Civic Intelligence

Catawba County Council on Aging Inc

EIN 51-0193746 • 501(c)3 • Hickory, NC

Profile

Coa is a nonprofit organization which provides a focal point for resources and opportunities to extend independent living and enrich the quality of life for senior adults.

PO Box 835Hickory, NC 28603
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$631,926

Up $72,576 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$631,926

Up $72,576 (+13%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin77th percentile

Revenue

Down

$289,757

Down $225,642 (-44%) from 2024

Expenses

Up

$217,181

Up $1,664 (+0.8%) from 2024

Net Income

Down

$72,576

Down $227,306 (-76%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0Assets 2011: $155,270Liabilities 2011: $15,999Net Assets 2011: $139,2712011Assets 2012: $177,938Liabilities 2012: $14,229Net Assets 2012: $163,7092012Assets 2013: $186,132Liabilities 2013: $16,583Net Assets 2013: $169,5492013Assets 2014: $193,826Liabilities 2014: $17,050Net Assets 2014: $176,7762014Assets 2015: $176,633Liabilities 2015: $61,456Net Assets 2015: $115,1772015Assets 2016: $149,962Liabilities 2016: $73,762Net Assets 2016: $76,2002016Assets 2017: $103,148Liabilities 2017: $13,338Net Assets 2017: $89,8102017Assets 2018: $145,796Liabilities 2018: $20,995Net Assets 2018: $124,8012018Assets 2019: $213,491Liabilities 2019: $5,580Net Assets 2019: $207,9112019Assets 2020: $224,308Liabilities 2020: $3,890Net Assets 2020: $220,4182020Assets 2021: $270,574Liabilities 2021: $0Net Assets 2021: $270,5742021Assets 2022: $230,335Liabilities 2022: $23Net Assets 2022: $230,3122022Assets 2023: $259,468Liabilities 2023: $0Net Assets 2023: $259,4682023Assets 2024: $559,350Liabilities 2024: $0Net Assets 2024: $559,3502024Assets 2025: $631,926Liabilities 2025: $0Net Assets 2025: $631,9262025

Highlighted filing

2025

Assets$631,926
Liabilities$0
Net Assets$631,926
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $210,069Expenses 2011: $178,563Net Income 2011: $31,5062011Revenue 2012: $198,256Expenses 2012: $173,818Net Income 2012: $24,4382012Revenue 2013: $214,743Expenses 2013: $208,903Net Income 2013: $5,8402013Revenue 2014: $230,468Expenses 2014: $223,241Net Income 2014: $7,2272014Revenue 2015: $222,682Expenses 2015: $272,242Net Income 2015: -$49,5602015Revenue 2016: $184,678Expenses 2016: $223,655Net Income 2016: -$38,9772016Revenue 2017: $191,644Expenses 2017: $178,034Net Income 2017: $13,6102017Revenue 2018: $232,589Expenses 2018: $197,598Net Income 2018: $34,9912018Revenue 2019: $279,557Expenses 2019: $210,856Net Income 2019: $68,7012019Revenue 2020: $217,894Expenses 2020: $205,387Net Income 2020: $12,5072020Revenue 2021: $215,640Expenses 2021: $165,484Net Income 2021: $50,1562021Revenue 2022: $139,023Expenses 2022: $179,285Net Income 2022: -$40,2622022Revenue 2023: $253,842Expenses 2023: $224,686Net Income 2023: $29,1562023Revenue 2024: $515,399Expenses 2024: $215,517Net Income 2024: $299,8822024Revenue 2025: $289,757Expenses 2025: $217,181Net Income 2025: $72,5762025

Highlighted filing

2025

Revenue$289,757
Expenses$217,181
Net Income$72,576
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$631,926
Liabilities
$0
Net assets
$631,926
Revenue
$289,757
Expenses
$217,181
Net income
$72,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.00$6.32$2.90$2.17$0.73
2024Summary only. Only limited summary data is available for this year.$5.59$0.00$5.59$5.15$2.16$3.00
2023Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$2.54$2.25$0.29
2022Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$1.39$1.79$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$2.16$1.65$0.50
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.04$2.20$2.18$2.05$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.06$2.08$2.80$2.11$0.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.21$1.25$2.33$1.98$0.35
2017Summary only. Only limited summary data is available for this year.$1.03$0.13$0.90$1.92$1.78$0.14
2016Summary only. Only limited summary data is available for this year.$1.50$0.74$0.76$1.85$2.24$0.39
2015Summary only. Only limited summary data is available for this year.$1.77$0.61$1.15$2.23$2.72$0.50
2014Summary only. Only limited summary data is available for this year.$1.94$0.17$1.77$2.30$2.23$0.07
2013Summary only. Only limited summary data is available for this year.$1.86$0.17$1.70$2.15$2.09$0.06
2012Summary only. Only limited summary data is available for this year.$1.78$0.14$1.64$1.98$1.74$0.24
2011Summary only. Only limited summary data is available for this year.$1.55$0.16$1.39$2.10$1.79$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$289,757
Mission and Program Overview

Mission

Coa is a nonprofit organization which provides a focal point for resources, opportunities to extend independent living and enrich the quality of life for older adults.

Coa is a nonprofit organization which provides a focal point for resources and opportunities to extend independent living and enrich the quality of life for senior adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$263,978$325,963▲ $61,985
Savings and Temporary Cash Investments$253,446$263,650▲ $10,204
Cash and Non-Interest-Bearing Accounts$41,075$41,801▲ $726
Land, Buildings, and Equipment, Net$321--
Prepaid Expenses and Deferred Charges$310$302▼ $8
Total Assets$559,350$631,926▲ $72,576
Other Assets Total$220$210▼ $10
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$305,904$368,276▲ $62,372
Net Assets With Donor Restrictions$253,446$263,650▲ $10,204
Total Net Assets Fund Balance$559,350$631,926▲ $72,576
Total Liabilities and Net Assets / Fund Balance$559,350$631,926▲ $72,576

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$15,241-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Wayne CashionPresident
Pat HensleyVice President
Allen BarwickDirector
Allen BiggerstaffDirector
Cheri ToneyDirector
James MauneyDirector
Judith RayDirector
Judy KaufmanDirector
Lloyd BostDirector
Mike ScipioneDirector
Nancy FarrDirector
Richard SmithDirector
Ron DownsDirector
Susannah BrownDirector
Tyran HeardDirector
Van TaylorDirector
Vickie BlevinsExecutive Director
Kay Weaver-
Lizzie Muscarello-
Lauren HeavnerSecretary
Debbie LongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240,610
Program Service Revenue
$16,958
Investment Income
$32,189
Other Revenue
$0
All Other Contributions
$85,423
Change in Net Assets
$72,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$174,575
Other Expenses$42,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$88,089$69,684-$157,773
Occupancy$12,972$4,324-$17,296
Payroll Taxes$6,738$5,331-$12,069
Conferences and Meetings$8,279--$8,279
Pension Plan Contributions$2,643$2,090-$4,733
Insurance-$3,653-$3,653
Office Expenses$650$1,950-$2,600
Fees for Services Accounting-$2,346-$2,346
Other Expenses$925$103-$1,028
Travel$246$245-$491
Depreciation Depletion-$321-$321
Total Functional Expenses$123,765$93,416$0$217,181
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990 part vi line b11 copies of the 990 are furnished to members of the board. They may discuss it if they wish. A copy of the 990 stays available for review at the coa office. Form 990 part xii line c2 the board reviews the financial statements and the 990 instead of a committee. Copies of the financials are available for review at the coa office.”

Governing documents etc available to public Part VI line 19

“Form 990 part vi line 19 the financial statements and a copy of the 990 are in a 3 ring binder in the receptionists office.”

Filing and Contact Details

Filer

Filer Name
Catawba County Council on Aging Inc
EIN
51-0193746
In Care Of
% VICKIE BLEVINS
Phone
8283282269
Address
PO BOX 835, HICKORY, NC 28603

Signing Officer

Name
Vickie Blevins
Title
Executive Director
Phone
8283282269
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vickie Blevins
Formed
1976
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
3

Preparer

Firm
Lonnie Shook CPA PLLC
Address
PO Box 11233, HICKORY, NC 28603
Preparer
Lonnie Shook Jr CPA Ea
Phone
8282941998
Raw XML AppendixShowing 400 of 478 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PART VI LINE B11 COPIES OF THE 990 ARE FURNISHED TO MEMBERS OF THE BOARD. THEY MAY DISCUSS IT IF THEY WISH. A COPY OF THE 990 STAYS AVAILABLE FOR REVIEW AT THE COA OFFICE. FORM 990 PART XII LINE C2 THE BOARD REVIEWS THE FINANCIAL STATEMENTS AND THE 990 INSTEAD OF A COMMITTEE. COPIES OF THE FINANCIALS ARE AVAILABLE FOR REVIEW AT THE COA OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 PART VI LINE 19 THE FINANCIAL STATEMENTS AND A COPY OF THE 990 ARE IN A 3 RING BINDER IN THE RECEPTIONISTS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
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