GIVEN MONTH. FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING SENIOR CENTER RECREATIONAL ACTIVITIES, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPRITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE AND CAREGIVER TRAINING AND SUPPORT. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF THE ORGANIZATION APPROVE ALL BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINAL VERSION OF THE FORM 990 IS EMAILED TO, AND REVIEWED BY THE CEO/EXECUTIVE DIRECTOR, THE CFO AND ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION HAS A FORMAL CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE. EACH NEW BOARD MEMBER AND OFFICER RECEIVES AS PART OF THEIR ORIENTATION MATERIALS A COPY OF THE CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE AND RECEIVES TRAINING ON WHAT CONSTITUTES A CONFLICT OF INTEREST. EACH BOARD MEMBER AND OFFICER MUST COMPLETE AN ANNUAL AFFIRMATION OF COMPLIANCE AND DISCLOSURE STATEMENT, AND AGREES TO REPORT ANY FUTURE POTENTIAL CONFLICTS OF INTEREST TO THE CHAIR OF THE BOARD. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER OR OFFICER MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. WHEN A MOTION OR ISSUE IS RAISED IN A BOARD MEETING WHICH CONTAINS POSSIBLE CONFLICTS, THE SPECIFIC BOARD MEMBER MUST ABSTAIN FROM ALL DELIBERATIONS AND VOTING ON THE ISSUE OR TRANSACTION. ALL ACTUAL OR POSSIBLE CONFLICTS OF INTEREST BY OTHER MANAGERS OR EMPLOYEES OTHER THAN BOARD MEMBERS OR OFFICERS MUST BE DISCLOSED TO A COMPLIANCE COMMITTEE, WHO THEN WOULD REPORT ANY SIGNIFICANT ISSUES TO THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR. THE EXECUTIVE COMPENSATION COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON- PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA.THE EXECUTIVE COMPENSATION COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2023 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR, AND THE CCHIEF FINANCIAL OFFICER. THE EXECUTIVE COMPENSATION COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON-PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA. THE EXECUTIVE COMPENSATION OMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2023 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. COMMUNITY SENIOR SERVICES COMMUNITY SENIOR SERVICES 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 596161532 MGT OF HOU FL 501C 10 N/A false CATHEDRAL TERRACE INC CATHEDRAL TERRACE INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 237301688 HOUSING FL 501C 10 N/A false CATHEDRAL COURT INC CATHEDRAL COURT INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 591842385 HOUSING FL 501C 10 N/A false CATHEDRAL TOWERS 2 INC CATHEDRAL TOWERS 2 INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 474251993 HOUSING FL 501C 10 N/A false CATHEDRAL TOWNHOUSE 2 INC CATHEDRAL TOWNHOUSE 2 INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 474265886 HOUSING FL 501C 10 NA false CFI ASHLEY INC CFI ASHLEY INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE JACKSONVILLE FL 32210 843228772 HOUSING FL 501C 10 NA false false false false false false false false false false false true false true false true false false false true COMMUNITY SENIOR SERVICES INC COMMUNITY SENIOR SERVICES INC K 126000 ACTUAL PAYMENT COMMUNITY SENIOR SERVICES INC COMMUNITY SENIOR SERVICES INC M 604500 ACTUAL PAYMENT COMMUNITY SENIOR SERVICES INC COMMUNITY SENIOR SERVICES INC S 195000 ACTUAL PAYMENT