Community Aging and Retirement Services Inc

EIN: 237348090 501(c)(3)

Hudson, FL

Total Revenue
$2,995,268
Total Expenses
$3,368,634
Total Assets
$2,594,573
Net Assets
$1,409,421
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
FL
Principal Officer
Kristin Amato
Tax Period
2023-01-01 to 2023-12-31

Community Aging and Retirement Services Inc, founded in 1973, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $3.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

CARES promotes the quality of life and independence for adults and seniors through health social and supportive services.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

This program funded by grants and fees offers in-home support services to elderly clients to avoid institutionalization. Services provided encompass homemaking personal care respite care for...

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This program funded by grants and fees offers in-home support services to elderly clients to avoid institutionalization. Services provided encompass homemaking personal care respite care for caregivers companionship home-delivered meals emergency alert response units medical transportation and financial risk reduction. In total 65,252 units of service were delivered to 642 clients.

Program 2
Expenses: $0 Revenue: $0

CARES Senior Centers enrich the lives of older adults by providing diverse social recreational wellness computer literacy and educational programs. In 2023 1200 clients were served.

Program 3
Expenses: $0 Revenue: $0

This program is funded by Federal State and local sources. It offers a variety of health social and related support services to adults with functional or cognitive impairments. These services are...

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This program is funded by Federal State and local sources. It offers a variety of health social and related support services to adults with functional or cognitive impairments. These services are provided at community-based Adult Day Care Centers situated in East Pasco Dade City and West Pasco New Port Richey in Pasco County.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,995,268
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $2,995,268

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,352,204
Fundraising Expenses $0
Program Expenses $0
Other Expenses $16,430
TOTAL EXPENSES $3,368,634

Year-over-Year Comparison

2023 2022 Change
Revenue $2,995,268 $3,791,468 -0.2%
Expenses $3,368,634 $4,349,071 -0.2%
Net Income $-373,366 $-557,603 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
48

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$241,331
Total Directors
9
$241,331
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jemith Rosa President and CEO 45.00
Officer Director
$123,601 $0 $130,473
Michael Neumann CFO 40.00
Officer Director
$103,331 $0 $110,858
Rick Sorriano Chairman of the Boarf 1.00
Director
$0 $0 $0
Barbara Sharp Secretary 1.00
Director
$0 $0 $0
Michael Clark Director 1.00
Director
$0 $0 $0
Lisa Parisi Director 1.00
Director
$0 $0 $0
Chris Kaduk Director 1.00
Director
$0 $0 $0
Martin Macyszyn Director 1.00
Director
$0 $0 $0
David Longspaugh Director 1.00
Director
$0 $0 $0
Alvin Hagerich CPA Treasurer 1.00
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $2,995,268 $3,368,634 $2,594,573 $-373,366
2022 $3,779,153 $4,349,071 $2,862,129 $-569,918
2021 $3,286,951 $3,529,215 $3,181,335 $-242,264
2020 $3,725,758 $3,199,357 $3,581,863 $526,401
2019 $4,580,829 $3,486,939 $3,056,263 $1,093,890
2018 $4,628,089 $4,852,521 $2,452,175 $-224,432
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