Form 990 for tax year 2022
Filed by CHATHAM COUNTY COUNCIL ON AGING INC.
Totals
- Total revenue
- $1,665,562
- Total expenses
- $1,517,105
- Contributions and grants received
- $1,692,836
- Grants paid
- $110,163
- Program service revenue
- $13,709
- Investment income
- -$36,366
- Other revenue
- -$4,617
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $1,302,130
- Management and general expenses
- $211,778
- Fundraising expenses
- $3,197
- Program service expenses (Part III)
- $1,302,130
Program services were 85.8% 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.
-
1a · Federated campaigns
$2,481
-
1c · Fundraising events
$2,400
-
1e · Government grants (contributions)
$1,442,333
-
1f · All other contributions, gifts and grants
$245,622
-
2a · Program service revenue: COST-SHARING REVENUE
total $7,928 · related or exempt $7,928
-
2b · Program service revenue: SENIOR GAMES
total $5,552 · related or exempt $5,552
-
2f · All other program service revenue
total $229 · related or exempt $229
-
3 · Investment income
total $12,285 · excluded $12,285
-
6a · Gross rents
real property $6,360
-
6b · Less rental expenses
real property $13,231
-
6c · Rental income or loss
real property -$6,871
-
6d · Net rental income or loss
total -$6,871 · excluded -$6,871
-
7a · Gross sales of assets other than inventory
securities $342,083
-
7b · Less cost or other basis and sales expenses
securities $385,549 · other assets $5,185
-
7c · Gain or loss
securities -$43,466 · other assets -$5,185
-
7d · Net gain or loss
total -$48,651 · excluded -$48,651
-
8a · Fundraising events: gross income
$2,357
-
8a · Fundraising events: contributions included on line 1c
$2,400
-
8b · Fundraising events: direct expenses
$103
-
8c · Net income from fundraising events
total $2,254 · excluded $2,254
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $110,163 · program services $110,163
-
7 · Other salaries and wages
total $5,471 · management and general $5,471
-
11c · Fees: accounting
total $31,975 · management and general $31,975
-
11g · Fees: other
total $905,886 · program services $902,733 · management and general $3,153
-
12 · Advertising and promotion
total $6,617 · program services $6,617
-
13 · Office expenses
total $95,618 · program services $88,502 · management and general $6,596 · fundraising $520
-
16 · Occupancy
total $43,189 · program services $38,460 · management and general $3,857 · fundraising $872
-
17 · Travel
total $1,571 · program services $1,571
-
22 · Depreciation, depletion and amortization
total $123,302 · management and general $123,302
-
23 · Insurance
total $22,676 · program services $20,193 · management and general $2,025 · fundraising $458
-
24a · Other expenses: MISCELLANEOUS
total $64,529 · program services $35,563 · management and general $28,966
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $39,749 · program services $36,994 · management and general $2,247 · fundraising $508
-
24c · Other expenses: GRANT EXPENSES
total $33,950 · program services $33,950
-
24d · Other expenses: BUILDING AND GROUND MAI
total $13,074 · program services $10,837 · management and general $1,824 · fundraising $413
-
24e · All other expenses
total $19,335 · program services $16,547 · management and general $2,362 · fundraising $426
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,532,497 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $49,798 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $382,014 · end of year $0
-
4 · Accounts receivable
beginning of year -$14 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $22,965 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $2,075,415 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $422,031 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $652 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $254,065
-
25 · Other liabilities
beginning of year $2,315 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $3,846,621 · end of year $0
-
28 · Net assets with donor restrictions
beginning of year $382,357 · end of year $0
Mission and programs · 2022
Mission
TO PROMOTE INDEPENDENT LIVING AND PHYSICAL AND MENTAL WELLNESS AMONG CHATHAM COUNTY'S OLDER POPULATION THROUGH A WIDE RANGE OF SERVICES THAT INCLUDES HOME-DELIVERED (MEALS ON WHEELS), FROZEN/SHELF-STABLE, AND CONGREGATE MEALS; IN-HOME PERSONAL CARE; GENERAL AND MEDICAL
Activities or mission (Part I)
TO PROMOTE INDEPENDENT LIVING, PHYSICAL AND MENTAL WELLNESS AMONG CHATHAM COUNTY'S OLDER POPULATION
-
THE COUNCIL ON AGING'S MULTIFACETED NUTRITION PROGRAM IS VITAL TO THE HEALTH AND WELL-BEING OF CHATHAM COUNTY'S OLDER ADULTS. THE COUNCIL ASSISTS INDIVIDUALS AT RISK OF MALNUTRITION AND SOCIAL ISOLATION BY PROVIDING NUTRITIOUS MEALS THROUGH MEALS ON WHEELS (MOW), CONGREGATE NUTRITION, AND FROZEN AND SHELF-STABLE MEALS. COMMUNITY VOLUNTEERS AND PARTNERS DELIVER MEALS ON WHEELS ON 12 ROUTES THROUGHOUT CHATHAM COUNTY TO HOMEBOUND OLDER ADULTS, MANY OF WHOM LIVE ALONE. IN ADDITION TO PROVIDING A DAILY MEAL, VOLUNTEERS ALSO PROVIDED A WELLNESS CHECK TO ENSURE THE CLIENT'S SAFETY AND WELL-BEING. THE COUNCIL'S TWO SENIOR CENTERS OF EXCELLENCE ALSO SERVE AS CONGREGATE NUTRITION SITES AND OFFER A NOON-TIME MEAL AND ACTIVITIES FOR OLDER ADULTS WHO ARE NOT HOMEBOUND OR DO NOT QUALIFY FOR MEALS ON WHEELS. FOR INDIVIDUALS WHO ARE NOT ON A MEALS ON WHEELS ROUTE AND CANNOT OR DO NOT WISH TO ATTEND A CONGREGATE NUTRITION SITE, THE AGENCY OFFERS FROZEN MEALS. IN FISCAL YEAR 2022-2023, 21,308 HOT MEALS, 620 FROZEN MEALS, AND 140 SHELF STABLE MEALS WERE SERVED THROUGH THE MEALS ON WHEELS PROGRAM. DURING THAT SAME PERIOD, 11,608 HOT MEALS WERE SERVED TO THE CONGREGATE NUTRITION CLIENTS. ADDITIONALLY, 7,340 FROZEN MEALS WERE PROVIDED TO INDIVIDUALS WHO OPTED TO NOT RECEIVE DAILY MEAL DELIVERIES THROUGH THE MEALS ON WHEELS PROGRAM, THEIR ADDRESS DID NOT FALL WITHIN A CURRENT MOW ROUTE, OR THEY DID NOT WISH TO PARTICIPATE IN A CONGREGATE NUTRITION SITE.
Expenses $225,755 · Revenue $7,928
-
THE COUNCIL OFFERS AN IN-HOME AIDE (IHA) PROGRAM FOR OLDER ADULTS NEEDING ASSISTANCE WITH THEIR PERSONAL CARE NEEDS, AS WELL AS RESPITE CARE SERVICES FOR FAMILY CAREGIVERS WHO NEED ASSISTANCE PROVIDING CARE TO THEIR LOVED ONE. THE COUNCIL MAINTAINS CONTRACTS WITH STATE-LICENSED HOME CARE AGENCIES FOR THESE SERVICES. IN-HOME AIDES PROVIDE ASSISTANCE WITH PERSONAL CARE, MEAL PREPARATION, HOUSEKEEPING, AND OTHER TASKS THAT OLDER ADULTS WITH LIMITED MOBILITY CANNOT DO FOR THEMSELVES. ADDITIONALLY, RESPITE SERVICES PROVIDED TO FAMILY CAREGIVERS ALLOWS THE CAREGIVER TO TAKE A MUCH-NEEDED BREAK, TEND TO OTHER TASKS, OR HANDLE SOME OF THEIR OWN NEEDS OR MEDICAL APPOINTMENTS ALL WHILE KNOWING THEIR LOVED ONE IS BEING CARED FOR. CARE PLANS ARE CUSTOMIZED TO EACH CLIENT'S SPECIFIC NEEDS. IN FISCAL YEAR 2022-2023, A TOTAL OF 8,228 HOURS OF IN-HOME ASSISTANCE WAS PROVIDED THROUGH THE IHA PROGRAM. ADDITIONALLY, 370 HOURS OF RESPITE CARE WAS PROVIDED FOR FAMILY CAREGIVERS.
Expenses $438,782
-
THROUGH A PARTNERSHIP WITH CHATHAM TRANSIT NETWORK, THE LOCAL COORDINATED TRANSPORTATION SYSTEM, THE COUNCIL ON AGING PROVIDED GENERAL AND MEDICAL TRANSPORTATION SERVICES TO OLDER ADULTS. THE COUNCIL ARRANGED TRANSPORTATION FOR PARTICIPANTS TO THE AGENCY'S TWO SENIOR CENTERS/CONGREGATE NUTRITION SITES IN PITTSBORO AND SILER CITY 5 DAYS PER WEEK THROUGH CHATHAM TRANSIT SO THAT PARTICIPANTS COULD ENJOY ACTIVITIES, SOCIALIZATION, AND A NUTRITIOUS LUNCH. CHATHAM TRANSIT OPERATED 7 ROUTES (4 IN PITTSBORO AND 3 IN SILER CITY) FOR COUNCIL ON AGING PARTICIPANTS DURING FISCAL YEAR 2022-2023. IN ADDITION TO PROVIDING TRANSPORTATION TO AND FROM THE CENTERS, WEEKLY STOPS WERE ALSO MADE TO THE PHARMACY AND GROCERY STORE SO THAT PARTICIPANTS COULD OBTAIN NEEDED ITEMS. THE COUNCIL ON AGING ALSO WORKS WITH CHATHAM TRANSIT TO PROVIDE TRANSPORTATION TO AND FROM ROUTINE MEDICAL APPOINTMENTS. DURING FISCAL YEAR 2022-2023, 1,565 MEDICAL TRANSPORTATION RIDES WERE PROVIDED TO 208 INDIVIDUAL CLIENTS AND 3,322 RIDES WERE PROVIDED TO THE SENIOR CENTERS/CONGREGATE NUTRITION SITES FOR 90 INDIVIDUAL CLIENTS.
Expenses $282,089
-
THE COUNCIL OFFERS MANY OTHER PROGRAMS AND SERVICES FOR CHATHAM'S GROWING OLDER POPULATION. ITS RESPONSIVENESS TO THE COMMUNITY HAS BEEN RECOGNIZED AND HONORED IN VARIOUS WAYS. IN 2014, THE COUNCIL WAS NAMED THE "SMALL BUSINESS OF THE YEAR" BY THE CHATHAM COUNTY CHAMBER OF COMMERCE AND IN 2016, THE COUNCIL WAS SELECTED BY THE WESTERN CHATHAM NAACP FOR ITS HUMANITARIAN AWARD. IN 2017, THE CHATHAM COUNTY PUBLIC HEALTH DEPARTMENT HONORED THE COUNCIL AS ITS "PARTNER OF THE YEAR", AND THE NC ASSOCIATION OF COUNTY COMMISSIONERS GAVE THE COUNCIL THE "EXCELLENCE IN INNOVATION" AWARD FOR ITS WORK IN DEVELOPING A COLLABORATIVE DATABASE ON HOME REPAIR. THE UNC GILLING'S SCHOOL OF GLOBAL PUBLIC HEALTH CHOSE THE COUNCIL FOR A CAPSTONE PROJECT TO DEVELOP A COMPREHENSIVE PLAN FOR AGING IN CHATHAM COUNTY; IN 2018, ANOTHER UNC CAPSTONE TEAM CHOSE TO SUPPORT THE COUNCIL IN IMPLEMENTING THE PLAN. ALSO IN 2018, GLAXO SMITH KLINE SELECTED THE COUNCIL FOR ITS "IMPACT" AWARD, AND THE NC DIVISION OF AGING AND ADULT SERVICES CHOSE CHATHAM COUNTY AND THE COUNCIL FOR ITS ANNUAL "ERNEST B MESSER SERVICE EXCELLENCE AWARD". IN 2019, STILL ANOTHER UNC CAPSTONE TEAM CHOSE THE COUNCIL FOR ITS GRADUATION PRACTICUM AND THE COUNCIL LED CHATHAM COUNTY TO HAVE THE LARGEST PERCENT GROWTH IN NC'S SENIOR GAMES AND SILVER ARTS PROGRAM; AND IN 2021, THE COUNCIL WAS CHOSEN AS ONE OF THREE LOCAL AGING SERVICE AGENCIES FROM ACROSS THE U.S.A. TO PRESENT A NATIONAL WEBINAR ON "ADDRESSING NUTRITION AND SOCIAL CONNECTION NEEDS OF RURAL OLDER ADULTS DURING THE COVID-19 EMERGENCY," THE COUNCIL HAS ALSO BEEN SELECTED BY THE HOME DEPOT FOUNDATION AS A NATIONAL GRANTEE FOR ITS HELPING HOMEBOUND HEROES INITIATIVE. IN JUNE 2022, THE EASTERN CHATHAM SENIOR CENTER WAS REACCREDITED AS A "CENTER OF EXCELLENCE" BY THE NORTH CAROLINA DIVISION OF AGING AND ADULT SERVICES. THE WESTERN CHATHAM SENIOR CENTER CURRENTLY HAS THIS DESIGNATION ALSO AND WILL BE DUE FOR REACCREDITATION IN SEPTEMBER 2023.
Expenses $355,504 · Grants $110,163 · Revenue $5,781
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JOHNNY SHAW
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
STEVE SIMON
CO-TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
MARY LOU MACKINTOSH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
LARRY ROSS
CO-TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
DALE CHODOROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NERIAH EDWARDS-BOONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
LINDA ELLINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
EMILY FOUSHEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LUNDAY RIGGSBEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ROBIN LETO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MIKE NOWICKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
RENEE PASCHAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LACEE MONTE
FINANCE OFFICER/DEPUTY DIR
- Total calculated
- $0
- Hours/week
- 40
-
ASHLYN MARTIN
EXECUTIVE DIRECTOR
- Total calculated
- $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.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART VII, QUESTION 5
- THE EXECUTIVE DIRECTOR AND FINANCE OFFICER/DEPUTY DIRECTOR ARE EMPLOYEES OF CHATHAM COUNTY, NORTH CAROLINA, AN UNRELATED ORGANIZATION, AND ARE COMPENSATED BY THAT ORGANIZATION FOR SERVICES PERFORMEND FOR CHATHAM COUNTY COUNCIL ON AGING. THE AMOUNTS PAID IN COMPENSATION FOR THESE EMPLOYEES DURING 2022 IS AS FOLLOWS: LACEE MONTE, FINANCE OFFICER: BASE COMPENSATION $60,855; RETIREMENT AND OTHER DEFERRED COMPENSATION $11,349; NONTAXABLE BENEFITS $12,105 ASHLYN MARTIN, EXECUTIVE DIRECTOR: BASE COMPENSATION $58,547; RETIREMENT AND OTHER DEFERRED COMPENSATION $9,857; NONTAXABLE BENEFITS $7,108
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
CHATHAM COUNTY
$1,668,257
Liquidation · CASH AND CASH EQUIVALENTS · Jun 30, 2023 · GOVERNMENTAL UNIT
-
CHATHAM COUNTY
$359,666
Liquidation · GRANTS AND CONTRACTS RECEIVABLE, AND OTHER RECEIVABLES · Jun 30, 2023 · GOVERNMENTAL UNIT
-
CHATHAM COUNTY
$3,069
Liquidation · PREPAID EXPENSES AND OTHER ASSETS · Jun 30, 2023 · GOVERNMENTAL UNIT
-
CHATHAM COUNTY
$11,659
Liquidation · INVESTMENTS · Jun 30, 2023 · GOVERNMENTAL UNIT
-
CHATHAM COUNTY
$2,631,962
Liquidation · PROPERTY AND EQUIPMENT · Jun 30, 2023 · GOVERNMENTAL UNIT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411229349301601
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