BONITA SENIOR CENTER INC

EIN: 844799485 501(c)(3) Human Services

Bonita SPRINGS, FL

Total Revenue
$218,021
Total Expenses
$203,922
Total Assets
$125,439
Net Assets
$125,439
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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
FL
Principal Officer
Kelly Rose
Phone
2393994881
Tax Period
2024-01-01 to 2024-12-31

BONITA SENIOR CENTER INC, founded in 2021, is a small nonprofit in the Human Services sector that reported $218K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. Expenses of $204K left a modest 6% surplus.

Mission

To enrich mind, body, and spirit by way of engagement, resource sharing, education, advocacy, nutrition, and reduce risks for isolation.

Program Service Accomplishments

Program 1
Expenses: $12,012 Revenue: $0

The Bonita Senior Center (BSC) membership is about 500 and connects older adults to vital community services that help them stay healthy and independent. BSC creates a one stop shop for older adults...

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The Bonita Senior Center (BSC) membership is about 500 and connects older adults to vital community services that help them stay healthy and independent. BSC creates a one stop shop for older adults to gain access to multiple services in the community. The BSC works in partnership with other community agencies such as Cafe of Life and the Agency on Aging to name a few. The opportunities offered help our older adult population to stay safe, active, and healthy. Some of the wide variety of programs and services offered are: Hot meals for seniors four times per week; health fitness and wellness programs such as Tai Chi classes to increase flexibility, balance, and decrease fall risk; social and recreational opportunities together with enjoying meals and fellowship; volunteer and civic engagement opportunities; intergenerational programs. Served over 1000 seniors through education, socialization, Tai Chi, entertainment, and Hot Meal Programs. Research shows that older adults who participate in Senior Centers experience measurable improvements in their physical, social, spiritual, emotional, mental, and economic well-being. This section is an estimate for the largest programs- stabilized steps yoga and related exercise classes.

Program 2
Expenses: $6,006 Revenue: $0

The Bonita Senior Center (BSC) membership is about 500 and connects older adults to vital community services that help them stay healthy and independent. BSC creates a one stop shop for older adults...

Read more

The Bonita Senior Center (BSC) membership is about 500 and connects older adults to vital community services that help them stay healthy and independent. BSC creates a one stop shop for older adults to gain access to multiple services in the community. The BSC works in partnership with other community agencies such as Cafe of Life and the Agency on Aging to name a few. The opportunities offered help our older adult population to stay safe, active, and healthy. Some of the wide variety of programs and services offered are: Hot meals for seniors four times per week; health fitness and wellness programs such as Tai Chi classes to increase flexibility, balance, and decrease fall risk; social and recreational opportunities together with enjoying meals and fellowship; volunteer and civic engagement opportunities; intergenerational programs. Served over 1000 seniors through education, socialization, Tai Chi, entertainment, and Hot Meal Programs. Research shows that older adults who participate in Senior Centers experience measurable improvements in their physical, social, spiritual, emotional, mental, and economic well-being. This section is an estimate for the 2nd largest program- art and music therapy classes.

Program 3
Expenses: $6,005 Revenue: $0

The Bonita Senior Center (BSC) membership is about 500 and connects older adults to vital community services that help them stay healthy and independent. BSC creates a one stop shop for older adults...

Read more

The Bonita Senior Center (BSC) membership is about 500 and connects older adults to vital community services that help them stay healthy and independent. BSC creates a one stop shop for older adults to gain access to multiple services in the community. The BSC works in partnership with other community agencies such as Cafe of Life and the Agency on Aging to name a few. The opportunities offered help our older adult population to stay safe, active, and healthy. Some of the wide variety of programs and services offered are: Hot meals for seniors four times per week; health fitness and wellness programs such as Tai Chi classes to increase flexibility, balance, and decrease fall risk; social and recreational opportunities together with enjoying meals and fellowship; volunteer and civic engagement opportunities; intergenerational programs. Served over 1000 seniors through education, socialization, Tai Chi, entertainment, and Hot Meal Programs. Research shows that older adults who participate in Senior Centers experience measurable improvements in their physical, social, spiritual, emotional, mental, and economic well-being. This section is an estimate for the 3rd largest program- educational speakers on a variety of relevant topics with lunch provided (FUNch Bunch program).

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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 (2024)

Revenue Breakdown

Contributions & Grants $218,021
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $218,021

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $203,922
Other Expenses $179,899
TOTAL EXPENSES $203,922

Year-over-Year Comparison

2024 2023 Change
Revenue $218,021 $112,850 +0.9%
Expenses $203,922 $78,054 +1.6%
Net Income $14,099 $34,796 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
15

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
4
$0
Total Directors
8
$12,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sheila Morales Director 20
Director
$12,000 $0 $12,000
Maureen Lorenz Director 4
Director
$0 $0 $0
Brian Cohen Director 4
Director
$0 $0 $0
Chris Corrie Director 4
Director
$0 $0 $0
Scott Fine Director 4
Director
$0 $0 $0
Wendy Aguilera Director 4
Director
$0 $0 $0
Michelle Matuszak Director 4
Director
$0 $0 $0
Katherine McNally Director 4
Director
$0 $0 $0
Joseph Galllagher Vice President 2
Officer
$0 $0 $0
Kelly Occhiuzzo President 5
Officer
$0 $0 $0
Michael Frino Treasurer 5
Officer
$0 $0 $0
Janet Lomika Secretary 4
Officer
$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
2024 $218,021 $203,922 $125,439 $14,099
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