Nonprofit · EIN 84-4695341
ALIVIA CARE INC
Tax-exempt · JACKSONVILLE, FL 32257
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $10,807,915 | $15,338,425 | -$4,530,510 | $9,821,012 | $2,918,751 | $6,902,261 |
| September 30, 2024 | 990 | $10,467,990 | $14,288,197 | -$3,820,207 | $1,446,296 | $4,699,825 | -$3,253,529 |
| September 30, 2023 | 990 | $9,378,459 | $15,177,720 | -$5,799,261 | $3,339,216 | $2,772,538 | $566,678 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,871,432
- Investment income
- $8,706
- Other revenue
- -$72,223
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $10,335,026
- Salaries, compensation and benefits (total)
- $12,580,081
- Professional fundraising fees
- $0
- Legal fees
- $136,721
- Accounting fees
- $70,141
- Occupancy
- $91,778
- Travel
- $23,154
- Depreciation
- $155,151
- Program services (functional)
- $10,937,372
- Management and general (functional)
- $4,349,386
- Fundraising (functional)
- $51,667
Balance sheet and other
- Total assets, start of year
- $1,446,296
- Total assets, end of year
- $9,821,012
- Total liabilities, end of year
- $2,918,751
- Net assets, end of year
- $6,902,261
- Land, buildings and equipment
- $515,139
- Publicly traded securities
- $104
- Net assets without donor restrictions
- $6,902,261
- Gross receipts
- $10,807,915
- Employees
- 148
- Volunteers
- 10
- Year formed
- 2019
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN PONDER-STANSEL | PRESIDENT/CEO Trustee or director, Officer | 21 | $772,394 | $84,326 |
| PHILLIP WARD | PRESIDENT/CEO Trustee or director, Officer | 1 | $557,489 | $43,221 |
| ANA SANCHEZ | CHIEF MEDICAL OFFICER Officer | 40 | $519,928 | $40,995 |
| WILDRICK STEVENSON | CHIEF OPERATING OFFICER Officer | 40 | $370,713 | $57,427 |
| ANDREA FRITZ | SVP FINANCE Highest-paid employee | 40 | $294,275 | $74,976 |
| MICHAEL HELINSKY | CHIEF INFORMATION OFFICER Officer | 40 | $295,128 | $36,222 |
| KENNETH MCCOSH | CFO Officer | 26 | $252,691 | $10,170 |
| JENNIFER EDWARDS | VP-MEDICAL SERVICES Highest-paid employee | 40 | $222,762 | $5,100 |
| ERIC BROWN | DIRECTOR-HR Highest-paid employee | 40 | $162,089 | $22,490 |
| MICHAEL SMITH | DIRECTOR-INFORMATION TECH Highest-paid employee | 40 | $147,583 | $12,641 |
| MICHELE EDENFIELD | DIRECTOR-CARE NAVIGATION Highest-paid employee | 40 | $148,476 | $2,410 |
| ALLISON KORMAN SHELTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR ROBERT C NUSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FERNANDO ACOSTA-RUA | CHAIR Trustee or director | 2 | $0 | $0 |
| FONTAINE LEMAISTRE IV | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN ROBBINS | BOARD MEMBER Trustee or director | 1 | $0 |
| LAWRENCE A SOLBERG MD | BOARD MEMBER Trustee or director | 1 | $0 |
| LOU CALDROPOLI | BOARD MEMBER Trustee or director | 1 | $0 |
| MAT HUGO | BOARD MEMBER Trustee or director | 1 | $0 |
| MORRIE ZIMMERMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| RAY MATUZA | BOARD MEMBER Trustee or director | 1 | $0 |
| MURRAY SKIP MARSH | CFO ALIVIA CARE, INC. (BEGINNING JAN 2025) | 26 | $0 |
990 for the year ended September 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Susan Ponder-Stansel | President & CEO Alivia Care, Inc., Vice Chair Trustee or director, Officer | 21 | $635,655 | $96,442 |
| Phillip C Ward | President & CEO Community Hospice of Northeast Florida, Secretary & Treasurer Trustee or director, Officer | 1 | $506,344 | $43,388 |
| Andrea Fritz | Senior Vice President of Finance Key employee | 40 | $309,951 | $76,378 |
| Wildrick Kenny Stevenson | Chief Operating Officer Key employee | 40 | $330,699 | $51,164 |
| Kenneth McCosh | Chief Financial Officer Key employee | 26 | $316,175 | $28,055 |
| Brandon Culp | Vice President of Business Development Key employee | 40 | $196,843 | $26,437 |
| Jennifer Edwards | Vice President, Medical Services Key employee | 40 | $186,795 | $2,300 |
| Eric Brown | Director of Human Resources Highest-paid employee | 40 | $159,727 | $21,960 |
| Michele Edenfield | Director of Business Integration Highest-paid employee | 40 | $152,768 | $4,550 |
| Chakka Mount | Director of Accounting Highest-paid employee | 40 | $130,321 | $13,036 |
| Jane Beals | Director of Revenue Cycle Management Highest-paid employee | 40 | $122,274 | $19,997 |
| Ana Sanchez | Chief Medical Officer Highest-paid employee | 40 | $118,588 | $3,675 |
| Allison Korman Shelton | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Robert C Nuss | Board Member Trustee or director | 1 | $0 | $0 |
| Fernando Acosta-Rua | Chair Trustee or director | 2 | $0 | $0 |
| John W Logue | Board Member Trustee or director | 1 | $0 | $0 |
| Kevin Robbins | Ex Officio Trustee or director | 1 | $0 | $0 |
| Morrie Zimmerman | Board Member Trustee or director | 1 | $0 | $0 |
| Ray Matuza | Board Member Trustee or director | 1 | $0 | $0 |
| Scott S Cairns | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN PONDER-STANSEL | PRESIDENT & CEO ALIVIA CARE, INC., VICE CHAIR Officer | 20 | $541,122 | $45,853 |
| PHILLIP C WARD | PRESIDENT & CEO COMMUNITY HOSPICE OF NORTHEAST FLO Officer | 20 | $420,018 | $37,179 |
| GREGORY DIXON | CFO (THROUGH 04/22/22) -FORMER Former | 20 | $329,722 | $18,213 |
| WILDRICK STEVENSON KENNY | CHIEF OPERATING OFFICER Key employee | 40 | $279,495 | $26,284 |
| ANDREA FRITZ | SENIOR VICE PRESIDENT OF FINANCE Key employee | 40 | $233,627 | $37,112 |
| BRANDON CULP | VICE PRESIDENT OF BUSINESS DEVELOPMENT Key employee | 40 | $187,790 | $35,388 |
| JENNIFER EDWARDS | VICE PRESIDENT, MEDICAL SERVICES Key employee | 40 | $172,713 | $2,317 |
| MICHELE EDENFIELD | DIRECTOR OF BUSINESS INTEGRATION Highest-paid employee | 40 | $143,248 | $26,462 |
| DAVID FANCHER | VICE PRESIDENT/CORPORATE CONTROLLER Highest-paid employee | 40 | $143,806 | $5,854 |
| ERIC BROWN | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $143,048 | $4,968 |
| CHARLENE MILLER | DIRECTOR OF MARKETING AND COMMUNICATIONS Highest-paid employee | 40 | $139,605 | $5,184 |
| JANE BEALS | DIRECTOR OF REVENUE CYCLE MANAGEMENT Highest-paid employee | 40 | $119,232 | $18,632 |
| FERNANDO ACOSTA-RUA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT S CAIRNS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN W LOGUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY MATUZA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ROBERT C NUSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN ROBBINS | EX OFFICIO Trustee or director | 1 | $0 | $0 |
| ALLISON ALI KORMAN SHELTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MORRIE ZIMMERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH MCCOSH | CHIEF FINANCIAL OFFICER Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4266 SUNBEAM RD, JACKSONVILLE, FL 32257-6030
- In care of
- % SUSAN PONDER-STANSEL
- Principal officer (990 for 2024)
- SKIP MARSH, 4266 SUNBEAM RD, JACKSONVILLE, FL 32257
- Signed the 990
- SKIP MARSH, CFO
- Phone
- (904) 268-5200
- Website
- WWW.ALIVIACARE.COM
- Return prepared by
- FORVIS MAZARS LLP
Mission
PROVIDE LEADERSHIP TO SUPPORT INNOVATIVE CARE SOLUTIONS THROUGH BEST IN CLASS SERVICES, COLLABORATIVE PARTNERSHIPS, AND STRATEGIC INVESTMENTS.
Program accomplishments
- ALIVIA CARE, INC. WAS DEVELOPED TO PROVIDE THE FRAMEWORK AND SUPPORT FOR THE DEVELOPMENT AND OPERATION OF INNOVATIVE CARE SOLUTIONS (HOSPICE CARE, PALLIATIVE CARE, CARE COORDINATION, HOME HEATH, ETC.) THAT HELP THOSE WITH SERIOUS ILLNESS, CHRONIC ILLNESS, END-STAGE ILLNESS OR GERIATRIC FRAILTY LIVE BETTER AND HAVE A BETTER EXPERIENCE WITH THEIR HEALTHCARE NEEDS. ALIVIA CARE HAS SOUGHT TO PURSUE THIS GOAL THROUGH COLLABORATIVE PARTNERSHIPS AND STRATEGIC INVESTMENTS IN PROGRAMS, TECHNOLOGY, AND PARTNERSHIPS THAT CREATE THE CAPACITY TO PROVIDE OR SUPPORT SERVICES AND PROGRAMS FOR OUR PATIENTS, FAMILIES, AND THOSE WHO PROVIDE MEDICAL CARE AND TO THEM. ALIVIA CARE, INC. HAS DONE THIS BY PROVIDING THE STRATEGIC VISION TO GUIDE INVESTMENT AND BY PROVIDING ACCESS TO SHARED SERVICES SUCH AS BUSINESS ANALYTICS, FINANCE/ACCOUNTING, HEALTHCARE/COMMUNITY RELATIONS, HUMAN RESOURCES, INFORMATION TECHNOLOGY, MARKETING AND COMMUNICATIONS AND QUALITY AND COMPLIANCE TO OUR PATIENT-FACING PROGRAMS, WHICH INCLUDE COMMUNITY HOSPICE & PALLIATIVE CARE, COMMUNITY PALLIATIVE CONSULTANTS, ALIVIA CARE OF GEORGIA (HOSPICE OF THE GOLDEN ISLES AND HOSPICE SATILLA), ALIVIA CARE SOLUTIONS (ALIVIA SUPPORTIVE CARE, SECURE CARE HOME HEALTH AND ALLEGIANT HOME CARE) AND PACE PARTNERS OF NORTHEAST FLORIDA.Expenses $10,937,372 · revenue $10,799,209
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 84-4695341
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P74)
- Assets (IRS master file)
- $9,821,012
- Income (IRS master file)
- $10,807,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $10,807,915 | $15,338,425 | $9,821,012 | XML |
| 990 | September 2024 | $10,467,990 | $14,288,197 | $1,446,296 | XML |
| 990 | September 2023 | $9,378,459 | $15,177,720 | $3,339,216 | XML |
| 990 | September 2022 | $6,877,504 | $13,629,881 | $9,845,036 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4695341).
Questions about ALIVIA CARE INC
- What is the EIN of ALIVIA CARE INC?
- The employer identification number (EIN) of ALIVIA CARE INC is 84-4695341.
- Is ALIVIA CARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ALIVIA CARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALIVIA CARE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALIVIA CARE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALIVIA CARE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ALIVIA CARE INC?
- The 990 for the year ended September 30, 2025 names SKIP MARSH.
- Who are the officers and directors of ALIVIA CARE INC?
- The 990 for the year ended September 30, 2025 lists 22 people; 11 received compensation from the organization, the highest $772,394 (SUSAN PONDER-STANSEL, PRESIDENT/CEO).
- How much revenue does ALIVIA CARE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $10,807,915, expenses of $15,338,425 and total assets of $9,821,012 at year end.
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