2024-09-11T09:16:25-05:00 2023-12-31 201277979 BERGER TOOMBS ELAMGAINES & FRANK 729 S FEDERAL HWY SUITE 103 STUART FL 34994 990 2023-01-01 650087858 AREA AGENCY ON AGING OF PALM BEACH TREASURE COAST INC AREA 5616845885 4400 N CONGRESS AVENUE WEST PALM BEACH FL 33407 DWIGHT CHENETTE CEO 5616845885 2024-09-11 1 0 BRITT W FRANK P00115391 7722190220 2024-09-03 2023 2024-08-08 14:25:15Z DWIGHT CHENETTE 4400 N CONGRESS AVENUE WEST PALM BEACH FL 33407 38071720 0 X HTTPS://WWW.AAAPBTC.ORG/ X 1988 FL TO PROMOTE, SUPPORT AND ADVOCATE FOR SENIORS AND THEIR CAREGIVERS. 9 9 82 120 0 0 34571183 37949450 0 0 1836 98612 289409 23658 34862428 38071720 28577385 31391406 0 0 3484699 3505891 0 0 0 2405172 2140747 34467256 37038044 395172 1033676 12227435 11954925 9336616 8030430 2890819 3924495 X THE AREA AGENCY ON AGING OF PALM BEACH/TREASURE COAST IS A PRIVATE, NON-PROFIT, REGIONAL AGENCY WHOSE MISSION IS TO ADVOCATE, PLAN AND PROMOTE THE INDEPENDENCE, DIGNITY, HEALTH AND WELL-BEING OF SENIORS AND THEIR CAREGIVERS IN A MANNER THAT EMBRACES DIVERSITY AND REFLECTS THE COMMUNITIES WE SERVE ESTABLISHED BY THE OLDER AMERICANS ACT. THE AGENCY ADMINISTERS A NETWORK OF SERVICES FOR THE AGING POPULATION IN PALM BEACH, MARTIN, ST. LUCIE, INDIAN RIVER AND OKEECHOBEE COUNTIES. THE GOAL OF THE AGENCY IS TO MEET THE NUTRITIONAL AND SOCIAL NEEDS OF THE AGING POPULATION. TO CARRY OUT THIS GOAL, THE AGENCY CONDUCTS ANNUAL ASSESSMENTS OF THE NEEDS OF THE ELDERLY POPULATION, DETERMINES RESOURCES AVAILABLE TO SATISFY THESE NEEDS, AND THEN PLANS AND COORDINATES PROGRAMS AVAILABLE TO ALLEVIATE THE IDENTIFIED NEEDS. THE AGENCY AWARDS SERVICE PROVIDER CONTRACTS TO THE APPROPRIATE LOCAL AGENCIES, WHICH PROVIDE THE SERVICE TO THE AGING POPULATION. 0 0 34447507 30893373 DEPARTMENT OF ELDER AFFAIRS PROGRAMS: 731,058 ELDERS HAD ACCESS TO THE AREA AGENCY WITHIN THE FIVE COUNTY REGION. DURING 2023 THERE WERE 17,319 CLIENTS SERVED WITH HOME AND COMMUNITY BASED SERVICES, ADULT DAY CARE, COUNSELING, EDUCATION, CONGREGATE MEALS, HOME DELIVERED MEALS, HOMEMAKING, AND TRANSPORTATION. ADDITIONALLY, DURING 2023 SHINE VOLUNTEERS PROVIDED ONE-ON-ONE COUNSELING TO 1,819 SENIORS. THE AGENCY PROVIDED INFORMATION TO 1,386 ELDERS ON ELDER ABUSE PREVENTION. THE HELPLINE ASSISTED 84,961 CLIENTS WITH INFORMATION AND REFERRALS. 9,428 CLIENT ASSESSMENTS COMPLETED. THE AGENCY'S BENEFIT ENROLLMENT CENTER ASSISTED 448 CLIENTS APPLY FOR BENEFITS. 582806 497261 VETERANS CHOICE PROGRAM: IN PARTNERSHIP WITH THE VETERANS ADMINISTRATION MEDICAL CENTER, THE AGENCY ASSISTED 17 VETERANS TO DIRECT THEIR OWN SERVICES AND SUPPORTS. ALLOWS VETERANS TO LIVE MORE INDEPENDENTLY IN THEIR COMMUNITIES, AVOIDING COSTLY NURSING HOME PLACEMENT. 589529 0 FOSTER GRANDPARENTS PROGRAM: THROUGH THE AMERICORPS FOSTER GRANDPARENT PROGRAM, 96 FOSTER GRANDPARENT SENIOR VOLUNTEERS MENTORED AND TUTORED 474 AT-RISK CHILDREN. 192126 772 OTHER NON-DOEA PROGRAMS: THE AREA AGENCY ON AGING ENGAGES SENIORS IN COMMUNITY SERVICE AND CIVIC ENGAGEMENT, HEALTHY AGING, AND EVIDENCED BASED WORKSHOP. DURING 2023, HEALTHY LIVING COORDINATED 39 WORKSHOPS REACHING 395 PARTICIPANTS. 192126 772 35811968 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 FL X HOLLY VATH 5616845885 4400 N CONGRESS AVENUE WEST PALM BEACH FL 33407 RANDALL SHEPPARD CHAIR 2.00 X X 0 0 0 LEWIS SILVERMAN VICE-CHAIR 2.00 X X 0 0 0 SUSAN MORGAN TREASURER 2.00 X X 0 0 0 JAMES CIOFFI ESQ SECRETARY 2.00 X X 0 0 0 NEAL ABARBANELL MD DIRECTOR 2.00 X 0 0 0 IAN L CORDES DIRECTOR 2.00 X 0 0 0 DR JOSE THOMAS-RICHARDS DIRECTOR 2.00 X 0 0 0 SCOTT GREENBERG DIRECTOR 2.00 X 0 0 0 PHILLIP WEINTRAUB DIRECTOR 2.00 X 0 0 0 DWIGHT CHENETTE CEO 40.00 X 169440 0 31094 HOLLY VATH CFO 40.00 X 133094 0 26626 NANCY YARNALL DIRECTOR OF CONSUMER CARE AND PLANNING 40.00 X 108836 0 13682 411370 0 71402 3 0 1 0 0 37292684 656766 37949450 98612 98612 MISC REVENUE 900099 23658 23658 23658 38071720 23658 0 98612 30496025 30496025 895381 895381 302534 242027 60507 2536862 1924853 612009 239112 182490 56622 214389 163622 50767 212994 162557 50437 14328 12230 2098 29700 25352 4348 53560 45719 7841 690621 519910 170711 25514 18236 7278 327569 327569 47964 37087 10877 CLIENT SERVICES 353558 353558 DATA MAINTENANCE AND EQ 230132 132252 97880 COMMUNICATIONS AND UTIL 142362 102234 40128 PRINTING AND SUPPLIES 78908 66978 11930 146531 103888 42643 37038044 35811968 1226076 0 2064425 2616415 1866862 6056682 4077046 73843 45018 5431 0 67491 67491 0 0 1037156 3475064 2864418 12227435 11954925 326048 401654 5000074 4181753 449724 413566 3560770 3033457 9336616 8030430 X 2890819 3924495 2890819 3924495 12227435 11954925 1033676 0 X 0 1 X 1 1 1 X 25353788 30133530 29121367 34571183 37949450 157129318 25353788 30133530 29121367 34571183 37949450 157129318 157129318 3 185 1836 98612 100636 1439054 289409 23658 1752121 158982075 0.98830 0.98810 X Schedule A, Part II, Line 10, Explanation of Other Income: INSURANCE PROCEEDS - 2021 Amount: $ 750,000. 2022 Amount: $ 250,000. DEBT EXTINGUISHMENT - 2021 Amount: $ 689,054. OTHER INCOME - 2022 Amount: $ 39,409. 2023 Amount: $ 23,658. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67491 67491 0 0 DEPOSITS 2718 DOEA ADVANCES TO PROVIDERS 363321 RIGHT OF USE ASSET - OPERATING LEASE 2498379 2864418 OPERATING LEASE LIABILITY - CURRENT 635914 OPERATING LEASE LIABILITY - LONG TERM 2397543 3033457 X 38071720 0 38071720 0 38071720 37038044 0 37038044 0 37038044 Part X, Line 2: THE ORGANIZATION HAS ADOPTED ACCOUNTING GUIDANCE WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS INCOME TAX RETURNS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2022, 2021, and 2020 REMAIN OPEN TO EXAMINIATION BY THE INTERNAL REVENUE SERVICE. 1 PALM BEACH COUNTY DIVISION OF SENIOR SERVICES 810 DATURA STREET WEST PALM BEACH FL 33401 596000785 GOVT 11601590 0 SENIOR SERVICES SUPPORT MAE VOLEN SENIOR CENTER 1515 W PALMETTO PARK RD BOCA RATON FL 33486 592695062 501(C)(3) 6540003 0 SENIOR SERVICES SUPPORT COUNCIL ON AGING OF ST LUCIE INC 2501 SW BAYSHORE BLVD PORT ST LUCIE FL 34984 591474012 501(C)(3) 3528537 0 SENIOR SERVICES SUPPORT ALZHEIMER'S COMMUNITY CARE INC 800 NORTH POINT PARKWAY SUITE 101B WEST PALM BEACH FL 33407 311481653 501(C)(3) 3296929 0 SENIOR SERVICES SUPPORT SENIOR RESOURCE ASSOCIATION 694 14TH STREET VERO BEACH FL 32960 591539957 501(C)(3) 1848048 0 SENIOR SERVICES SUPPORT COUNCIL ON AGING OF MARTIN COUNTY 900 SE SALERNO ROAD STUART FL 34997 521007762 501(C)(3) 2086112 0 SENIOR SERVICES SUPPORT OKEECHOBEE SENIOR SERVICES 1019 SW PARK STREET OKEECHOBEE FL 34972 596000768 GOVT 515203 0 SENIOR SERVICES SUPPORT LEGAL AID SOCIETY OF PALM BEACH COUNTY 423 FERN STREET SUITE 200 WEST PALM BEACH FL 33401 596046994 501(C)(3) 675009 0 SENIOR SERVICES SUPPORT MORSELIFE 4847 FRED GLADSTONE WAY WEST PALM BEACH FL 33417 650018299 501(C)(3) 250717 0 SENIOR SERVICES SUPPORT RUTH RALES JEWISH FAMILY SERVICES INC 21300 RUTH BARON COLEMAN BLVD BOCA RATON FL 33428 651115689 501(C)(3) 153877 0 SENIOR SERVICES SUPPORT 10 0 HOME CARE FOR THE ELDERLY GRANTS 202 398120 VETERANS CHOICE GRANTS 18 497261 Part I, Line 2: THE AREA AGENCY ON AGING (THE "AGENCY") MONITORS USE OF GRANT FUNDS THROUGH ANNUAL MONITORING AND FISCAL REVIEWS OF EACH CONTRACT ESTABLISHED BETWEEN THE AGENCY AND THEIR PROVIDERS. MONITORING OF THE CONTRACTS IS AN ANNUAL CONTRACTUAL REQUIREMENT, THE PURPOSE OF WHICH IS TO PROVIDE TECHNICAL ASSISTANCE WITH REGARD TO CONTRACTUAL ACTIVITY, AND ALSO ENSURE COMPLIANCE WITH THE TERMS AND CONDITIONS OF EACH CONTRACT. X X 0 0 0 0 0 0 0 1 0 DWIGHT CHENETTE CEO 156898 0 12542 0 0 0 20786 0 10308 0 200534 0 0 0 HOLLY VATH CFO 133094 0 0 0 0 0 15772 0 10854 0 159720 0 0 0 Part I, Line 7 INDIVIDUALS REPORTED ON PART VII RECEIVED BONUSES IN CALENDAR YEAR 2023 WHICH WERE INCLUDED IN THEIR W-2 INCOME. THESE BONUSES WERE NOT CONTINGENT ON THE REVENUES OR NET EARNINGS OF THE ORGANIZATION. Form 990, Part VI, Section B, line 11b THE CEO AND FINANIAL LEAD REVIEW THE FORM 990 BEFORE IT IS FILED Form 990, Part VI, Section B, line 12c THE AREA AGENCY ON AGING HAS A CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST QUESTIONNAIRE, COPIES OF WHICH ARE MAINTAINED IN THE OFFICE OF THE EXECUTIVE ASSISTANT. Form 990, Part VI, Section B, line 15a AREA AGENCY ON AGING MAINTAINS A COMPENSATION PROGRAM FOR TOP OFFICIALS REFLECTIVE OF ITS MISSION AND VALUES. THE AGENCY ESTABLISHED, AS PART OF ITS PHILOSOPHY, A COMPENSATION REVIEW PROCESS IN WHICH IT EVALUATED THE COMPENSATION FOR SIMILAR TOP OFFICER POSITIONS IN LIKE-SIZED LOCAL NONPROFIT ORGANIZATIONS AND OTHER AGENCIES ON AGING LOCATED THROUGHOUT THE STATE. CONSIDERATION WAS GIVEN TO THE NUMBER OF RECIPIENTS SERVED BY THE EVALUATED ORGANIZATION, AS WELL AS THEIR OPERATING BUDGETS. AS A RESULT OF THIS REVIEW, A SALARY RANGE FOR TOP OFFICERS WAS ESTABLISHED. THE FINAL COMPENSATION PACKAGE FOR POTENTIAL NEW TOP OFFICERS WAS ESTABLISHED. THE FINAL COMPENSATION PACKAGE FOR POTENTIAL NEW TOP OFFICERS WILL BE NEGOTIATED, REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS WITH INPUT FROM A COMPENSATION COMMITTEE. Form 990, Part VI, Section C, line 19 THE AREA AGENCY ON AGING MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.