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AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA, INC. - Florida Company Profile

Company Details

Entity Name: AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 12 Sep 1978 (47 years ago)
Last Event: AMENDMENT
Event Date Filed: 04 Nov 2020 (4 years ago)
Document Number: 744232
FEI/EIN Number 591854441

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2830 WINKLER AVE STE 112, FT MYERS, FL, 33916, US
Mail Address: 2830 WINKLER AVE, FT MYERS, FL, 33916, US
ZIP code: 33916
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Keller Pamela Secretary 35380 Washington Loop Rd, Punta Gorda, FL, 33982
Berger Susan E Director 3233 Ramblewood Drive N., Sarasota, FL, 34237
Walker Meriam J Director 1032 3rd Street, Palmdale, FL, 33944
Anderson Garrett Treasurer 9061 Bramley Terrace, Fort Myers, FL, 33907
Katz Daniel Vice Chairman 8888 Redonda Dr, Naples, FL, 34110
Clack Lesley Dr. Chairman 6101 Deer Run, Fort Myers, FL, 33908
Morado Maricela Agent 2830 WINKLER AVE STE 112, FT MYERS, FL, 33916

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G11000062998 SENIOR CHOICES OF SOUTHWEST FLORIDA EXPIRED 2011-06-22 2016-12-31 - 15201 NORTH CLEVELAND AVE, SUITE 1100, NORTH FORT MYERS, FL, 33903

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-07-20 Morado, Maricela -
AMENDMENT 2020-11-04 - -
REGISTERED AGENT ADDRESS CHANGED 2020-11-04 2830 WINKLER AVE STE 112, FT MYERS, FL 33916 -
CHANGE OF PRINCIPAL ADDRESS 2020-11-04 2830 WINKLER AVE STE 112, FT MYERS, FL 33916 -
CHANGE OF MAILING ADDRESS 2020-10-28 2830 WINKLER AVE STE 112, FT MYERS, FL 33916 -
REINSTATEMENT 2000-10-09 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2000-09-22 - -
NAME CHANGE AMENDMENT 1993-11-24 AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-22
ANNUAL REPORT 2023-07-20
ANNUAL REPORT 2022-04-29
AMENDED ANNUAL REPORT 2021-11-23
ANNUAL REPORT 2021-04-25
Amendment 2020-11-04
ANNUAL REPORT 2020-03-11
ANNUAL REPORT 2019-01-04
ANNUAL REPORT 2018-01-08
ANNUAL REPORT 2017-01-06

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1854441 Corporation Unconditional Exemption 2830 WINKLER AVE STE 112, FORT MYERS, FL, 33916-9301 1981-01
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification -
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2022-12
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 10470596
Income Amount 23649863
Form 990 Revenue Amount 23649863
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name AREA AGENCY ON AGING FOR
EIN 59-1854441
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name AREA AGENCY ON AGING FOR
EIN 59-1854441
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name AREA AGENCY ON AGING FOR SW FLORIDA INC
EIN 59-1854441
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name AREA AGENCY ON AGING FOR SW FLORIDA INC
EIN 59-1854441
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name AREA AGENCY ON AGING FOR SW FLORIDA INC
EIN 59-1854441
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name AREA AGENCY ON AGING FOR SW FLORIDA INC
EIN 59-1854441
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1061258200 2020-07-29 0455 PPP 15201 N Cleveland Ave., NORTH FORT MYERS, FL, 33903-2706
Loan Status Date 2022-02-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 324600
Loan Approval Amount (current) 324600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Unanswered
Project Address NORTH FORT MYERS, LEE, FL, 33903-2706
Project Congressional District FL-19
Number of Employees 22
NAICS code 624190
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

Date of last update: 01 Apr 2025

Sources: Florida Department of State