Civic Intelligence

Henderson County Council on Aging Inc

990 • Fiscal year 2014 • EIN 56-0936674

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileCOAHC.ORG
105 King Creek Blvd28792

(828) 692-4203

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.30x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • NTEE P • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.33x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • NTEE P • $1M-$5M nonprofits • Source year 2014

Net Margin

69th percentile

6.5%

Higher net margin than 69% of similar nonprofits.

2014 filings • NTEE P • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2014 filings • NTEE P • $1M-$5M nonprofits • Source year 2014

Asset Growth

58th percentile

5.5%

Faster asset growth than 58% of similar nonprofits.

2014 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,046,197

Up $54,936 (+5.5%) from 2013

Net Assets

Up

$735,807

Up $97,431 (+15%) from 2013

Liabilities

Down

$310,390

Down $42,495 (-12%) from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin69th percentile

Revenue

$935,945

No earlier filing loaded for comparison.

Expenses

Down

$874,739

Down $68,787 (-7.3%) from 2013

Net Income

$61,206

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,161,525Liabilities 2011: $374,221Net Assets 2011: $787,3042011Assets 2012: $988,860Liabilities 2012: $405,782Net Assets 2012: $583,0782012Assets 2013: $991,261Liabilities 2013: $352,885Net Assets 2013: $638,3762013Assets 2014: $1,046,197Liabilities 2014: $310,390Net Assets 2014: $735,8072014Assets 2015: $1,036,394Liabilities 2015: $87,783Net Assets 2015: $948,6112015Assets 2016: $967,824Liabilities 2016: $62,105Net Assets 2016: $905,7192016Assets 2017: $1,223,028Liabilities 2017: $41,144Net Assets 2017: $1,181,8842017Assets 2018: $1,500,096Liabilities 2018: $41,535Net Assets 2018: $1,458,5612018Assets 2019: $1,590,970Liabilities 2019: $37,857Net Assets 2019: $1,553,1132019Assets 2020: $1,787,776Liabilities 2020: $163,447Net Assets 2020: $1,624,3292020Assets 2021: $2,125,755Liabilities 2021: $47,292Net Assets 2021: $2,078,4632021Assets 2022: $2,752,962Liabilities 2022: $376,119Net Assets 2022: $2,376,8432022Assets 2023: $2,611,860Liabilities 2023: $318,976Net Assets 2023: $2,292,8842023Assets 2024: $2,776,607Liabilities 2024: $306,308Net Assets 2024: $2,470,2992024

Highlighted filing

2014

Assets$1,046,197
Liabilities$310,390
Net Assets$735,807
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $904,0572011Expenses 2012: $905,6372012Expenses 2013: $943,5262013Revenue 2014: $935,945Expenses 2014: $874,739Net Income 2014: $61,2062014Revenue 2015: $1,097,536Expenses 2015: $873,224Net Income 2015: $224,3122015Revenue 2016: $861,257Expenses 2016: $883,894Net Income 2016: -$22,6372016Revenue 2017: $1,180,317Expenses 2017: $925,215Net Income 2017: $255,1022017Revenue 2018: $1,245,931Expenses 2018: $981,373Net Income 2018: $264,5582018Revenue 2019: $1,006,327Expenses 2019: $928,112Net Income 2019: $78,2152019Revenue 2020: $1,109,079Expenses 2020: $1,027,388Net Income 2020: $81,6912020Revenue 2021: $1,545,533Expenses 2021: $1,214,793Net Income 2021: $330,7402021Revenue 2022: $1,816,120Expenses 2022: $1,373,817Net Income 2022: $442,3032022Revenue 2023: $1,210,967Expenses 2023: $1,296,272Net Income 2023: -$85,3052023Revenue 2024: $1,470,812Expenses 2024: $1,329,482Net Income 2024: $141,3302024

Highlighted filing

2014

Revenue$935,945
Expenses$874,739
Net Income$61,206
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$1,236,306
Mission and Program Overview

Mission

The mission of the organization is to provide and coordinate services to engage, connect, and support adults in the community as they age.

To provide and coordinate services to keep older adults living independently. Provides meals on wheels, congregate activities, resources for aging-related issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$599,202$565,790▼ $33,412
Savings and Temporary Cash Investments$98,196$179,597▲ $81,401
Accounts Receivable$20,717$24,043▲ $3,326
Pledges and Grants Receivable$22,474$11,631▼ $10,843
Cash and Non-Interest-Bearing Accounts$15,024$6,903▼ $8,121
Prepaid Expenses and Deferred Charges$4,692$2,165▼ $2,527
Investments in Publicly Traded Securities$8,272$811▼ $7,461
Total Assets$991,261$1,046,197▲ $54,936
Other Assets Total$222,684$255,257▲ $32,573
Liabilities
Mortgage Notes Payable Secured by Investment Property$283,409$275,064▼ $8,345
Accounts Payable and Accrued Expenses$69,476$35,326▼ $34,150
Total Liabilities$352,885$310,390▼ $42,495
Net Assets / Fund Balance
Unrestricted Net Assets$553,376$583,914▲ $30,538
Permanently Rstr Net Assets$85,000$85,000→ $0
Temporarily Rstr Net Assets-$66,893-
Total Net Assets Fund Balance$638,376$735,807▲ $97,431
Total Liabilities and Net Assets / Fund Balance$991,261$1,046,197▲ $54,936

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$371,315$301,935$673,250
Equipment$4,278$122,767$127,045
Land$120,000-$120,000
Other Land Buildings$20,485$52,700$73,185
Leasehold Improvements$49,712$16,508$66,220
Other Assets Org$7,323--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$222,684-▲ $40,569-$255,257
2012$5,971$200,000▲ $17,944-$222,684
2011$5,971---$5,971
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Charlie CranfordPresident
Dianne PennerDirector
Judy WarrenDirector
Kathleen RodbergDirector
Kevin ParriesDirector
Louis SantiagoDirector
Matt RogersDirector
Milton ButterworthDirector
Penny SummeyDirector
Phyllis SmithDirector
Tommy ThompsonDirector
Martha HowellSecretary
Cherrie NelsonTreasurer
Sissy RogersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$630,086
Program Service Revenue
$125,360
Investment Income
$6,280
Other Revenue
$174,219
All Other Contributions
$256,299
Change in Net Assets
$61,206

Audited Revenue Reconciliation

Revenue per Audited Statements
$935,945
Revenue Not Reported on Form 990
$36,225
Total Revenue per Audited Statements
$972,170
Total Revenue per Form 990
$935,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$531,233
Other Expenses$343,506
Total Fundraising Expense$15,313
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$296,007$102,646$11,478$410,131
Other Employee Benefits$49,930$22,135$2,460$74,525
Office Expenses$29,751$9,108-$38,859
Payroll Taxes$26,473$10,631$1,199$38,303
Depreciation Depletion$22,754$5,337-$28,091
Occupancy$18,748$7,081-$25,829
Travel$16,379$536-$16,915
Insurance$10,173$643-$10,816
Pension Plan Contributions$6,513$1,585$176$8,274
Fees for Services Other$5,943$1,981-$7,924
Interest$6,239$815-$7,054
Fees for Services Accounting$4,749$1,583-$6,332
All Other Expenses$1,992$1,691-$3,683
Other Expenses$4,011$3,308-$3,308
Advertising$2,056$821-$2,877
Total Functional Expenses$688,810$170,616$15,313$874,739

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$874,739
Total Expenses per Audited Statements$874,739
Total Expenses per Form 990$874,739
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,708
Fundraising Direct Expenses$5,603
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,708$18,708$5,603$13,105
Total Events$18,708$18,708$5,603$13,105
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

“A copy of form 990 is provided to the board of directors and is reviewed by the finance commiittee which has been designated by the board to provide review oversight of form 990 prior to its filing.”

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

“Any potential conflict of interest, involving any proposed contract, any business interest, or any other matter whatsoever, between the organization and any member of the board, officer, employee, or between the organization and any family member of the above shall be fully disclosed to the board. Upon becoming aware of such potential conflict of interest the board shall investigate.”

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

“Two board members and a person independent of the organization review the executive director's salary based on comparison of other nonprofit organizations and the current economic position of the organization to recommend compensation.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, financial statements, and form 990 are available for inspection upon request at the organization's offices during regular business hours.”

Filing and Contact Details

Filer

EIN
56-0936674
Phone
8286924203

Signing Officer

Name
Trina Stokes
Title
Executive Director
Phone
8286924203
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trina Stokes
Formed
1969
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
29
Volunteers
280

Preparer

Preparer
Terry B Andersen CPA
Phone
8286922583
Supplemental Narrative

Additional Explanations

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

“SUFFICIENT CARE.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The funds are to be used to help support the mission of the organization.”

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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROVIDE AND COORDINATE SERVICES TO KEEP OLDER ADULTS LIVING INDEPENDENTLY. PROVIDES MEALS ON WHEELS, CONGREGATE ACTIVITIES, RESOURCES FOR AGING-RELATED ISSUES.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09108
IRS990/OfficeExpensesGrp/ProgramServicesAmt029751
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt074525
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc2STAFF & VOLUNTEER DEVELOP
IRS990/OtherExpensesGrp/Desc3BANK AND ENDOWMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0715
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13308
IRS990/OtherExpensesGrp/ProgramServicesAmt0182104
IRS990/OtherExpensesGrp/ProgramServicesAmt14988
IRS990/OtherExpensesGrp/ProgramServicesAmt24011
IRS990/OtherExpensesGrp/TotalAmt0182104
IRS990/OtherExpensesGrp/TotalAmt14988
IRS990/OtherExpensesGrp/TotalAmt24726
IRS990/OtherExpensesGrp/TotalAmt33308
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
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IRS990/OtherRevenueTotalAmt0629
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011478
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0296007
IRS990/OtherSalariesAndWagesGrp/TotalAmt0410131
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01199
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010631
IRS990/PayrollTaxesGrp/ProgramServicesAmt026473
IRS990/PayrollTaxesGrp/TotalAmt038303
IRS990/PensionPlanContributionsGrp/FundraisingAmt0176
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01585
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06513
IRS990/PensionPlanContributionsGrp/TotalAmt08274
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt085000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt085000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt022474
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011631
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04692
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02165
IRS990/PrincipalOfficerNm0TRINA STOKES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PARTNERSHIP FOR INDPNT LIVING
IRS990/ProgramServiceRevenueGrp/Desc1CONGREGATE MEALS
IRS990/ProgramServiceRevenueGrp/Desc2MEALS ON WHEELS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0103833
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210038
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210038
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SAMMY WILLIAMS CENTER FOR ACTIVE LIVING (SWC) ACTS AS THE CONGREGATE NUTRITION SITE IN HENDERSON COUNTY. THE SWC PROVIDES A PLACE WHERE OLDER ADULTS CAN PARTICIPATE IN SOCIAL, HEALTH AND WELLNESS, NUTRITIONAL, RECREATIONAL, EDUCATIONAL AND VOLUNTEER ACTIVITIES. FIVE DAYS A WEEK, A HOT NUTRITIOUS LUNCH IS SERVED TO CLIENTS OF THE CENTER. TRANSPORTATION IS PROVIDED THROUGH APPLE COUNTRY TRANSPORTATION (PART OF WESTERN CAROLINA COMMUNITY ACTION), WITHIN SPECIFIC GEOGRAPHIC BOUNDARIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt063323
IRS990/ProgSrvcAccomActy3Grp/Desc0PARTNERSHIP FOR INDEPENDENT LIVING - THE COUNCIL ON AGING FOR HENDERSON COUNTY, THROUGH A PARTNERSHIP WITH THE LOCAL DEPARTMENT OF SOCIAL SERVICES PROVIDES LICENSED SOCIAL WORKERS THAT CAN ASSIST ELDERLY RESIDENTS IN MAINTAINING OR IMPROVING THEIR ABILITY TO BE INDEPENDENT, SELF-SUFFICIENT, AND CONFIDENT BY ENSURING THAT NEEDED IN-HOME SERVICES ARE PROVIDED AND MONITORED. THE PROCESS BEGINS WITH THE SOCIAL WORKERS VISITING THE HOMEBOUND SENIOR, TAKING THE TIME TO LISTTEN TO THEIR CONCERNS, ANALYZE LIFE SITUATIONS AND HELP TO DETERMINE INDIVIDUAL NEEDS. THE SOCIAL WORKER THEN WORKS IN COORDINATION WITH THE SENIOR AND HIS/HER FAMILY AND OTHER CAREGIVERS TO DECIDE ON THE BEST SERVICES TO MEET THE IDENTIFIED NEEDS. SOCIAL WORKERS MAINTAIN REGULAR CONTACT TO ENSURE SUFFICIENT CARE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0271010
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0742723
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03702
IRS990/PYOtherExpensesAmt0443612
IRS990/PYOtherRevenueAmt0111659
IRS990/PYProgramServiceRevenueAmt0126867
IRS990/PYRevenuesLessExpensesAmt041425
IRS990/PYSalariesCompEmpBnftPaidAmt0499914
IRS990/PYTotalExpensesAmt0943526
IRS990/PYTotalRevenueAmt0984951
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt061206
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013260
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098196
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0179597
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt093,095
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0569802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0741911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0774280
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt093095
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0301935
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0673250
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01784
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,046,197
Liabilities
$310,390
Net assets
$735,807
Revenue
$935,945
Expenses
$874,739
Net income
$61,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.31$2.47$1.47$1.33$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.32$2.29$1.21$1.30$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.38$2.38$1.82$1.37$0.44
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.05$2.08$1.55$1.21$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.16$1.62$1.11$1.03$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.04$1.55$1.01$0.93$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$1.25$0.98$0.26
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.18$1.18$0.93$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.06$0.91$0.86$0.88$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.09$0.95$1.10$0.87$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.31$0.74$0.94$0.87$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.35$0.64$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.41$0.58$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.37$0.79$0.90