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← CAPITAL AREA AGENCY ON AGING DISTRICT II

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 Ouder

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2.5
  • D'Angela Andrews

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Courtney Lyons

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Leslie Keen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Essie Kennerson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2.5
  • Latonya Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2.5
  • James Blouin Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2.5
  • Theresa Charles

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5
  • Jeffrey Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2.5
  • Craig Kaberline

    EXECUTIVE DI

    Total calculated
    $72,757
    From this org
    $72,757
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Melodie Leggett

    CFO

    Total calculated
    $77,113
    From this org
    $77,113
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Charles Pugh

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Tonya Aiken

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Kristin Zatta

    SECRETARY

    Total calculated
    $0
    Hours/week
    2.5
  • Carlesia Bibbins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Pat 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

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.

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