2025-11-13T13:28:12-06:00 2024-12-31 590548468 PURVIS GRAY & COMPANY LLP 2347 SE 17TH ST OCALA FL 34471 990 2024-01-01 237362750 MARION SENIOR SERVICES INC MARI 3526203501 1101 SW 20TH COURT OCALA FL 34471 JENNIFER MARTINEZ EXECUTIVE DIRECTOR 3526203501 2025-11-10 1 1 HELEN Y PAINTER CPA P00414072 3527323872 2025-11-10 2024 2025-03-06 01:10:19Z JENNIFER MARTINEZ 1101 SW 20TH COURT OCALA FL 34471 10036902 0 X WWW.MARIONSENIORSERVICES.ORG X 1973 FL TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS. 20 20 129 147 0 0 8975020 9376757 540190 614224 14532 33955 34579 11966 9564321 10036902 0 0 0 0 4031964 4331020 0 0 0 5433402 4797248 9465366 9128268 98955 908634 7492571 9318272 511981 1349385 6980590 7968887 X TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS. 0 0 3177266 540667 PROVIDE TRANSPORTATION FOR MEDICAL, LIFE SUSTAINING, OR EDUCATIONAL PURPOSES FOR RESIDENTS WHO DO NOT DRIVE OR OWN/HAVE ACCESS TO A VEHICLE. PROVIDE ALL ADA TRANSPORTATION FOR RESIDENTS OF MARION COUNTY. FUNDING PROVIDED MAINLY THROUGH SECTIONS 5310 AND 5311, TRANSPORTATION DISADVANTAGED, AND LOCAL COUNTY FUNDS. 1047209 30433 COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES HOME CARE SERVICES, INCLUDING ADULT DAY CARE, PERSONAL CARE, HOMEMAKER, HOME DELIVERED MEALS, EMERGENCY ALERT RESPONSE, CASE AID, AND CASE MANAGEMENT TO FUNCTIONALLY IMPAIRED ELDERLY PERSONS TO HELP THEM LIVE INDEPENDENT LIVES. CCE IS FUNDED THROUGH THE STATE OF FLORIDA GENERAL REVENUE FUND. 593783 TITLE IIIB IS A FEDERAL PROGRAM THROUGH THE OLDER AMERICANS ACT. IT PROVIDES PERSONS AGE 60 AND OVER TO RECEIVE HOMEMAKER SERVICES, TELEPHONE REASSURANCE, AND EMERGENCY ALERT RESPONSE SERVICES TO HELP THEM LIVE INDEPENDENT LIVES. 2107592 43124 OTHER PROGRAM SERVICES INCLUDES TITLE IIIC-1, TITLE IIIC-2, TITLE IIIE, TITLE XXVI, ALZHEIMER'S DISEASE INITIATIVE, HOME CARE FOR THE ELDERLY, LOCAL SERVICES, CDBG SERVICE FACILITY, VOLUNTEER PROGRAM, MEALS ON WHEELS, PREFERRED CARE, MANAGED LONG-TERM CARE, AND MENTAL HEALTH SERVICES THROUGH LUTHERAN SERVICES FLORIDA. 2107592 43124 6925850 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 129 1 0 0 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 0 1 1 1 1 1 0 X X JENNIFER MARTINEZ 3526203501 1101 SW 20TH COURT OCALA FL 34471 BILL OPPENHEIMER DIRECTOR 1.00 0.00 X 0 0 0 JAMIE GILMORE DIRECTOR, CHAIRMAN (BEG. 3/24) 1.00 0.00 X X 0 0 0 BILLY WOODS DIRECTOR 1.00 0.00 X 0 0 0 ANGIE DANSBY IMMEDIATE PAST CHAIR (BEG. 3/24) 1.00 0.00 X X 0 0 0 SAMANTHA RAUBA DIRECTOR (THRU 4/24) 1.00 0.00 X 0 0 0 ROBERT PUTZEYS DIRECTOR 1.00 0.00 X 0 0 0 ROY ABSHIER DIRECTOR (THRU 7/24) 1.00 0.00 X 0 0 0 JESSE BLAIR DIRECTOR 1.00 0.00 X 0 0 0 DR CJ EMMONS DIRECTOR 1.00 0.00 X 0 0 0 JACK HILLESLAND VICE-CHAIR, (THRU 2/24) 1.00 0.00 X X 0 0 0 RHODA WALKUP DIRECTOR, VICE CHAIR (BEG 3/24) 1.00 0.00 X X 0 0 0 ELIZABETH CLARK DIRECTOR (BEG 1/24), SEC/TRES (BEG 5/24) 1.00 0.00 X X 0 0 0 JANE FONTAINE DIRECTOR (BEG 1/24) 1.00 0.00 X 0 0 0 NICHOLE DODD DIRECTOR (BEG 1/24) 1.00 0.00 X 0 0 0 JUANITA CUNNINGHAM DIRECTOR (BEG 1/24) 1.00 0.00 X 0 0 0 SUSANNE SHIELDS DIRECTOR (BEG 1/24) 1.00 0.00 X 0 0 0 MIKE MILEY DIRECTOR (BEG 1/24) 1.00 0.00 X 0 0 0 DOUG DAY DIRECTOR (BEG 1/24) 1.00 0.00 X 0 0 0 BILL BROWDER DIRECTOR (BEG 2/24) 1.00 0.00 X 0 0 0 CHARLES MCINTOSH DIRECTOR (BEG 5/24) 1.00 0.00 X 0 0 0 BRAD BOBBITT DIRECTOR (BEG 7/24) 1.00 0.00 X 0 0 0 MATT WILKERSON DIRECTOR (BEG 7/24) 1.00 0.00 X 0 0 0 LYNN SMITH DIRECTOR (BEG 12/24) 1.00 0.00 X 0 0 0 JENNIFER MARTINEZ EXECUTIVE DIRECTOR 40.00 0.00 X 141434 0 11569 TAMARA A GRANT-POWELL FINANCE DIRECTOR 40.00 0.00 X 87485 0 13780 228919 0 25349 1 0 0 0 EXPERIENCED CARE INC 1313 EAST SILVER SPRINGS BLVD OCALA FL 34470 IN HOME CARE 473650 MIRACLE HANDS 1515 E SILVER SPRINGS BLVD UNIT 127 OCALA FL 34470 IN HOME CARE 296268 VICEROY HOME SERVICES 2945 NE 3RD ST OCALA FL 34470 IN HOME CARE 201645 ADVANCED TIRE SERVICE LLC 2199 NW 10TH ST OCALA FL 34475 VEHICLE REPAIR SERVICES 200532 ERRAND RIDES LLC 7256 SW 62ND AVE UNIT 3 OCALA FL 34476 IN HOME CARE 141844 7 68101 9131830 176826 9376757 MCSS TRANS. CONTRACTS 485000 446982 446982 CLIENT CONTRIBUTIONS AND FEES 621610 102526 102526 PREFERRED CARE FEES 621610 34283 34283 CLIENT CO-PAY 621610 30433 30433 614224 19231 19231 11252 3472 0 0 11252 3472 14724 14724 INSURANCE LOSS REIMBURSEMENT 900099 11167 11167 MISCELLANEOUS REVENUE 900099 799 799 11966 10036902 614224 0 45921 X 254268 254268 3188868 2421686 767182 97873 70914 26959 538777 398147 140630 251234 178013 73221 10700 10700 67100 67100 1453551 1448773 4778 2628 2628 115314 49532 65782 193358 111592 81766 122960 106758 16202 2337 2337 482426 482426 473909 93 473816 OTHER EXPENSE 555375 258260 297115 MEALS 555216 554769 447 FUEL 432964 432964 VEHICLE EXPENDITURES 246260 246182 78 83150 82976 174 9128268 6925850 2202418 0 2247772 3284603 407259 416986 1349010 1818749 312557 55466 21096 194375 7997504 5169840 2532916 2827664 358012 433645 263949 286784 7492571 9318272 473654 1305374 4432 9694 33895 34317 511981 1349385 X 5180945 6829948 1799645 1138939 6980590 7968887 7492571 9318272 908634 79663 0 X 0 1 X 1 1 1 X 7344137 6875025 7789603 8975020 9376757 40360542 7344137 6875025 7789603 8975020 9376757 40360542 40360542 8765 8692 9631 17358 19231 63677 40226 42207 32458 38267 11966 165124 40589343 2347954 0.99440 0.99210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE LOSS REIMBURSEMENT - 2020 AMOUNT: $ 3,682. 2021 AMOUNT: $ 110. 2022 AMOUNT: $ 809. 2023 AMOUNT: $ 9,677. 2024 AMOUNT: $ 11,167. GAS TAX REFUND - 2020 AMOUNT: $ 36,544. 2021 AMOUNT: $ 42,027. 2022 AMOUNT: $ 30,349. 2023 AMOUNT: $ 22,563. MISC - 2021 AMOUNT: $ 70. 2022 AMOUNT: $ 1,300. 2023 AMOUNT: $ 6,027. 2024 AMOUNT: $ 799. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 173763 173763 301443 127680 173763 238136 63307 301443 234906 3230 238136 238326 3420 234906 0 0 231990 231990 7765514 5169840 2595674 2827664 OBLIGATIONS UNDER FINANCE LEASES 34317 34317 X 10467068 79663 350503 430166 10036902 0 10036902 9478771 350503 350503 9128268 0 9128268 PART V, LINE 4: BOARD DESIGNATED RESTRICTED FUNDS ARE AVAILABLE FOR ANY USE AS DETERMINED BY THE BOARD OF DIRECTORS. PART X, LINE 2: FIN 48 FOOTNOTE SENIOR SERVICES IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. SENIOR SERVICES IS NO LONGER SUBJECT TO FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021. INTEREST AND PENALTIES ASSESSED TO SENIOR SERVICES AS A RESULT OF FEDERAL AND STATE INCOME TAX POSITIONS ARE RECORDED AS AN OPERATING EXPENSE. FOR THE YEAR ENDED DECEMBER 31, 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCE DIRECTOR, AND BOARD TREASURER. IT IS THEN DISTRIBUTED TO BOARD MEMBERS THROUGH EMAIL OR HARD COPY FOR THOSE WITHOUT EMAIL. ANY CONCERNS ARE ADDRESSED AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ABSTAIN FROM ANY VOTE IN WHICH THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS DETERMINED BY BOARD OF DIRECTORS COMMITTEE WHO REVIEW SALARIES FOR COMPARABLE POSITIONS IN AREA. LINE 15B: COMPENSATION PROCESS FOR OFFICERS COMPENSATION IS DETERMINED BY BOARD OF DIRECTORS COMMITTEE WHO REVIEW SALARIES FOR COMPARABLE POSITIONS IN AREA. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE PER REQUEST BY PUBLIC. FORM 990, PART IX, LINE 11G ADULT DAY CARE CONTRACT: PROGRAM SERVICE EXPENSES 13,969. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,969. MENTAL HEALTH CONTRACT: PROGRAM SERVICE EXPENSES 1,968. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,968. EMERGENCY ALERT RESPONSE CONTRACT: PROGRAM SERVICE EXPENSES 16,193. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,193. PREF CARE - EAR CONTRACT: PROGRAM SERVICE EXPENSES 462. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 462. HOMEMAKER CONTRACT: PROGRAM SERVICE EXPENSES 479,812. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 479,812. HOME HEALTH AIDE-CONTRACT: PROGRAM SERVICE EXPENSES 60,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,197. PERSONAL CARE CONTRACT: PROGRAM SERVICE EXPENSES 113,373. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,373. IN FACILITY RESPITE CONTRACT: PROGRAM SERVICE EXPENSES 3,968. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,968. IN HOME RESPITE CONTRACT: PROGRAM SERVICE EXPENSES 644,634. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 644,634. COMPANION CONTRACT: PROGRAM SERVICE EXPENSES 87,961. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,961. INFORMATION CONTRACT: PROGRAM SERVICE EXPENSES 21,359. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,359. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,877. MANAGEMENT AND GENERAL EXPENSES 4,778. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,655.