Civic Intelligence

Lasalle Council on Aging Inc.

990 • Fiscal year 2023 • EIN 72-0683057

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 03, 2023

PO Box 87Trout, LA 71371

(318) 992-4708

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

54th percentile

6.0%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$45,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

47th percentile

2.5%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

18%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$828,628

Up $19,936 (+2.5%) from 2022

Net Assets

Up

$825,188

Up $23,771 (+3.0%) from 2022

Liabilities

Down

$3,440

Down $3,835 (-53%) from 2022

Revenue

Up

$394,512

Up $59,064 (+18%) from 2022

Expenses

Up

$370,741

Up $64,050 (+21%) from 2022

Net Income

Down

$23,771

Down $4,986 (-17%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $379,537Liabilities 2011: $4182011Assets 2012: $429,522Liabilities 2012: $359Net Assets 2012: $429,1632012Assets 2013: $470,348Liabilities 2013: $400Net Assets 2013: $469,9482013Assets 2014: $523,381Liabilities 2014: $710Net Assets 2014: $522,6712014Assets 2015: $658,327Liabilities 2015: $2,066Net Assets 2015: $656,2612015Assets 2016: $664,646Liabilities 2016: $1,198Net Assets 2016: $663,4482016Assets 2017: $664,261Liabilities 2017: $2,175Net Assets 2017: $662,0862017Assets 2018: $659,195Liabilities 2018: $759Net Assets 2018: $658,4362018Assets 2019: $646,707Liabilities 2019: $12,941Net Assets 2019: $633,7662019Assets 2020: $688,315Liabilities 2020: $740Net Assets 2020: $687,5752020Assets 2021: $780,631Liabilities 2021: $7,971Net Assets 2021: $772,6602021Assets 2022: $808,692Liabilities 2022: $7,275Net Assets 2022: $801,4172022Assets 2023: $828,628Liabilities 2023: $3,440Net Assets 2023: $825,1882023Assets 2024: $894,131Liabilities 2024: $7,355Net Assets 2024: $886,7762024Assets 2025: $975,942Liabilities 2025: $14,457Net Assets 2025: $961,4852025

Highlighted filing

2023

Assets$828,628
Liabilities$3,440
Net Assets$825,188

Operations Trend

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

$600K$400K$200K$0Revenue 2011: $172,713Expenses 2011: $165,929Net Income 2011: $6,7842011Revenue 2012: $216,554Expenses 2012: $155,029Net Income 2012: $61,5252012Revenue 2013: $216,008Expenses 2013: $162,430Net Income 2013: $53,5782013Revenue 2014: $223,987Expenses 2014: $158,473Net Income 2014: $65,5142014Revenue 2015: $340,796Expenses 2015: $261,064Net Income 2015: $79,7322015Revenue 2016: $224,554Expenses 2016: $192,177Net Income 2016: $32,3772016Revenue 2017: $216,992Expenses 2017: $193,164Net Income 2017: $23,8282017Revenue 2018: $213,721Expenses 2018: $192,181Net Income 2018: $21,5402018Revenue 2019: $211,292Expenses 2019: $210,773Net Income 2019: $5192019Revenue 2020: $313,991Expenses 2020: $260,182Net Income 2020: $53,8092020Revenue 2021: $382,829Expenses 2021: $297,743Net Income 2021: $85,0862021Revenue 2022: $335,448Expenses 2022: $306,691Net Income 2022: $28,7572022Revenue 2023: $394,512Expenses 2023: $370,741Net Income 2023: $23,7712023Revenue 2024: $546,005Expenses 2024: $484,417Net Income 2024: $61,5882024Revenue 2025: $583,496Expenses 2025: $508,788Net Income 2025: $74,7082025

Highlighted filing

2023

Revenue$394,512
Expenses$370,741
Net Income$23,771
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$394,512
Mission and Program Overview

Mission

Provide Title 111B services to approximately 300 unduplicated seniors in LaSalle Parish to include chor, information and assistance,outreach telephoning and transportation.

Services for elderly age 60 and older in lasalle parish la following guidelines in older americans act of 1965 and la state goea

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$609,115$648,606▲ $39,491
Land, Buildings, and Equipment, Net$184,714$168,968▼ $15,746
Accounts Receivable$14,863$11,054▼ $3,809
Total Assets$808,692$828,628▲ $19,936
Liabilities
Accounts Payable and Accrued Expenses$7,275$3,440▼ $3,835
Total Liabilities$7,275$3,440▼ $3,835
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$801,139$824,910▲ $23,771
Net Assets With Donor Restrictions$278$278→ $0
Total Net Assets Fund Balance$801,417$825,188▲ $23,771
Total Liabilities and Net Assets / Fund Balance$808,692$828,628▲ $19,936

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$151,943$238,722-
Other Land Buildings$4,968$28,563-
Land$10,000--
Equipment$2,057$19,771-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Polly DuncanExecutive DirectorFT$45,000$45,000
Theresa HinesExcutive Director-$5,200$5,200

Board Members and Trustees

NameTitle
Wayne RichardsonPresident
Ashley KeeneBoard Member
Linda VachulaBoard Member
Ashley KeeneMember
David HowardMember
Ellen MartinMember
Penny GreshamMember
Roy BreithauptMember
Scott MclendonMember
Jean SmithSecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$391,562
Program Service Revenue
$0
Investment Income
$2,950
Other Revenue
$0
All Other Contributions
$23,654
Change in Net Assets
$23,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$251,634
Other Expenses$119,107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$181,456--$181,456
Current Officers, Directors, Trustees, and Key Employees$22,590$29,610-$52,200
Occupancy$25,671$21,003-$46,674
Travel$24,159--$24,159
Other Expenses$21,702$2,249-$23,951
Payroll Taxes$15,281$2,697-$17,978
Depreciation Depletion-$15,416-$15,416
Total Functional Expenses$299,766$70,975$0$370,741
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
Yes
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

Reviewed by the Executive Director before filing

Part VI Line 19

Made available upon request

Filing and Contact Details

Filer

Filer Name
Lasalle Council on Aging Inc
EIN
72-0683057
In Care Of
% Theresa Hines
Address
PO BOX 87, Trout, LA 71371

Signing Officer

Name
Theresa Hines
Title
Director
Phone
3189924708
Signed
2023-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Richardson
Legal Domicile
La
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
1

Preparer

Firm
Paul Dauzat CPA LLC
Address
1220 WINDSOR PLACE, ALEXANDRIA, LA 71303
Preparer
Paul Dauzat CPA
Phone
3184527376
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt072905
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0391447
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0367908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0332329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0363899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0310513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0208306
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01582955
IRS990ScheduleA/TotalSupportAmt01595359
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0151943
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0238722
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0390665
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02057
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019771
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt021828
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt010000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt010000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04968
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028563
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt033531
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0168968
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by the Executive Director before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Made available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0808692
IRS990/TotalAssetsEOYAmt0828628
IRS990/TotalAssetsGrp/BOYAmt0808692
IRS990/TotalAssetsGrp/EOYAmt0828628
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0391562
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070975
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0299766
IRS990/TotalFunctionalExpensesGrp/TotalAmt0370741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07275
IRS990/TotalLiabilitiesEOYAmt03440
IRS990/TotalLiabilitiesGrp/BOYAmt07275
IRS990/TotalLiabilitiesGrp/EOYAmt03440
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0801417
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0825188
IRS990/TotalProgramServiceExpensesAmt0266332
IRS990/TotalReportableCompFromOrgAmt050200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02950
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0394512
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0808692
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0828628
IRS990/TravelGrp/ProgramServicesAmt024159
IRS990/TravelGrp/TotalAmt024159
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04224 Austin Road
IRS990/USAddress/CityNm0Jena
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd071342
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA HINES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03189924708
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LASALLE COUNCIL ON AGING INC
ReturnHeader/Filer/BusinessNameControlTxt0LASA
ReturnHeader/Filer/EIN0720683057
ReturnHeader/Filer/InCareOfNm0% Theresa Hines
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/Filer/USAddress/CityNm0Trout
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071371
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474823619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL DAUZAT CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01220 WINDSOR PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071303
ReturnHeader/PreparerPersonGrp/PhoneNum03184527376
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DAUZAT CPA
ReturnHeader/ReturnTs02023-11-03T15:49:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HINES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.76$0.14$9.61$5.83$5.09$0.75
2024Detailed filing. Detailed filing data is available for this year.$8.94$0.07$8.87$5.46$4.84$0.62
2023Detailed filing. Detailed filing data is available for this year.$8.29$0.03$8.25$3.95$3.71$0.24
2022Detailed filing. Detailed filing data is available for this year.$8.09$0.07$8.01$3.35$3.07$0.29
2021Detailed filing. Detailed filing data is available for this year.$7.81$0.08$7.73$3.83$2.98$0.85
2020Summary only. Only limited summary data is available for this year.$6.88$0.01$6.88$3.14$2.60$0.54
2019Summary only. Only limited summary data is available for this year.$6.47$0.13$6.34$2.11$2.11$0.01
2018Summary only. Only limited summary data is available for this year.$6.59$0.01$6.58$2.14$1.92$0.22
2017Summary only. Only limited summary data is available for this year.$6.64$0.02$6.62$2.17$1.93$0.24
2016Summary only. Only limited summary data is available for this year.$6.65$0.01$6.63$2.25$1.92$0.32
2015Summary only. Only limited summary data is available for this year.$6.58$0.02$6.56$3.41$2.61$0.80
2014Summary only. Only limited summary data is available for this year.$5.23$0.01$5.23$2.24$1.58$0.66
2013Summary only. Only limited summary data is available for this year.$4.70$0.00$4.70$2.16$1.62$0.54
2012Summary only. Only limited summary data is available for this year.$4.30$0.00$4.29$2.17$1.55$0.62
2011Summary only. Only limited summary data is available for this year.$3.80$0.00$1.73$1.66$0.07