Form 990 for tax year 2022
Filed by CAPITAL AREA AGENCY ON AGING DISTRICT II.
Totals
- Total revenue
- $6,643,794
- Total expenses
- $6,734,773
- Contributions and grants received
- $6,631,008
- Grants paid
- $2,248,939
- Program service revenue
- $0
- Investment income
- $2,678
- Other revenue
- $10,108
- Total assets, end of year
- $1,325,005
- Total liabilities, end of year
- $698,259
- Net assets or fund balances, end of year
- $626,746
- Program services expenses (Part IX)
- $6,358,293
- Management and general expenses
- $376,309
- Fundraising expenses
- $171
- Program service expenses (Part III)
- $6,358,293
Program services were 94.4% 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
$2,318
-
1c · Fundraising events
$23,800
-
1e · Government grants (contributions)
$5,182,986
-
1f · All other contributions, gifts and grants
$1,421,904
-
3 · Investment income
total $2,678 · excluded $2,678
-
8a · Fundraising events: gross income
$4,075
-
8a · Fundraising events: contributions included on line 1c
$23,800
-
8b · Fundraising events: direct expenses
$3,834
-
8c · Net income from fundraising events
total $241 · excluded $241
-
11a · Other revenue: INSURANCE CO-OP DIVIDEND
total $9,867 · related or exempt $9,867
-
11e · Other revenue, total
$9,867
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,248,939 · program services $2,248,939
-
7 · Other salaries and wages
total $1,261,387 · program services $1,027,772 · management and general $233,615
-
8 · Pension plan contributions
total $33,199 · program services $21,648 · management and general $11,551
-
9 · Other employee benefits
total $67,408 · program services $45,707 · management and general $21,701
-
10 · Payroll taxes
total $100,237 · program services $81,502 · management and general $18,735
-
11c · Fees: accounting
total $17,300 · program services $11,245 · management and general $6,055
-
12 · Advertising and promotion
total $3,996 · management and general $3,996
-
13 · Office expenses
total $61,186 · program services $44,421 · management and general $16,765
-
14 · Information technology
total $35,916 · program services $20,125 · management and general $15,791
-
16 · Occupancy
total $54,057 · program services $31,962 · management and general $22,095
-
17 · Travel
total $36,246 · program services $31,660 · management and general $4,586
-
19 · Conferences, conventions and meetings
total $8,988 · program services $5,624 · management and general $3,364
-
22 · Depreciation, depletion and amortization
total $1,243 · program services $848 · management and general $395
-
23 · Insurance
total $14,182 · program services $11,299 · management and general $2,883
-
24a · Other expenses: HOME DELIVERED MEALS
total $2,130,490 · program services $2,130,490
-
24b · Other expenses: CONGREGATE MEALS
total $598,142 · program services $598,142
-
24c · Other expenses: OTHER
total $61,857 · program services $46,909 · management and general $14,777 · fundraising $171
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,132,358 · end of year $727,681
-
3 · Pledges and grants receivable
beginning of year $300,801 · end of year $394,207
-
4 · Accounts receivable
beginning of year $100,728 · end of year $180,412
-
9 · Prepaid expenses and deferred charges
beginning of year $12,350 · end of year $17,463
-
10a · Land, buildings and equipment: cost or other basis
$30,762
-
10b · Land, buildings and equipment: accumulated depreciation
$25,520
-
10c · Land, buildings and equipment, net
beginning of year $905 · end of year $5,242
-
17 · Accounts payable and accrued expenses
beginning of year $487,087 · end of year $280,371
-
18 · Grants payable
beginning of year $307,454 · end of year $367,855
-
19 · Deferred revenue
beginning of year $1,825 · end of year $17,950
-
25 · Other liabilities
beginning of year $33,050 · end of year $32,083
-
27 · Net assets without donor restrictions
beginning of year -$2,235 · end of year $12,149
-
28 · Net assets with donor restrictions
beginning of year $719,961 · end of year $614,597
Mission and programs · 2022
Mission
THE AGENCY'S MISSION IS TO ADVOCATE AND PROVIDE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS.
Activities or mission (Part I)
ADVOCATE AND PROVIDE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS.
-
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.
Expenses $5,529,530 · Grants $2,248,939 · Revenue $5,316,488
-
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.
Expenses $194,828 · Revenue $199,075
-
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.
Expenses $633,935 · Revenue $633,851
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Paula OuderPAULA OUDER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2.5
-
D'Angela AndrewsD'ANGELA ANDREWS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Courtney LyonsCOURTNEY LYONS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Leslie KeenLESLIE KEEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Essie KennersonESSIE KENNERSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2.5
-
Latonya ScottLATONYA SCOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.5
-
James Blouin JrJAMES BLOUIN JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.5
-
Theresa CharlesTHERESA CHARLES
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeffrey MartinJEFFREY MARTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.5
-
Craig KaberlineCRAIG KABERLINE
EXECUTIVE DI
- Total calculated
- $72,757
- From this org
- $72,757
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Melodie LeggettMELODIE LEGGETT
CFO
- Total calculated
- $77,113
- From this org
- $77,113
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Charles PughCHARLES PUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
Tonya AikenTONYA AIKEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
Kristin ZattaKRISTIN ZATTA
SECRETARY
- Total calculated
- $0
- Hours/week
- 2.5
-
Carlesia BibbinsCARLESIA BIBBINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
Pat GleesonPAT GLEESON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.5
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
-
TANGIPAHOA COUNCIL ON AGING INC
$547,719
SUPPORT SERVICES
-
WASHINGTON COUNCIL ON AGING INC
$384,254
SUPPORT SERVICES
-
ASCENSION COUNCIL ON AGING INC
$205,044
SUPPORTIVE SERVICES
-
IBERVILLE COUNCIL ON AGING INC
$188,205
SUPPORT SERVICES
-
POINTE COUPEE COUNCIL ON AGING INC
$165,209
SUPPORT SERVICES
-
EAST FELICIANA COUNCIL ON AGNING INC
$147,828
SUPPORT SERVICES
-
ASSUMPTION COUNCIL ON AGING INC
$128,256
SUPPORT SERVICES
-
SUPPORT SERVICES
-
LA HOME CARE LLC DBA HOME INSTEAD SENIOR CARE
$93,699
IN-HOME RESPITE
-
ST HELENA COUNCIL ON AGING INC
$90,478
SUPPORT SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313179349308851
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.