Capital Caring Advanced Illness Services INC

Tax-deductible

Temple Terr, FL501(c)(3)EIN 84-3787656Revenue $329K in FY2024

On file with the IRScapitalcaring.org12470 Telecom Dr Ste 301, 33637-0904 · Temple Terr, FLTax-exempt since Oct 2022Publicly supported — 509(a)(2)

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The mission of Capital Caring Advanced Illness Services, INC. Is to provide patients, their families and caregivers with comprehensive, high-quality Advanced Illness care, over time and across different settings of care. Advanced Illness care includes palliative and primary care Services, as well as mental and behavioral health and social determinants of health Services and supports.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 7 volunteers and 11 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $1.0M a year · 179% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$318K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$58K
109% of total assets
Concern: liabilities are 109% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 12 voting members
Looks good: 8 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$329K
-47% vs prior year
Spent
$1.5M
To programs
100%
Net assets
−$5K
By yearFY2020–FY2024
Revenue
$329K
FY2024▼ -47%
Tap a bar for its year
Revenue by fiscal year
FY2020$393K
FY2021$686K
FY2022$784K
FY2023$619K
FY2024$329K
Expenses
$1.5M
FY2024▼ -30%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.5M
FY2023$2.1M
FY2024$1.5M
Net assets
−$5K
FY2024▲ +100%
Tap a bar for its year
Net assets by fiscal year
FY2020−$982K
FY2021−$1.6M
FY2022−$2.4M
FY2023−$3.9M
FY2024−$5K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Revoked May 2022, reinstated. IRS ruling Oct 2022, per the IRS master file. Latest filing on record: FY2024. IRS ruling in Oct 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $1.5M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $318K paid to officers and key staff.

Part VII, Section A · reportable compensation
Associate Chief Medical Officer
$317,608Pt VII · Sec A
Chief Operating Officer
$0Pt VII · Sec A
Chief Financial Officer
$0Pt VII · Sec A
Former President & CEO / Chair
$0Pt VII · Sec A
Board Member (through 4/2024)
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Heidi Young$317,608$303,868———
Karl E Dejonge MD————$305,427
Dr Heidi Young——$290,522——
Karl E De Jonge MD———$185,226—
Linda Biedrzycki———$150,347$156,045
Pallavi Doddakashi———$120,943—
Alexandra Geary Np————$107,523
Sayaka Hanada Np————$107,407

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides comprehensive care for patients with advanced illnesses, supporting families and caregivers.

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Provided by the organization

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1 program · $1.5M · in their own filed words · FY2024
01

Capital Caring Advanced Illness Services, Inc. (CCAI) provides primary care at home services to patients who are home-limited or otherwise benefit from receiving most of their care in the home due to an advanced illness or disability.

$1.5Mprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$329K
Ln 12
Fees for servicesLn 2g$234K
Other incomeLn 4–11$89K
Gifts and grantsLn 1h$5K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.5M
Owns and owesPt X
−$5K
net assets · Ln 32
Cash and savingsLn 1–2$1K
Total assetsLn 16$54K
LiabilitiesLn 26$58K
PeoplePt VI, VII
21
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5K
Fees for servicesLn 2g$234K
Other incomeLn 4–11$89K
Total revenueLn 12$329K
Assets in detailPt X, end of year
CashLn 1$1K
Cash and savings togetherLn 1–2$1K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$7K
Total assetsLn 16$54K
LiabilitiesLn 26$58K
Net assetsLn 32−$5K
OperationsPt I, VI
EmployeesI 511
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$0$1K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$167K$54K
LiabilitiesLn 26$4.0M$58K
Net assetsLn 32−$3.9M−$5K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$375K$375K
Other salaries and wagesLn 7$824K$824K
Other employee benefitsLn 9$208K$208K
Payroll taxesLn 10$77K$77K
Other fees for servicesLn 11g$0$0$0$0
Office expensesLn 13$28$28
Information technologyLn 14$3K$3K
TravelLn 17$7K$7K
Other expenses (24a–d)Ln 24$2K$2K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$1.5M$1.5M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $329K$1.5M−$1.2M−$5K 990 PDF
FY2023 $619K$2.1M−$1.5M−$3.9M 990 PDF
FY2022 $784K$1.5M−$730K−$2.4M 990 PDF
FY2021 $686K$1.3M−$647K−$1.6M 990 PDF
FY2020 $393K$1.4M−$982K−$982K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $328,555 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $97,055$5,492
I-9 Program service revenuePrior year $372,515$234,063
I-10 Investment income$0
I-11 Other revenuePrior year $149,458$89,000
I-12 Total revenuePrior year $619,028$328,555
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,463,733$1,483,242
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $673,931$13,000
I-18 Total expensesPrior year $2,137,664$1,496,242
I-19 Revenue less expensesPrior year −$1,518,636−$1,167,687
Part VI · Governance 8 of 12 board members independent, 2 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $328,555 across 5 lines filed
VIII-1d Related organizations$5,492
VIII-1h Total contributions, gifts and grants$5,492
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $234,063$234,063
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $89,000$89,000
VIII-12 Total revenueRelated to mission $323,063 · Unrelated business $0 · Excluded from tax $0$328,555
Part IX · Statement of functional expenses $1,496,242 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $375,306$375,306
IX-7 Other salaries and wagesPrograms $823,750$823,750
IX-9 Other employee benefitsPrograms $207,626$207,626
IX-10 Payroll taxesPrograms $76,560$76,560
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $28$28
IX-14 Information technologyPrograms $3,477$3,477
IX-17 TravelPrograms $7,284$7,284
IX-24 Other expenses (24a–d)Programs $2,211$2,211
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $1,496,242 · Management $0 · Fundraising $0$1,496,242
Part X · Balance sheet $53,630 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $0$1,000
X-4 Accounts receivableStart of year $110,920$45,430
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $55,590$7,200
X-16 Total assetsStart of year $166,510$53,630
X-17 Accounts payable and accrued expensesStart of year $5,824$49,911
X-25 Other liabilitiesStart of year $4,037,362$8,345
X-26 Total liabilitiesStart of year $4,043,186$58,256
X-27 Net assets without donor restrictionsStart of year −$3,992,746−$4,626
X-32 Total net assets or fund balancesStart of year −$3,876,676−$4,626
X-33 Total liabilities and net assetsStart of year $166,510$53,630
Part XI · Reconciliation of net assets −$4,626 net assets at year end
XI-1 Total revenue$328,555
XI-2 Total expenses$1,496,242
XI-3 Revenue less expenses−$1,167,687
XI-4 Net assets at start of year−$3,876,676
XI-9 Other changes in net assets$5,039,737
XI-10 Net assets at end of year−$4,626

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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