Civic Intelligence

Caldwell Council on Aging Inc.

990 • Fiscal year 2017 • EIN 72-0649370

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 19, 2017

P O Box 1498Columbia, LA 71418

(318) 649-2584

Siviq Scores

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

Liabilities / Assets

59th percentile

0.08x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

44th percentile

1.6%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

38th percentile

-0.4%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$224,673

Down $921 (-0.4%) from 2016

Net Assets

Up

$207,611

Up $11,553 (+5.9%) from 2016

Liabilities

Down

$17,062

Down $12,474 (-42%) from 2016

Revenue

Down

$736,357

Down $3,221 (-0.4%) from 2016

Expenses

Down

$724,804

Down $34,405 (-4.5%) from 2016

Net Income

Up

$11,553

Up $31,184 (+159%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $146,712Liabilities 2011: $19,103Net Assets 2011: $127,6092011Assets 2012: $140,762Liabilities 2012: $22,577Net Assets 2012: $118,1852012Assets 2013: $172,644Liabilities 2013: $23,678Net Assets 2013: $148,9662013Assets 2014: $198,141Liabilities 2014: $12,570Net Assets 2014: $185,5712014Assets 2015: $262,022Liabilities 2015: $46,333Net Assets 2015: $215,6892015Assets 2016: $225,594Liabilities 2016: $29,536Net Assets 2016: $196,0582016Assets 2017: $224,673Liabilities 2017: $17,062Net Assets 2017: $207,6112017Assets 2018: $199,116Liabilities 2018: $23,271Net Assets 2018: $175,8452018Assets 2019: $171,361Liabilities 2019: $24,141Net Assets 2019: $147,2202019Assets 2020: $260,855Liabilities 2020: $24,261Net Assets 2020: $236,5942020Assets 2021: $425,536Liabilities 2021: $38,227Net Assets 2021: $387,3092021Assets 2022: $604,341Liabilities 2022: $58,699Net Assets 2022: $545,6422022Assets 2024: $875,047Liabilities 2024: $65,100Net Assets 2024: $809,9472024Assets 2025: $948,053Liabilities 2025: $61,628Net Assets 2025: $886,4252025

Highlighted filing

2017

Assets$224,673
Liabilities$17,062
Net Assets$207,611

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,219,217Expenses 2011: $1,355,214Net Income 2011: -$135,9972011Revenue 2012: $790,146Expenses 2012: $799,570Net Income 2012: -$9,4242012Revenue 2013: $835,221Expenses 2013: $804,440Net Income 2013: $30,7812013Revenue 2014: $816,420Expenses 2014: $779,815Net Income 2014: $36,6052014Revenue 2015: $913,550Expenses 2015: $883,432Net Income 2015: $30,1182015Revenue 2016: $739,578Expenses 2016: $759,209Net Income 2016: -$19,6312016Revenue 2017: $736,357Expenses 2017: $724,804Net Income 2017: $11,5532017Revenue 2018: $740,648Expenses 2018: $772,415Net Income 2018: -$31,7672018Revenue 2019: $866,186Expenses 2019: $894,811Net Income 2019: -$28,6252019Revenue 2020: $972,214Expenses 2020: $882,840Net Income 2020: $89,3742020Revenue 2021: $1,114,364Expenses 2021: $891,161Net Income 2021: $223,2032021Revenue 2022: $1,052,198Expenses 2022: $893,864Net Income 2022: $158,3342022Revenue 2024: $1,222,225Expenses 2024: $1,105,918Net Income 2024: $116,3072024Revenue 2025: $1,242,149Expenses 2025: $1,165,671Net Income 2025: $76,4782025

Highlighted filing

2017

Revenue$736,357
Expenses$724,804
Net Income$11,553
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Gross Receipts
$736,357
Mission and Program Overview

Mission

SERVICES TO THE ELDERLY

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$170,402$171,263▲ $861
Accounts Receivable$52,968$51,135▼ $1,833
Prepaid Expenses and Deferred Charges$2,224$2,275▲ $51
Total Assets$225,594$224,673▼ $921
Liabilities
Accounts Payable and Accrued Expenses$29,536$17,062▼ $12,474
Total Liabilities$29,536$17,062▼ $12,474
Net Assets / Fund Balance
Unrestricted Net Assets$196,058$207,611▲ $11,553
Total Net Assets Fund Balance$196,058$207,611▲ $11,553
Total Liabilities and Net Assets / Fund Balance$225,594$224,673▼ $921
Compensation and Service Providers

Board Members and Trustees

NameTitle
Becky CrainChairman
Monty AdamsVice Chairman
Barbara DavisBoard Member
Betty RobinsonBoard Member
Calvin Wooten JrBoard Member
Clay BennettBoard Member
Faye CopelandBoard Member
Joy ElderBoard Member
Kevin MartinBoard Member
Laura RoquemoreBoard Member
Lora MayBoard Member
Richard MeredithBoard Member
Ronnie DardenBoard Member
Rossanna McllwainBoard Member
Tommy BascoBoard Member
Valda ParkerBoard Member
Doris RobertsSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$231,418
Program Service Revenue
$488,078
Investment Income
$0
Other Revenue
$16,861
All Other Contributions
$12,409
Change in Net Assets
$11,553

Audited Revenue Reconciliation

Revenue per Audited Statements
$736,357
Total Revenue per Audited Statements
$736,357
Total Revenue per Form 990
$736,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$443,960
Other Expenses$280,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$348,988$5,940$0$354,928
Other Expenses$61,819$0$0$61,819
Current Officers, Directors, Trustees, and Key Employees$45,117$3,396$0$48,513
Payroll Taxes$39,667$852$0$40,519
Travel$24,193$229$0$24,422
Total Functional Expenses$694,395$30,409$0$724,804

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$724,802
Total Expenses per Audited Statements$724,802
Total Expenses per Form 990$724,802
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Caldwell Council on Aging Inc
EIN
72-0649370
Phone
3186492584
Address
P O BOX 1498, COLUMBIA, LA 71418

Signing Officer

Name
Beckie Craine
Title
Chairman
Phone
3186492584
Signed
2017-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis Champagne
Formed
1969
Legal Domicile
La
Voting Board Members
17
Independent Board Members
17
Employees
23
Volunteers
8

Preparer

Firm
Marsha O Millican Apac
Address
810 WILKINSON, SHREVEPORT, LA 71104
Preparer
Marsha O Millican Apac
Phone
3182213881
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The executive director reviews form 990 before filing.

Pt VI, Line 12C

The executive director monitors compliance with the conflict of interest policy.

Pt VI, Line 15A

The board of directors determines the salaries of the executive director and employees.

Pt VI, Line 15B

The officers of the corporation are not compensated.

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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0220815
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0219009
IRS990/ProgSrvcAccomActy3Grp/Desc0LOCAL TRANSPORTATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt083001
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt083485
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0235924
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0294404
IRS990/PYOtherRevenueAmt07829
IRS990/PYProgramServiceRevenueAmt0495825
IRS990/PYRevenuesLessExpensesAmt0-19631
IRS990/PYSalariesCompEmpBnftPaidAmt0464805
IRS990/PYTotalExpensesAmt0759209
IRS990/PYTotalRevenueAmt0739578
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt011553
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0405447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0231418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0235924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0363525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0255981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0277243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01364091
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01364091
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0231418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0235924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0363525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0255981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0277243
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01364091
IRS990ScheduleA/TotalSupportAmt01364091
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0724802
IRS990ScheduleD/RevenueSubtotalAmt0736357
IRS990ScheduleD/TotalExpensesPerForm990Amt0724802
IRS990ScheduleD/TotalRevenuePerForm990Amt0736357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0736357
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0724802
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS DETERMINES THE SALARIES OF THE EXECUTIVE DIRECTOR AND EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OFFICERS OF THE CORPORATION ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0225594
IRS990/TotalAssetsEOYAmt0224673
IRS990/TotalAssetsGrp/BOYAmt0225594
IRS990/TotalAssetsGrp/EOYAmt0224673
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0231418
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030409
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0694395
IRS990/TotalFunctionalExpensesGrp/TotalAmt0724804
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029536
IRS990/TotalLiabilitiesEOYAmt017062
IRS990/TotalLiabilitiesGrp/BOYAmt029536
IRS990/TotalLiabilitiesGrp/EOYAmt017062
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0196058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0207611
IRS990/TotalProgramServiceExpensesAmt0694395
IRS990/TotalProgramServiceRevenueAmt0488078
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0504939
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0736357
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0225594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0224673
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0229
IRS990/TravelGrp/ProgramServicesAmt024193
IRS990/TravelGrp/TotalAmt024422
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0196058
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0207611
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0307 MAIN STREET
IRS990/USAddress/CityNm0COLUMBIA
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd071418
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0www.caldwellcoa.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKIE CRAINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03186492584
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL COUNCIL ON AGING INC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.06$0.89$1.24$1.17$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.07$0.81$1.22$1.11$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.06$0.55$1.05$0.89$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$1.11$0.89$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.02$0.24$0.97$0.88$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.87$0.89$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.02$0.18$0.74$0.77$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.02$0.21$0.74$0.72$0.01
2016Summary only. Only limited summary data is available for this year.$0.23$0.03$0.20$0.74$0.76$0.02
2015Summary only. Only limited summary data is available for this year.$0.26$0.05$0.22$0.91$0.88$0.03
2014Summary only. Only limited summary data is available for this year.$0.20$0.01$0.19$0.82$0.78$0.04
2013Summary only. Only limited summary data is available for this year.$0.17$0.02$0.15$0.84$0.80$0.03
2012Summary only. Only limited summary data is available for this year.$0.14$0.02$0.12$0.79$0.80$0.01
2011Summary only. Only limited summary data is available for this year.$0.15$0.02$0.13$1.22$1.36$0.14