Northeast Florida Area Agency On Aging Inc is located in Jacksonville, FL. The organization was established in 1976. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 12/2021, Northeast Florida Area Agency On Aging Inc employed 58 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Northeast Florida Area Agency On Aging Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Northeast Florida Area Agency On Aging Inc generated $25.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.0% each year. All expenses for the organization totaled $25.1m during the year ending 12/2021. While expenses have increased by 5.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Northeast Florida Area Agency On Aging Inc has awarded 86 individual grants totaling $111,950,532. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
ELDERSOURCE IS A STEWARD, ADVOCATE, AND CONNECTOR OF PEOPLE, INFORMATION AND RESOURCES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ELDERSOURCE IS IN ITS 48TH YEAR AS THE AREA AGENCY ON AGING FOR NORTHEAST FLORIDA. AS THE AREA AGENCY ON AGING, WE ARE RESPONSIBLE FOR IDENTIFYING THE NEEDS OF ELDERS AND CAREGIVERS IN OUR REGION AND CONTRACTING WITH PROVIDERS FOR SERVICES TO ADDRESS THOSE NEEDS. WE ARE THEN RESPONSIBLE FOR THE STEWARDSHIP AND OVERSIGHT OF THE TAXPAYER AND DONOR DOLLARS. WE MAKE SURE THE SERVICES THAT ARE PROVIDED ARE A GOOD QUALITY SERVICE, THEY MEET THE STANDARDS AND REQUIREMENTS, THAT THOSE MOST IN NEED ARE GETTING THE SERVICES AND THE DOLLARS ARE WELL AND APPROPRIATELY SPENT. AS THE AGING AND DISABILITY RESOURCE CENTER WE ARE RESPONSIBLE FOR PROVIDING INFORMATION AND REFERRAL TO NEEDED RESOURCES FOR OLDER ADULTS AGE 60 AND OVER AND FOR ADULTS AGE 18 AND OLDER LIVING WITH A DISABILITY AND THEIR CAREGIVERS. IN 2021, CUSTOMER SERVICES SPECIALISTS ANSWERED 51,985 CALLS. WE ARE ALSO RESPONSIBLE FOR SCREENING INDIVIDUALS FOR THE VARIOUS STATE FUNDED PROGRAMS AS WELL AS THE MEDICAID MANAGED CARE LONG TERM CARE PROGRAM. IN 2021, STAFF COMPLETED OVER 8,000 ASSESSMENTS. WE ALSO ASSIST CLIENTS THROUGH THE ELIGIBILITY DETERMINATION PROCESS FOR THIS PARTICULAR PROGRAM APPROXIMATELY 150 TO 200 PEOPLE A MONTH. IN 2021, OUR SHINE PROGRAM (SERVING HEALTH INSURANCE NEEDS OF ELDERS) VOLUNTEERS MADE 3,425 CONTACTS AND SAVED SENIORS OVER $3 MILLION ON MEDICARE PART D AND $2 MILLION FROM THE MEDICARE SAVINGS PLAN. IN 2021, OUR SENIOR TO SENIOR PROGRAM SUPPORTED BY THE J. WAYNE AND DELORES BARR WEAVER FOUNDATION AT THE COMMUNITY FOUNDATION AND THE JIM MORAN FAMILY FOUNDATION CONTINUED HELPING OLDER ADULTS FACING A FINANCIAL CRISIS.ELDERSOURCE WAS VERY FORTUNATE TO RECEIVE MULTIPLE GRANTS IN 2021 THAT ADVANCED OUR MISSION AND EXPANDED OUR SERVICES. THESE GRANTS DEMONSTRATE HOW MANY PEOPLE AND ORGANIZATIONS HAVE PLACED GREAT TRUST IN OR AGENCY. ADMINISTRATION FOR COMMUNITY LIVING AWARDED ELDERSOURCE WITH A TWO-YEAR $296,000 GRANT. THE ACL'S NO WRONG DOOR COMMUNITY INFRASTRUCTURE GRANT WILL PAVE THE WAY TO CREATE A COMMUNITY INTEGRATED HEALTH NETWORK. WITH A $383,000 FOUR-YEAR GRANT FROM FLORIDA BLUE FOUNDATION, THE AGENCY INITIATED THE TAILORED CAREGIVER ASSESSMENT AND REFERRAL PROGRAM (TCARE), A PROGRAM THAT CREATES INDIVIDUALIZED CARE PLANS FOR CAREGIVERS WITH THE GOAL OF PREVENTING BURNOUT. AN ADDITIONAL $10,000 GRANT FROM FLORIDA BLUE PROVIDED THE OPPORTUNITY TO CONVERT OUR IN-PERSON AGE SENSITIVITY TRAINING TO AN INTERACTIVE, ONLINE FORMAT. COMMUNITY FOUNDATION OF NORTHEAST FLORIDA AND WELLMED EACH PROVIDED GRANTS OF $25,000 AND $20,000 RESPECTIVELY TO HELP ELDERSOURCE CONTINUE OFFERING OUR U.CONNECTED (AKA UNIPER) PROGRAM. A GRANT FROM THE LGBTQ FUND OF THE COMMUNITY FOUNDATION WILL SUPPORT AGE YOUR WAY: CANDID CONVERSATIONS FOR LGBTQ ADULTS. THE PROJECT WILL ENTAIL A SERIES OF FRANK AND VALUABLE PRESENTATIONS FIVE PROGRAMS OF 90 MINUTES EACH ON MATTERS IMPORTANT TO LGBTQ OLDER ADULTS. ADDITIONALLY 96 SENIORS WERE MATCHED WITH 67 VOLUNTEERS IN THE CARING CONNECTIONS TELEPHONE REASSURANCE PROGRAM TO MAKE WEEKLY PHONE CALLS TO ISOLATED OR HOMEBOUND SENIORS.AT ELDERSOURCE WE HAVE BEEN DEVOTING MORE TIME, ATTENTION AND RESOURCES TO ADVANCING OUR WORK IN THE AREA OF DIVERSITY, EQUITY, INCLUSION AND BELONGING (DEIB). WITHIN THE SPAN OF ABOUT 18 MONTHS, ELDERSOURCE HAS EXPANDED ITS STAFF-FOCUSED DEIB INITIATIVES, AS WELL AS EXAMINED WAYS TO ENSURE THAT ELDERSOURCE INFORMATION AND BUSINESS PRACTICES ARE ACCESSIBLE TO THOSE IN THE COMMUNITY.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Linda Levin Exec Director | Officer | 40 | $151,018 |
Sandy Robinson Vice President | OfficerTrustee | 1 | $0 |
Ed Salek Treasurer | OfficerTrustee | 1 | $0 |
Melissa Gilreath Secretary | OfficerTrustee | 1 | $0 |
Elizabeth Gunn President | OfficerTrustee | 1 | $0 |
Catherine Kelly At Large | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $72,530 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $25,035,716 |
All other contributions, gifts, grants, and similar amounts not included above | $516,305 |
Noncash contributions included in lines 1a–1f | $324 |
Total Revenue from Contributions, Gifts, Grants & Similar | $25,624,551 |
Total Program Service Revenue | $25,650 |
Investment income | $356 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $25,650,557 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $18,767,558 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $151,018 |
Compensation of current officers, directors, key employees. | $120,814 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,321,902 |
Pension plan accruals and contributions | $155,446 |
Other employee benefits | $413,607 |
Payroll taxes | $210,837 |
Fees for services: Management | $0 |
Fees for services: Legal | $3,780 |
Fees for services: Accounting | $37,400 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $282,359 |
Advertising and promotion | $12,122 |
Office expenses | $253,307 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $135,004 |
Travel | $9,540 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $4,028 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $4,057 |
Insurance | $8,564 |
All other expenses | $15,818 |
Total functional expenses | $25,130,202 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,874,658 |
Savings and temporary cash investments | $123,128 |
Pledges and grants receivable | $3,693,299 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $2,555 |
Net Land, buildings, and equipment | $8,863 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $5,702,503 |
Accounts payable and accrued expenses | $366,996 |
Grants payable | $2,828,936 |
Deferred revenue | $511,883 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $78,700 |
Total liabilities | $3,786,515 |
Net assets without donor restrictions | $1,915,988 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $5,702,503 |
Over the last fiscal year, Northeast Florida Area Agency On Aging Inc has awarded $18,766,185 in support to 13 organizations.
Grant Recipient | Amount |
---|---|
Jacksonville, FL PURPOSE: ELDER ASSISTANCE | $5,592,709 |
Daytona Beach, FL PURPOSE: ELDER ASSISTANCE | $5,262,425 |
CITY OF JACKSONVILLE - ADULT SERVICES DIVISION PURPOSE: ELDER ASSISTANCE | $1,631,935 |
St Augustine, FL PURPOSE: ELDER ASSISTANCE | $1,507,597 |
Jacksonville, FL PURPOSE: ELDER ASSISTANCE | $1,464,343 |
Fernandina Beach, FL PURPOSE: ELDER ASSISTANCE | $965,699 |
Over the last fiscal year, we have identified 7 grants that Northeast Florida Area Agency On Aging Inc has recieved totaling $229,200.
Awarding Organization | Amount |
---|---|
The Community Foundation For Northeast Florida Inc Jacksonville, FL PURPOSE: TO PROVIDE FINANCIAL ASSISTANCE FOR SENIORS IN DUVAL, NASSAU, BAKER, CLAY AND ST. JOHNS COUNTIES | $150,000 |
United Way Of Northeast Florida Inc Jacksonville, FL PURPOSE: SENIOR MEDS | $25,000 |
The Community Foundation For Northeast Florida Inc Jacksonville, FL PURPOSE: TO CREATE VIRTUAL PRESENTATIONS AVAILABLE IN NORTHEAST FLORIDA ON HOW TO PREPARE FOR THE NECESSARY DECISIONS NEEDED TO AGE WELL AS AN LGBTQ ADULT (EX. HEALTH, LEGAL CHOICES, AND ASSET PROTECTION). | $19,000 |
The Community Foundation For Northeast Florida Inc Jacksonville, FL PURPOSE: TO EXPAND THE UNIPER - BRIDGING THE VIRTUAL GAP PROGRAMTO EXPAND THE UNIPER - BRIDGING THE VIRTUAL GAP PROGRAM | $17,212 |
The Community Foundation For Northeast Florida Inc Jacksonville, FL PURPOSE: TO SPONSOR THE ELDERSOURCE A NIGHT WITH THE STARS EVENT IN 2021 | $10,000 |
The Community Foundation For Northeast Florida Inc Jacksonville, FL PURPOSE: TO EXPAND THE UNIPER - BRIDGING THE VIRTUAL GAP PROGRAMTO EXPAND THE UNIPER - BRIDGING THE VIRTUAL GAP PROGRAM | $7,788 |
Organization Name | Assets | Revenue |
---|---|---|
Alliance For Aging Inc Miami, FL | $8,467,801 | $51,987,435 |
Areawide Council On Aging Of Broward County Inc Sunrise, FL | $24,945,017 | $35,611,356 |
Senior Connection Center Inc Tampa, FL | $6,323,392 | $31,182,357 |
Morselife Housing Corporation Inc West Palm Beach, FL | $149,720,364 | $25,757,554 |
Area Agency On Aging Of Palm Beach- Treasure Coast Inc West Palm Beach, FL | $10,902,436 | $30,560,606 |
Area Agency On Aging Of Pasco-Pinellas Inc St Petersburg, FL | $8,252,945 | $27,888,489 |
Northeast Florida Area Agency On Aging Inc Jacksonville, FL | $5,702,503 | $25,650,557 |
Mid-Florida Area Agency On Aging Inc Gainesville, FL | $7,911,620 | $25,273,511 |
Suncoast Pace Inc Clearwater, FL | $13,555,248 | $27,843,705 |
Area Agency On Aging Of Central Florida Inc Orlando, FL | $4,933,881 | $22,567,397 |
Area Agency On Aging For Southwest Florida Inc Fort Myers, FL | $7,137,092 | $21,154,051 |
Community Senior Life Inc Orange Beach, AL | $9,773,868 | $15,042,221 |