Alivia Care Solutions INC

Tax-deductible

Jacksonville, FL501(c)(3)Since 2019Health CareEIN 85-2777461

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Alivia Care has invested in the development of innovative Care Solutions that are provided through its network of collaborative partnerships and subsidiary organizations. These Solutions create a continuum of Care that is patient-centric and aligned with traditional and emerging payment models.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Run by 4 volunteers and 105 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 4
filings with a surplus
Average deficit $1.7M a year · 133% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$570K
to officers and key staff · 10% of spending
Top officer’s pay lower than 59% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5.3M
474% of total assets
Concern: liabilities are 474% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 8 voting members
Fine: 4 of 8 voting members are independent, half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
+7% vs prior year
Spent
$5.5M
To programs
90%
Net assets
−$4.2M
By yearFY2021–FY2024
Revenue
$2.4M
FY2024▲ +7%
Revenue by fiscal year
FY2021$121K
FY2022$1.4M
FY2023$1.5M
FY2024$2.2M
FY2024$2.4M
Expenses
$5.5M
FY2024▲ +14%
Expenses by fiscal year
FY2021$555K
FY2022$2.8M
FY2023$3.9M
FY2024$4.8M
FY2024$5.5M
Net assets
−$4.2M
FY2024▲ +43%
Net assets by fiscal year
FY2021−$434K
FY2022−$1.8M
FY2023−$4.7M
FY2024−$7.3M
FY2024−$4.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2022.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $5.0M Management & general 10% · $534K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $570K paid to officers and key staff.

Part VII, Section A · reportable compensation
Allegiant Home Coordinator
$128,643Pt VII · Sec A
Director of Nursing
$112,662Pt VII · Sec A
$110,286Pt VII · Sec A
Lead Aprn
$110,248Pt VII · Sec A
$108,287Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
CFO Alivia Care, INC. (beginning Jan 2025)
$0Pt VII · Sec A

Ann Robertson’s $129K as Allegiant Home Coordinator is at the 41st percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2024FY2024FY2023
Connie Edelen——$133,510
Ann Robertson$128,643——
Elizabeth Maxwell$112,662——
Penny Gibson—$111,800—
Brandy Augustine$110,286——
Emily Kassel$110,248$108,012$105,443
Allison Sapp$108,287——
Cynthia Crowe—$108,088$105,142

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides quality, person-centered home care to support health, safety, and independence.

Provided by the organization

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1 program · $5.0M · in their own filed words · FY2024
01

Alivia supportive care provides specialized, person-centered, coordinated care to people with late-stage, serious life-limiting illness. Our program moves the focus of care out of the hospital and into the home and community.

$5.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Fees for servicesLn 2g$2.3M
Other incomeLn 4–11$8K
Investment incomeLn 3$2K
Money outPt IX
$5.5M
Ln 25
Programscol B$5.0M
Managementcol C$534K
Owns and owesPt X
−$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$127K
Total assetsLn 16$1.1M
LiabilitiesLn 26$5.3M
PeoplePt VI, VII
14
listed · VII A
PaidVII A5
Voting boardVI 1a8
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.3M
Investment incomeLn 3$2K
Other incomeLn 4–11$8K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$127K
Cash and savings togetherLn 1–2$127K
Land, buildings, equipmentLn 10c$26K
Other assetsLn 15$0
Total assetsLn 16$1.1M
LiabilitiesLn 26$5.3M
Net assetsLn 32−$4.2M
OperationsPt I, VI
EmployeesI 5105
VolunteersI 64
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$272K$127K
Land, buildings, equipmentLn 10c$48K$26K
Total assetsLn 16$1.8M$1.1M
LiabilitiesLn 26$9.1M$5.3M
Net assetsLn 32−$7.3M−$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$3.5M$3.1M$331K
Pension plan contributionsLn 8$58K$44K$14K
Other employee benefitsLn 9$312K$238K$74K
Payroll taxesLn 10$252K$202K$50K
Legal feesLn 11b$650$650
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$342K$282K$60K$0
Office expensesLn 13$117K$117K
Information technologyLn 14$240K$240K
OccupancyLn 16$28K$28K
TravelLn 17$155K$149K$5K
Conferences, conventions and meetingsLn 19$17K$17K
Depreciation, depletion and amortizationLn 22$57K$57K
InsuranceLn 23−$1K−$1K
Other expenses (24a–d)Ln 24$462K$462K
All other expensesLn 24e$39K$39K$0$0
Total functional expensesLn 25$5.5M$5.0M$534K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.2M$4.8M−$2.6M−$7.3M 990 PDF
FY2023 $1.5M$3.9M−$2.5M−$4.7M 990 PDF
FY2022 $1.4M$2.8M−$1.4M−$1.8M 990 PDF
FY2021 $121K$555K−$434K−$434K 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 (4 parts)
Part VIII · Statement of revenue $2,359,624 across 5 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,349,593$2,349,593
VIII-3 Investment incomeExcluded from tax $2,414$2,414
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $7,617$7,617
VIII-12 Total revenueRelated to mission $2,357,210 · Unrelated business $0 · Excluded from tax $2,414$2,359,624
Part IX · Statement of functional expenses $5,542,730 across 16 lines filed
IX-7 Other salaries and wagesPrograms $3,131,569 · Management $330,941$3,462,510
IX-8 Pension plan contributionsPrograms $44,304 · Management $13,779$58,083
IX-9 Other employee benefitsPrograms $237,687 · Management $74,077$311,764
IX-10 Payroll taxesPrograms $202,009 · Management $50,449$252,458
IX-11b Legal feesPrograms $650$650
IX-11c Accounting feesPrograms $3,400$3,400
IX-11g Other fees for servicesPrograms $281,886 · Management $59,966 · Fundraising $0$341,852
IX-13 Office expensesPrograms $117,106$117,106
IX-14 Information technologyPrograms $239,719$239,719
IX-16 OccupancyPrograms $27,765$27,765
IX-17 TravelPrograms $149,470 · Management $5,111$154,581
IX-19 Conferences, conventions and meetingsPrograms $16,749$16,749
IX-22 Depreciation, depletion and amortizationPrograms $56,632$56,632
IX-23 InsurancePrograms −$1,302−$1,302
IX-24 Other expenses (24a–d)Programs $461,766$461,766
IX-24e All other expensesPrograms $38,997 · Management $0 · Fundraising $0$38,997
IX-25 Total functional expensesPrograms $5,008,407 · Management $534,323 · Fundraising $0$5,542,730
Part X · Balance sheet $1,120,648 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $271,896$126,827
X-4 Accounts receivableStart of year $1,152,792$631,677
X-8 Inventories for sale or useStart of year $900$900
X-9 Prepaid expenses and deferred chargesStart of year $23,385$40,360
X-10c Land, buildings and equipment, netStart of year $48,495$25,531
X-14 Intangible assetsStart of year $333,463$295,353
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $1,830,931$1,120,648
X-17 Accounts payable and accrued expensesStart of year $357,911$354,413
X-19 Deferred revenueStart of year $141,209$38,403
X-25 Other liabilitiesStart of year $8,623,740$4,920,176
X-26 Total liabilitiesStart of year $9,122,860$5,312,992
X-27 Net assets without donor restrictionsStart of year −$7,291,929−$4,192,344
X-32 Total net assets or fund balancesStart of year −$7,291,929−$4,192,344
X-33 Total liabilities and net assetsStart of year $1,830,931$1,120,648
Part XI · Reconciliation of net assets −$4,192,344 net assets at year end
XI-1 Total revenue$2,359,624
XI-2 Total expenses$5,542,730
XI-3 Revenue less expenses−$3,183,106
XI-4 Net assets at start of year−$7,291,929
XI-9 Other changes in net assets$6,282,691
XI-10 Net assets at end of year−$4,192,344

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

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