Civic Intelligence

Council on Aging of Buncombe County Inc

EIN 23-7410586 • 501(c)3 • Asheville, NC

Profile

Promoting and improving the general health and welfare of senior adults in buncombe county by administering a variety of programs and services designed to meet their needs.

46 Sheffield CircleAsheville, NC 28803

www.coabc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.22x

Higher debt load relative to assets than 63% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.05x

Higher debt load relative to revenue than 40% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-6.9%

Higher net margin than 23% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-29%

Faster asset growth than 6% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$358,299

Down $147,750 (-29%) from 2023

Liabilities

Down

$79,533

Down $127,547 (-62%) from 2023

Net Assets

Down

$278,766

Down $20,203 (-6.8%) from 2023

Revenue

Down

$1,522,472

Down $741,221 (-33%) from 2023

Expenses

Down

$1,627,705

Down $849,731 (-34%) from 2023

Net Income

Up

-$105,233

Up $108,510 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $268,219Liabilities 2012: $143,898Net Assets 2012: $124,3212012Assets 2013: $456,397Liabilities 2013: $156,640Net Assets 2013: $299,7572013Assets 2014: $487,329Liabilities 2014: $166,014Net Assets 2014: $321,3152014Assets 2015: $473,318Liabilities 2015: $101,558Net Assets 2015: $371,7602015Assets 2016: $487,229Liabilities 2016: $195,739Net Assets 2016: $291,4902016Assets 2017: $450,185Liabilities 2017: $146,147Net Assets 2017: $304,0382017Assets 2018: $441,201Liabilities 2018: $82,594Net Assets 2018: $358,6072018Assets 2019: $499,489Liabilities 2019: $80,987Net Assets 2019: $418,5022019Assets 2020: $687,594Liabilities 2020: $41,530Net Assets 2020: $646,0642020Assets 2021: $812,709Liabilities 2021: $93,692Net Assets 2021: $719,0172021Assets 2022: $801,271Liabilities 2022: $193,050Net Assets 2022: $608,2212022Assets 2023: $506,049Liabilities 2023: $207,080Net Assets 2023: $298,9692023Assets 2024: $358,299Liabilities 2024: $79,533Net Assets 2024: $278,7662024

Highlighted filing

2024

Assets$358,299
Liabilities$79,533
Net Assets$278,766

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,425,1402012Expenses 2013: $1,425,1112013Revenue 2014: $1,853,920Expenses 2014: $1,845,718Net Income 2014: $8,2022014Revenue 2015: $2,045,482Expenses 2015: $1,995,458Net Income 2015: $50,0242015Revenue 2016: $1,773,405Expenses 2016: $1,852,175Net Income 2016: -$78,7702016Revenue 2017: $1,698,972Expenses 2017: $1,643,954Net Income 2017: $55,0182017Revenue 2018: $1,091,379Expenses 2018: $1,044,342Net Income 2018: $47,0372018Revenue 2019: $1,088,274Expenses 2019: $1,035,119Net Income 2019: $53,1552019Revenue 2020: $1,242,027Expenses 2020: $1,022,394Net Income 2020: $219,6332020Revenue 2021: $1,785,771Expenses 2021: $1,751,487Net Income 2021: $34,2842021Revenue 2022: $2,003,265Expenses 2022: $2,052,370Net Income 2022: -$49,1052022Revenue 2023: $2,263,693Expenses 2023: $2,477,436Net Income 2023: -$213,7432023Revenue 2024: $1,522,472Expenses 2024: $1,627,705Net Income 2024: -$105,2332024

Highlighted filing

2024

Revenue$1,522,472
Expenses$1,627,705
Net Income-$105,233

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.08$0.28$1.52$1.63$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.21$0.30$2.26$2.48$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.19$0.61$2.00$2.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.09$0.72$1.79$1.75$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.04$0.65$1.24$1.02$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.08$0.42$1.09$1.04$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.08$0.36$1.09$1.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.15$0.30$1.70$1.64$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.20$0.29$1.77$1.85$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.10$0.37$2.05$2.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.17$0.32$1.85$1.85$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.16$0.30$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.14$0.12$1.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 25, 2025
Return Version
2023v6.0
Gross Receipts
$1,575,325
Mission and Program Overview

Mission

Promoting and improving the general health and welfare of senior adults in buncombe county by administering a variety of programs and services designed to meet their needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$293,062$219,496▼ $73,566
Savings and Temporary Cash Investments$10,145$81,244▲ $71,099
Investments in Publicly Traded Securities$58,578--
Accounts Receivable$9,712$30,998▲ $21,286
Cash and Non-Interest-Bearing Accounts$104,268$14,531▼ $89,737
Land, Buildings, and Equipment, Net$19,873$10,743▼ $9,130
Prepaid Expenses and Deferred Charges$10,411$1,287▼ $9,124
Total Assets$506,049$358,299▼ $147,750
Liabilities
Accounts Payable and Accrued Expenses$178,923$60,850▼ $118,073
Other Liabilities$28,157$18,683▼ $9,474
Total Liabilities$207,080$79,533▼ $127,547
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$298,969$278,766▼ $20,203
Total Net Assets Fund Balance$298,969$278,766▼ $20,203
Total Liabilities and Net Assets / Fund Balance$506,049$358,299▼ $147,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,743$92,189$102,932
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy SieglerBoard Member
Andrew CelwynBoard Member
Brian LawlerBoard Member
Gayland WellbornBoard Member
Jackie DulaBoard Member
Laura UherkaBoard Member
Michael CalogeroBoard Member
Pastor Spencer HardawayBoard Member
Rachel MillerCo-executive
Sara E BensonCo-executive
Dean HillTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$1,443,074
Program Service Revenue
$64,672
Investment Income
$13,139
Other Revenue
$1,587
All Other Contributions
$338,762
Change in Net Assets
$-105,233

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$81,427Fair Rent
Total Noncash Contributions1$81,427-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$925,775
Other Expenses$701,930
Total Fundraising Expense$1,677
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$632,676$60,240$1,984$694,900
Fees for Services Other$389,949--$389,949
Occupancy$124,813$2,421-$127,234
Other Employee Benefits$83,438$25,379$210$109,027
Current Officers, Directors, Trustees, and Key Employees$30,000$30,000-$60,000
Fees for Services Accounting$8,260$47,401$3$55,664
Payroll Taxes$48,603$5,253$149$54,005
Information Technology$27,375$7,824$619$35,818
Advertising$15,769$275$2,559$18,603
Travel$13,752$924$1$14,677
Office Expenses$6,904$5,332$-9$12,227
Insurance$10,694$1,213$168$12,075
Depreciation Depletion$9,130--$9,130
Pension Plan Contributions$12,071$56$-4,284$7,843
Other Expenses$1,065$178$277$1,520
All Other Expenses$534$352-$886
Total Functional Expenses$1,433,944$192,084$1,677$1,627,705
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Compensated Absences$18,683
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The interim executive director reviewed the return before filing the 990. All members of the governing board are provided a copy of the of the 990 for their individual review.

Form 990, Page 6, Part VI, Line 12C

A written policy is maintained by the council and annual reporting is required by all staff and board members. All employees and board members must sign the policy and commit to compliance with it.

Form 990, Page 6, Part VI, Line 15A

This process is approved by the board of directors.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Form 990, Part VII

During fy 2024, the organization's executive director leadership consisted

Filing and Contact Details

Filer

Filer Name
Council on Aging of Buncombe
EIN
23-7410586
Phone
8282778288
Address
46 SHEFFIELD CIRCLE, ASHEVILLE, NC 28803

Signing Officer

Name
Judith Long
Title
Current Interim Director
Phone
8282778288
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judith Long
Formed
1964
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
32

Preparer

Firm
Gould Killian CPA Group Pa
Address
100 COXE AVE, ASHEVILLE, NC 28801-2354
Preparer
Dan Mullinix CPA
Phone
8282580363
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers assist in the senior dining program, provide counseling regarding medicare, provide rides for seniors and homebound food delivery. Volunteers assist at fundraising events and with special projects.

Form 990, Page 2, Part III, Line 4A

Resource coordination medicare/benefits enrollment center in 2024, staff and volunteers present and attended 36 community outreach events including group seminars, health fairs, community picnics and other events. Attendees included target groups such as low income, rural, disabled, formerly incarcerated, and black and hispanic communities. Staff and volunteers provided approximately 2,700 contacts in buncombe and henderson counties and reached more than 1m people via online, television, and newspaper ads. During open enrollment from 10/15/2023-12/07/2023, over 550 clients received direct counseling, for over 1m in premium savings. Medicare staff partnered with the coabc senior dining services manager to host a shred-a-thon event in connection with a senior dining annual picnic. In the two-hour event, approximately 2,700 pounds of paper was shredded. Our benefits enrollment program helped seniors find other services such as food (snap), medication, and other discount programs. This grant was not renewed after december 31st, 2023, as the national council on aging shifted focus to other areas. Staff and volunteers have stepped up to fill in the information gaps that the bec program would have otherwise provided. Unfortunately, the medicare center was closed in january 2024. The loss of the bec program housed in this facility and the overall cost of operations proved greater than funding would support. Affordable care act coabc continued its successful regional leadership of the affordable care act navigation program. The coabc team included two full-time and one part-time bilingual navigators along with the program director serving nine western north carolina counties. The program continues to grow, with almost 300 more clients helped and 150 more appointments offered, reflecting a 6% increase in enrollments. An average of 23% of aca clients are first-time enrollees. We increased our outreach events again this past year. Coabc navigators continue to work in partnership with mcdowell access to care and health (match) and toe river project access (trpa) in avery, yancey, and mitchell counties. These program are both part of carereach, a partner and subgrantee that we have worked closely with for years. In addition to aca navigation, we assisted clients with enrolling in primary care, specialty care, and - when necessary - financial assistance. Our navigators worked with the premium and copayment assistance program (pcap), a part of the north carolina hiv medication assistance program (hmap) to help enrollees across the state find the right aca insurance plan.

Form 990, Page 2, Part III, Line 4B

Community services - care management community services staff assist buncombe county residents with understanding and accessing a variety of services throughout the community. Our staff connect online, over the phone, and in-person via coabc offices or outreach events. We helped clients access 97,123 in caregiver respite funds in buncombe and madison counties, answered over 8,298 information and assistance calls, completed 32 minor home repair projects, and provided heat relief in the form of box fans to clients. We delivered over 11,850 pounds of food to homebound clients and our volunteers provided transportation for more than 120 client appointments.

Form 990, Page 2, Part III, Line 4D

Other accomplishments: our organization continues to make great strides to increase private support as well as enhance our infrastructure to expand services, innovate programming outside of traditional government grants, and collaborate with grassrootsorganizations and other nonprofits. We continue to "stand in the gap" of services for older adults in our service area. We continue to be a living wage certified employer through justeconomics and further our efforts for program evaluation, iversity/equity/inclusion/accessibility, a "hub and spoke" model of service, and integrating in cross-sector partnerships that include clinical settings. We completed our recovery from a ransomware incident in fy22 and successfully regained access to our information, began rebuilding our it environment and developed a relationship with epsilon, inc. For staff training, dark web screening, and enhanced security monitoring as well as adding cloud storageand additional network support for the organization. This has caused our it technology expenses to increase as shown on the functional expenses in fy2023.

Form 990, Part IX, Line 11G

Food preparation services 184,627 0 0 care services / other 205,322 0 0 total 389,949 0 0

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IRS990/Desc0RESOURCE COORDINATION MEDICARE/BENEFITS ENROLLMENT CENTER IN 2024, STAFF AND VOLUNTEERS PRESENT AND ATTENDED 36 COMMUNITY OUTREACH EVENTS INCLUDING GROUP SEMINARS, HEALTH FAIRS, COMMUNITY PICNICS AND OTHER EVENTS. ATTENDEES INCLUDED TARGET GROUPS SUCH AS LOW INCOME, RURAL, DISABLED, FORMERLY INCARCERATED, AND BLACK AND HISPANIC COMMUNITIES. STAFF AND VOLUNTEERS PROVIDED APPROXIMATELY 2,700 CONTACTS IN BUNCOMBE AND HENDERSON COUNTIES AND REACHED MORE THAN 1M PEOPLE VIA ONLINE, TELEVISION, AND NEWSPAPER ADS. DURING OPEN ENROLLMENT FROM 10/15/2023-12/07/2023, OVER 550 CLIENTS RECEIVED DIRECT COUNSELING, FOR OVER 1M IN PREMIUM SAVINGS. MEDICARE STAFF PARTNERED WITH THE COABC SENIOR DINING SERVICES MANAGER TO HOST A SHRED-A-THON EVENT IN CONNECTION WITH A SENIOR DINING ANNUAL PICNIC. IN THE TWO-HOUR EVENT, APPROXIMATELY 2,700 POUNDS OF PAPER WAS SHREDDED. OUR BENEFITS ENROLLMENT PROGRAM HELPED SENIORS FIND OTHER SERVICES SUCH AS FOOD (SNAP), MEDICATION, AND OTHER DISCOUNT PROGRAMS. THIS GRANT WAS NOT RENEWED AFTER DECEMBER 31ST, 2023, AS THE NATIONAL COUNCIL ON AGING SHIFTED FOCUS TO OTHER AREAS. STAFF AND VOLUNTEERS HAVE STEPPED UP TO FILL IN THE INFORMATION GAPS THAT THE BEC PROGRAM WOULD HAVE OTHERWISE PROVIDED. UNFORTUNATELY, THE MEDICARE CENTER WAS CLOSED IN JANUARY 2024. THE LOSS OF THE BEC PROGRAM HOUSED IN THIS FACILITY AND THE OVERALL COST OF OPERATIONS PROVED GREATER THAN FUNDING WOULD SUPPORT. AFFORDABLE CARE ACT COABC CONTINUED ITS SUCCESSFUL REGIONAL LEADERSHIP OF THE AFFORDABLE CARE ACT NAVIGATION PROGRAM. THE COABC TEAM INCLUDED TWO FULL-TIME AND ONE PART-TIME BILINGUAL NAVIGATORS ALONG WITH THE PROGRAM DIRECTOR SERVING NINE WESTERN NORTH CAROLINA COUNTIES. THE PROGRAM CONTINUES TO GROW, WITH ALMOST 300 MORE CLIENTS HELPED AND 150 MORE APPOINTMENTS OFFERED, REFLECTING A 6% INCREASE IN ENROLLMENTS. AN AVERAGE OF 23% OF ACA CLIENTS ARE FIRST-TIME ENROLLEES. WE INCREASED OUR OUTREACH EVENTS AGAIN THIS PAST YEAR. COABC NAVIGATORS CONTINUE TO WORK IN PARTNERSHIP WITH MCDOWELL ACCESS TO CARE AND HEALTH (MATCH) AND TOE RIVER PROJECT ACCESS (TRPA) IN AVERY, YANCEY, AND MITCHELL COUNTIES. THESE PROGRAM ARE BOTH PART OF CAREREACH, A PARTNER AND SUBGRANTEE THAT WE HAVE WORKED CLOSELY WITH FOR YEARS. IN ADDITION TO ACA NAVIGATION, WE ASSISTED CLIENTS WITH ENROLLING IN PRIMARY CARE, SPECIALTY CARE, AND - WHEN NECESSARY - FINANCIAL ASSISTANCE. OUR NAVIGATORS WORKED WITH THE PREMIUM AND COPAYMENT ASSISTANCE PROGRAM (PCAP), A PART OF THE NORTH CAROLINA HIV MEDICATION ASSISTANCE PROGRAM (HMAP) TO HELP ENROLLEES ACROSS THE STATE FIND THE RIGHT ACA INSURANCE PLAN.
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IRS990/Form990PartVIISectionAGrp/PersonNm9SARA E BENSON
IRS990/Form990PartVIISectionAGrp/PersonNm10RACHEL MILLER
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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICES - CARE MANAGEMENT COMMUNITY SERVICES STAFF ASSIST BUNCOMBE COUNTY RESIDENTS WITH UNDERSTANDING AND ACCESSING A VARIETY OF SERVICES THROUGHOUT THE COMMUNITY. OUR STAFF CONNECT ONLINE, OVER THE PHONE, AND IN-PERSON VIA COABC OFFICES OR OUTREACH EVENTS. WE HELPED CLIENTS ACCESS 97,123 IN CAREGIVER RESPITE FUNDS IN BUNCOMBE AND MADISON COUNTIES, ANSWERED OVER 8,298 INFORMATION AND ASSISTANCE CALLS, COMPLETED 32 MINOR HOME REPAIR PROJECTS, AND PROVIDED HEAT RELIEF IN THE FORM OF BOX FANS TO CLIENTS. WE DELIVERED OVER 11,850 POUNDS OF FOOD TO HOMEBOUND CLIENTS AND OUR VOLUNTEERS PROVIDED TRANSPORTATION FOR MORE THAN 120 CLIENT APPOINTMENTS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR DINING & WELLNESS - - WE SERVED OVER 32,760 MEALS, INCLUDING COLD MEALS TO TAKE HOME AT THANKSGIVING. WE WERE ABLE TO SERVE 526 UNIQUE INDIVIDUALS. WE CONTINUED TO OFFER DINE-IN AND CURBSIDE PICK-UP THIS PAST YEAR. PARTICIPANTS ENJOYED THE SECOND ALL SITES PICNIC CELEBRATING OLDER AMERICANS MONTH WHICH WAS HOSTED IN PARTNERSHIP WITH THE MEDICARE STAFF TEAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0277338
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER ACCOMPLISHMENTS: OUR ORGANIZATION CONTINUES TO MAKE GREAT STRIDES TO INCREASE PRIVATE SUPPORT AS WELL AS ENHANCE OUR INFRASTRUCTURE TO EXPAND SERVICES, INNOVATE PROGRAMMING OUTSIDE OF TRADITIONAL GOVERNMENT GRANTS, AND COLLABORATE WITH GRASSROOTSORGANIZATIONS AND OTHER NONPROFITS. WE CONTINUE TO "STAND IN THE GAP" OF SERVICES FOR OLDER ADULTS IN OUR SERVICE AREA. WE CONTINUE TO BE A LIVING WAGE CERTIFIED EMPLOYER THROUGH JUSTECONOMICS AND FURTHER OUR EFFORTS FOR PROGRAM EVALUATION, IVERSITY/EQUITY/INCLUSION/ACCESSIBILITY, A "HUB AND SPOKE" MODEL OF SERVICE, AND INTEGRATING IN CROSS-SECTOR PARTNERSHIPS THAT INCLUDE CLINICAL SETTINGS. WE COMPLETED OUR RECOVERY FROM A RANSOMWARE INCIDENT IN FY22 AND SUCCESSFULLY REGAINED ACCESS TO OUR INFORMATION, BEGAN REBUILDING OUR IT ENVIRONMENT AND DEVELOPED A RELATIONSHIP WITH EPSILON, INC. FOR STAFF TRAINING, DARK WEB SCREENING, AND ENHANCED SECURITY MONITORING AS WELL AS ADDING CLOUD STORAGEAND ADDITIONAL NETWORK SUPPORT FOR THE ORGANIZATION. THIS HAS CAUSED OUR IT TECHNOLOGY EXPENSES TO INCREASE AS SHOWN ON THE FUNCTIONAL EXPENSES IN FY2023.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ASSIST IN THE SENIOR DINING PROGRAM, PROVIDE COUNSELING REGARDING MEDICARE, PROVIDE RIDES FOR SENIORS AND HOMEBOUND FOOD DELIVERY. VOLUNTEERS ASSIST AT FUNDRAISING EVENTS AND WITH SPECIAL PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESOURCE COORDINATION MEDICARE/BENEFITS ENROLLMENT CENTER IN 2024, STAFF AND VOLUNTEERS PRESENT AND ATTENDED 36 COMMUNITY OUTREACH EVENTS INCLUDING GROUP SEMINARS, HEALTH FAIRS, COMMUNITY PICNICS AND OTHER EVENTS. ATTENDEES INCLUDED TARGET GROUPS SUCH AS LOW INCOME, RURAL, DISABLED, FORMERLY INCARCERATED, AND BLACK AND HISPANIC COMMUNITIES. STAFF AND VOLUNTEERS PROVIDED APPROXIMATELY 2,700 CONTACTS IN BUNCOMBE AND HENDERSON COUNTIES AND REACHED MORE THAN 1M PEOPLE VIA ONLINE, TELEVISION, AND NEWSPAPER ADS. DURING OPEN ENROLLMENT FROM 10/15/2023-12/07/2023, OVER 550 CLIENTS RECEIVED DIRECT COUNSELING, FOR OVER 1M IN PREMIUM SAVINGS. MEDICARE STAFF PARTNERED WITH THE COABC SENIOR DINING SERVICES MANAGER TO HOST A SHRED-A-THON EVENT IN CONNECTION WITH A SENIOR DINING ANNUAL PICNIC. IN THE TWO-HOUR EVENT, APPROXIMATELY 2,700 POUNDS OF PAPER WAS SHREDDED. OUR BENEFITS ENROLLMENT PROGRAM HELPED SENIORS FIND OTHER SERVICES SUCH AS FOOD (SNAP), MEDICATION, AND OTHER DISCOUNT PROGRAMS. THIS GRANT WAS NOT RENEWED AFTER DECEMBER 31ST, 2023, AS THE NATIONAL COUNCIL ON AGING SHIFTED FOCUS TO OTHER AREAS. STAFF AND VOLUNTEERS HAVE STEPPED UP TO FILL IN THE INFORMATION GAPS THAT THE BEC PROGRAM WOULD HAVE OTHERWISE PROVIDED. UNFORTUNATELY, THE MEDICARE CENTER WAS CLOSED IN JANUARY 2024. THE LOSS OF THE BEC PROGRAM HOUSED IN THIS FACILITY AND THE OVERALL COST OF OPERATIONS PROVED GREATER THAN FUNDING WOULD SUPPORT. AFFORDABLE CARE ACT COABC CONTINUED ITS SUCCESSFUL REGIONAL LEADERSHIP OF THE AFFORDABLE CARE ACT NAVIGATION PROGRAM. THE COABC TEAM INCLUDED TWO FULL-TIME AND ONE PART-TIME BILINGUAL NAVIGATORS ALONG WITH THE PROGRAM DIRECTOR SERVING NINE WESTERN NORTH CAROLINA COUNTIES. THE PROGRAM CONTINUES TO GROW, WITH ALMOST 300 MORE CLIENTS HELPED AND 150 MORE APPOINTMENTS OFFERED, REFLECTING A 6% INCREASE IN ENROLLMENTS. AN AVERAGE OF 23% OF ACA CLIENTS ARE FIRST-TIME ENROLLEES. WE INCREASED OUR OUTREACH EVENTS AGAIN THIS PAST YEAR. COABC NAVIGATORS CONTINUE TO WORK IN PARTNERSHIP WITH MCDOWELL ACCESS TO CARE AND HEALTH (MATCH) AND TOE RIVER PROJECT ACCESS (TRPA) IN AVERY, YANCEY, AND MITCHELL COUNTIES. THESE PROGRAM ARE BOTH PART OF CAREREACH, A PARTNER AND SUBGRANTEE THAT WE HAVE WORKED CLOSELY WITH FOR YEARS. IN ADDITION TO ACA NAVIGATION, WE ASSISTED CLIENTS WITH ENROLLING IN PRIMARY CARE, SPECIALTY CARE, AND - WHEN NECESSARY - FINANCIAL ASSISTANCE. OUR NAVIGATORS WORKED WITH THE PREMIUM AND COPAYMENT ASSISTANCE PROGRAM (PCAP), A PART OF THE NORTH CAROLINA HIV MEDICATION ASSISTANCE PROGRAM (HMAP) TO HELP ENROLLEES ACROSS THE STATE FIND THE RIGHT ACA INSURANCE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY SERVICES - CARE MANAGEMENT COMMUNITY SERVICES STAFF ASSIST BUNCOMBE COUNTY RESIDENTS WITH UNDERSTANDING AND ACCESSING A VARIETY OF SERVICES THROUGHOUT THE COMMUNITY. OUR STAFF CONNECT ONLINE, OVER THE PHONE, AND IN-PERSON VIA COABC OFFICES OR OUTREACH EVENTS. WE HELPED CLIENTS ACCESS 97,123 IN CAREGIVER RESPITE FUNDS IN BUNCOMBE AND MADISON COUNTIES, ANSWERED OVER 8,298 INFORMATION AND ASSISTANCE CALLS, COMPLETED 32 MINOR HOME REPAIR PROJECTS, AND PROVIDED HEAT RELIEF IN THE FORM OF BOX FANS TO CLIENTS. WE DELIVERED OVER 11,850 POUNDS OF FOOD TO HOMEBOUND CLIENTS AND OUR VOLUNTEERS PROVIDED TRANSPORTATION FOR MORE THAN 120 CLIENT APPOINTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER ACCOMPLISHMENTS: OUR ORGANIZATION CONTINUES TO MAKE GREAT STRIDES TO INCREASE PRIVATE SUPPORT AS WELL AS ENHANCE OUR INFRASTRUCTURE TO EXPAND SERVICES, INNOVATE PROGRAMMING OUTSIDE OF TRADITIONAL GOVERNMENT GRANTS, AND COLLABORATE WITH GRASSROOTSORGANIZATIONS AND OTHER NONPROFITS. WE CONTINUE TO "STAND IN THE GAP" OF SERVICES FOR OLDER ADULTS IN OUR SERVICE AREA. WE CONTINUE TO BE A LIVING WAGE CERTIFIED EMPLOYER THROUGH JUSTECONOMICS AND FURTHER OUR EFFORTS FOR PROGRAM EVALUATION, IVERSITY/EQUITY/INCLUSION/ACCESSIBILITY, A "HUB AND SPOKE" MODEL OF SERVICE, AND INTEGRATING IN CROSS-SECTOR PARTNERSHIPS THAT INCLUDE CLINICAL SETTINGS. WE COMPLETED OUR RECOVERY FROM A RANSOMWARE INCIDENT IN FY22 AND SUCCESSFULLY REGAINED ACCESS TO OUR INFORMATION, BEGAN REBUILDING OUR IT ENVIRONMENT AND DEVELOPED A RELATIONSHIP WITH EPSILON, INC. FOR STAFF TRAINING, DARK WEB SCREENING, AND ENHANCED SECURITY MONITORING AS WELL AS ADDING CLOUD STORAGEAND ADDITIONAL NETWORK SUPPORT FOR THE ORGANIZATION. THIS HAS CAUSED OUR IT TECHNOLOGY EXPENSES TO INCREASE AS SHOWN ON THE FUNCTIONAL EXPENSES IN FY2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INTERIM EXECUTIVE DIRECTOR REVIEWED THE RETURN BEFORE FILING THE 990. ALL MEMBERS OF THE GOVERNING BOARD ARE PROVIDED A COPY OF THE OF THE 990 FOR THEIR INDIVIDUAL REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A WRITTEN POLICY IS MAINTAINED BY THE COUNCIL AND ANNUAL REPORTING IS REQUIRED BY ALL STAFF AND BOARD MEMBERS. ALL EMPLOYEES AND BOARD MEMBERS MUST SIGN THE POLICY AND COMMIT TO COMPLIANCE WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS PROCESS IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DURING FY 2024, THE ORGANIZATION'S EXECUTIVE DIRECTOR LEADERSHIP CONSISTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FOOD PREPARATION SERVICES 184,627 0 0 CARE SERVICES / OTHER 205,322 0 0 TOTAL 389,949 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
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