2025-10-30T10:33:18-05:00 2024-12-31 591954606 CAVANAUGH & CO LLP 2381 FRUITVILLE ROAD SARASOTA FL 34237 990 2024-01-01 311710636 AREA AGENCY ON AGING OF PASCO-PINELLAS INC AREA 7275709696 9549 KOGER BLVD SUITE 100 ST PETERSBURG FL 33702 AUDREY BARIA PRESIDENT 7275709696 2025-10-28 1 0 MICHAEL R PENDER P00850742 9413662983 2025-10-09 2024 2025-03-06 01:10:19Z AUDREY BARIA 9549 KOGER BLVD SUITE 100 ST PETERSBURG FL 33702 36890755 0 X WWW.AGINGCAREFL.ORG X 2000 FL THE AREA AGENCY ON AGING OF PASCO - PINELLAS IS A TRUSTED RESOURCE TO ADVOCATE, EDUCATE, AND EMPOWER SENIORS, ADULTS WITH DISABILITIES AND CAREGIVERS WHICH PROMOTES INDEPENDECE, IN PARTNERSHIP WITH THE COMMUNITY. 21 21 83 72 0 0 35675912 36728628 0 0 70013 145382 154467 6760 35900392 36880770 25321848 25751536 0 0 4565305 5220634 0 0 0 5233226 5668195 35120379 36640365 780013 240405 12796176 10968288 7522435 5393830 5273741 5574458 X THE AREA AGENCY ON AGING OF PASCO-PINELLAS IS A TRUSTED RESOURCE TO ADVOCATE, EDUCATE AND EMPOWER SENIORS, ADULTS WITH DISABILITIES AND CAREGIVERS WHICH PROMOTES INDEPENDENCE, IN PARTNERSHIP WITH THE COMMUNITY. 0 0 834328 6760 INFORMATION AND REFERRAL - PROVIDE FRAIL SENIORS AND THEIR CAREGIVERS WITH ESSENTIAL SERVICES TO HELP THEM AGE IN AN ELDER-FRIENDLY ENVIRONMENT WITH SECURITY, DIGNITY AND PURPOSE. 34425682 25751536 AGING AND DISABILITY RESOURCE CENTER (ADRC) - THE AREA AGENCY ON AGING OF PASCO-PINELLAS HELPS SENIORS, ADULTS WITH DISABILITIES AND CAREGIVERS AGE IN PLACE. WE PLAN, COORDINATE, FUND AND PROVIDE HOME AND COMMUNITY BASED SERVICES TO HELP SENIORS AND ADULTS WITH DISABILITIES AVOID NURSING HOME PLACEMENT AND STAY IN THE COMMUNITY THEY HAVE CALLED HOME. OUR AGING AND DISABILITY RESOURCE CENTER (ADRC) IS PART OF STATEWIDE COORDINATED SYSTEM FOR INFORMATION AND ACCESS TO SERVICES FOR ALL RESIDENTS OF PASCO AND PINELLAS COUNTIES SEEKING LONG-TERM CARE RESOURCES. THE ADRC PROVIDES INFORMATION AND ASSISTANCE FOR STATE AND FEDERAL BENEFITS, AS WELL AS AVAILABLE LOCAL PROGRAMS AND SERVICES; SCREENS AND RESCREENS INDIVIDUALS WHO ARE SEEKING ASSISTANCE FROM FEDERAL AND STATE FUNDED PROGRAMS IN ORDER TO REMAIN INDEPENDENT IN THE COMMUNITY. OUR FEDERAL AND STATE FUNDED PROGRAMS PROVIDE A WIDE VARIETY OF SERVICES INCLUDING BUT NOT LIMITED TO HOME DELIVERED MEALS, TRANSPORTATION TO LIFE SUSTAINING ACTIVITIES, CIVIL LEGAL SERVICES, CAREGIVER SUPPORT, MENTAL HEALTH SERVICES, HEALTH AND WELLNESS PROGRAMS TO HELP SENIORS STAY HEALTHY, ACTIVE AND AVOID FALL RISKS, AS WELL CASE MANAGEMENT PROGRAMS AND IN HOME SERVICES. IN 2023, WE SERVED 65,700 SENIORS, CAREGIVERS AND ADULTS WITH DISABILITIES WITH AT LEAST ONE SERVICE. OTHER PROGRAM SERVICES ADMINISTERED BY THE ORGANIZATION INCLUDE ASSESSMENT AND REFERRAL, SCREENING AND ASSESSMENT, OAA INTAKE, CCE INTAKE, MEDICAID SPECIALISTS, SHINE, TITLE VII HEALTH AND WELLNESS, AND EHEAP. 35260010 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 83 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X KRISTINA JALAZO CFO 7276039443 9549 KOGER BLVD SUITE 100 ST PETERSBURG FL 33702 CHARLES ROBINSON DIRECTOR 1.00 X 0 0 0 CHRIS COMSTOCK DIRECTOR 1.00 X 0 0 0 CHARLIE JUSTICE DIRECTOR 1.00 X 0 0 0 PAULA O'NEIL DIRECTOR 1.00 X 0 0 0 ANNE CORONA VICE PRESIDENT 1.00 X X 0 0 0 DAVID ALVAREZ TREASURER 1.00 X X 0 0 0 LENA WILFALK DIRECTOR 1.00 X 0 0 0 AUDREY BARIA SECRETARY 1.00 X X 0 0 0 VIRGINIA ROWELL DIRECTOR 1.00 X 0 0 0 BARBARA SHEEN TODD DIRECTOR 1.00 X 0 0 0 GEORGE JIROTKA DIRECTOR 1.00 X 0 0 0 JULIE HALE DIRECTOR 1.00 X 0 0 0 STUART STRIKOWSKI PRESIDENT 1.00 X X 0 0 0 MAI VU DIRECTOR 1.00 X 0 0 0 LISA SHIPPY-GONZALEZ DIRECTOR 1.00 X 0 0 0 SETH WEIGHTMAN DIRECTOR 1.00 X 0 0 0 HELEN LEVINE DIRECTOR 1.00 X 0 0 0 APRIL HILL DIRECTOR 1.00 X 0 0 0 MICHELLE CYR DIRECTOR 1.00 X 0 0 0 ANTHONY KOFFMAN DIRECTOR 1.00 X 0 0 0 RENE FLOWERS DIRECTOR 1.00 X 0 0 0 TAWYNYA MARTINO ADRC DIRECTOR 40.00 X 102919 0 33819 ANN MARIE WINTER EXECUTIVE DIRECTOR 40.00 X 157835 0 25900 PAULA MOORE CHIEF FINANCIAL OFFICER 40.00 X 35094 0 6293 KERRY MARSALEK CHIEF OPERATING OFFICER 40.00 X 102073 0 37888 KRISTINA JALAZO VICE PRESIDENT OF FINANCE 40.00 X 99042 0 17032 496963 0 120932 3 0 1 0 0 35964293 764335 36728628 155367 155367 9985 -9985 -9985 -9985 MISCELLANEOUS 900099 6760 6760 6760 36880770 6760 0 145382 25053467 25053467 698069 698069 3912300 3188129 724171 303890 257123 46767 712968 603246 109722 291476 236844 54632 14850 1733 13117 32676 27022 5654 21773 21773 92185 36300 55885 19941 10343 9598 132098 96416 35682 166470 140783 25687 390226 348409 41817 26472 16278 10194 14825 10085 4740 39959 39959 47557 25657 21900 VA EXPENSES 3899788 3899788 VOLUNTEER EXPENSE 631866 525829 106037 SMALL EQUIPMENT 52026 42027 9999 ALL OTHER 36671 18618 18053 48812 23844 24968 36640365 35260010 1380355 0 3040937 160456 1706654 3361360 5316919 4412685 115504 31643 323240 316580 46619 6660 1182600 1924013 1386943 1071471 12796176 10968288 522282 778885 4539370 3218692 796615 62781 1664168 1333472 7522435 5393830 X 5190455 5214778 83286 359680 5273741 5574458 12796176 10968288 240405 60312 0 X X 0 1 X 1 1 1 X 25285035 27846127 32676517 35675912 36728628 158212219 25285035 27846127 32676517 35675912 36728628 158212219 158212219 17381 9674 6160 70459 145382 249056 27789 32688 319 154467 6760 222023 158683298 0.99700 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 323240 316580 6660 6660 DEPOSITS 18375 RIGHT OF USE ASSET 1053096 1071471 AMOUNTS HELD FOR OTHERS 140072 LEASE LIABILITY 1193400 1333472 X 37243909 60312 324600 384912 36858997 21773 21773 36880770 36943192 324600 324600 36618592 21773 21773 36640365 PART X, LINE 2: THE AGENCY HAS BEEN DETERMINED TO BE AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE AGENCY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT HAS EVALUATED THE EFFECT OF ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS DETERMINED THAT THE AGENCY HAD NO UNCERTAIN INCOME TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2024. THE AGENCY'S FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THE FEDERAL INCOME TAX RETURNS WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE - $21,773 PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE - $21,773 1 ADT LLC 32100 US HIGHWAY 19 N PALM HARBOR FL 34684 454343781 N/A 78468 0 EMERGENCY ALERT RESPONSE AGELESS PLACEMENTS 600 BYPASS DRIVE SUITE 203 CLEARWATER FL 33764 593229682 N/A 202733 0 HOMEMAKER ALWAYS DEPENDABLE 5670 54TH AVE N ST PETERSBURG FL 33709 593575053 N/A 481410 0 HOMEMAKER BAY AREA LEGAL SERVICES INC 1302 N 19TH ST 400 TAMPA FL 33605 591171886 501(C)(3) 136410 0 LEGAL COMMUNITY AGING AND RETIREMENT SERVICES INC 12417 CLOCK TOWER PKWY STE 100 HUDSON FL 34667 237348090 501(C)(3) 769719 0 RESPITE CARE, ADULT DAY CARE, HOMEMAKER GULFCOAST JEWISH FAMILY AND COMMUNITY SERVICES 14041 ICOT BLVD CLEARWATER FL 33760 591229354 501(C)(3) 1481425 0 HOMEKAER, CASE MANAGEMENT, CASE AID, COUNSELING GULFCOAST LEGAL SERVICES INC 501 FIRST AVE N STE 420 ST PETERSBURG FL 33731 591882749 501(C)(3) 73661 0 LEGAL HEALTH AID COMPANY INC 4502 N ARMENIA AVE TAMPA FL 33603 591533206 N/A 1642334 0 HOMEMAKER HOME HEALTH WORKS LLC 301 TURNER STREET STE A CLEARWATER FL 33756 593124330 N/A 258621 0 HOMEMAKER NEIGHBORLY CARE NETWORK 13945 EVERGREEN AVE CLEARWATER FL 33762 591218100 501(C)(3) 5767725 0 ADULT DAY CARE, TRANSPORTATION, HOME DELIVERED MEALS, CONGREGATE DINING PINELLAS OPPORTUNITY COUNCIL 4038 8TH AVE S ST PETERSBURG FL 33707 591227051 501(C)(3) 152795 0 CHORE RK HEALTHCARE INC DBA HOME INSTEAD SENIOR CARE 14202 62ND ST N CLEARWATER FL 33760 205602699 N/A 407815 0 HOMEMAKER SUMMIT HOME HEALTH PRODUCTS 1085 BUSINESS LANE UNIT 2 NAPLES FL 34110 592321210 N/A 64318 0 MEDICAL SUPPLIES CARING COMMUNITY COUNSELING 3840 5TH AVE NORTH ST PETERSBURG FL 33713 463392449 N/A 30980 0 HOMEMAKER MARIA'S ADULT DAYCARE CENTER 7821 SEMINOLE BLVD SEMINOLE FL 33772 460871861 N/A 18345 0 ADULT DAY CARE FLORIDA CONCERNED CARE LLCRIGHT AT HOME CENTRAL 304 SOUTH BELCHER RDSUITE A CLEARWATER FL 33765 472471886 N/A 370831 0 HOMEMAKER GUARDIAN ANGEL HOME CARE 6572 SEMINOLE BLVD SEMINOLE FL 33772 455118507 N/A 417489 0 HOMEMAKER CATALANO'S NURSES REGISTRY PO BOX 403740 ATLANTA GA 30384 591303456 N/A 69980 0 HOMEMAKER HARMONY HOME HEALTH LLC 13787 BELCHER ROAD S STE 220 LARGO FL 33771 205368325 N/A 79963 0 HOMEMAKER ABC PEST CONTROL INC 13275 66TH ST NORTH LARGO FL 33773 590714428 N/A 37107 0 PEST CONTROL ANGELS UNIQUE LLC 13520 17TH ST DADE CITY FL 33525 593680091 N/A 11701 0 HOMEMAKER DYSON PEST CONTROL SERVICES PO BOX 1002 PALM HARBOR FL 34682 830446708 N/A 66010 0 PEST CONTROL FOUR MURPHY'S LLC DBA HOME INSTEAD SENIOR CARE 5425 MAIN ST NEW PORT RICHEY FL 34652 471910825 N/A 1112593 0 HOMEMAKER GTB HOME HEALTHCARE SOLUTIONS DBA HOME CARE NOW 29750 US HWY 19 NORTH CLEARWATER FL 33761 454287814 N/A 90078 0 HOMEMAKER SEA BREEZE ADULT CARE 618 94TH AVENUE NORTH ST PETERSBURG FL 33702 813096889 N/A 215144 0 ADULT DAY CARE SLIONS CREATIONS LLC DBA DAYCATIONS ADULT DAY CARE 2250 STATE RD 580 SUITE 10 CLEARWATER FL 33763 474415476 N/A 29199 0 ADULT DAY CARE ALZHEIMER'S ASSOCIATION OF FLORIDA 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A 323260 0 HOMECARE ETAIROS HEALTH INC DBA UT 13787 BELCHER ROAD S STE 220 LARGO FL 33771 N/A 422616 0 HOMECARE PASCO COUNTY BOARD OF COUNTY COMMISSIONERS 8600 GALEN WILSON BLVD PORT RICHEY FL 34668 N/A 3342131 0 TRANSPORTATION, HOME DELIVERED MEALS, CONGREGATE DINING PETERSON COUNSELING AND CONSULTING LLC 8522 CREEDMOOR LANE NEW PORT RICHEY FL 34654 N/A 85423 0 COUNSELING EASY LIVING 1180 PONCE DE LEON BLVD CLEARWATER FL 33756 N/A 373003 0 HOMECARE EMPATH FOR YOU LLC 3050 1ST AVENUE SOUTH ST PETERSBURG FL 33712 N/A 28696 0 HOMECARE HELPING SOLUTIONS INC 608 7TH ST SE LARGO FL 33771 N/A 35048 0 HOMECARE OPAL ROSE HOME CARE 1275 66TH ST N ST PETERSBURG FL 33710 N/A 9674 0 HOMECARE PASCO SENIOR HOME CARE 6719 GALL BLVD ZEPHYRHILLS FL 33542 N/A 1112553 0 HOMECARE RELIANCE HOME CARE DBA FIRSTLIGHT HOME CARE 20701 BRUCE B DOWNS 201 TAMPA FL 33647 N/A 1010554 0 HOMECARE SOPHIES ANGEL CARE 8909 REGENTS PARK DR TAMPA FL 33647 N/A 599344 0 HOMECARE SUNCOAST MEDICAL SUPPLY 929 TYRONE BLVD N ST PETERSBURG FL 33710 N/A 98381 0 MEDICAL SUPPLIES RIGHTWAY CONSULTING 2909 47TH AVENUE N ST PETERSBURG FL 33714 N/A 29410 0 HOME IMPROVEMENT A PALMS PERSONAL CARE & HOMEMAKING SERVICES 3515 PALM HARBOR BLVD SUITE A PALM HARBOR FL 34683 65476 0 HOMECARE BLESSED AND ASSURED HOME CARE PO BOX 530694 ST PETERSBURG FL 33747 15178 0 HOMECARE PERSONAL RESPONSE CORPORATION 7700 N KENDALL DR STE 711 MIAMI FL 33156 99801 0 EMERGENCY ALERT RESPONSE PURFOODS LLC - DBA MOM'S MEALS NOURSHCARE 3210 SE CORPORATE WOODS DR ANKENY IA 50021 477728 0 HOME DELIEVERED MEALS TLC ADULT DAY CARE AND RECREATION CENTER INC 3970 TAMPA RD STE J OLDSMAR FL 34677 126317 0 ADULT DAY CARE UNIPER CARE INC 4136 DEL REY AVE STE 512 MARINA DEL REY CA 90292 23864 0 TECHNOLOGY VEBEACH ENTERPRISE LLCSENIORS HELPING SENIORS 32225 SUMMERGLADE DR WESLEY CHAPEL FL 33545 63948 0 HOMECARE YMCA OF THE SUNCOAST 2469 ENTERPRISE RD CLEARWATER FL 33763 34900 0 HEALTH AND WELLNESS PHOENIX PRO MANAGEMENT INC 3755 VIA POINCIANA 206 LAKE WORTH FL 33467 337950 0 HOME IMPROVEMENT HUMANE SOCIETY OF PINELLAS 3040 STATE ROAD 590 CLEARWATER FL 33759 59700 0 OTHER CASTLE HEALTH CARE DBA HOME INSTEAD 14202 62ND ST N CLEARWATER FL 33760 904412 0 HOMECARE SENIOR HOMECARE OPTIONS 12433 KNOLLBROOK LANE HUDSON FL 34669 482576 0 HOMECARE EAST PASCO MEALS ON WHEELS INC 38112 15TH AVE ZEPHYRHILLS FL 33542 591565648 501(C)(3) 117771 0 FOOD PROVISIONS BATH FITTER 2030 CALUMET ST CLEARWATER FL 33766 592933912 338000 0 MEDICAL EQUIPMENT GENESIS ARMANI HOMECARE LLCPREFERRED CARE AT HOME 1537 DALE MABRY HIGHWAY SUITE 201 LUTZ FL 33548 823886782 202413 0 HOMECARE GUARDIAN MEDICAL MONITORING INC 18000 W 8 MILE RD SOUTHFIELD MI 48075 383432082 16741 0 MEDICAL MONITORS M&D ENTERPRISE OF FLACCESS & DESIGN 816 40TH AVE N ST PETERSBURG FL 33703 811586015 21480 0 HOMECARE TRUSTED HOME CARE NURSE REGISTRY 1200 S ROGERS CIRCLE 4 BOCA RATON FL 33487 880739165 52264 0 HOMECARE OMNIPRESENT CAREGIVERS OF FLORIDA LLC 3510 1ST AVE N123 ST PETERSBURG FL 33713 16291 0 HOMECARE HOMEMAKER 270 698069 PART I, LINE 2: ADMINISTRATIVE MONITORING IS PERFORMED FOR ALL SERVICE PROVIDERS ON AN ANNUAL BASIS. THIS IS ACCOMPLISHED THROUGH SITE VISITS WHERE THE FOLLOWING ARE REVIEWED: LATEST FINANCIAL AND COMPLIANCE AUDITS, PREVIOUS YEAR'S MONITORING REPORT, CONTRACT FILE, SELECTION OF INVOICES AND CASH RECEIPTS FOR PROGRAMS REQUIRING PROGRAM INCOME. AN ADMINISTRATIVE/FISCAL MONITORING REPORT IS PREPARED THAT SPECIFIES ANY CORRECTIVE ACTION AND THE TIME FRAME FOR CORRECTION OF ANY DEFICIENCIES FOUND. X X 0 0 0 0 0 0 0 0 0 ANN MARIE WINTER EXECUTIVE DIRECTOR 157835 0 0 0 0 0 14956 0 10944 0 183735 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 CHANGES WERE MADE TO ARTICLE IV SECTION 7 OF THE BY-LAWS TO ADD ADDITIONAL CAUSES FOR BOARD MEMBER REMOVAL, SECTION 8 TO ADD CONSECUTIVE TERM LIMITS, TO ADD SECTION 12 STIPULATING THAT BOARD MEMBERS WILL COMPLETE A LEVEL 2 BACKGROUP SCREENING, TO ADD SECTION 13 DICTATING THAT THE BOARD SHALL ESTABLISH A PROCESS TO ASSESS THEIR PERFORMANCE AS INDIVIDUALS AND AS A BOARD. ADDITIONAL CHANGES WERE MADE TO ARTICLE V REGARDING THE CONDUCT OF ANNAUAL ASSESSMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 FORM IS PRESENTED TO THE FINANCE COMMITTEE FIRST FOR REVIEW AND A MOTION TO TAKE IT TO THE BOARD OF DIRECTORS FOR APPROVAL. THE FORM IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT AT THE TIME THEY BECOME A BOARD MEMBER AND ALL STAFF AND BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. SUPERVISORS OF ALL STAFF ARE ROUTINELY REMINDED OF THE CONFLICT PROCEDURE IN PLACE AND ARE ASKED TO PASS THIS ON TO THEIR STAFF AND OBSERVE ANY INTERACTIONS THAT MIGHT APPEAR TO BE A CONFLICT. IF A SITUATION OCCURS, THE EMPLOYEE REPORTS IT TO THE SUPERVISOR, WHO IN TURN REPORTS IT TO THE EXECUTIVE DIRECTOR. IN THE EVENT OF A POTENTIAL CONFLICT INVOLVING THE BOARD OF DIRECTORS, THE BOARD MEMBER INVOLVED WILL RECUSE HIMSELF/HERSELF FROM ANY DISCUSSIONS AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES THE REASONABLENESS OF THE COMPENSATION OF THE ORGANIZATION'S CEO AND OTHER EMPLOYEES BY VIRTUE OF THE BOARD-APPROVED BUDGET. SALARIES FOR OTHER EMPLOYEES ARE BASED ON OTHER LIKE POSITIONS WITHIN THE AGENCY OR FUNDING FOR A PARTICULAR GRANT. ALL DECISIONS MADE BY THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THERE HAS BEEN NO CHANGE TO AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR.