Form 990 for tax year 2023
Filed by WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING INC.
Totals
- Total revenue
- $1,519,232
- Total expenses
- $1,523,026
- Contributions and grants received
- $1,498,940
- Grants paid
- $0
- Program service revenue
- $376
- Investment income
- $19,891
- Other revenue
- $25
- Total assets, end of year
- $1,582,644
- Total liabilities, end of year
- $133,617
- Net assets or fund balances, end of year
- $1,449,027
- Program services expenses (Part IX)
- $1,518,354
- Management and general expenses
- $4,672
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,518,354
Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$1,498,529
-
1f · All other contributions, gifts and grants
$411
-
2a · Program service revenue: CCE CO-PAY
total $326 · related or exempt $326
-
2b · Program service revenue: PROGRAM INCOME
total $30 · related or exempt $30
-
2c · Program service revenue: ADI CO-PAY
total $20 · related or exempt $20
-
3 · Investment income
total $19,891 · excluded $19,891
-
11a · Other revenue: MISCELLANEOUS INCOME
total $25 · related or exempt $25
-
11e · Other revenue, total
$25
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $641,105 · program services $641,105
-
9 · Other employee benefits
total $369,369 · program services $369,369
-
10 · Payroll taxes
total $38,371 · program services $38,371
-
11c · Fees: accounting
total $10,028 · program services $10,028
-
13 · Office expenses
total $13,738 · program services $13,425 · management and general $313
-
17 · Travel
total $882 · program services $882
-
20 · Interest
total $1,400 · program services $1,400
-
22 · Depreciation, depletion and amortization
total $46,638 · program services $42,279 · management and general $4,359
-
23 · Insurance
total $39,088 · program services $39,088
-
24a · Other expenses: RAW FOOD
total $263,665 · program services $263,665
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $39,637 · program services $39,637
-
24c · Other expenses: CONTRACTUAL SERVICES
total $25,574 · program services $25,574
-
24d · Other expenses: SUPPLIES
total $23,338 · program services $23,338
-
24e · All other expenses
total $10,193 · program services $10,193
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,035,594 · end of year $1,268,707
-
3 · Pledges and grants receivable
beginning of year $388,606 · end of year $241,734
-
9 · Prepaid expenses and deferred charges
beginning of year $4,398 · end of year $6,305
-
10a · Land, buildings and equipment: cost or other basis
$213,059
-
10b · Land, buildings and equipment: accumulated depreciation
$147,161
-
10c · Land, buildings and equipment, net
beginning of year $112,084 · end of year $65,898
-
17 · Accounts payable and accrued expenses
beginning of year $87,861 · end of year $133,617
-
27 · Net assets without donor restrictions
beginning of year $1,452,821 · end of year $1,449,027
Mission and programs · 2023
Mission
TO ASSIST THE OLDER POPULATION IN NEED TO REMAIN INDEPENDENT WITH DIGNITY IN THEIR OWN HOME ENVIRONMENT AND TO SERVE AS AN ADVOCATE FOR THOSE WHO HAVE NO ONE TO SPEAK ON THEIR BEHALF; PROVIDING NUTRITION AND ASSISTANCE TO THE ELDERLY.
-
NUTRITION PROGRAMS ASSISTING APPROXIMATELY 600 PEOPLE. PROGRAMS INCLUDE MEALS-ON-MEALS, CONGREGATE MEALS AT SEVEN LOCATIONS THROUGHOUT THE COUNTY AND NUTRITION EDUCATION.
Expenses $711,413
-
TO PROVIDE COMMUNITY CARE FOR APPROXIMATELY 500 ELDERLY PEOPLE INCLUDING OUTREACH, HOME SERVICES, PERSONAL CARE, HOME MAINTENANCE AND CARE MANAGEMENT.
Expenses $447,988 · Revenue $376
-
SOCIAL SERVICES FOR APPROXIMATELY 1600 PEOPLE - SERVICES INCLUDE CASE MANAGEMENT, INFORMATION AND REFERRAL, TELEPHONE REASSURANCE, AND SHOPPING ASSISTANCE.
Expenses $358,953
As filed on the 2023 return.
Listed in Part VII
-
GENA LEWIS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.5
-
DAN COSSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
DENISE SORRELLS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.5
-
KATHERINE KENDALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
MARIA GLOVER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
SHAYNE BETTS
FORMER EXECUTIVE DIRECTOR
- Total calculated
- $89,577
- From this org
- $89,577
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
KYLE TEBBS
FINANCE DIRECTOR
- Total calculated
- $75,721
- From this org
- $75,721
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
ALICIA BRACKINS
EXECUTIVE DIRECTOR
- Total calculated
- $78,808
- From this org
- $78,808
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413099349302851
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