2025-11-17T14:49:17-06:00 2024-12-31 994625061 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2024-01-01 475221862 ELDERSOURCE INSTITUTE INC ELDE 9043916610 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 DR ASHLEY JENNINGS VICE CHAIR 9043916610 2025-11-17 1 0 DANA ALEXANDER P01425283 9043566023 2025-11-17 2024 2025-03-06 01:10:19Z X LINDA LEVIN 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 2990 0 X MYELDERSOURCE.ORG X 2015 FL ELDERSOURCE INSTITUTE INNOVATES AND REACHES MORE PEOPLE WITH MISSION ALIGNED SERVICES AND GENERATES NET INCOME TO REINVEST AND SERVE MORE PEOPLE THROUGH THE ELDERSOURCE FAMILY. X 5 5 0 5 0 0 11 0 8990 2990 0 0 0 0 9001 2990 0 0 0 0 0 0 0 0 0 6897 2497 6897 2497 2104 493 56189 0 50 0 56139 0 ELDERSOURCE INSTITUTE INNOVATES AND REACHES MORE PEOPLE WITH MISSION ALIGNED SERVICES AND GENERATES NET INCOME TO REINVEST AND SERVE MORE PEOPLE THROUGH THE ELDERSOURCE FAMILY. 0 0 926 2990 ELDERSOURCE INSTITUTE CONTINUED PROVIDING ONLINE EDUCATION FOR PROFESSIONALS WITH TOPICS SUCH AS LGBT ELDER CULTURAL COMPETENCY, AGE SENSITIVITY, DISABILITY SENSITIVITY. WE ALSO CONTINUED OUR VIRTUAL CAREGIVER SUPPORT GROUP TO HELP CAREGIVERS WHO CANNOT MAKE IT TO AN IN-PERSON SUPPORT GROUP FOR A VARIETY OF REASONS, BUT WHO COULD BENEFIT FROM THE INTERACTION WITH OTHER CAREGIVERS AND A TRAINED FACILITATOR. 926 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LINDA LEVIN 9043916610 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 MIKE JORGENSEN CHAIR 1.00 X X 0 0 0 STUART GAINES PAST CHAIR 1.00 X X 0 0 0 DR ASHLEY JENNINGS VICE CHAIR 1.00 X X 0 0 0 ALAN FRASER TREASUER 1.00 X X 0 0 0 DR WILLIAM ATERNENT SECRETARY 1.00 X X 0 0 0 LINDA LEVIN EXECUTIVE DIRECTOR 1.00 40.00 X 0 173825 0 0 173825 0 0 0 1 0 0 TRAINING 624100 2990 2990 2990 2990 2990 0 0 1400 1400 171 171 926 926 2497 926 1571 0 47461 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8728 0 56189 0 50 50 0 X 0 0 0 0 56139 0 56139 0 56189 0 X 493 -56632 X 0 1 X 1 0 X 5 11 16 8744 1500 13957 8990 2990 36181 8744 1500 13962 9001 2990 36197 0 0 0 36197 8744 1500 13962 9001 2990 36197 1.00000 1.00000 0.00000 X 0 X PART X, LINE 2: ALL SUBSIDIARIES THAT MAKE UP THE ORGANIZATION, EXCEPT WISE OWL PROPERTIES, INC., ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR HAVE APPLIED FOR THIS EXEMPT CLASSIFICATION. WISE OWL PROPERTIES, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2024 AND 2023. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY- THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. X X 0 0 0 0 0 0 0 0 0 LINDA LEVIN EXECUTIVE DIRECTOR 0 173435 0 390 0 0 0 0 0 0 0 173825 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. CASH, RECEIVABLES, PREPAID EXPENSES, AND LOANS TO RELATED ORGANIZATIONS 2024-05-06 56139 CASH 591569867 NORTHEAST FL AREA AGENCY ON AGING 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 501(C)(3) 0 0 0 0 1 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A ELDERSOURCE INC. IS THE SOLE MEMBER OF ELDERSOURCE INSTITUTE, INC. AND HAS THE POWER TO APPOINT THE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ELDERSOURCE INC. HAS THE POWER TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS WILL BE NOTIFIED OF AVAILABLITY OF FORM 990 BY EMAIL, U.S. MAIL AND/OR AT A BOARD OR COMMITTEE MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER RECEIVES THE CONFLICT OF INTEREST POLICY AND SIGNS INDICATING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 PROPOSED COMPENSATION IS PRESENTED TO THE BOARD OF DIRECTORS, FINANCE AND AUDIT COMMITTEE AND THE BOARD OF DIRECTORS AT THE ANNUAL MEETING FOR REVIEW AND ACCEPTANCE AS SUBMITTED. FORM 990, PART VI, SECTION C, LINE 19 THE PROCESS IS DESCRIBED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: PRIOD PERIOD ADJUSTMENT - RECLASS BETWEEN AFFILIATES -56,632. ELDERSOURCE INC 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 271456179 TO IMPROVE THE WELL BEING OF ELDERS AND CAREGIVERS IN FLORIDA. FL 501(C)(3) LINE 7 N/A 1 NORTHEAST FL AREA AGENCY ON AGING 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 591569867 TO IMPROVE THE WELL BEING OF ELDERS AND CAREGIVERS IN FLORIDA. FL 501(C)(3) LINE 7 ELDERSOURCE 0 WISE OWL PROPERTIES INC 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 455567819 TO HOLD TITLE TO PROPERTY ON BEHALF OF ELDERSOURCE INC. FL 501(C)(2) ELDERSOURCE 0 MEDICAID MANAGEMENT SERVICES 10688 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32257 833617668 TO HOLD TITLE TO PROPERTY ON BEHALF OF ELDERSOURCE INC. FL 501(C)(3) LINE 7 ELDERSOURCE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 NORTHEAST FLORIDA AREA AGENCY ON AGING INC R 56139 CASH