Civic Intelligence

Capital Area Agency on Aging Inc

EIN 72-0738045 • 501(c)3 • Baton Rouge, LA

Profile

The agency's mission is to advocate and provide services to enhance the quality of life for older adults.

2051 Silverside Dr Suite 208Baton Rouge, LA 70808-9005

www.capitalaaa.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.65x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

48th percentile

0.14x

Higher debt load relative to revenue than 48% of similar nonprofits.

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

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

29th percentile

$70,644

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

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

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

30th percentile

-2.7%

Faster revenue growth than 30% of similar nonprofits.

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

Assets

Up

$1,471,950

Up $211,858 (+17%) from 2024

Liabilities

Up

$957,718

Up $184,862 (+24%) from 2024

Net Assets

Up

$514,232

Up $26,996 (+5.5%) from 2024

Revenue

Down

$6,725,532

Down $185,648 (-2.7%) from 2024

Expenses

Down

$6,718,536

Down $332,153 (-4.7%) from 2024

Net Income

Up

$6,996

Up $146,505 (+105%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $637,548Liabilities 2011: $363,704Net Assets 2011: $273,8442011Assets 2012: $675,875Liabilities 2012: $372,077Net Assets 2012: $303,7982012Assets 2013: $522,394Liabilities 2013: $319,931Net Assets 2013: $202,4632013Assets 2014: $445,217Liabilities 2014: $354,000Net Assets 2014: $91,2172014Assets 2015: $462,669Liabilities 2015: $368,874Net Assets 2015: $93,7952015Assets 2016: $468,359Liabilities 2016: $453,478Net Assets 2016: $14,8812016Assets 2017: $499,120Liabilities 2017: $430,412Net Assets 2017: $68,7082017Assets 2018: $560,194Liabilities 2018: $425,481Net Assets 2018: $134,7132018Assets 2019: $513,737Liabilities 2019: $421,587Net Assets 2019: $92,1502019Assets 2020: $1,144,954Liabilities 2020: $1,000,457Net Assets 2020: $144,4972020Assets 2021: $994,415Liabilities 2021: $708,721Net Assets 2021: $285,6942021Assets 2022: $1,547,142Liabilities 2022: $829,416Net Assets 2022: $717,7262022Assets 2023: $1,325,005Liabilities 2023: $698,259Net Assets 2023: $626,7462023Assets 2024: $1,260,092Liabilities 2024: $772,856Net Assets 2024: $487,2362024Assets 2025: $1,471,950Liabilities 2025: $957,718Net Assets 2025: $514,2322025

Highlighted filing

2025

Assets$1,471,950
Liabilities$957,718
Net Assets$514,232

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,998,7832011Expenses 2012: $4,470,4122012Expenses 2013: $4,181,0322013Revenue 2014: $4,442,242Expenses 2014: $4,553,488Net Income 2014: -$111,2462014Revenue 2015: $4,648,779Expenses 2015: $4,646,201Net Income 2015: $2,5782015Revenue 2016: $4,211,226Expenses 2016: $4,290,140Net Income 2016: -$78,9142016Revenue 2017: $4,933,278Expenses 2017: $4,879,451Net Income 2017: $53,8272017Revenue 2018: $4,972,340Expenses 2018: $4,906,335Net Income 2018: $66,0052018Revenue 2019: $4,909,529Expenses 2019: $4,952,092Net Income 2019: -$42,5632019Revenue 2020: $5,560,095Expenses 2020: $5,507,748Net Income 2020: $52,3472020Revenue 2021: $6,605,197Expenses 2021: $6,464,000Net Income 2021: $141,1972021Revenue 2022: $6,524,338Expenses 2022: $6,092,306Net Income 2022: $432,0322022Revenue 2023: $6,643,794Expenses 2023: $6,734,773Net Income 2023: -$90,9792023Revenue 2024: $6,911,180Expenses 2024: $7,050,689Net Income 2024: -$139,5092024Revenue 2025: $6,725,532Expenses 2025: $6,718,536Net Income 2025: $6,9962025

Highlighted filing

2025

Revenue$6,725,532
Expenses$6,718,536
Net Income$6,996

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.96$0.51$6.73$6.72$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.77$0.49$6.91$7.05$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.70$0.63$6.64$6.73$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.83$0.72$6.52$6.09$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.71$0.29$6.61$6.46$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.14$1.00$0.14$5.56$5.51$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.42$0.09$4.91$4.95$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.43$0.13$4.97$4.91$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.43$0.07$4.93$4.88$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.45$0.01$4.21$4.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.37$0.09$4.65$4.65$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.35$0.09$4.44$4.55$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.32$0.20$4.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.37$0.30$4.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.36$0.27$5.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$6,730,271
Mission and Program Overview

Mission

The Agency's mission is to provide advocacy and specified services for seniors and persons with adult onset disabilities and their caregivers, that will help them remain in their own homes and communities with independence and dignity and protection from harm.

Advocate and provide services to enhance the quality of life for older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$635,801$1,129,766▲ $493,965
Accounts Receivable$233,948$206,678▼ $27,270
Pledges and Grants Receivable$379,814$119,632▼ $260,182
Prepaid Expenses and Deferred Charges$6,532$13,123▲ $6,591
Land, Buildings, and Equipment, Net$3,997$2,751▼ $1,246
Total Assets$1,260,092$1,471,950▲ $211,858
Liabilities
Accounts Payable and Accrued Expenses$332,607$577,184▲ $244,577
Grants Payable$396,673$346,844▼ $49,829
Other Liabilities$32,226$30,230▼ $1,996
Deferred Revenue$11,350$3,460▼ $7,890
Total Liabilities$772,856$957,718▲ $184,862
Net Assets / Fund Balance
Net Assets With Donor Restrictions$479,228$423,533▼ $55,695
Net Assets Without Donor Restrictions$8,008$90,699▲ $82,691
Total Net Assets Fund Balance$487,236$514,232▲ $26,996
Total Liabilities and Net Assets / Fund Balance$1,260,092$1,471,950▲ $211,858

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,751$8,043$10,794
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Melodie LeggettCFOFT$70,644$70,644
Craig KaberlineExecutive DiFT$69,569$69,569

Board Members and Trustees

NameTitle
Kristin ZattaPresident
Allison KidderBoard Member
Betty RaglinBoard Member
Carlesia BibbinsBoard Member
Edy AddisonBoard Member
Essie KennersonBoard Member
Jeffrey MartinBoard Member
Latonya ScottBoard Member
Lilly AllenBoard Member
Sara KleinpeterBoard Member
Stacie JenkinsBoard Member
Tonya AikenBoard Member
Jessica WilkinsonSecretary
Delores HurstTreasurer
Pat GleesonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,714,195
Program Service Revenue
$0
Investment Income
$4,224
Other Revenue
$7,113
All Other Contributions
$1,722,246
Change in Net Assets
$6,996

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,725,532
Revenue Not Reported on Form 990
$4,739
Total Revenue per Audited Statements
$6,730,271
Total Revenue per Form 990
$6,725,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,363,495
Grants and Similar Amounts Paid$1,943,666
Salaries, Compensation, and Employee Benefits$1,411,375
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,943,666--$1,943,666
Other Salaries and Wages$1,035,247$173,110-$1,208,357
Payroll Taxes$81,722$13,805-$95,527
Other Employee Benefits$56,792$18,816-$75,608
Office Expenses$45,382$18,089-$63,471
Occupancy$27,297$25,727-$53,024
Travel$39,104$5,678-$44,782
Pension Plan Contributions$23,940$7,943-$31,883
Other Expenses$9,863$21,533-$31,396
Information Technology$20,286$8,480-$28,766
Insurance$14,808$4,152-$18,960
Fees for Services Accounting$10,497$7,053-$17,550
Conferences and Meetings$765$2,390-$3,155
Depreciation Depletion$850$395-$1,245
Advertising-$220-$220
Total Functional Expenses$6,411,161$307,375$0$6,718,536

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,723,275
Expenses per Audited Statements$6,718,536
Total Expenses per Form 990$6,718,536
Expenses Not Reported on Form 990$4,739
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tangipahoa Council on Aging IncAmite, LA501c3Support Services$446,174
Ascension Council on Aging IncDonaldsonville, LA501c3Supportive Services$311,076
Washington Council on Aging IncFranklinton, LA-Support Services$277,301
East Feliciana Council on AgningClinton, LA501c3Support Services$137,564
Iberville Council on Aging IncPlaquemine, LA501c3Support Services$126,211
Assumption Council on Aging IncNapoleonville, LA501c3Support Services$118,592
Pointe Coupee Council onNew Roads, LA501c3Support Services$110,479
West Baton Rouge Council onPort Allen, LA-Support Services$90,593
St Helena Council on Aging IncGreensburg, LA501c3Support Services$88,177
La Home Care LLC Dba HomeBaton Rouge, LA501c3In-home Respite$78,487
West Feliciana Council on AgingSt Francisville, LA-Support Services$60,025
South La Caregiving LLC DbaNew Iberia, LA501c3In-home Respite$57,983
ALZHEIMER'S SERVICES OF CAPITALBaton Rouge, LA501c3Caregiver Support$26,912
Tangi Cares LLC Dba HomeHammond, LA501c3In-home Respite$14,092
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,739
Fundraising Gross Income$4,270
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Health F$32,445$4,270$4,739$-469
Total Events$32,445$4,270$4,739$-469
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 Compensated Absences$30,230
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 11B

The form 990 is first distributed to and discussed in detail with the board of directors executive committee. A copy of the form 990 is also distributed to the board of directors at its regularly scheduled meeting. The executive committee reports to the board its actions.

Form 990, Page 6, Part VI, Line 12C

We have a written conflict of interest policy that requires officers, directors, and employees to disclose potential conflicts of themselves and their family members. Members of the board of directors are required to annually sign a conflict of interest policy and disclosure form that details the agencys policy and procedure for conflict of interest. Staff members are required to sign a statement at date of hire.

Form 990, Page 6, Part VI, Line 15A

The board of directors sets the compensation for the executive director after consideration and assessment of estimates of compensation paid to executives of not for profit organizations of similar size and nature in the local area. The executive director is the only key officer in the organization all other staff compensation is set by the executive director and approved by the board of directors.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, policies and procedures and financial statements available to the general public during normal working hours for examination and review. Copies of documents are available for a fee.

Filing and Contact Details

Filer

Filer Name
Capital Area Agency on Aging Inc
EIN
72-0738045
Phone
2259222525
Address
2051 SILVERSIDE DR SUITE 208, BATON ROUGE, LA 70808-9005

Signing Officer

Name
Pat Gleeson
Title
Vice President
Phone
2259222525
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Zatta
Formed
1974
Legal Domicile
La
Voting Board Members
15
Independent Board Members
15
Employees
128
Volunteers
27

Preparer

Firm
L a Champagne & Co Llp
Address
4911 BENNINGTON AVE, BATON ROUGE, LA 70808-3153
Preparer
Neal D Fortenberry
Phone
2259251120
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The agency is designated by the state of louisiana, governors office of elderly affairs (goea) as an area agency on aging (aaa). An area agency on aging as defined by the us department of health and human services (dhhs), office of human development services, administration for community living, administration on aging (aoa), develops and administers an area plan for a comprehensive and coordinated system of services to persons aged 60 and older. Funding for these programs is provided by dhhs through goea to implement a system for providing all necessary supportive services, including nutrition services in a manner designed to facilitate accessibility to and utilization of all supportive and nutrition services. The profile of services provided includes homemaker, personal care, transportation, information and assistance, etc.

Form 990, Page 2, Part III, Line 4B

The agency is designated by the governors office of elderly affairs as the aging and disability resource center (adrc) for a 13-parish (county) area. The adrc offers a "one-stop-shop" for public and private programs at the community level that will help individuals who are 60 years and older and individuals with adult onset disabilities. This program helps consumers find the answers and information needed to improve their health, independence and quality of life. Programs operated through the adrc include senior prescription drug program (seniorx) that links qualified low-income and disabled adults to free or discounted drugs direct from the pharmaceutical manufacturer; standford universitys chronic disease and diabetics self management programs provide workshops to help participants get the support and resources to educate them with handling chronic diseases like diabetes. All of us program helps collect information to help with the study of diseases and treatment for older americans.

Form 990, Page 2, Part III, Line 4C

Senior community services employment program (scsep) is a community service and work-based training program for older americans. Authorized by the older american act, the program provides training for low-income, unemployed seniors. Participants also have access to employment assistance through american job centers. Scsep participants gain work experience in a variety of community service activities at non-profit and public facilities, including schools, day-care centers and senior centers. Participants work an average of 20 hours a week and are paid the federal minimum wage. This training serves as a bridge to unsubsidized employment opportunities for participants. Participants must be at least 55, unemployed and have a family income of no more than 125% of the federal poverty level. Enrollment priority is given to veterans and qualified spouses, then to individuals who are over 65, have a disability, have low literacy skills or limited english proficiency, reside in a rural area, are homeless or at risk of homelessness, have low employment prospects or have failed to find employment after using services through the american job center system.

Form 990, Part XI, Line 9

Fundraising expenses 4,739 fundraising expenses -4,739

Financial Statement Notes

Schedule D, Page 3, Part X

The agency accounts for income taxes in accordance with the income tax accounting guidance included in the fasb asc. Under this guidance, the agency may recognize the tax effect from an uncertain income tax positions only if it is more likely than not that the tax position will be sustained on examination by tax authorities. The agency has evaluated its tax positions regarding the accounting for uncertain income tax positions and does not believe that it has any material uncertain tax positions.

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 4,739

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 4,739

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE AGENCY IS DESIGNATED BY THE GOVERNORS OFFICE OF ELDERLY AFFAIRS AS THE AGING AND DISABILITY RESOURCE CENTER (ADRC) FOR A 13-PARISH (COUNTY) AREA. THE ADRC OFFERS A "ONE-STOP-SHOP" FOR PUBLIC AND PRIVATE PROGRAMS AT THE COMMUNITY LEVEL THAT WILL HELP INDIVIDUALS WHO ARE 60 YEARS AND OLDER AND INDIVIDUALS WITH ADULT ONSET DISABILITIES. THIS PROGRAM HELPS CONSUMERS FIND THE ANSWERS AND INFORMATION NEEDED TO IMPROVE THEIR HEALTH, INDEPENDENCE AND QUALITY OF LIFE. PROGRAMS OPERATED THROUGH THE ADRC INCLUDE SENIOR PRESCRIPTION DRUG PROGRAM (SENIORX) THAT LINKS QUALIFIED LOW-INCOME AND DISABLED ADULTS TO FREE OR DISCOUNTED DRUGS DIRECT FROM THE PHARMACEUTICAL MANUFACTURER; STANDFORD UNIVERSITYS CHRONIC DISEASE AND DIABETICS SELF MANAGEMENT PROGRAMS PROVIDE WORKSHOPS TO HELP PARTICIPANTS GET THE SUPPORT AND RESOURCES TO EDUCATE THEM WITH HANDLING CHRONIC DISEASES LIKE DIABETES. ALL OF US PROGRAM HELPS COLLECT INFORMATION TO HELP WITH THE STUDY OF DISEASES AND TREATMENT FOR OLDER AMERICANS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR COMMUNITY SERVICES EMPLOYMENT PROGRAM (SCSEP) IS A COMMUNITY SERVICE AND WORK-BASED TRAINING PROGRAM FOR OLDER AMERICANS. AUTHORIZED BY THE OLDER AMERICAN ACT, THE PROGRAM PROVIDES TRAINING FOR LOW-INCOME, UNEMPLOYED SENIORS. PARTICIPANTS ALSO HAVE ACCESS TO EMPLOYMENT ASSISTANCE THROUGH AMERICAN JOB CENTERS. SCSEP PARTICIPANTS GAIN WORK EXPERIENCE IN A VARIETY OF COMMUNITY SERVICE ACTIVITIES AT NON-PROFIT AND PUBLIC FACILITIES, INCLUDING SCHOOLS, DAY-CARE CENTERS AND SENIOR CENTERS. PARTICIPANTS WORK AN AVERAGE OF 20 HOURS A WEEK AND ARE PAID THE FEDERAL MINIMUM WAGE. THIS TRAINING SERVES AS A BRIDGE TO UNSUBSIDIZED EMPLOYMENT OPPORTUNITIES FOR PARTICIPANTS. PARTICIPANTS MUST BE AT LEAST 55, UNEMPLOYED AND HAVE A FAMILY INCOME OF NO MORE THAN 125% OF THE FEDERAL POVERTY LEVEL. ENROLLMENT PRIORITY IS GIVEN TO VETERANS AND QUALIFIED SPOUSES, THEN TO INDIVIDUALS WHO ARE OVER 65, HAVE A DISABILITY, HAVE LOW LITERACY SKILLS OR LIMITED ENGLISH PROFICIENCY, RESIDE IN A RURAL AREA, ARE HOMELESS OR AT RISK OF HOMELESSNESS, HAVE LOW EMPLOYMENT PROSPECTS OR HAVE FAILED TO FIND EMPLOYMENT AFTER USING SERVICES THROUGH THE AMERICAN JOB CENTER SYSTEM.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AGENCY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE INCOME TAX ACCOUNTING GUIDANCE INCLUDED IN THE FASB ASC. UNDER THIS GUIDANCE, THE AGENCY MAY RECOGNIZE THE TAX EFFECT FROM AN UNCERTAIN INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. THE AGENCY HAS EVALUATED ITS TAX POSITIONS REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 4,739
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 4,739

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