Area Agency on Aging of Palm Beach- Treasure Coast Inc
Donations deductibleRevenue
$38.9m
year to 31 December 2024
Expenses
$37.6m
year to 31 December 2024
Total assets
$13.6m
$8.4m liabilities
Net assets
$5.3m
assets less liabilities
Directors and trustees
8
4.5 years on average
Staff
91
105 volunteers
Chair observed
≥2 yrs
Randall Sheppard
Left since last filing
0
no seats appear to have opened
Area Agency on Aging of Palm Beach- Treasure Coast Inc's network
8 people7 organisationsi8 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Randall Sheppard Chair | Chair | 2022 | 4 yrs |
| Ian Cordes | Director | 2018 | 8 yrs |
| Lewis Silverman | Vice-Chair | 2019 | 7 yrs |
| Phillip Weintraub | Director | 2023 | 3 yrs |
| Saraswathy Battar | Director | 2024 | 2 yrs |
| Scott Greenberg | Company secretary | 2023 | 3 yrs |
| Susan Morgan | Treasurer | 2022 | 4 yrs |
| Thomas Campenni | Director | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Dr Jose Thomas-Richards | Chair | since 2018 |
| Dwight Chenette | CEO | since 2019 |
| Elayne Forgie | Company secretary | 2018 |
| Faith Myer | Treasurer | 2018 |
| Holly Vath | CFO | since 2022 |
| Jaime Estremera-Fitzgera | CEO | 2018 |
| James Cioffi ESQ | Company secretary | since 2019 |
| James Sugarman | Chair | 2018 |
| Joyce Espinal | CFO | 2018 |
| Kathryn Lewis Perrin | Treasurer | 2019 |
| Lewis Silverman | Treasurer | 2020 |
| Nancy Yarnall | Director of Consumer Care and Planning | since 2023 |
| Randall Sheppard | Vice-Chair | 2020 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Dwight Chenette | CEO | 40 | $194k | $38k | |
| Holly Vath | CFO | 40 | $150k | $30k | |
| Nancy Yarnall | Director of Consumer Care | 40 | $120k | $17k | |
| Randall Sheppard | Chair | 2 | $0 | ||
| Lewis Silverman | Vice-Chair | 2 | $0 | ||
| Susan Morgan | Treasurer | 2 | $0 | ||
| Thomas Campenni | Director | 2 | $0 | ||
| Saraswathy Battar | Director | 2 | $0 | ||
| Scott Greenberg | Secretary | 2 | $0 | ||
| Phillip Weintraub | Director | 2 | $0 | ||
| Ian Cordes | Director | 2 | $0 |
About
- Legal name
- Area Agency on Aging of Palm Beach- Treasure Coast Inc
- EIN
- 650087858
- Address
- 4400 N Congress Avenue Ste 250, West Palm Beach, FL, 33407-3226
- State
- Florida
- Mission
- The area agency on aging of palm beach/treasure coast is a private, non-profit, regional agency whose mission is to advocate, plan and promote the independence, dignity, health and well-being of seniors and their caregivers in a manner that embraces diversity and reflects the communities we serve established by the older americans act. The agency administers a network of services for the... (as filed on the Form 990)
- Activity (NTEE)
- P81Z Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 8 (IRS master file code)
- Formed
- 1988
- Principal officer
- Dwight Chenette (as named on the Form 990)
- IRS ruling date
- 1 February 1990
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsIan Cordes
≥7years on the filingsLewis Silverman
≥4years on the filingsRandall Sheppard
≥4years on the filingsSusan Morgan
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $13.6m
- Total liabilities
- $8.4m
- Net assets or fund balances
- $5.3m
- Contributions and grants received
- $38.7m
- Program service revenue
- $0
- Grants and similar paid out
- $31.3m
- Employees
- 91
- Volunteers
- 105
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $38.9m | $37.6m | $1.3m |
As filed on the IRS Form 990. US dollars.
Grants paid
10 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Palm Beach County Division of Senior Services | Senior services support | $8.6m |
| Mae Volen Senior Center | Senior services support | $7.8m |
| Council on Aging of St Lucie Inc | Senior services support | $4m |
| Alzheimer's Community Care Inc | Senior services support | $2.9m |
| Senior Resource Association | Senior services support | $2.3m |
| Council on Aging of Martin County | Senior services support | $2.1m |
| Legal Aid Society of Palm Beach County | Senior services support | $729k |
| Okeechobee Senior Services | Senior services support | $591k |
| Morselife | Senior services support | $279k |
| Ruth Rales Jewish Family Services Inc | Senior services support | $241k |