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Nonprofiteer
← COUNCIL ON AGING OF VOLUSIA COUNTY INC

Form 990 for tax year 2022

Filed by COUNCIL ON AGING OF VOLUSIA COUNTY INC.

Totals

Total revenue
$7,649,107
Total expenses
$8,114,040
Contributions and grants received
$7,171,119
Grants paid
$0
Program service revenue
$498,709
Investment income
$30,287
Other revenue
-$51,008
Total assets, end of year
$8,333,015
Total liabilities, end of year
$7,273,249
Net assets or fund balances, end of year
$1,059,766
Program services expenses (Part IX)
$7,200,555
Management and general expenses
$766,737
Fundraising expenses
$146,748
Program service expenses (Part III)
$7,200,555

Program services were 88.7% 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.

  • 1a · Federated campaigns

    $55,203

  • 1c · Fundraising events

    $51,150

  • 1d · Related organizations

    $463,585

  • 1e · Government grants (contributions)

    $6,313,098

  • 1f · All other contributions, gifts and grants

    $288,083

  • 1g · Noncash contributions included above

    $47,801

  • 2a · Program service revenue: PRIVATE CARE SERVICES

    total $282,679 · related or exempt $282,679

  • 2b · Program service revenue: PROJECT & CONTRACT INC

    total $216,030 · related or exempt $216,030

  • 3 · Investment income

    total $8,168 · excluded $8,168

  • 7a · Gross sales of assets other than inventory

    securities $282,675 · other assets $2,500

  • 7b · Less cost or other basis and sales expenses

    securities $263,056 · other assets $0

  • 7c · Gain or loss

    securities $19,619 · other assets $2,500

  • 7d · Net gain or loss

    total $22,119 · excluded $22,119

  • 8a · Fundraising events: gross income

    $4,435

  • 8a · Fundraising events: contributions included on line 1c

    $51,150

  • 8b · Fundraising events: direct expenses

    $60,304

  • 8c · Net income from fundraising events

    total -$55,869 · excluded -$55,869

  • 9a · Gaming: gross income

    $1,250

  • 9b · Gaming: direct expenses

    $2,682

  • 9c · Net income from gaming

    total -$1,432 · excluded -$1,432

  • 11a · Other revenue: REFUNDS AND REIMBURSEM

    total $6,175 · related or exempt $6,175

  • 11b · Other revenue: NON-DOEA SERVICES & AC

    total $118 · related or exempt $118

  • 11e · Other revenue, total

    $6,293

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $282,877 · management and general $282,877

  • 7 · Other salaries and wages

    total $3,040,674 · program services $2,703,267 · management and general $271,938 · fundraising $65,469

  • 8 · Pension plan contributions

    total $42,734 · program services $39,056 · management and general $3,092 · fundraising $586

  • 9 · Other employee benefits

    total $405,456 · program services $372,363 · management and general $27,505 · fundraising $5,588

  • 10 · Payroll taxes

    total $240,780 · program services $202,820 · management and general $34,917 · fundraising $3,043

  • 11b · Fees: legal

    total $35,342 · program services $35,342

  • 11c · Fees: accounting

    total $36,949 · program services $36,949

  • 11g · Fees: other

    total $1,769,845 · program services $1,740,907 · management and general $22,717 · fundraising $6,221

  • 13 · Office expenses

    total $239,482 · program services $214,316 · management and general $18,854 · fundraising $6,312

  • 16 · Occupancy

    total $154,374 · program services $93,307 · management and general $49,839 · fundraising $11,228

  • 17 · Travel

    total $120,811 · program services $119,489 · management and general $789 · fundraising $533

  • 19 · Conferences, conventions and meetings

    total $6,146 · program services $3,084 · management and general $1,423 · fundraising $1,639

  • 20 · Interest

    total $5,388 · program services $2,704 · management and general $1,247 · fundraising $1,437

  • 22 · Depreciation, depletion and amortization

    total $94,481 · program services $57,661 · management and general $30,021 · fundraising $6,799

  • 23 · Insurance

    total $103,468 · program services $90,074 · management and general $10,686 · fundraising $2,708

  • 24a · Other expenses: FOOD AND FOOD SUPPLIES

    total $1,406,498 · program services $1,406,498

  • 24b · Other expenses: RECRUITING

    total $46,104 · program services $23,139 · management and general $10,673 · fundraising $12,292

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $31,668 · program services $20,372 · management and general $7,284 · fundraising $4,012

  • 24d · Other expenses: BANK SERVICE CHARGES

    total $19,000 · program services $9,535 · management and general $4,399 · fundraising $5,066

  • 24e · All other expenses

    total $31,963 · program services $29,672 · management and general -$11,524 · fundraising $13,815

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $361,247 · end of year $140,532

  • 2 · Savings and temporary cash investments

    beginning of year $9,527

  • 3 · Pledges and grants receivable

    beginning of year $981,540 · end of year $1,536,004

  • 4 · Accounts receivable

    beginning of year $93,918 · end of year $54,349

  • 7 · Other notes and loans receivable

    beginning of year $69,188

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,168 · end of year $23,597

  • 10a · Land, buildings and equipment: cost or other basis

    $637,075

  • 10b · Land, buildings and equipment: accumulated depreciation

    $461,814

  • 10c · Land, buildings and equipment, net

    beginning of year $227,060 · end of year $175,261

  • 11 · Investments: publicly traded securities

    beginning of year $524,563 · end of year $483,092

  • 14 · Intangible assets

    end of year $44,597

  • 15 · Other assets

    beginning of year $3,677,328 · end of year $5,875,583

  • 17 · Accounts payable and accrued expenses

    beginning of year $638,627 · end of year $1,072,318

  • 19 · Deferred revenue

    beginning of year $102,937 · end of year $283,934

  • 21 · Escrow or custodial account liability

    beginning of year $3,677,328 · end of year $5,861,804

  • 25 · Other liabilities

    beginning of year $71,397 · end of year $55,193

  • 27 · Net assets without donor restrictions

    beginning of year $398,997 · end of year -$42,671

  • 28 · Net assets with donor restrictions

    beginning of year $1,088,253 · end of year $1,102,437

Mission and programs · 2022

Mission

TO PROVIDE LEADERSHIP, ADVOCACY, CRITICAL SUPPORT SERVICES AND AN ADMINISTRATIVE ORGANIZATION ON BEHALF OF OLDER PERSONS IN VOLUSIA COUNTY, FLORIDA, WITH THE PURPOSE OF ASSURING TO THEM THE MAXIMUM POSSIBLE INDEPENDENCE, DIGNITY AND PERSONAL WELFARE.

  • OLDER AMERICANS ACT - UNDER THE OLDER AMERICANS ACT LEGISLATION, U.S. RESIDENTS OVER 60 YEARS OF AGE ARE ELIGIBLE FOR SERVICES WITH PRIORITY GIVEN TO THE PEOPLE WITH THE MOST ECONOMIC AND SOCIAL NEED. THESE SERVICES INCLUDE CONGREGATE AND HOME DELIVERED MEALS, NUTRITION EDUCATION, HOMEMAKING, PERSONAL CARE, MATERIAL AID, TRANSPORTATION, IN-HOME AND IN-FACILITY RESPITE, CAREGIVER TRAINING AND SUPPORT, INFORMATION, REFERRAL, OUTREACH, EDUCATION AND COUNSELING.COMMUNITY CARE FOR THE ELDERLY - THE STATE OF FLORIDA GENERAL REVENUE PROGRAM PROVIDES IN-HOME SERVICES FOR CLIENTS OVER 60 YEARS OF AGE WHO HAVE BEEN ASSESSED FUNCTIONALLY IMPAIRED BY TRAINED CASE MANAGERS. THIS PROGRAM INCLUDES FOLLOW-UP VISITS AND PROVIDES LINKS TO OTHER COMMUNITY SERVICES. THESE SERVICES INCLUDE CASE MANAGEMENT, HOMEMAKING, PERSONAL CARE, RESPITE, ADULT DAY CARE, MEALS, EMERGENCY ALERT RESPONSE, MEDICAL TRANSPORTATION, MATERIAL AID AND PEST CONTROL.ALZHEIMER'S DISEASE INITIATIVE - THE STATE FUNDED PROGRAM PROVIDES RESPITE CARE SERVICES, INCLUDING IN-HOME SERVICES FOR THE VICTIMS OF ALZHEIMER'S DISEASE AND PROVIDES TRAINING FOR CAREGIVERS OF THESE VICTIMS.HOME CARE FOR THE ELDERLY - THE GOAL OF THE HCE PROGRAM IS TO ENCOURAGE THE PROVISION OF CARE FOR ELDERS IN FAMILY-TYPE LIVING ARRANGEMENTS IN PRIVATE HOMES AS AN ALTERNATIVE TO INSTITUTIONAL CARE. THE PROGRAM ENCOURAGES CAREGIVERS TO PROVIDE, ON A NOT-FOR-PROFIT BASIS, BASIC SUPPORT AND MAINTENANCE, AS WELL AS ASSISTANCE IN ARRANGING SPECIALIZED SERVICES FOR ELDERLY RELATIVES OR NON-RELATIVES. CASE MANAGEMENT AND SUBSIDY PAYMENTS ARE AVAILABLE TO QUALIFIED CAREGIVERS AND/OR VENDORS ON BEHALF OF ELIGIBLE CLIENTS.

    Expenses $6,362,547 · Revenue $329,636

  • PUBLIC GUARDIANSHIP PROGRAM - THE COUNCIL ON AGING IS THE PUBLIC GUARDIAN FOR VOLUSIA COUNTY, CARING FOR THE MOST INDIFENT INDIVIDUALS AS DETERMINED BY THE COURT TO BE UNABLE TO MANAGE THEIR OWN AFFAIRS. GUARDIANSHIP MAY BE FOR THE PERSON, THEIR PROPERTY, OR BOTH. COA ALSO ACTS AS A PROFESSIONAL GUARDIAN EXPANDING THE PROGRAM TO THOSE THAT DO NOT QUALIFY UNDER THE PUBLIC PROGRAM.

    Expenses $567,467 · Revenue $57,270

  • SENIOR CENTERS - THE COUNCIL ON AGING OPERATES AND MAINTAINS FOUR FULL-TIME SENIOR CENTERS THROUGHOUT VOLUSIA COUNTY. PROGRAMS ARE FOCUSED ON THE AREAS OF HEALTH, EDUCATION, AND RECREATION. ALLOTMENTS FROM VOLUSIA COUNTY CITIES, CONTRIBUTIONS FROM THE PUBLIC AND PARTICIPANTS, MEMBERSHIP DUES, AND PROGRAM FEES OFFSET THE COSTS OF OPERATING THE CENTERS.

    Expenses $270,541 · Revenue $118,096

  • OTHER COMMUNITY PROGRAMS FOR THE ELDERLY AND NEEDY:CAREGIVER RESPITE - IN 2023, THE COUNCIL OF AGING DEVELOPED A CAREGIVER RESPITE PROGRAM, WITH INITIAL FUNDING PROVIDED BY HOSPICE OF VOLUSIA/FLAGLER. THE PROGRAM HAS GROWN TO FIVE CENTERS AROUND THE COUNTY, UTILIZING LOCAL CHURCH FACILITIES AND VOLUNTEERS ALONG WITH COA STAFF. EACH CENTER OPERATES ONE OR TWO DAYS PER WEEK AND PROVIDES ELIGIBLE "CAREES" WITH A SECURE AND STIMULATING ENVIRONMENT WHILE THEIR CAREGIVERS ARE GIVEN TIME FOR NEEDED RELIEF. CAREGIVERS ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN VARIOUS EDUCATIONAL AND COUNSELING PROGRAMS TO HELP THEM BETTER COPE WITH THE DEMANDS OF 24/7 CARE.PRIVATE PAY PROGRAMS - THIS PROGRAM PROVIDES FOR HOME-DELIVERED MEALS AND IN-HOME SERVICES TO CLIENTS THAT DO NOT QUALIFY FOR PROGRAMS ADMINISTERED THROUGH STATE OR FEDERAL PROGRAMS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BOBBY THIGPEN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DEAN G PEPE

    VICE CHAIR/TREASURER AS OF 3/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BEN EBY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NANCY LOHMAN

    IMMEDIATE PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOIE ALEXANDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JORDAN JILOTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PATRICIA KERWICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DWIGHT D LEWIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AUBREY E LONG PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JULIAN LOPEZ JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEITH NORDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RON NOWVISKIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANGIE SKINNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA WEBSTER-DUBEA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT LLOYD

    TREASURER UNTIL 2/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERRI KAROL

    CO-EXECUTIVE DIRECTOR & CFO

    Total calculated
    $132,671
    From this org
    $82,642
    From related orgs
    $40,687
    Other
    $9,342
    Hours/week
    36 + 5 related

  • EVELINE KRAIJIC

    CO-EXECUTIVE DIRECTOR

    Total calculated
    $121,557
    From this org
    $95,322
    From related orgs
    $13,453
    Other
    $12,782
    Hours/week
    36 + 5 related

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • COA HOME CARE LLC

    IN-HOME SERVICES · FL · income $82,279 · assets $2,217

    Directly controlled by COUNCIL ON AGING OF VOLUSIA COUNTY INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202402289349300940

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