2025-11-17T16:29:34-06:00 2024-12-31 994625061 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2024-01-01 591569867 NORTHEAST FLORIDA AREA AGENCY ON AGING INC NORT 9043916600 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 DR SANDY ROBINSON PRESIDENT 9043916600 2025-11-15 1 1 DANA ALEXANDER P01425283 9043566023 2025-11-15 2024 2025-03-06 01:10:19Z LINDA LEVIN 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 39867336 0 X MYELDERSOURCE.ORG X 1974 FL ELDERSOURCE IS A STEWARD, ADVOCATE, AND CONNECTOR OF PEOPLE, INFORMATION AND RESOURCES. 19 19 87 98 0 0 32171680 39839883 0 0 65 1283 75 26170 32171820 39867336 21985419 27638083 0 0 3803611 4469111 0 0 0 5366600 7085039 31155630 39192233 1016190 675103 10113750 9226137 7331115 5768399 2782635 3457738 X ELDERSOURCE EMPOWERS PEOPLE TO LIVE AND AGE WITH INDEPENDENCE AND DIGNITY IN THEIR HOMES AND THEIR COMMUNITY. 0 0 36488770 27638083 26170 FOR OVER 50 YEARS, ELDERSOURCE HAS SERVED AS NORTHEAST FLORIDA'S AREA AGENCY ON AGING, SUPPORTING OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS ACROSS SEVEN COUNTIES. OUR MISSION IS TO HELP PEOPLE LIVE AND AGE WITH DIGNITY, INDEPENDENCE, AND CONNECTION - RIGHT IN THEIR COMMUNITIES.WITH OVER 5,000 MONTHLY HELPLINE CALLS AND A RAPIDLY GROWING AGING POPULATION, OUR SERVICES ARE MORE VITAL THAN EVER. IN 2024, ELDERSOURCE MADE A MEASURABLE IMPACT ACROSS SEVEN COUNTIES, ENSURING EVERY SERVICE MET THE HIGHEST STANDARDS WHILE PRIORITIZING THOSE MOST IN NEED:* 10,848 INDIVIDUALS SCREENED FOR ESSENTIAL SERVICES* 4,074 SHINE CONTACTS FOR FREE MEDICARE COUNSELING* 146,802 NUTRITIOUS MEALS DELIVERED TO HOMES* 170 CAREGIVERS SUPPORTED THROUGH EMPOWERMENT PROGRAMSWE EXPANDED COMMUNITY PARTNERSHIPS, INCLUDING CAREGIVER WORKSHOPS WITH WJCT AND DEMENTIA-FRIENDLY OUTINGS AT THE CUMMER MUSEUM AND JACKSONVILLE ZOO. NOTABLE INITIATIVES INCLUDED:* THE PEPPER PROJECT, A K9 SPONSORSHIP AIDING IN LOCATING MISSING PEOPLE WITH DEMENTIA OR AUTISM* SUPPERS FOR SENIORS, A FUNDRAISING CAMPAIGN THAT RAISED $100,000 TO REDUCE THE HOME-DELIVERED MEALS WAITLIST* CONTINUED GROWTH OF THE VETERAN DIRECTED CARE PROGRAM, NOW SERVING 170+ VETERANSCAREGIVER SUPPORT REMAINS CENTRAL, WITH THRIVING VIRTUAL GROUPS AND BURNOUT PREVENTION PROGRAMS. ELDERSOURCE IS MORE THAN A SERVICE PROVIDER - IT'S A COMPASSIONATE COMMUNITY COMMITTED TO ENSURING AGING IS A JOURNEY OF DIGNITY, PURPOSE, AND CONNECTION. 36488770 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 13 0 1 87 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 FL X LINDA LEVIN 9043916600 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 ADAM ANDERSON DIRECTOR 1.00 X 0 0 0 ALAN R FRASER DIRECTOR 1.00 X 0 0 0 ALEXANDER MOORE DIRECTOR 1.00 X 0 0 0 BARBARA ANN GREENE DIRECTOR 1.00 X 0 0 0 BRENDA EZELL DIRECTOR 1.00 X 0 0 0 CHERYL JEFFERSON DIRECTOR 1.00 X 0 0 0 COURTNEY CONNOR DIRECTOR 1.00 X 0 0 0 DR CYNTHIA GRIFFIN AT LARGE 1.00 X X 0 0 0 DR SANDY ROBINSON PRESIDENT 1.00 X X 0 0 0 ELIZABETH GUNN DIRECTOR 1.00 X 0 0 0 GRADY WILLIAMS AT LARGE 1.00 X X 0 0 0 JULIET WILIAMS DIRECTOR 1.00 X 0 0 0 MELISSA GILREATH SECRETARY 1.00 X X 0 0 0 PATRICIA COLLIER DIRECTOR 1.00 X 0 0 0 SHELLEY HIRSCH TREASURER 1.00 X X 0 0 0 STUART GAINES DIRECTOR 1.00 X 0 0 0 TODD GRAHAM DIRECTOR 1.00 X 0 0 0 VIVILE DIETRICH DIRECTOR 1.00 X 0 0 0 WALETTE STANDFORD VICE PRESIDENT 1.00 X X 0 0 0 LINDA LEVIN EXEC DIRECTOR 40.00 4.00 X 173825 0 0 173825 0 0 3 0 1 0 0 128960 39046804 664119 39839883 1283 1283 MISCELLANEOUS INCOME 624200 26170 26170 26170 39867336 26170 0 1283 27638083 27638083 173825 34765 139060 3270649 2331965 938684 245841 183296 62545 513408 390444 122964 265388 182585 82803 10 10 94258 52661 41597 474657 298918 175739 323552 129409 194143 135000 99444 35556 48976 23844 25132 14055 11802 2253 PROGRAM EXPENSES 5003360 5003360 PAYMENTS TO PROVIDERS 873036 873036 BED DEBT EXPENSE 89415 89415 STAFF DEVELOPMENT 22244 14144 8100 6476 4635 1841 39192233 36488770 2703463 0 1799118 2056501 101222 101261 7438828 6200765 16557 72439 457823 350534 22318 107289 735707 687882 10113750 9226137 430653 736519 6088886 4171973 378541 552340 433035 307567 7331115 5768399 X 2284271 3110539 498364 347199 2782635 3457738 10113750 9226137 675103 0 X 0 1 X 1 1 1 X 27208641 25624551 26396647 32171680 39839883 151241402 27208641 25624551 26396647 32171680 39839883 151241402 151241402 435 356 106 65 1283 2245 12854 25650 6085 75 26170 70834 151314481 0.99950 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 457823 350534 107289 107289 ROU LEASE ASSETS 307567 DUE FROM AFFILIATES 380315 687882 LEASE LIABILITY 307567 307567 X 39867336 0 39867336 0 39867336 39192233 0 39192233 0 39192233 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, 2024. 1 NORTHEAST FLORIDA AREA HEALTH EDUCATION CENTER 1107 MYRA STREET SUITE 250 JACKSONVILLE FL 32204 593200731 501(C)(3) 261658 0 ELDER ASSISTANCE BAKER COUNTY COUNCIL ON AGING INC 9264 BUCK STARLING ROAD MACCLENNY FL 32063 591596339 501(C)(3) 787391 0 ELDER ASSISTANCE COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC 122 E COLONIAL DRIVE STE 200 ORLANDO FL 32801 591156260 501(C)(3) 82472 0 ELDER ASSISTANCE FLAGLER COUNTY 1769 E MOODY BLVD BUNNELL FL 32110 596000605 GOVT 1365236 0 ELDER ASSISTANCE JACKSONVILLE AREA LEGAL AID INC 126 W ADAMS ST JACKSONVILLE FL 32202 590696291 501(C)(3) 162227 0 ELDER ASSISTANCE CITY OF JACKSONVILLE - ADULT SERVICES DIVISION 117 WEST DUVAL ST 210 JACKSONVILLE FL 32202 596000344 GOVT 1608022 0 ELDER ASSISTANCE NASSAU COUNTY COUNCIL ON AGING INC 1901 ISLAND WALK WAY FERNANDINA BEACH FL 32034 237375273 501(C)(3) 1569658 0 ELDER ASSISTANCE ST JOHNS COUNTY COUNCIL ON AGING INC 180 MARINE ST ST AUGUSTINE FL 32084 591525829 501(C)(3) 2477274 0 ELDER ASSISTANCE COUNCIL ON AGING OF VOLUSIA COUNTY INC 420 FENTRESS BLVD DAYTONA BEACH FL 32114 591160221 501(C)(3) 7310644 0 ELDER ASSISTANCE AGING TRUEURBAN JACKSONVILLE INC 4250 LAKESIDE DRIVE 116 JACKSONVILLE FL 32210 237024899 501(C)(3) 9083718 0 ELDER ASSISTANCE VOLUSIA COUNTY 123 W INDIANA AVE DELAND FL 32720 596000885 GOVT 39842 0 ELDER ASSISTANCE AGING TRUECLAY SENIOR SERVICES 4250 LAKESIDE DRIVE 116 JACKSONVILLE FL 32210 237024899 501(C)(3) 2545197 0 ELDER ASSISTANCE JEWISH FAMILY & COMMUNITY SERVICES INC 8540 BAYCENTER ROAD TAFFET BLD JACKSONVILLE FL 32256 590637868 501(C)(3) 240712 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 173435 0 390 0 0 0 0 0 0 0 173825 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 1 WISEOWL PROPERTIES INC O 52157 CASH WISEOWL PROPERTIES INC K 135000 CASH MEDICAID MANAGEMENT SERVICES O 47722 CASH ELDERSOURCE INC O 329759 CASH ELDERSOURCE INSTITUTE INC S 56139 CASH MEDICAID MANAGEMENT SERVICES S -7439 CASH