EIN 59-1854441

Area Agency on Aging for

IRS 501(c) type
501(c)(3)
Num. employees
57
State
Year formed
1978
Most recent tax filings
2021-12-01
Description
To improve the quality of social and health services, develop, plan and administer service programs beneficial to seniors and raise funds necessary to provide the services.
Also known as...
Area Agency on Aging for SW Florida; Area Agency on Aging for Southwest Florida; Senior Choices of Southwest FL
Total revenues
$21,154,051
2021
Total expenses
$20,529,408
2021
Total assets
$7,137,092
2021
Num. employees
57
2021

Program areas at Area Agency on Aging for

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.
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.
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.
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.

Grants made by Area Agency on Aging for

GranteeGrant descriptionAmount
Friendship CentersCase MGNT Services$9,807,970
Hope Hospice and Community ServicesIn Home Services$1,147,991
Florida Rural Legal ServicesLegal Services$152,649
...and 2 more grants made

Who funds Area Agency on Aging for

Federal funding details
Federal agencyProgram nameAmount
Department of Health and Human ServicesSPECIAL PROGRAMS FOR THE AGING_TITLE III PART B_GRANTS FOR SUPPORTIVE SERVICES AND SENIOR CENTERS$3,809,515
Department of Health and Human ServicesSPECIAL PROGRAMS FOR THE AGING_TITLE III PART C_NUTRITION SERVICES$3,003,312
Department of Health and Human ServicesNATIONAL FAMILY CAREGIVER SUPPORT TITLE III PART E$851,561
...and 12 more federal grants / contracts

Personnel at Area Agency on Aging for

NameTitleCompensation
Marianne LoriniExecutive Director$184,606
Kathleen RiceVice Chair$0
Wendy Boaz-HayesChair$0
Dave BoerkoelTreasurer$0
Thomas FelkeDirector$0
...and 6 more key personnel

Financials for Area Agency on Aging for

RevenuesFYE 12/2021
Total grants, contributions, etc.$21,154,051
Program services$0
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$21,154,051

Form 990s for Area Agency on Aging for

Fiscal year endingDate received by IRSFormPDF link
2019-122021-02-24990View PDF
2018-122019-12-13990View PDF
2017-122018-12-22990View PDF
2016-122017-10-20990View PDF
2015-122016-12-12990View PDF
...and 6 more Form 990s
Data update history
November 21, 2022
Used new vendors
Identified 1 new vendor, including
August 23, 2021
Posted financials
Added Form 990 for fiscal year 2019
April 29, 2021
Posted financials
Added Form 990 for fiscal year 2018
March 6, 2021
Updated personnel
Identified 2 new personnel
March 5, 2020
Used new vendors
Identified 4 new vendors, including , , , and
Nonprofit Types
Human service organizationsSenior centersCharities
Issues
Human services
Characteristics
State / local levelReceives government fundingTax deductible donations
General information
Address
2830 Winkler Ave Suite 112
Fort Myers, FL 33916
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Website URL
aaaswfl.org/ 
Phone
(239) 652-6900
Facebook page
aaaswfl 
IRS details
EIN
59-1854441
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1978
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P81: Senior Centers and Services
NAICS code, primary
624120: Services for the Elderly and People with Disabilities
Parent/child status
Independent
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