2026-09-09T10:51:07-05:00 2025-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2025-01-01 591218100 NEIGHBORLY CARE NETWORK INC NEIG 7275739444 5225 TECH DATA DR 102 CLEARWATER FL 33760 JENNI WHITE INTERIM EXECUTIVE DIRECTOR 7275739444 2026-09-08 1 LISA BURKE P00220718 8169455500 2026-09-08 2025 JENNI WHITE 5225 TECH DATA DR 102 CLEARWATER FL 33760 12038312 0 X WWW.NEIGHBORLY.ORG X 1966 FL HEALTH AND WELLNESS PROGRAMS THAT IMPROVE INDEPENDENT LIVING FOR SENIORS AND THEIR FAMILIES 4 4 146 800 0 0 8126407 10246634 709675 748820 76503 288465 59461 33661 8972046 11317580 0 0 0 0 4703453 4410465 0 0 301828 5131630 5721934 9835083 10132399 -863037 1185181 5625176 6109359 2051868 1332199 3573308 4777160 X IMPROVED HEALTH, WELLNESS, AND INDEPENDENT LIVING FOR INDIVIDUALS AND FAMILIES. THIS IS ACHIEVED THROUGH OUR THREE MAIN PROGRAMS - NUTRITION SERVICES, TRANSPORTATION, AND ADULT DAY CARE CENTERS. 0 0 5005666 101279 NUTRITION SERVICES:NEIGHBORLY NUTRITION SERVICES CONTINUES TO PROVIDE MEALS ON WHEELS, CONGREGATE MEALS, NUTRITION EDUCATION, NUTRITION COUNSELING, AND COMMUNITY OUTREACH TO SENIORS THROUGHOUT PINELLAS COUNTY. WE PROVIDE MEALS AND SOCIALIZATION AT TEN (10) NUTRITION SITES. WE ALSO SERVE OVER 100 MEALS ON WHEELS ROUTES THROUGHOUT THE COUNTY, PROVIDING HOT AND FROZEN MEALS. WE STRIVE TO ASSIST SENIORS AT RISK FOR INSTITUTIONAL PLACEMENT, MINORITIES, THOSE WHO SPEAK LIMITED ENGLISH, ARE DISABLED, OR HAVE LOW INCOME. NEIGHBORLY NUTRITION SERVICES PROVIDES OVER 500,000 MEALS ANNUALLY. 2125514 127295 TRANSPORTATION:FOR NEARLY 50 YEARS NEIGHBORLY TRANSPORTATION HAS PROVIDED CLIENTS, BOTH AMBULATORY AND NON-AMBULATORY, TRANSPORTATION SERVICES TO DOCTOR AND MEDICAL APPOINTMENTS, SENIOR CAFES, ADULT DAY CARE, GROUP SHOPPING TRIPS, AS WELL AS MANY OTHER LIFE-SUSTAINING TRIPS, WITH A FOCUS ON ALLOWING LOCAL SENIORS TO MAINTAIN THEIR INDEPENDENCE AS LONG AS POSSIBLE. LAST YEAR WE SWITCHED TO A MORE ROBUST SCHEDULING PLATFORM THAT STREAMLINED THE 72,460 TRIPS WE PROVIDED TO OUR 3,429 REGISTERED CLIENTS THROUGHOUT PINELLAS COUNTY. ON AVERAGE, THAT IS 292 TRIPS A DAY IN 2025. OUR FLEET TRAVERSED 296,293 MILES OR 1,194 MILES A DAY IN 2025. 1219377 520246 ADULT DAY CARE SERVICES:NEIGHBORLY CARE NETWORK ADULT DAY CARE CURRENTLY HAS THREE LOCATIONS SERVING PINELLAS COUNTY. WE SERVE SENIORS OVER THE AGE OF 60 WITH DIFFERENT LEVELS OF COGNITIVE IMPAIRMENT. THESE CLIENTS LIVE AT HOME WITH CAREGIVERS AND COME TO THE CENTERS FOR SOCIALIZATION, NUTRITION, AND MEDICAL MONITORING. 60% OF THEIR DAYS ARE SPENT DOING VARIOUS ACTIVITIES. THERE ARE THREE (3) LEVELS OF ACTIVITIES PROVIDED FOR DIFFERENT ABILITIES AND INTERESTS. EACH DAY, CLIENTS RECEIVE A NUTRITIOUS BREAKFAST, LUNCH, AND AFTERNOON SNACK. THERE ARE NURSES ON DUTY AT EACH CENTER PROVIDING MEDICAL MONITORING. (CONTINUED ON SCHEDULE O)MONTHLY VITAL SIGNS AND WEIGHTS ARE TAKEN AND DOCUMENTED IN THEIR CHARTS, ALONG WITH QUARTERLY CARE PLANS. NEIGHBORLY CARE NETWORK DAYCARE HAS REMAINED DEFICIENCY FREE, AND CAREGIVERS HAVE GIVEN US A 93% ON OUR QUALITY ASSURANCE SURVEYS, STATING THAT AN ADC SERVICE HAS ENHANCED THE LIVES OF THEIR LOVED ONES. NEIGHBORLY CARE NETWORK ADULT DAY CARE PROVIDED 12,260 DAYS OF CARE TO 174 CLIENTS IN 2025. 8350557 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 146 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X JENNI WHITE INTERIM EXECUTIVE DIRE 7275739444 5225 TECH DATA DR STE 102 CLEARWATER FL 33760 JEREMY BAILIE CHAIR 1.00 X X 0 0 0 BROOKE MIRENDA VICE CHAIR 1.00 X X 0 0 0 JONATHAN BAILIE TREASURER (TERM START 05/01/25) 1.00 X X 0 0 0 JULIUS NASSO SECRETARY 1.00 X X 0 0 0 JIM BARGE PAST TREASURER (TERM END 02/18/25) 1.00 X X 0 0 0 KELLY BRICKFIELD BOARD MEMBER (TERM END 09/24/25) 1.00 X 0 0 0 DAVID LOMAKA EXECUTIVE DIRECTOR 40.00 X 157987 0 18801 JENNIFER WHITE FINANCE DIRECTOR 40.00 X 100278 0 16873 ANITA CIHLAR NUTRITION DIRECTOR 40.00 X 103314 0 15010 361579 0 50684 3 0 1 0 APEX AUTO & RV REPAIR 12555 47TH WAY N CLEARWATER FL 33762 VEHICLE MAINTENANCE 298983 1 3064057 7182577 151352 10246634 ADULT DAY CARE 624210 520246 520246 TRANSPORTATION 624210 127295 127295 NUTRITION 624210 101279 101279 748820 27571 27571 608748 372878 575478 145254 33270 227624 260894 260894 33661 33661 33661 11317580 748820 0 322126 293939 249742 44197 3192932 2654332 449741 88859 148859 114868 29712 4279 491598 422188 58230 11180 283137 217539 55093 10505 61948 61948 1839 1839 416077 196185 113150 106742 10303 9878 425 370965 302620 53197 15148 171162 68897 95456 6809 336995 336995 612563 610119 2063 381 4601 3455 598 548 33610 20203 13407 344491 323658 20275 558 336520 332628 3113 779 FOOD COSTS 2921684 2921684 EXPENSE ALLOCATIONS 0 -271521 260205 11316 99176 86829 12245 102 10132399 8350557 1480014 301828 685587 158344 1267452 1543235 169553 150889 520017 504821 110004 78277 7029891 4141043 1428227 2888848 617255 137219 827081 647726 5625176 6109359 930596 592317 169296 104600 403087 192393 548889 442889 2051868 1332199 X 2636072 4293016 937236 484144 3573308 4777160 5625176 6109359 X 1185181 -18428 37099 X X 0 1 X 1 1 1 X 7038603 9420828 7516653 8126407 10246634 42349125 120214 120214 120214 120214 176785 657641 7158817 9541042 7636867 8246621 10423419 43006766 43006766 39900 159094 44925 42510 27571 314000 98955 42593 36586 57661 33661 269456 43590222 4461382 0.98660 0.99180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 617255 20007 500043 137219 578455 38800 617255 532710 45745 578455 602202 -69492 532710 965383 66819 430000 602202 0.00000 1.00000 0.00000 0 0 171989 171989 2793826 881891 1911935 187129 87327 99802 70734 38094 32640 3806213 3133731 672482 2888848 RECEIVABLES UNDER CHARITABLE REMAINDER TRUSTS 346925 DEPOSITS 16898 RIGHT OF USE ASSETS 283903 647726 LEASE LIABILITIES 442889 442889 X 10117815 -18428 293651 275223 9842592 1839 1473149 1474988 11317580 10424211 293651 293651 10130560 1839 1839 10132399 PART V, LINE 4: THE ORGANIZATION'S DONOR-RESTRICTED ENDOWMENT FUNDS CONSIST PRIMARILY OF DONATIONS FOR THE MEALS ON WHEELS PROGRAM, AS WELL AS OTHER ACTIVITIES. THESE FUNDS ARE INVESTED TO PRODUCE LONG-TERM RETURNS WHILE ALSO PROVIDING CURRENT INCOME TO FUND THE RELATED PROGRAMS. THIS IS CURRENTLY ACHIEVED BY INVESTING PRIMARILY IN EQUITIES AND FIXED INCOME SECURITIES. PART X, LINE 2: TTHE ORGANIZATION HAS ADOPTED ASC TOPIC 740, INCOME TAXES. ASC TOPIC 740 PRESCRIBES A RECOGNITION AND MEASUREMENT STANDARD FOR UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS REMAIN SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS AFTER FILING. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO ACQUIRE AND IMPROVE CAPITAL ASSETS 1,432,575. INVESTMENT RETURN 40,574. X X X 0 0 0 0 0 0 0 0 0 DAVID LOMAKA EXECUTIVE DIRECTOR 150440 0 0 0 7547 0 7547 0 11254 0 176788 0 0 0 X 24 151352 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT ON LINE 19, COLUMN (B) REPRESENTS THE ESTIMATED TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE ORGANIZATION AND THE IMMEDIATE PAST CHAIRPERSON OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE RIGHT TO RECOMMEND TO THE BOARD THE REMOVAL OF ANY DIRECTOR FOR ANY REASON WHATSOEVER. THE EXECUTIVE COMMITTEE SHALL PROMPTLY NOTIFY ANY DIRECTOR OF ITS DECISION TO RECOMMEND SAID DIRECTOR'S REMOVAL. IN NO EVENT SHALL THE AFFECTED DIRECTOR BE GIVEN LESS THAN FIVE (5) DAYS (EXCLUDING WEEKENDS AND HOLIDAYS) NOTICE OF THE EXECUTIVE COMMITTEE'S INTENTION TO FORWARD ITS RECOMMENDATION TO THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO STATE THAT A MINIMUM OF THREE MEMBERS OF THE BOARD, INSTEAD OF FIVE MEMBERS, MAY VOTE TO CONDUCT THE ORGANIZATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE THEN SUBMITTED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVES AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY TO THEIR SUPERVISOR, DIRECTOR OR HR DIRECTOR. FAILURE TO REPORT SUCH INSTANCES WILL BE DEALT WITH IN ACCORDANCE WITH THE DISCIPLINARY POLICY. THE ORGANIZATION HAS ESTABLISHED A BEST PRACTICE DISCLOSURE COMMITTEE TO MAKE SURE THE ETHICAL CODE IS DELIVERED TO ALL EMPLOYEES AND THAT CONCERNS REGARDING THE CODE CAN BE ADDRESSED. IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, ALL THE FACTS WILL BE REVIEWED. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST WILL BE REQUIRED TO RECUSE HIM OR HERSELF FROM ALL DISCUSSION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE SETS THE EXECUTIVE DIRECTOR'S COMPENSATION, TAKING INTO CONSIDERATION THE EXECUTIVE DIRECTOR'S ACCOMPLISHMENTS AGAINST GOALS AND APPROPRIATE COMPARABILITY DATA, WHICH CAN BE OBTAINED FROM A SURVEY BY AN INDEPENDENT CONSULTANT OR FROM A NATIONAL SURVEY. THE EXECUTIVE COMMITTEE DOCUMENTS THE BASIS FOR ITS DECISION. THIS DOCUMENTATION MUST SHOW THE TERMS AND DATE OF THE EVALUATION, WHO AUTHORIZED THE TERMS AND WHAT DATA WAS RELIED ON AND WHEN PAYMENT IS TO BE MADE. FOR ALL OTHER EMPLOYEES, THE HUMAN RESOURCES DEPARTMENT MAINTAINS A JOB CLASSIFICATION AND SALARY SCHEDULE TO BE USED IN ESTABLISHING AND MAINTAINING SALARY GRADES AND SALARY RANGES FOR ALL JOB CLASSIFICATIONS. THE DIRECTOR OF HUMAN RESOURCES PERIODICALLY REVIEWS SALARY SURVEYS FOR BOTH FOR-PROFIT AND NOT-FOR-PROFIT ENTITIES TO ENSURE THE ORGANIZATION'S SALARIES REMAIN COMPETITIVE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 37,099. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE, WORKING CLOSELY WITH THE EXECUTIVE DIRECTOR, FINANCE DIRECTOR, AND THE TREASURER, REVIEWS THE ANNUAL AUDIT REPORT OF THE ORGANIZATION. THE COMMITTEE OVERSEES IMPLEMENTATION OF THE ORGANIZATION'S INDEPENDENT ANNUAL AUDIT POLICY AND ANNUALLY RECOMMENDS TO THE BOARD AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM TO CONDUCT THE ORGANIZATION'S ANNUAL AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.