Civic Intelligence

Council on Aging in Union County

EIN 56-1081558 • 501(c)3 • Monroe, NC

View Organization Page

Profile

Advocate for the well-being of older adults by providing services and resources for them to live independently.

1401 Skyway DriveMonroe, NC 28110

coaunion.org

Siviq Scores

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

Liabilities / Assets

54th percentile

0.08x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

49th percentile

0.07x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

28th percentile

-5.2%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$98,095

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

22nd percentile

-6.0%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-4.3%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$1,514,150

Down $96,001 (-6.0%) from 2024

Liabilities

Down

$126,513

Down $15,717 (-11%) from 2024

Net Assets

Down

$1,387,637

Down $80,284 (-5.5%) from 2024

Operations
Liabilities / Revenue49th percentileNet Margin28th percentile

Revenue

Down

$1,769,564

Down $78,620 (-4.3%) from 2024

Expenses

Down

$1,861,690

Down $49,587 (-2.6%) from 2024

Net Income

Down

-$92,126

Down $29,033 (-46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $777,371Liabilities 2011: $13,803Net Assets 2011: $763,5682011Assets 2012: $830,357Liabilities 2012: $17,577Net Assets 2012: $812,7802012Assets 2013: $824,404Liabilities 2013: $20,244Net Assets 2013: $804,1602013Assets 2014: $862,622Liabilities 2014: $14,919Net Assets 2014: $847,7032014Assets 2015: $983,502Liabilities 2015: $17,876Net Assets 2015: $965,6262015Assets 2016: $1,003,866Liabilities 2016: $19,207Net Assets 2016: $984,6592016Assets 2017: $1,055,045Liabilities 2017: $18,373Net Assets 2017: $1,036,6722017Assets 2018: $1,197,591Liabilities 2018: $73,284Net Assets 2018: $1,124,3072018Assets 2019: $1,170,526Liabilities 2019: $12,857Net Assets 2019: $1,157,6692019Assets 2020: $1,289,772Liabilities 2020: $126,085Net Assets 2020: $1,163,6872020Assets 2021: $1,289,163Liabilities 2021: $47,902Net Assets 2021: $1,241,2612021Assets 2022: $1,339,388Liabilities 2022: $49,439Net Assets 2022: $1,289,9492022Assets 2023: $1,539,835Liabilities 2023: $89,630Net Assets 2023: $1,450,2052023Assets 2024: $1,610,151Liabilities 2024: $142,230Net Assets 2024: $1,467,9212024Assets 2025: $1,514,150Liabilities 2025: $126,513Net Assets 2025: $1,387,6372025

Highlighted filing

2025

Assets$1,514,150
Liabilities$126,513
Net Assets$1,387,637
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $726,009Expenses 2011: $604,269Net Income 2011: $121,7402011Revenue 2012: $698,092Expenses 2012: $648,880Net Income 2012: $49,2122012Revenue 2013: $671,104Expenses 2013: $679,724Net Income 2013: -$8,6202013Revenue 2014: $709,138Expenses 2014: $665,595Net Income 2014: $43,5432014Revenue 2015: $687,286Expenses 2015: $664,355Net Income 2015: $22,9312015Revenue 2016: $610,691Expenses 2016: $600,826Net Income 2016: $9,8652016Revenue 2017: $668,005Expenses 2017: $620,100Net Income 2017: $47,9052017Revenue 2018: $694,281Expenses 2018: $607,915Net Income 2018: $86,3662018Revenue 2019: $639,086Expenses 2019: $606,824Net Income 2019: $32,2622019Revenue 2020: $736,230Expenses 2020: $726,867Net Income 2020: $9,3632020Revenue 2021: $1,002,716Expenses 2021: $956,698Net Income 2021: $46,0182021Revenue 2022: $1,150,187Expenses 2022: $1,057,574Net Income 2022: $92,6132022Revenue 2023: $1,649,256Expenses 2023: $1,500,439Net Income 2023: $148,8172023Revenue 2024: $1,848,184Expenses 2024: $1,911,277Net Income 2024: -$63,0932024Revenue 2025: $1,769,564Expenses 2025: $1,861,690Net Income 2025: -$92,1262025

Highlighted filing

2025

Revenue$1,769,564
Expenses$1,861,690
Net Income-$92,126
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,514,150
Liabilities
$126,513
Net assets
$1,387,637
Revenue
$1,769,564
Expenses
$1,861,690
Net income
-$92,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.13$1.39$1.77$1.86$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.14$1.47$1.85$1.91$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.09$1.45$1.65$1.50$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.05$1.29$1.15$1.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.24$1.00$0.96$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.13$1.16$0.74$0.73$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.64$0.61$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.07$1.12$0.69$0.61$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.04$0.67$0.62$0.05
2016Summary only. Only limited summary data is available for this year.$1.00$0.02$0.98$0.61$0.60$0.01
2015Summary only. Only limited summary data is available for this year.$0.98$0.02$0.97$0.69$0.66$0.02
2014Summary only. Only limited summary data is available for this year.$0.86$0.01$0.85$0.71$0.67$0.04
2013Summary only. Only limited summary data is available for this year.$0.82$0.02$0.80$0.67$0.68$0.01
2012Summary only. Only limited summary data is available for this year.$0.83$0.02$0.81$0.70$0.65$0.05
2011Summary only. Only limited summary data is available for this year.$0.78$0.01$0.76$0.73$0.60$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 9, 2025
Return Version
2024v5.0
Gross Receipts
$1,772,414
Mission and Program Overview

Mission

Advocate for the well-being of older adults by providing services and resources for them to live independently.

To provide support programs for older adults in union county, north carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$703,596$702,648▼ $948
Land, Buildings, and Equipment, Net$505,254$486,759▼ $18,495
Investments Other Securities$152,799$127,416▼ $25,383
Cash and Non-Interest-Bearing Accounts$72,076$91,987▲ $19,911
Pledges and Grants Receivable$161,508$89,368▼ $72,140
Accounts Receivable$13,152$14,633▲ $1,481
Prepaid Expenses and Deferred Charges$1,766$1,339▼ $427
Total Assets$1,610,151$1,514,150▼ $96,001
Liabilities
Other Liabilities$33,833$63,617▲ $29,784
Accounts Payable and Accrued Expenses$108,397$62,896▼ $45,501
Total Liabilities$142,230$126,513▼ $15,717
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,467,921$1,358,368▼ $109,553
Net Assets With Donor Restrictions-$29,269-
Total Net Assets Fund Balance$1,467,921$1,387,637▼ $80,284
Total Liabilities and Net Assets / Fund Balance$1,610,151$1,514,150▼ $96,001

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$373,247$198,686$571,933
Land$102,300-$102,300
Buildings$11,212$1,808$13,020
Other Securities$127,416--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Andrew FriendExecutive DiFT$98,095$98,095

Board Members and Trustees

NameTitle
Bj MissickChairperson
Heather BosticVice Chairpe
Ann GogatzBoard Member
Anne ArpBoard Member
Carroll JenkinsBoard Member
Chandler CatheyBoard Member
Christa TysonBoard Member
Dennis ThompkinsBoard Member
Frank CoriglianoBoard Member
Fred EdwardsBoard Member
Janice WinsteadBoard Member
Jennifer SmithBoard Member
John SchooleyBoard Member
Kathy BraggBoard Member
Mike GriffinBoard Member
Nolan McbrideBoard Member
Renee BreazealeBoard Member
Ron VilasBoard Member
Tangela Collins-myersBoard Member
Tee LeitnerBoard Member
Vicki HelmsBoard Member
Monique HoltSecretary
Jr HayesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,253,935
Program Service Revenue
$92,131
Investment Income
$31,525
Other Revenue
$391,973
All Other Contributions
$341,537
Change in Net Assets
$-92,126

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,765,606
Revenue Not Reported on Financial Statements
$3,958
Revenue Not Reported on Form 990
$214,052
Total Revenue per Audited Statements
$1,979,658
Total Revenue per Form 990
$1,769,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,408,391
Other Expenses$453,299
Total Fundraising Expense$92,157
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,059,302$11,138-$1,070,440
Office Expenses$125,242$6,842-$132,084
Other Employee Benefits$99,961$5,499-$105,460
Current Officers, Directors, Trustees, and Key Employees$24,524$73,571-$98,095
Payroll Taxes$81,670$9,841-$91,511
Travel$51,471--$51,471
Pension Plan Contributions$36,485$6,400-$42,885
Advertising$29,106$1,461-$30,567
Fees for Services Accounting$20,791$5,198-$25,989
Occupancy$22,326$1,697-$24,023
Insurance$14,833$3,710-$18,543
Depreciation Depletion$15,952$2,542-$18,494
Fees for Services Other$7,640--$7,640
Conferences and Meetings$4,940$25-$4,965
Other Expenses$1,598$1,298$92,157$2,896
All Other Expenses$1,432--$1,432
Total Functional Expenses$1,636,918$132,615$92,157$1,861,690

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,029,627
Expenses per Audited Statements$1,861,690
Total Expenses per Form 990$1,861,690
Expenses Not Reported on Form 990$167,937
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$394,823
Fundraising Direct Expenses$2,850
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Corks and Forks$255,039$255,039-$255,039
Breakfast$67,250$67,250-$67,250
Total Events$394,823$394,823$2,850$391,973
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$63,617
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“A copy of form 990 is provided to the board of directors prior to filing.”

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

“Board reviews and approves the conflict of interest policy annually and each board member and staff member signs the policy.”

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

“Board completes an annual review of the executive director and votes on whether or not there should be a salary increase.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public by written request to the executive director.”

Filing and Contact Details

Filer

Filer Name
Council on Aging in Union County
EIN
56-1081558
Phone
7042921797
Address
1401 SKYWAY DRIVE, MONROE, NC 28110

Signing Officer

Name
Andrew Friend
Title
Executive Director
Phone
7042921797
Signed
2025-12-09

Organization Details

Principal Officer
Andrew Friend
Formed
1973
Legal Domicile
Nc
Voting Board Members
23
Independent Board Members
23
Employees
33
Volunteers
150

Preparer

Firm
Strickland Hardee Pllc
Address
236 E CENTER ST, LEXINGTON, NC 27292
Preparer
Travis Strickland CPA
Phone
3368434409
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“In-kind 165,087 in-kind -165,087”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“DONATED SUPPLIES 165,087”

Schedule D, Page 4, Part XII, Line 2D

“Donated supplies 165,087 fundraising direct expenses 2,850”

Raw XML AppendixShowing 400 of 564 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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