2024-09-30T10:35:45-05:00 2023-12-31 593204548 JAMES MOORE & CO PL 2477 TIM GAMBLE PLACE SUITE 200 TALLAHASSEE FL 323084386 990 2023-01-01 596194436 FLORIDA COUNCIL ON AGING INC FLOR 8502228877 1018 THOMASVILLE ROAD 110 TALLAHASSEE FL 323036271 MARGARET LYNN DUGGAR MANAGER 8502228877 2024-09-19 1 1 KEVIN WARREN P00642409 8503866184 2024-09-11 2023 2024-10-15 13:58:12Z TERESA BARTON 1018 THOMASVILLE ROAD 110 TALLAHASSEE FL 323036271 901380 0 X WWW.FCOA.ORG X 1955 FL THE FLORIDA COUNCIL ON AGING WAS CREATED TO INCREASE KNOWLEDGE AND UNDERSTANDING OF AGING AND THE AGED, AND TO FURTHER THE WELFARE OF THE AGING AND THE AGED THROUGH EDUCATIONAL AND SCIENTIFIC ACTIVITIES THROUGHOUT THE STATE OF FLORIDA. 28 28 0 28 0 0 60298 703869 585913 187451 7 7 7529 10053 653747 901380 0 0 0 0 0 0 0 0 0 734443 863502 734443 863502 -80696 37878 192627 257102 47041 73638 145586 183464 THE FLORIDA COUNCIL ON AGING WAS CREATED TO INCREASE KNOWLEDGE AND UNDERSTANDING OF AGING AND THE AGED, AND TO FURTHER THE WELFARE OF THE AGING AND THE AGED THROUGH EDUCATIONAL AND SCIENTIFIC ACTIVITIES THROUGHOUT THE STATE OF FLORIDA. 0 0 312372 187451 ANNUAL CONFERENCE - THE ANNUAL CONFERENCE BRINGS TOGETHER MEMBERS AND PROFESSIONALS TO DISCUSS AND SOLVE PROBLEMS AS THEY RELATE TO THE ELDERLY CITIZENS OF THE STATE OF FLORIDA. 306911 OTHER SPECIAL PROJECTS RELATED TO SERVING FLORIDA'S DIVERSE AGING INTEREST THROUGH EDUCATION AND INFORMATION-SHARING. 35943 ADVOCACY - HELPS TO INCREASE THE KNOWLEDGE AND AWARENESS OF THE IMPORTANCE OF IN-HOME AND COMMUNITY-BASED LONG TERM CARE PROGRAMS 655226 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 8502228877 1018 THOMASVILLE ROAD 110 TALLAHASSEE FL 323036271 X TERESA BARTON PRESIDENT 2.00 X X 0 0 0 JEFF JOHNSON PRESIDENT-ELECT 2.00 X X 0 0 0 ANDREA BUSADA SECRETARY 2.00 X X 0 0 0 ERIN MCLEOD TREASURER 2.00 X X 0 0 0 CHRISTINE CAUFFIELD IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 JOSH NEWBY REPRESENTATIVE 2.00 X 0 0 0 HELLA SPELLMAN REPRESENTATIVE 2.00 X 0 0 0 LAURENCE M SOLBERG REPRESENTATIVE 2.00 X 0 0 0 JANICE ANCRUM REPRESENTATIVE 2.00 X 0 0 0 DEBRA SILVERS REPRESENTATIVE 2.00 X 0 0 0 ANDREW MOLOSKY REPRESENTATIVE 2.00 X 0 0 0 MARSHA LORENZ REPRESENTATIVE 2.00 X 0 0 0 ALEXIS NGUYEN REPRESENTATIVE 2.00 X 0 0 0 KAREN RIPPER REPRESENTATIVE 2.00 X 0 0 0 KATRINA L DAVENPORT REPRESENTATIVE 2.00 X 0 0 0 HORACIO SOBERON-FERRER REPRESENTATIVE 2.00 X 0 0 0 JOHN BARGER TRUSTEE 2.00 X 0 0 0 LAURA BAYONA TRUSTEE 2.00 X 0 0 0 LISA BRETZ TRUSTEE 2.00 X 0 0 0 LAURA CANTWELL TRUSTEE 2.00 X 0 0 0 TIM CONROY TRUSTEE 2.00 X 0 0 0 KAREN DEIGL TRUSTEE 2.00 X 0 0 0 HARVEY DIKTER TRUSTEE 2.00 X 0 0 0 DENISE GAMMONLEY TRUSTEE 2.00 X 0 0 0 PATTY HUSTED TRUSTEE 2.00 X 0 0 0 KEVIN KENNEY TRUSTEE 2.00 X 0 0 0 DONNA MELOGY TRUSTEE 2.00 X 0 0 0 ALISHA PIERACCINI TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 MARGARET LYNN DUGGAR & ASSOCIATES INC 1018 THOMASVILLE ROAD SUITE 110 TALLAHASSEE FL 32303 MANAGEMENT COMPANY 315008 1 62011 641858 703869 CONFERENCE REVENUE 900099 187451 187451 187451 7 7 OTHER INCOME 900099 10053 10053 10053 901380 187451 0 10060 274458 98847 175611 12500 12500 7521 7521 48820 43589 5231 605 273 332 6220 6220 78045 78045 84386 78191 6195 1952 1952 SPECIAL PROJECTS 301329 301329 DEVELOPMENT COSTS/COMMI 42950 42950 MISCELLANEOUS EXPENSE 4716 4481 235 863502 655226 208276 0 99714 41653 85278 105287 86000 7635 24162 14385 14385 0 0 192627 257102 18199 57216 28842 16422 47041 73638 X 145586 147464 36000 145586 183464 192627 257102 37878 0 X X 0 1 X 1 0 X 141172 163687 218358 60298 703869 1287384 354583 204852 354588 585913 187451 1687387 495755 368539 572946 646211 891320 2974771 395250 395250 0 395250 395250 2579521 3 2 3 7 7 22 3 2 3 7 7 22 7529 10053 17582 495758 368541 572949 653747 901380 2992375 0.86200 0.99710 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 7,529. 2023 AMOUNT: $ 10,053. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 865221 865221 154783 38696 0 0 68326 89372 135166 154783 447647 671471 15625 3000 250 18875 17082 22343 33792 38696 111913 167870 14385 14385 0 0 X 946380 45000 45000 901380 0 901380 908502 45000 45000 863502 0 863502 PART X, LINE 2: THE COUNCIL HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF THEIR TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION RECEIVES MANAGEMENT SERVICES FROM MARGARET LYNN DUGGAR & ASSOCIATES, INC. THESE SERVICES CONSIST PRIMARILY OF BOARD OPERATIONS, STRATEGIC PLANNING, MEMBER RELATIONS AND RECRUITMENT, WEBSITE MAINTENANCE, REGIONAL CONFERENCES AND PERSONNEL RESOURCES. DURING 2023 THE ORGANIZATION PAID MARGARET LYNN DUGGAR & ASSOCIATES, INC. A TOTAL OF $315,008. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS, AND OFFERS THE FOLLOWING CLASSES OF MEMBERSHIP: INDIVIDUAL, RETIRED SENIOR, STUDENT, PATRON, ORGANIZATION NON-PROFIT/PUBLIC, CORPORATE/BUSINESS, LIFETIME MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ARTICLE XII NOMINATIONS COMMITTEE, NOMINATIONS AND ELECTIONS: A) FIVE MEMBERS WILL BE ELECTED AS A NOMINATING COMMITTEE TO SERVE FOR ONE YEAR FROM NOMINEES PROVIDED BY PREVIOUS YEAR'S NOMINATING COMMITTEE. CONSIDERATION IN SELECTION WILL BE GIVEN TO GEOGRAPHIC REPRESENTATION. THE PRESIDENT WILL DESIGNATE ONE OF THE ELECTED MEMBERS AS CHAIRPERSON. B) THE NOMINATING COMMITTEE WILL PRESENT A SLATE WITH ONE OR MORE NOMINEES FOR EACH OFFICE AND AT-LARGE POSITION ON THE EXECUTIVE COMMITTEE. IN ADDITION, THE NOMINATING COMMITTEE WILL PRESENT A SLATE FOR EACH VACANT POSITION ON THE BOARD OF TRUSTEES AND FOR THE NEXT YEAR'S NOMINATING COMMITTEE THE COMMITTEE'S NOMINATIONS MUST BE PRESENTED IN WRITING TO THE FCOA TALLAHASSEE OFFICE AT LEAST SIXTY (60) DAYS PRIOR TO THE ELECTION. ADDITIONAL NOMINATIONS BY WRITTEN BALLOT, WITH PRIOR CONSENT OF THE NOMINEES, WILL BE TAKEN. C) ELECTION WILL BE BY WRITTEN AND/OR ELECTRONIC BALLOT SENT BY MAIL AND/OR VIA THE INTERNET TO PAID MEMBERS AT LEAST FORTY-FIVE (45) DAYS IN ADVANCE OF THE ANNUAL MEETING. THE NAMES OF THE PERSONS ELECTED, BUT NOT THE NUMBER OF VOTES, WILL BE REPORTED AT THE ANNUAL BUSINESS MEETING. IN CASE OF TIE VOTES, A SECOND BALLOT WILL BE SENT BY MAIL AND/OR THE INTERNET TO PAID MEMBERS FOR THAT POSITION UNTIL ONE PERSON IS ELECTED BY A SIMPLE MAJORITY. D) NEW OFFICERS AND BOARD MEMBERS WILL BE INSTALLED AND OFFICIALLY TAKE OFFICE AT THE GENERAL SESSION PRIOR TO ADJOURNMENT OF THE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNMENT AND MANAGEMENT OF ALL FUNDS, PROPERTIES AND AFFAIRS OF THE ASSOCIATION FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT COMPANY PROVIDES A COPY OF THE 990 TO THE COUNCIL'S BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. ONCE APPROVAL IS OBTAINED, THE RETURN IS SIGNED BY AN AUTHORIZED SIGNER AND SUBMITTED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF TRUSTEES MEMBERS MUST SIGN BOTH A CONFLICT OF INTEREST AGREEMENT AND A CONFIDENTIALITY AGREEMENT AT THE BEGINNING OF EACH YEAR OF THEIR TERM. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD OF TRUSTEES DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEES OR CHAIR OF THE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OF TRUSTEES OR CHAIR OF THE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.