Civic Intelligence

Catawba Area Agency on Aging Inc

EIN 57-0956844 • 501(c)3 • Rock Hill, SC

Profile

To support the county-wide aging programs in meeting the needs of the older population of the catawba region, which includes chester, lancaster, union,and york counties.

PO Box 4618Rock Hill, SC 29730

www.catawba-aging.com

Siviq Scores

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

Liabilities / Assets

86th percentile

0.69x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.10x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$111,526

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

3rd percentile

-42%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-7.3%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$770,006

Down $551,886 (-42%) from 2024

Liabilities

Down

$527,702

Down $523,230 (-50%) from 2024

Net Assets

Down

$242,304

Down $28,656 (-11%) from 2024

Operations
Liabilities / Revenue40th percentileNet Margin35th percentile

Revenue

Down

$5,433,087

Down $428,052 (-7.3%) from 2024

Expenses

Down

$5,461,743

Down $354,063 (-6.1%) from 2024

Net Income

Down

-$28,656

Down $73,989 (-163%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $311,680Liabilities 2010: $202,748Net Assets 2010: $108,9322010Assets 2011: $403,899Liabilities 2011: $256,964Net Assets 2011: $146,9352011Assets 2012: $459,516Liabilities 2012: $244,524Net Assets 2012: $214,9922012Assets 2013: $384,100Liabilities 2013: $172,637Net Assets 2013: $211,4632013Assets 2014: $449,299Liabilities 2014: $160,159Net Assets 2014: $289,1402014Assets 2015: $573,008Liabilities 2015: $212,238Net Assets 2015: $360,7702015Assets 2016: $468,796Liabilities 2016: $133,849Net Assets 2016: $334,9472016Assets 2017: $499,217Liabilities 2017: $211,860Net Assets 2017: $287,3572017Assets 2018: $579,331Liabilities 2018: $289,749Net Assets 2018: $289,5822018Assets 2019: $510,464Liabilities 2019: $226,131Net Assets 2019: $284,3332019Assets 2020: $693,476Liabilities 2020: $410,315Net Assets 2020: $283,1612020Assets 2021: $524,136Liabilities 2021: $236,019Net Assets 2021: $288,1172021Assets 2022: $506,420Liabilities 2022: $251,815Net Assets 2022: $254,6052022Assets 2023: $492,653Liabilities 2023: $265,817Net Assets 2023: $226,8362023Assets 2024: $1,321,892Liabilities 2024: $1,050,932Net Assets 2024: $270,9602024Assets 2025: $770,006Liabilities 2025: $527,702Net Assets 2025: $242,3042025

Highlighted filing

2025

Assets$770,006
Liabilities$527,702
Net Assets$242,304
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,261,6452010Revenue 2011: $2,233,197Expenses 2011: $2,195,194Net Income 2011: $38,0032011Expenses 2012: $2,503,4292012Expenses 2013: $2,217,2372013Revenue 2014: $2,507,575Expenses 2014: $2,495,119Net Income 2014: $12,4562014Revenue 2015: $2,750,402Expenses 2015: $2,678,772Net Income 2015: $71,6302015Revenue 2016: $3,156,707Expenses 2016: $3,182,530Net Income 2016: -$25,8232016Revenue 2017: $3,251,543Expenses 2017: $3,299,133Net Income 2017: -$47,5902017Revenue 2018: $3,287,847Expenses 2018: $3,285,622Net Income 2018: $2,2252018Revenue 2019: $3,308,738Expenses 2019: $3,313,987Net Income 2019: -$5,2492019Revenue 2020: $4,686,425Expenses 2020: $4,687,597Net Income 2020: -$1,1722020Revenue 2021: $3,728,470Expenses 2021: $3,723,514Net Income 2021: $4,9562021Revenue 2022: $3,801,903Expenses 2022: $3,835,415Net Income 2022: -$33,5122022Revenue 2023: $4,894,457Expenses 2023: $4,922,226Net Income 2023: -$27,7692023Revenue 2024: $5,861,139Expenses 2024: $5,815,806Net Income 2024: $45,3332024Revenue 2025: $5,433,087Expenses 2025: $5,461,743Net Income 2025: -$28,6562025

Highlighted filing

2025

Revenue$5,433,087
Expenses$5,461,743
Net Income-$28,656
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$770,006
Liabilities
$527,702
Net assets
$242,304
Revenue
$5,433,087
Expenses
$5,461,743
Net income
-$28,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.53$0.24$5.43$5.46$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.32$1.05$0.27$5.86$5.82$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.27$0.23$4.89$4.92$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.25$0.25$3.80$3.84$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.24$0.29$3.73$3.72$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.41$0.28$4.69$4.69$0.00
2019Summary only. Only limited summary data is available for this year.$0.51$0.23$0.28$3.31$3.31$0.01
2018Summary only. Only limited summary data is available for this year.$0.58$0.29$0.29$3.29$3.29$0.00
2017Summary only. Only limited summary data is available for this year.$0.50$0.21$0.29$3.25$3.30$0.05
2016Summary only. Only limited summary data is available for this year.$0.47$0.13$0.33$3.16$3.18$0.03
2015Summary only. Only limited summary data is available for this year.$0.57$0.21$0.36$2.75$2.68$0.07
2014Summary only. Only limited summary data is available for this year.$0.45$0.16$0.29$2.51$2.50$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.17$0.21$2.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.24$0.21$2.50
2011Summary only. Only limited summary data is available for this year.$0.40$0.26$0.15$2.23$2.20$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.20$0.11$2.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 23, 2026
Return Version
2024v5.0
Gross Receipts
$5,433,087
Mission and Program Overview

Mission

To support the county-wide aging programs in meeting the needs of the older population of the catawba region, which includes chester, lancaster, union, and york counties.

To support the county-wide aging programs in meeting needs of the older population of the catawba region, which includes chester,lancaster,union,and york counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$458,023$608,607▲ $150,584
Cash and Non-Interest-Bearing Accounts$862,569$160,099▼ $702,470
Prepaid Expenses and Deferred Charges$1,300$1,300→ $0
Total Assets$1,321,892$770,006▼ $551,886
Liabilities
Accounts Payable and Accrued Expenses$282,557$421,910▲ $139,353
Deferred Revenue$733,329$65,311▼ $668,018
Other Liabilities$35,046$40,481▲ $5,435
Total Liabilities$1,050,932$527,702▼ $523,230
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$240,697$212,041▼ $28,656
Net Assets With Donor Restrictions$30,263$30,263→ $0
Total Net Assets Fund Balance$270,960$242,304▼ $28,656
Total Liabilities and Net Assets / Fund Balance$1,321,892$770,006▼ $551,886
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara J RobinsonExecutive DiFT$111,526$111,526

Board Members and Trustees

NameTitle
Sal RaoPresident
Bridgett MillerBoard Member
Dale GoffBoard Member
Daphne ChisholmBoard Member
Mary OwensBoard Member
Prudi YoungbloodBoard Member
Robbie King-boydBoard Member
Sheneek Haggins-jacksonBoard Member
Sheresa CatoeBoard Member
Thomas B Hamilton JrBoard Member
Angel UnderwoodSecretary/tr
Stephanie HaselrigVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,431,329
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,758
All Other Contributions
$4,186
Change in Net Assets
$-28,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,433,087
Total Revenue per Audited Statements
$5,433,087
Total Revenue per Form 990
$5,433,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,402,624
Salaries, Compensation, and Employee Benefits$1,059,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$647,250-$647,250
Pension Plan Contributions-$238,961-$238,961
All Other Expenses$13,577$110,547-$124,124
Current Officers, Directors, Trustees, and Key Employees-$111,526-$111,526
Occupancy-$58,440-$58,440
Other Employee Benefits-$55,489-$55,489
Advertising-$32,239-$32,239
Other Expenses$110,251$32,025-$32,025
Office Expenses-$30,252-$30,252
Fees for Services Other-$22,100-$22,100
Insurance-$15,734-$15,734
Payroll Taxes-$5,893-$5,893
Information Technology-$1,300-$1,300
Total Functional Expenses$4,099,987$1,361,756$0$5,461,743

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,461,743
Total Expenses per Audited Statements$5,461,743
Total Expenses per Form 990$5,461,743
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 Leave$40,481
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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, Page 6, Part VI, Line 11B

“Review will be conducted by individual authorized to sign return.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Catawba Area Agency on Aging Inc
EIN
57-0956844
Phone
8033299670
Address
PO BOX 4618, ROCK HILL, SC 29730

Signing Officer

Name
Barbara J Robinson
Title
Executive Director
Phone
8033299670
Signed
2026-01-23

Organization Details

Principal Officer
Barbara J Robinson
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
18
Volunteers
6

Preparer

Firm
Phillips Cpas & Advisors
Address
201 LAVINIA AVE, GREENVILLE, SC 29601
Preparer
Matthew V Phillips
Phone
8642361380
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization recognizes the tax benefits from uncertain tax positions only if it is more-likely-than-not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The organization's income tax filings are subject to audit by various taxing authorities. Management believes the adoption of asc 740-10 resulted in no significant impact to the organization's financial statements.”

Raw XML Appendix392 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt076,071
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT BELIEVES THE ADOPTION OF ASC 740-10 RESULTED IN NO SIGNIFICANT IMPACT TO THE ORGANIZATION'S FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW WILL BE CONDUCTED BY INDIVIDUAL AUTHORIZED TO SIGN RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02051 EBENEZER RD
IRS990/USAddress/CityNm0ROCK HILL
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029731
IRS990/VotingMembersGoverningBodyCnt012
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IRS990/WebsiteAddressTxt0WWW.CATAWBA-AGING.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA J ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08033299670
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATAWBA AREA AGENCY ON AGING INC
ReturnHeader/Filer/BusinessNameControlTxt0CATA
ReturnHeader/Filer/EIN0570956844
ReturnHeader/Filer/PhoneNum08033299670
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4618
ReturnHeader/Filer/USAddress/CityNm0ROCK HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883651234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 LAVINIA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029601
ReturnHeader/PreparerPersonGrp/PhoneNum08642361380
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW V PHILLIPS
ReturnHeader/ReturnTs02026-01-28T11:50:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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