Civic Intelligence

Montgomery Area Council on Aging

990 • Fiscal year 2018 • EIN 63-0634950

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 07, 2019

Organization ProfileWWW.MACOA.ORG

View Organization Page

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

57th percentile

0.14x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.18x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$76,285

Higher top officer pay than 57% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

3.7%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,876,645

Up $188,894 (+11%) from 2017

Net Assets

Up

$1,619,140

Up $162,330 (+11%) from 2017

Liabilities

Up

$257,505

Up $26,564 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Up

$1,434,932

Up $51,737 (+3.7%) from 2017

Expenses

Up

$1,290,260

Up $45,120 (+3.6%) from 2017

Net Income

Up

$144,672

Up $6,617 (+4.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2018

Assets$1,876,645
Liabilities$257,505
Net Assets$1,619,140
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

2018

Revenue$1,434,932
Expenses$1,290,260
Net Income$144,672
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 7, 2019
Return Version
2017v2.3
Gross Receipts
$1,462,417
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$752,443$850,146▲ $97,703
Investments in Publicly Traded Securities$474,729$485,743▲ $11,014
Cash and Non-Interest-Bearing Accounts$295,404$328,251▲ $32,847
Savings and Temporary Cash Investments$89,546$110,512▲ $20,966
Pledges and Grants Receivable$43,750$53,805▲ $10,055
Accounts Receivable$23,609$30,126▲ $6,517
Prepaid Expenses and Deferred Charges$8,270$13,062▲ $4,792
Total Assets$1,687,751$1,876,645▲ $188,894
Other Assets Total$0$5,000▲ $5,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$130,014$130,014→ $0
Accounts Payable and Accrued Expenses$83,174$103,925▲ $20,751
Deferred Revenue$15,213$13,703▼ $1,510
Other Liabilities$2,540$9,863▲ $7,323
Total Liabilities$230,941$257,505▲ $26,564
Net Assets / Fund Balance
Unrestricted Net Assets$1,008,860$1,227,745▲ $218,885
Temporarily Rstr Net Assets$447,950$391,395▼ $56,555
Total Net Assets Fund Balance$1,456,810$1,619,140▲ $162,330
Total Liabilities and Net Assets / Fund Balance$1,687,751$1,876,645▲ $188,894

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,510$605,822$661,332
Land$627,011-$627,011
Leasehold Improvements$148,678$319,458$468,136
Buildings$18,947$97,164$116,111
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna MariettaExecutive DirectorFT$70,786$5,499$76,285

Board Members and Trustees

NameTitle
Larry CarterChairman
Cathy CaddellImmediate Past Chairman
Paul ScottVice Chairman
Andrea MccainBoard Member
Angela CrosbyBoard Member
Anthony LeighBoard Member
Bob McgaugheyBoard Member
Dottie BlairBoard Member
Esther MillerBoard Member
Felicia LongBoard Member
Jake KyzerBoard Member
Jim WeinstockBoard Member
John MarshallBoard Member
Marie ThurmanBoard Member
Melissa JohnsonBoard Member
Mike MasonBoard Member
Mike VinsonBoard Member
Neil EplerBoard Member
Rebecca WilliamsBoard Member
Roy McauleyBoard Member
Thomas VocinoBoard Member
Willis TeelBoard Member
Barbara DukeEx Officio
Helen GeeseyEx Officio
Sam JohnsonEx Officio
Sarah SpeerEx Officio
Sieu Tang WoodEx Officio
Sue GroceEx Officio
Jason GardnerSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,307,702
Program Service Revenue
$37,022
Investment Income
$20,548
Other Revenue
$69,660
All Other Contributions
$609,403
Change in Net Assets
$144,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,434,932
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$68,718
Total Revenue per Audited Statements
$1,503,650
Total Revenue per Form 990
$1,434,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$646,823
Other Expenses$643,437
Total Fundraising Expense$63,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$364,418$74,064$45,460$483,942
Current Officers, Directors, Trustees, and Key Employees-$75,422-$75,422
Occupancy$47,671$6,416$2,305$56,392
Payroll Taxes$26,484$11,528$3,347$41,359
Office Expenses$28,295$3,953$2,514$34,762
Depreciation Depletion$31,092$2,292$839$34,223
Other Employee Benefits$30,750-$201$30,951
Travel$20,562$231$211$21,004
Fees for Services Accounting$13,147$2,934$899$16,980
Other Expenses$1,105$9,007$6,758$16,870
Pension Plan Contributions$9,327$5,606$216$15,149
Insurance$11,198$2,500$765$14,463
All Other Expenses$14,439--$14,439
Conferences and Meetings$9,406-$180$9,586
Interest-$5,604-$5,604
Fees for Service Investment Mgmnt Fees-$5,316-$5,316
Fees for Services Other$125--$125
Total Functional Expenses$1,021,692$204,873$63,695$1,290,260

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,341,320
Expenses per Audited Statements$1,290,260
Total Expenses per Form 990$1,290,260
Expenses Not Reported on Form 990$51,060
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$61,489
Fundraising Direct Expenses$26,726
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Culinary Caper$82,926$43,684$3,440$40,244
Golf Tournament$39,655$12,190$636$11,554
Total Events$174,094$61,489$26,726$34,763
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$9,863
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
2019-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Marietta
Formed
1972
Legal Domicile
Al
Voting Board Members
23
Independent Board Members
23
Employees
31
Volunteers
3,470

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, 2018, 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 26,726.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 26,726.”

Raw XML AppendixShowing 400 of 694 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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IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIS TEEL
IRS990/Form990PartVIISectionAGrp/PersonNm12MELISSA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JAKE KYZER
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IRS990/Form990PartVIISectionAGrp/PersonNm15FELICIA LONG
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm17ROY MCAULEY
IRS990/Form990PartVIISectionAGrp/PersonNm18MARIE THURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19MIKE VINSON
IRS990/Form990PartVIISectionAGrp/PersonNm20THOMAS VOCINO
IRS990/Form990PartVIISectionAGrp/PersonNm21JIM WEINSTOCK
IRS990/Form990PartVIISectionAGrp/PersonNm22REBECCA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm23BARBARA DUKE
IRS990/Form990PartVIISectionAGrp/PersonNm24HELEN GEESEY
IRS990/Form990PartVIISectionAGrp/PersonNm25SUE GROCE
IRS990/Form990PartVIISectionAGrp/PersonNm26SAM JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm27SARAH SPEER
IRS990/Form990PartVIISectionAGrp/PersonNm28SIEU TANG WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm29DONNA 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/ReportableCompFromOrgAmt2970786
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt24EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt25EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt26EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt27EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt28EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0112605
IRS990/FundraisingDirectExpensesAmt026726
IRS990/FundraisingGrossIncomeAmt061489
IRS990/GainOrLossGrp/SecuritiesAmt01331
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt0440488
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01331
IRS990/GrossReceiptsAmt01462417
IRS990/GrossRentsGrp/RealAmt026455
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0765
IRS990/InsuranceGrp/ManagementAndGeneralAmt02500
IRS990/InsuranceGrp/ProgramServicesAmt011198
IRS990/InsuranceGrp/TotalAmt014463
IRS990/InterestGrp/ManagementAndGeneralAmt05604
IRS990/InterestGrp/TotalAmt05604
IRS990/InvestmentIncomeGrp/ExclusionAmt019217
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019217
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0474729
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0485743
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01022444
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0752443
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0850146
IRS990/LandBldgEquipCostOrOtherBssAmt01872590
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt0759
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01019
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01019
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/BOYAmt0130014
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0130014
IRS990/NetAssetsOrFundBalancesBOYAmt01456810
IRS990/NetAssetsOrFundBalancesEOYAmt01619140
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01331
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01331
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt034763
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt034763
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt025696
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt025696
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017658
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02305
IRS990/OccupancyGrp/ManagementAndGeneralAmt06416
IRS990/OccupancyGrp/ProgramServicesAmt047671
IRS990/OccupancyGrp/TotalAmt056392
IRS990/OfficeExpensesGrp/FundraisingAmt02514
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03953
IRS990/OfficeExpensesGrp/ProgramServicesAmt028295
IRS990/OfficeExpensesGrp/TotalAmt034762
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0201
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt030750
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030951
IRS990/OtherExpensesGrp/Desc0MEALS FOR CLIENTS
IRS990/OtherExpensesGrp/Desc1PROMOTIONAL ACTIVITIES
IRS990/OtherExpensesGrp/Desc2VOLUNTEER ACTIVITIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt06758
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09007
IRS990/OtherExpensesGrp/ProgramServicesAmt0370470
IRS990/OtherExpensesGrp/ProgramServicesAmt123554

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,876,645
Liabilities
$257,505
Net assets
$1,619,140
Revenue
$1,434,932
Expenses
$1,290,260
Net income
$144,672
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
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.26$1.62$1.43$1.29$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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