Area Agency On Aging For Southwest Florida Inc
- Assets
- $7.1m
- Revenue
- $21.2m
- Investments
- $0.0
- Employees
- 57
- Location
- Fort Myers, FL
- Founding
- 01/1981
- Data as of
- 12/2021
- EIN
- 59-1854441
Organization Overview
Area Agency On Aging For Southwest Florida Inc, operating under the name Senior Choices Of Southwest Fl, is located in Fort Myers, FL. The organization was established in 1981. 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, Senior Choices Of Southwest FL employed 57 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Senior Choices Of Southwest FL 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, Senior Choices Of Southwest FL generated $21.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.2% each year. All expenses for the organization totaled $20.5m during the year ending 12/2021. While expenses have increased by 3.1% 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, Senior Choices Of Southwest FL has awarded 106 individual grants totaling $107,010,397. 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
THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OLDER AMERICAN ACT (OAA)- TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE, ACCESS) ALONG WITH SERVICES TO CAREGIVERS. THIS ALSO INCLUDES MEETING NUTRITIONAL NEEDS OF THE SENIORS UNDER TITLE C1 AND C2 BY PROVIDING NUTRITIONAL SERVICES IN A CONGREGATE MEAL SITE OR BY MEALS DELIVERED TO THE SENIORS HOME. 3,380 CLIENTS WERE SERVED.
GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS. SENIORS WERE ABLE TO REMAIN IN THEIR OWN HOMES LONGER BY PARTICIPATING IN THESE PROGRAMS. BY HELPING A SENIOR REMAIN AT HOME THEIR QUALITY OF LIFE IS BETTER AND THE COST OF SUPPORT CARE IS LESS COSTLY. ADI SERVED 351 SENIORS, CCE SERVED 2,993 SENIORS AND HCE SERVED 210 SENIORS.
AGING AND DISABILITY RESOURCE CENTER/MEDICAID WAIVER PROGRAMS-THE ADRC PROVIDES COORDINATED, MULTI-ACCESS "ONE-STOP" SYSTEM THAT INTEGRATES INFORMATION, REFERRAL AND ELIGIBILITY DETERMINATION FUNCTIONS FOR ELDERS, PERSONS WITH DEVELOPMENTAL DISABILITIES, AND CAREGIVERS WHILE WORKING WITH THE MEDICAID WAIVER PROGRAMS. THE WAIVER PROGRAM PROVIDES ALTERNATIVE, LESS RESTRICTIVE LONG-TERM CARE OPTIONS FOR ELDERS WHO QUALIFY FOR SKILLED NURSING-HOME CARE. THESE OPTIONS INCLUDE IN HOME, OR IN COMMUNITY SETTINGS SUCH AS ASSISTED LIVING FACILITY OR ADULT DAY CARE CENTER RATHER THAN IN AN INSTITUTIONAL SETTING SUCH AS SKILLED NURSING FACILITIES. OTHER PROGRAMS INCLUDE NUTRITION SERVICES INCENTIVE PROGRAM, SHINE PROGRAM, MEDICARE BENEFICIARY OUTREACH AND ASSISTANCE, CHRONIC DISEASE SELF MANAGEMENT AND OAA D1 HEALTH, WELLNESS AND MEDICATION MANAGEMENT. HOME ENERGY ASSISTANCE - THE EMERGENCY HOME ENERGY ASSISTANCE PROGRAM (EHEAP) ASSISTS LOW INCOME HOUSEHOLDS WITH AT LEAST ONE MEMBER 60 YEARS OF AGE OR OLDER EXPERIENCING A HEATING OR COOLING EMERGENCY. HOME ENERGY ASSISTANCE PROGRAM HELPS SENIORS TO PAY FOR THEIR ENERGY BILLS UP TO 5,000 PER YEAR AND ALSO CAN ASSIST WITH REPLACEMENT OR REPAIR OF AIR CONDITIONING UNITS. SHINE IS SERVING HEALTH INSURANCE NEEDS OF ELDERS, AND ASSISTS THEM WITH THEIR MEDICARE AND MEDICARE ADVANTAGE PLAN. INFORMATION AND INTAKE REFERS TO THE ELDER HELPLINE SERVICES AAA PROVIDES, CONNECTING SENIORS TO CARE, WHICH IS A PART OF THE OAA PROGRAM (4A). SERVED 9349 CLIENTS.
VDHCBS - VETERANS HOME BASED DIRECT CARE PROGRAM ALLOWS FOR VETERANS WHO NEED DAILY LIVING ASSISTANCE TO BE ASSIGNED A CAREGIVER AND LIVE IN THEIR OWN HOME, SERVED OVER 60 CLIENTS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Norma Adorno Executive Di | Officer | 40 | $125,843 |
Wendy Boaz-Hayes Chair | OfficerTrustee | 8.5 | $0 |
Dave Boerkoel Treasurer | OfficerTrustee | 7.5 | $0 |
Monica Powell Secretary | OfficerTrustee | 40 | $0 |
Kathleen Rice Vice Chair | OfficerTrustee | 5.5 | $0 |
Beth Prather Vice Chair | OfficerTrustee | 7.5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Noble Management Company | 12/30/15 | $120,565 |
Redi-care Nursing Svcs Llc | 12/30/15 | $141,039 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $21,144,764 |
| All other contributions, gifts, grants, and similar amounts not included above | $9,287 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $21,154,051 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| 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 | $21,154,051 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $15,510,425 |
| Grants and other assistance to domestic individuals. | $248,660 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $125,843 |
| Compensation of current officers, directors, key employees. | $73,408 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,532,329 |
| Pension plan accruals and contributions | $105,450 |
| Other employee benefits | $198,168 |
| Payroll taxes | $118,179 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,706 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $86,837 |
| Advertising and promotion | $0 |
| Office expenses | $143,972 |
| Information technology | $56,261 |
| Royalties | $0 |
| Occupancy | $276,810 |
| Travel | $7,076 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $70,725 |
| Insurance | $41,282 |
| All other expenses | $0 |
| Total functional expenses | $20,529,408 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,028,473 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $3,581,279 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $3,105 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,354 |
| Net Land, buildings, and equipment | $492,528 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $28,353 |
| Total assets | $7,137,092 |
| Accounts payable and accrued expenses | $187,534 |
| Grants payable | $3,163,305 |
| Deferred revenue | $0 |
| 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 | $324,600 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,675,439 |
| Net assets without donor restrictions | $3,461,653 |
| 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 | $7,137,092 |
Grants Awarded
Over the last fiscal year, Area Agency On Aging For Southwest Florida Inc has awarded $15,508,076 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Sarasota, FL PURPOSE: CASE MGNT SERVICES | $9,807,970 |
COLLIER COUNTY SERVICES FOR SRS PURPOSE: CASE MGNT SERVICES | $2,894,818 |
CHARLOTTE COUNTY HUMAN SERVICES PURPOSE: CASE MGNT SERVICES | $1,474,077 |
Fort Myers, FL PURPOSE: IN HOME SERVICES | $1,147,991 |
Lakeland, FL PURPOSE: LEGAL SERVICES | $152,649 |
Naples, FL PURPOSE: IN HOME SERVICES | $21,858 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
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 |
Legacy Link Inc Oakwood, GA | $6,797,475 | $15,898,819 |