Civic Intelligence

Henderson County Council on Aging Inc

990 • Fiscal year 2019 • EIN 56-0936674

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

Organization ProfileCOAHC.ORG
105 King Creek BlvdHendersonville, NC 28792

(864) 692-4203

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.04x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Net Margin

67th percentile

7.8%

Higher net margin than 67% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$60,860

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-19%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,590,970

Up $90,874 (+6.1%) from 2018

Net Assets

Up

$1,553,113

Up $94,552 (+6.5%) from 2018

Liabilities

Down

$37,857

Down $3,678 (-8.9%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin67th percentile

Revenue

Down

$1,006,327

Down $239,604 (-19%) from 2018

Expenses

Down

$928,112

Down $53,261 (-5.4%) from 2018

Net Income

Down

$78,215

Down $186,343 (-70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$1,590,970
Liabilities$37,857
Net Assets$1,553,113
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

2019

Revenue$1,006,327
Expenses$928,112
Net Income$78,215
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,325,630
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$501,697$474,809▼ $26,888
Savings and Temporary Cash Investments$417,798$454,610▲ $36,812
Pledges and Grants Receivable$69,646$59,399▼ $10,247
Cash and Non-Interest-Bearing Accounts$15,862$12,734▼ $3,128
Other Notes and Loans Receivable, Net$10,486$12,126▲ $1,640
Accounts Receivable$11,351$4,917▼ $6,434
Total Assets$1,500,096$1,590,970▲ $90,874
Other Assets Total$473,256$572,375▲ $99,119
Liabilities
Accounts Payable and Accrued Expenses$41,535$37,857▼ $3,678
Total Liabilities$41,535$37,857▼ $3,678
Net Assets / Fund Balance
Unrestricted Net Assets$1,373,561$1,468,113▲ $94,552
Permanently Rstr Net Assets$85,000$85,000→ $0
Total Net Assets Fund Balance$1,458,561$1,553,113▲ $94,552
Total Liabilities and Net Assets / Fund Balance$1,500,096$1,590,970▲ $90,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$301,756$208,061$509,817
Equipment$24,436$103,853$128,289
Land$120,000-$120,000
Other Land Buildings$4,223$76,962$81,185
Leasehold Improvements$24,394$43,290$67,684
Other Assets Org$71,504--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$272,902$40,000▲ $8,434-$309,912
2017$261,137-▲ $22,893-$272,902
2016$220,073$20,000▲ $32,070-$261,137
2015$241,948-▼ $10,501-$220,073
2014$255,257-▼ $2,582-$241,948
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trina D StokesExecutive DiFT$59,034$1,826$60,860

Board Members and Trustees

NameTitle
Kathleen RodbergChairman
Jill HartVice Chair
David MaupinBoard Member
Erica EricksonBoard Member
Judy WarrenBoard Member
Lisa KauffmanBoard Member
Nancie LylesBoard Member
Leanne ChristensenSecretary
Tracy Dyer CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$696,215
Program Service Revenue
$73,900
Investment Income
$9,646
Other Revenue
$226,566
All Other Contributions
$236,684
Change in Net Assets
$78,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,006,327
Revenue Not Reported on Form 990
$16,337
Total Revenue per Audited Statements
$1,022,664
Total Revenue per Form 990
$1,006,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$477,171
Salaries, Compensation, and Employee Benefits$450,941
Total Fundraising Expense$54,084
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$229,210$21,885$28,768$279,863
Other Employee Benefits$18,617$54,441$2,833$75,891
Current Officers, Directors, Trustees, and Key Employees$40,365$22,710-$63,075
Occupancy$24,530$2,920$982$28,432
Depreciation Depletion$15,438$8,685$2,895$27,018
Payroll Taxes$20,701$3,196$2,166$26,063
Office Expenses$16,938$4,673$2,191$23,802
All Other Expenses$18,335$1,035$1,130$20,500
Fees for Services Other$14,794$747$107$15,648
Insurance$8,587$3,517$223$12,327
Other Expenses$5,229$3,252$1,465$9,946
Travel$6,165$112$817$7,094
Pension Plan Contributions$3,049$2,415$585$6,049
Fees for Services Accounting$3,698$1,849-$5,547
Advertising$697$81$4,636$5,414
Fees for Service Investment Mgmnt Fees-$120-$120
Total Functional Expenses$740,808$133,220$54,084$928,112

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$928,112
Total Expenses per Audited Statements$928,112
Total Expenses per Form 990$928,112
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,719
Fundraising Direct Expenses$6,492
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
Annual disclosure for covered persons
Yes
Audit committee
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 committee 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 the 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. Form 990 is also available on guidestar's website.”

Filing and Contact Details

Filer

Filer Name
Henderson County Council on
EIN
56-0936674
Phone
8646924203
Address
105 KING CREEK BLVD, HENDERSONVILLE, NC 28792

Signing Officer

Name
Trina D Stokes
Title
Executive Director
Phone
8286924203
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trina D Stokes
Formed
1969
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
26
Volunteers
350

Preparer

Firm
Bradshaw Gordon & Clinkscales LLC
Address
630 E WASHINGTON ST STE B, GREENVILLE, SC 29601-2963
Preparer
Thomas R Adams Jr
Phone
8642330590
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 2

“Liquid nutrition. See description in other program accomplishments description on schedule o.”

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

“The liquid nutrition program provides nutrition supplements (ensure/glucerna) to eligible older adults to assist in maintaining a proper diet. Many clients benefiting from this program suffer from a chronic illness, digestive issues, or the inability to chew solid foods. A physician's recommendation is required for eligibility.”

Raw XML AppendixShowing 400 of 542 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041535
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037857
IRS990/AccountsReceivableGrp/BOYAmt011351
IRS990/AccountsReceivableGrp/EOYAmt04917
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROVIDE AND COORDINATE SERVICES TO ENGAGE, CONNECT, AND SUPPORT ADULTS IN THE COMMUNITY AS THEY AGE.
IRS990/AdvertisingGrp/FundraisingAmt04636
IRS990/AdvertisingGrp/ManagementAndGeneralAmt081
IRS990/AdvertisingGrp/ProgramServicesAmt0697
IRS990/AdvertisingGrp/TotalAmt05414
IRS990/AllOtherContributionsAmt0236684
IRS990/AllOtherExpensesGrp/FundraisingAmt01130
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01035
IRS990/AllOtherExpensesGrp/ProgramServicesAmt018335
IRS990/AllOtherExpensesGrp/TotalAmt020500
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0BETSY KELSEY
IRS990/BooksInCareOfDetail/PhoneNum08286924203
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 KING CREEK BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HENDERSONVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028792
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015862
IRS990/CashNonInterestBearingGrp/EOYAmt012734
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022710
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt040365
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt063075
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0312811
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0696215
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09646
IRS990/CYOtherExpensesAmt0477171
IRS990/CYOtherRevenueAmt0226566
IRS990/CYProgramServiceRevenueAmt073900
IRS990/CYRevenuesLessExpensesAmt078215
IRS990/CYSalariesCompEmpBnftPaidAmt0450941
IRS990/CYTotalExpensesAmt0928112
IRS990/CYTotalFundraisingExpenseAmt054084
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01006327
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt02895
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08685
IRS990/DepreciationDepletionGrp/ProgramServicesAmt015438
IRS990/DepreciationDepletionGrp/TotalAmt027018
IRS990/Desc0THE MEALS ON WHEELS PROGRAM PROVIDES HOT, NUTRITIOUS MEALS MONDAY THROUGH FRIDAY TO ELIGIBLE HOMEBOUND ADULTS WHO WISH TO REMAIN LIVING INDEPENDENTLY. ALL MEALS MEET THE ONE-THIRD RECOMMENDED DIETARY ALLOWANCE FOR INDIVIDUALS 60 YEARS OF AGE OR OLDER. MEALS ARE DELIVERED BY CARING VOLUNTEERS WHO ENJOY A FRIENDLY VISIT WITH CLIENTS DURING MEAL DELIVERY. WHEN NECESSARY, THE ORGANIZATION MAKES EVERY EFFORT TO PROVIDE MEALS TO ELIGIBLE, AT-RISK ADULTS WHO ARE DISABLED AND HOMEBOUND BUT MAY BE UNDER THE AGE OF 60. IN ADDITION, PET FOOD IS PROVIDED TO CLIENTS WITH ANIMALS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt026
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0466359
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt023000
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01849
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03698
IRS990/FeesForServicesAccountingGrp/TotalAmt05547
IRS990/FeesForServicesOtherGrp/FundraisingAmt0107
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0747
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt014794
IRS990/FeesForServicesOtherGrp/TotalAmt015648
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0120
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0120
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt91826
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHLEEN RODBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1LEANNE CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2TRACY DYER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3NANCIE LYLES
IRS990/Form990PartVIISectionAGrp/PersonNm4JILL HART
IRS990/Form990PartVIISectionAGrp/PersonNm5JUDY WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID MAUPIN
IRS990/Form990PartVIISectionAGrp/PersonNm7LISA KAUFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8ERICA ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm9TRINA D STOKES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt959034
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt06492
IRS990/FundraisingGrossIncomeAmt06719
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0436531
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01325630
IRS990/GrossSalesOfInventoryAmt0534161
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0223
IRS990/InsuranceGrp/ManagementAndGeneralAmt03517
IRS990/InsuranceGrp/ProgramServicesAmt08587
IRS990/InsuranceGrp/TotalAmt012327
IRS990/InvestmentIncomeGrp/ExclusionAmt09646
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09646
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0432166
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0501697
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0474809
IRS990/LandBldgEquipCostOrOtherBssAmt0906975
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROVIDE AND COORDINATE SERVICES TO ENGAGE, CONNECT, AND SUPPORT ADULTS IN THE COMMUNITY AS THEY AGE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01458561
IRS990/NetAssetsOrFundBalancesEOYAmt01553113
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0227
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0227
IRS990/NetIncomeOrLossGrp/ExclusionAmt0221350
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0221350
IRS990/NetUnrlzdGainsLossesInvstAmt016337
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0982
IRS990/OccupancyGrp/ManagementAndGeneralAmt02920
IRS990/OccupancyGrp/ProgramServicesAmt024530
IRS990/OccupancyGrp/TotalAmt028432
IRS990/OfficeExpensesGrp/FundraisingAmt02191
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04673
IRS990/OfficeExpensesGrp/ProgramServicesAmt016938
IRS990/OfficeExpensesGrp/TotalAmt023802
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0473256
IRS990/OtherAssetsTotalGrp/EOYAmt0572375
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02833
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt054441
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018617
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075891
IRS990/OtherExpensesGrp/Desc0MEALS ON WHEELS PROGRAM
IRS990/OtherExpensesGrp/Desc1SUPPORTING PROGRAM
IRS990/OtherExpensesGrp/Desc2STAFF & VOLUNTEER DEVELOP
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt05286
IRS990/OtherExpensesGrp/FundraisingAmt11465
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13252
IRS990/OtherExpensesGrp/ProgramServicesAmt0281904
IRS990/OtherExpensesGrp/ProgramServicesAmt127524
IRS990/OtherExpensesGrp/ProgramServicesAmt25027
IRS990/OtherExpensesGrp/ProgramServicesAmt35229
IRS990/OtherExpensesGrp/TotalAmt0281904
IRS990/OtherExpensesGrp/TotalAmt127524
IRS990/OtherExpensesGrp/TotalAmt211895
IRS990/OtherExpensesGrp/TotalAmt39946
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04989
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04989
IRS990/OtherRevenueTotalAmt04989
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt028768
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021885
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0229210
IRS990/OtherSalariesAndWagesGrp/TotalAmt0279863
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010486
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt012126
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02166
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03196
IRS990/PayrollTaxesGrp/ProgramServicesAmt020701
IRS990/PayrollTaxesGrp/TotalAmt026063
IRS990/PensionPlanContributionsGrp/FundraisingAmt0585
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02415
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03049
IRS990/PensionPlanContributionsGrp/TotalAmt06049
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt085000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt085000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt069646
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt059399
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TRINA D STOKES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624120
IRS990/ProgramServiceRevenueGrp/BusinessCd1624210
IRS990/ProgramServiceRevenueGrp/BusinessCd2624210
IRS990/ProgramServiceRevenueGrp/Desc0SUPPORT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1MEALS ON WHEELS
IRS990/ProgramServiceRevenueGrp/Desc2CONGREGATE MEALS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040574
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121379
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040574
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121379
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211947
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SAMMY WILLIAMS CENTER FOR ACTIVE LIVING (SWC) ACTS AS THE CONGREGATE NUTRITION SITE IN HENDERSON COUNTY FOR OLDER ADULTS. THE SWC PROVIDES A PLACE WHERE OLDER ADULTS CAN PARTICIPATE IN SOCIAL, HEALTH, RECREATIONAL AND EDUCATIONAL ACTIVITIES. FIVE DAYS A WEEK, A HOT NUTRITIOUS LUNCH IS PROVIDED TO CLIENTS AT THE CENTER. FOR THOSE CLIENTS THAT DO NOT DRIVE, TRANSPORTATION IS PROVIDED THROUGH APPLE COUNTRY TRANSPORTATION (PART OF WESTERN CAROLINA COMMUNITY ACTION), WITHIN SPECIFIC GEOGRAPHIC BOUNDARIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt073364
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt011947
IRS990/ProgSrvcAccomActy3Grp/Desc0THE SUPPORT SERVICES DEPARTMENT INCLUDES PROGRAMS SUCH AS CAREGIVER CONSULTATION, CAREGIVER RESPITE GRANTS, COMMUNITY RESOURCE COORDINATION, AND A HEAT RELIEF PROGRAM. STAFF WITHIN THIS DEPARTMENT ASSIST CAREGIVERS AND OLDER ADULTS IN MAKING INFORMED CHOICES ABOUT THE PROGRAMS AND SERVICES AVAILABLE TO MEET THEIR INDIVIDUAL NEEDS. IN ADDITION, RESPITE GRANTS PROVIDE MUCH NEEDED FINANCIAL SUPPORT TO CAREGIVERS WHO REQUIRE TIME AWAY FROM THEIR LOVED ONE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0197500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt040574
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE LIQUID NUTRITION PROGRAM PROVIDES NUTRITION SUPPLEMENTS (ENSURE/GLUCERNA) TO ELIGIBLE OLDER ADULTS TO ASSIST IN MAINTAINING A PROPER DIET. MANY CLIENTS BENEFITING FROM THIS PROGRAM SUFFER FROM A CHRONIC ILLNESS, DIGESTIVE ISSUES, OR THE INABILITY TO CHEW SOLID FOODS. A PHYSICIAN'S RECOMMENDATION IS REQUIRED FOR ELIGIBILITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03585
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0909873
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017467
IRS990/PYOtherExpensesAmt0442938
IRS990/PYOtherRevenueAmt0246771
IRS990/PYProgramServiceRevenueAmt071820
IRS990/PYRevenuesLessExpensesAmt0264558
IRS990/PYSalariesCompEmpBnftPaidAmt0538435
IRS990/PYTotalExpensesAmt0981373
IRS990/PYTotalRevenueAmt01245931
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt078215
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt021379
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0417798
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0454610
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING 72,489 MISCELLANEOUS 7,554
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0696215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0909873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0822292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0493059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0507652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03429091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09646
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09467
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09662
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022185
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt062157
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02611520
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05216
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014693
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt019128
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt026819
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014187
IRS990ScheduleA/OtherIncome170Grp/TotalAmt080043
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85010
IRS990ScheduleA/PublicSupportPY170Pct00.87140
IRS990ScheduleA/PublicSupportTotal170Amt03036083
IRS990ScheduleA/SubstantialContributorsTotAmt0393008
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0696215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0909873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0822292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0493059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0507652
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03429091
IRS990ScheduleA/TotalSupportAmt03571291
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0301756
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0208061
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0509817
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02116
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0272902
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt040000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0309912
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt09308
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08434
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0261137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0272902
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09128
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022893
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01688
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0220073
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0261137
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt09318
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032070
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0241948
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0220073
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt09754
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10501
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01822
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0255257

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,590,970
Liabilities
$37,857
Net assets
$1,553,113
Revenue
$1,006,327
Expenses
$928,112
Net income
$78,215
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