Civic Intelligence

Montgomery Area Council on Aging

990 • Fiscal year 2017 • EIN 63-0634950

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 25, 2018

115 East Jefferson StreetMontgomery, AL 36104

(334) 263-0532

Siviq Scores

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

Liabilities / Assets

56th percentile

0.14x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.17x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

10.0%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$73,822

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,687,751

Up $309,405 (+22%) from 2016

Net Assets

Up

$1,456,810

Up $172,121 (+13%) from 2016

Liabilities

Up

$230,941

Up $137,284 (+147%) from 2016

Revenue

Up

$1,383,195

Up $267,530 (+24%) from 2016

Expenses

Up

$1,245,140

Up $74,979 (+6.4%) from 2016

Net Income

Up

$138,055

Up $192,551 (+353%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,435,474Liabilities 2011: $88,676Net Assets 2011: $2,346,7982011Assets 2012: $2,487,977Liabilities 2012: $103,662Net Assets 2012: $2,384,3152012Assets 2013: $2,443,288Liabilities 2013: $103,572Net Assets 2013: $2,339,7162013Assets 2014: $2,405,123Liabilities 2014: $94,925Net Assets 2014: $2,310,1982014Assets 2015: $2,419,567Liabilities 2015: $78,896Net Assets 2015: $2,340,6712015Assets 2016: $1,378,346Liabilities 2016: $93,657Net Assets 2016: $1,284,6892016Assets 2017: $1,687,751Liabilities 2017: $230,941Net Assets 2017: $1,456,8102017Assets 2018: $1,876,645Liabilities 2018: $257,505Net Assets 2018: $1,619,1402018Assets 2019: $1,962,348Liabilities 2019: $231,568Net Assets 2019: $1,730,7802019Assets 2020: $2,296,663Liabilities 2020: $257,929Net Assets 2020: $2,038,7342020Assets 2021: $2,451,917Liabilities 2021: $151,614Net Assets 2021: $2,300,3032021Assets 2022: $2,366,820Liabilities 2022: $189,262Net Assets 2022: $2,177,5582022Assets 2023: $2,418,027Liabilities 2023: $148,734Net Assets 2023: $2,269,2932023Assets 2024: $2,634,971Liabilities 2024: $206,961Net Assets 2024: $2,428,0102024Assets 2025: $2,726,267Liabilities 2025: $174,541Net Assets 2025: $2,551,7262025

Highlighted filing

2017

Assets$1,687,751
Liabilities$230,941
Net Assets$1,456,810

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,385,2232011Expenses 2012: $1,320,5692012Expenses 2013: $1,358,0932013Revenue 2014: $1,270,112Expenses 2014: $1,325,734Net Income 2014: -$55,6222014Revenue 2015: $1,151,847Expenses 2015: $1,109,198Net Income 2015: $42,6492015Revenue 2016: $1,115,665Expenses 2016: $1,170,161Net Income 2016: -$54,4962016Revenue 2017: $1,383,195Expenses 2017: $1,245,140Net Income 2017: $138,0552017Revenue 2018: $1,434,932Expenses 2018: $1,290,260Net Income 2018: $144,6722018Revenue 2019: $1,505,373Expenses 2019: $1,390,763Net Income 2019: $114,6102019Revenue 2020: $1,811,498Expenses 2020: $1,508,403Net Income 2020: $303,0952020Revenue 2021: $1,696,988Expenses 2021: $1,515,745Net Income 2021: $181,2432021Revenue 2022: $1,644,153Expenses 2022: $1,646,639Net Income 2022: -$2,4862022Revenue 2023: $1,540,822Expenses 2023: $1,438,012Net Income 2023: $102,8102023Revenue 2024: $1,876,659Expenses 2024: $1,860,916Net Income 2024: $15,7432024Revenue 2025: $1,979,722Expenses 2025: $1,935,033Net Income 2025: $44,6892025

Highlighted filing

2017

Revenue$1,383,195
Expenses$1,245,140
Net Income$138,055
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 25, 2018
Return Version
2016v3.0
Gross Receipts
$1,413,108
Mission and Program Overview

Mission

To assist senior citizens by providing services to promote independent living, by offering opportunities to enhance quality of life, and by increasing community awareness of senior issues

To provide services to the aging population

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$625,753$752,443▲ $126,690
Investments in Publicly Traded Securities$390,287$474,729▲ $84,442
Cash and Non-Interest-Bearing Accounts$119,628$295,404▲ $175,776
Savings and Temporary Cash Investments$131,017$89,546▼ $41,471
Pledges and Grants Receivable$73,375$43,750▼ $29,625
Accounts Receivable$18,222$23,609▲ $5,387
Prepaid Expenses and Deferred Charges$20,064$8,270▼ $11,794
Total Assets$1,378,346$1,687,751▲ $309,405
Liabilities
Mortgage Notes Payable Secured by Investment Property$0$130,014▲ $130,014
Accounts Payable and Accrued Expenses$72,747$83,174▲ $10,427
Deferred Revenue$15,729$15,213▼ $516
Other Liabilities$5,181$2,540▼ $2,641
Total Liabilities$93,657$230,941▲ $137,284
Net Assets / Fund Balance
Unrestricted Net Assets$912,535$1,008,860▲ $96,325
Temporarily Rstr Net Assets$372,154$447,950▲ $75,796
Total Net Assets Fund Balance$1,284,689$1,456,810▲ $172,121
Total Liabilities and Net Assets / Fund Balance$1,378,346$1,687,751▲ $309,405

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,433$611,352$649,785
Land$627,011-$627,011
Leasehold Improvements$67,254$298,801$366,055
Buildings$19,745$96,366$116,111
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna MariettaExecutive DirectorFT$73,620$202$73,822

Board Members and Trustees

NameTitle
CATHY caddellChairman
Richard Ambergimmediate past chairman
LARRY CArterVice Chairman
Andrea MccainbOARD MEMBER
Angela CrosbyBoarD MEMBER
Anthony LeighBoard Member
Bob McgaugheybOARD MEMBER
Bobby WeilbOARD MEMBER
DAryl baileybOARD MEMBER
Dottie BlairbOARD MEMBER
Esther MillerBoARD MEMBER
FELICIA longBoard Member
Jake KyserBoard Member
Jason GardnerBoard Member
Jim BroylesBoard Member
Jim WeinstockbOARD MEMBER
John CraftBoard Member
Lloria Munnerlyn JamesBoard Member
MELIssa johnsonBoard Member
Marie ThurmanbOARD MEMBER
Mike VinsonbOARD MEMBER
Neil EplerBoard Member
Rebecca WilliamsBoard Member
Robert FroeseBoard Member
Roy McauleybOARD MEMBER
Thomas VocinobOARD MEMBER
Vera HawthorneBoard Member
SARah spearex-offICIO
SUe GroceEx-officio
Sam JohnsonEx-offICIO
Sieu Tang WoodEx-officio
bARbara dukeex-offICIO
hELen geeseyEx-officio
PAUL scottSecretary-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,274,856
Program Service Revenue
$35,144
Investment Income
$14,025
Other Revenue
$59,170
All Other Contributions
$591,938
Change in Net Assets
$138,055

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,383,195
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$82,615
Total Revenue per Audited Statements
$1,465,810
Total Revenue per Form 990
$1,383,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$624,160
Other Expenses$620,980
Total Fundraising Expense$94,396
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$337,812$73,437$63,668$474,917
Current Officers, Directors, Trustees, and Key Employees-$72,453-$72,453
Occupancy$43,520$5,298$1,849$50,667
Office Expenses$35,198$5,516$2,883$43,597
Payroll Taxes$24,538$11,209$4,228$39,975
Depreciation Depletion$27,898$2,711$1,243$31,852
Other Employee Benefits$20,087$317$4,055$24,459
Other Expenses$21,561$15,119$13,019$21,561
All Other Expenses$20,515--$20,515
Travel$17,351$168$169$17,688
Fees for Services Accounting$12,066$2,839$1,503$16,408
Conferences and Meetings$13,058-$25$13,083
Insurance$10,403$1,561$486$12,450
Pension Plan Contributions$6,822$4,266$1,268$12,356
Fees for Service Investment Mgmnt Fees-$4,746-$4,746
Interest-$1,263-$1,263
Fees for Services Other$125--$125
Total Functional Expenses$949,841$200,903$94,396$1,245,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,293,689
Expenses per Audited Statements$1,245,140
Total Expenses per Form 990$1,245,140
Expenses Not Reported on Form 990$48,549
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,010
Fundraising Direct Expenses$28,739
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Culinary Caper$90,414$48,760$4,102$44,658
golf tournament$38,111$11,385$569$10,816
Total Events$214,990$66,010$28,739$37,271
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$2,540
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, Part VI, Section B, line 11B

THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR REVIEW THE FORM 990. the return is reviewed by the finance committee and then submitted to the entire board for review prior to filing with the IRS.

Form 990, Part VI, Section B, line 12C

An interested party is under a continuing obligation to disclose any actual or potential conflict of interest as soon as it is known. An interested party shall complete a questionnaire, in the form of a Disclosure Statement, to fully and completely disclose the material facts about any actual or potential conflicts of interest. The Disclosure Statement shall be completed with MACOA and shall be updated annually. An additional Disclosure Statement shall be filed at such time as an actual or potential conflict arises. For Board members, the disclosure statements shall be provided to the Chairman of the Board. The Chairmans Disclosure Statement shall be provided to the Secretary of the Board. Copies shall also be provided to the Executive Director of MACOA. In the case of staff, the disclosure statements shall be provided to the Executive Director. The Executive Directors disclosure statement shall be provided to the Chairman of the Board. Whenever there is reason to believe that an actual or potential conflict of interest exists between MACOA and an interested party, the Board of Directors shall determine the appropriate organizational response. This shall include, but shall not necessarily be limited to, invoking the procedures described in the conflict of interest policy with respect to a specific proposed action or transaction. If an actual or potential conflict involves an employee of the organization other than the Executive Director, the Executive Director shall, in the first instance, be responsible for reviewing the matter and shall take necessary and appropriate action to protect the interests of MACOA. The Executive Director shall report to the Chairman within ten (10) business days the results of any review and the action taken. The Chairman, in consultation with the Executive Committee, shall determine if any further Board review or action is required.

Form 990, Part VI, Section B, line 15A

Salaries are discussed with executive committee

Form 990, Part VI, Section C, line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Montgomery Area Council on Aging
EIN
63-0634950
Phone
3342630532
Address
115 EAST JEFFERSON STREET, MONTGOMERY, AL 36104

Signing Officer

Name
donna marietta
Title
Executive Director
Phone
3342630532
Signed
2018-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
donna marietta
Formed
1972
Legal Domicile
Al
Voting Board Members
30
Independent Board Members
30
Employees
27
Volunteers
3,034

Preparer

Firm
Warren Averett LLC
Address
3815 Interstate Ct, Montgomery, AL 36109
Preparer
D Clynton Hart Jr CPA
Phone
3342712200
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Council is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and similar provisions of the Code of Alabama. The Council has been classified as an organization that is not a private foundation under Section 509(a) of the Internal Revenue Code and qualifies for charitable contribution deduction by individual donors as stated in Section 170. As of and for the year ended September 30, 2016, the Council had no uncertain tax positions, or interest and penalties, that qualify for either recognition or disclosure in the financial statements.

Part XI, Line 2D - Other Adjustments:

Fundraising expenses 28,739.

Part XII, Line 2D - Other Adjustments:

Fundraising expenses 28,739.

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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/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt34202
IRS990/Form990PartVIISectionAGrp/PersonNm0DAryl bailey
IRS990/Form990PartVIISectionAGrp/PersonNm1DOTTIE BLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHY caddell
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM BROYLES
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY CArter
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN CRAFT
IRS990/Form990PartVIISectionAGrp/PersonNm6NEIL EPLER
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT FROESE
IRS990/Form990PartVIISectionAGrp/PersonNm8JASON GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm9VERA HAWTHORNE
IRS990/Form990PartVIISectionAGrp/PersonNm10LLORIA MUNNERLYN JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm11MELIssa johnson
IRS990/Form990PartVIISectionAGrp/PersonNm12JAKE KYSER
IRS990/Form990PartVIISectionAGrp/PersonNm13RICHARD AMBERG
IRS990/Form990PartVIISectionAGrp/PersonNm14FELICIA long
IRS990/Form990PartVIISectionAGrp/PersonNm15bARbara duke
IRS990/Form990PartVIISectionAGrp/PersonNm16hELen geesey
IRS990/Form990PartVIISectionAGrp/PersonNm17SUe Groce
IRS990/Form990PartVIISectionAGrp/PersonNm18SARah spear
IRS990/Form990PartVIISectionAGrp/PersonNm19SIEU TANG WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm20ROY MCAULEY
IRS990/Form990PartVIISectionAGrp/PersonNm21ANDREA MCCAIN
IRS990/Form990PartVIISectionAGrp/PersonNm22BOB MCGAUGHEY
IRS990/Form990PartVIISectionAGrp/PersonNm23PAUL scott
IRS990/Form990PartVIISectionAGrp/PersonNm24MARIE THURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm25MIKE VINSON
IRS990/Form990PartVIISectionAGrp/PersonNm26THOMAS VOCINO
IRS990/Form990PartVIISectionAGrp/PersonNm27BOBBY WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm28Angela Crosby
IRS990/Form990PartVIISectionAGrp/PersonNm29Anthony Leigh
IRS990/Form990PartVIISectionAGrp/PersonNm30Esther Miller
IRS990/Form990PartVIISectionAGrp/PersonNm31Jim Weinstock
IRS990/Form990PartVIISectionAGrp/PersonNm32Rebecca Williams
IRS990/Form990PartVIISectionAGrp/PersonNm33Sam Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm34Donna Marietta
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3473620
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/TitleTxt0bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13immediate past chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15ex-offICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt16EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt17EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt18ex-offICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt19EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt20bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23Secretary-Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt24bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BoarD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30BoARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt31bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt32BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt33Ex-offICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt34Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0148980
IRS990/FundraisingDirectExpensesAmt028739
IRS990/FundraisingGrossIncomeAmt066010
IRS990/GainOrLossGrp/SecuritiesAmt0-77
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GovernmentGrantsAmt0433088
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01413108
IRS990/GrossRentsGrp/RealAmt019683
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt030
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0486
IRS990/InsuranceGrp/ManagementAndGeneralAmt01561
IRS990/InsuranceGrp/ProgramServicesAmt010403
IRS990/InsuranceGrp/TotalAmt012450
IRS990/InterestGrp/ManagementAndGeneralAmt01263
IRS990/InterestGrp/TotalAmt01263
IRS990/InvestmentIncomeGrp/ExclusionAmt014102
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014102
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0390287
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0474729
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01006519
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0625753
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0752443
IRS990/LandBldgEquipCostOrOtherBssAmt01758962
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt077
IRS990/LessRentalExpensesGrp/RealAmt01097
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST SENIOR CITIZENS BY PROVIDING SERVICES TO PROMOTE INDEPENDENT LIVING, BY OFFERING OPPORTUNITIES TO ENHANCE QUALITY OF LIFE, AND BY INCREASING COMMUNITY AWARENESS OF SENIOR ISSUES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0130014
IRS990/NetAssetsOrFundBalancesBOYAmt01284689
IRS990/NetAssetsOrFundBalancesEOYAmt01456810
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-77
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-77
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt037271

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.73$0.17$2.55$1.98$1.94$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.21$2.43$1.88$1.86$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.15$2.27$1.54$1.44$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.19$2.18$1.64$1.65$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.15$2.30$1.70$1.52$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.26$2.04$1.81$1.51$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.23$1.73$1.51$1.39$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.26$1.62$1.43$1.29$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.23$1.46$1.38$1.25$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.09$1.28$1.12$1.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.08$2.34$1.15$1.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.09$2.31$1.27$1.33$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.10$2.34$1.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.10$2.38$1.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.09$2.35$1.39