2024-02-13T18:23:38-06:00 2023-09-30 454084437 WARREN AVERETT LLC 105 TALLAPOOSA STREET STE 300 MONTGOMERY AL 36104 990 2022-10-01 630634950 MONTGOMERY AREA COUNCIL ON AGING MONT 3342630532 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 DONNA MARIETTA CEO 3342630532 2024-02-13 1 DONNA MARIETTA 999009999 0 JERI GROCE P01333499 3342712200 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONNA MARIETTA 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 1588401 0 X WWW.MOWMAMA.ORG X 1972 AL TO PROVIDE SERVICES TO THE AGING POPULATION 27 27 33 2770 0 0 1536666 1380150 33446 33983 32806 96122 41235 30567 1644153 1540822 0 0 0 0 770368 767968 0 0 48426 876271 670044 1646639 1438012 -2486 102810 2366820 2418027 189262 148734 2177558 2269293 X TO ASSIST SENIOR CITIZENS BY PROVIDING SERVICES TO PROMOTE INDEPENDENT LIVING, BY OFFERING OPPORTUNITIES TO ENHANCE QUALITY OF LIFE, AND BY INCREASING COMMUNITY AWARENESS OF SENIOR ISSUES 0 0 758689 SENIOR SERVICES: PROVIDES TO PERSONS SIXTY YEARS AND OLDER A VARIETY OF SERVICES INCLUDING MEALS ON WHEELS, OUTREACH, AND OTHER SERVICES. 258470 RETIRED AND SENIOR VOLUNTEER PROGRAM: PROVIDES VOLUNTEER OPPORTUNITIES FOR RESIDENTS OF FIVE COUNTIES FIFTY-FIVE YEARS AND OVER WHO ARE RETIRED OR SEMI-RETIRED. 55350 37710 ARCHIBALD CENTER: MULTI-USE FACILITY AVAILABLE FOR RENTAL. MACOA EAST - TWO DAY A WEEK PROGRAM TO PROVIDE ACTIVE SENIORS A PLAC TO MEET, SOCIALIZE, PLAY GAMES, AND HAVE LUNCH. COMMUNITY AWARENESS 1072509 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 AL X X X MARTHA FURR 3342630532 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 ROY MCAULEY CHAIR 1.00 X X 0 0 0 WILLIS TEEL VICE CHAIR 1.00 X X 0 0 0 BOB FROESE SECRETARY-TREASURER 1.00 X X 0 0 0 ANDREA MCCAIN IMMEDIATE PAST CHAIR 1.00 X 0 0 0 ZENOBIA BLACKMON BOARD MEMBER 1.00 X 0 0 0 ANGELA BRADWELL BOARD MEMBER 1.00 X 0 0 0 SHERICE BROWN BOARD MEMBER 1.00 X 0 0 0 LARRY CARTER BOARD MEMBER 1.00 X 0 0 0 ANGELA CROSBY BOARD MEMBER 1.00 X 0 0 0 CASSANDRA CROSBY BOARD MEMBER 1.00 X 0 0 0 GENERAL TRENT EDWARDS BOARD MEMBER 1.00 X 0 0 0 JASON GARDNER BOARD MEMBER 1.00 X 0 0 0 LEWIS GILLIS BOARD MEMBER 1.00 X 0 0 0 ALLISON GUICE BOARD MEMBER 1.00 X 0 0 0 NIKITA MCCLAIN BOARD MEMBER 1.00 X 0 0 0 JUDGE VANZETTA MCPHERSON BOARD MEMBER 1.00 X 0 0 0 GARY OOS BOARD MEMBER 1.00 X 0 0 0 CHERYL PAYSON BOARD MEMBER 1.00 X 0 0 0 SHERON ROSE BOARD MEMBER 1.00 X 0 0 0 JENNIFER SCOTT-EPPERSON BOARD MEMBER 1.00 X 0 0 0 KRIS STALLWORTH BOARD MEMBER 1.00 X 0 0 0 AIMEE STEINEKER BOARD MEMBER 1.00 X 0 0 0 LASHANDRA WARREN BARNES BOARD MEMBER 1.00 X 0 0 0 SHERRY WEEKS BOARD MEMBER 1.00 X 0 0 0 DR TONDA WEST BOARD MEMBER 1.00 X 0 0 0 SHERRY WHITE BOARD MEMBER 1.00 X 0 0 0 REV RICHARD WILLIAMS BOARD MEMBER 1.00 X 0 0 0 DOTTIE BLAIR EX OFFICIO 1.00 X 0 0 0 CATHY CADDELL EX OFFICIO 1.00 X 0 0 0 BARBARA DUKE EX OFFICIO 1.00 X 0 0 0 SUE GROCE EX OFFICIO 1.00 X 0 0 0 PETE KNIGHT EX OFFICIO 1.00 X 0 0 0 SARAH SPEAR EX OFFICIO 1.00 X 0 0 0 SIEU TANG WOOD EX OFFICIO 1.00 X 0 0 0 DONNA MARIETTA CEO 40.00 X 94969 0 3772 94969 0 3772 0 0 0 0 0 71722 197689 534483 576256 1380150 SENIOR SERVICES 624100 33983 33983 33983 47212 47212 14500 2520 11980 11980 11980 48910 0 48910 48910 48910 59919 197689 45059 14860 14860 BOD FUND 900099 2500 2500 MISCELLANEOUS 900099 1227 1227 3727 1540822 37710 0 122962 100843 100843 563538 409264 122198 32076 20813 13709 6285 819 33518 27182 5413 923 49256 29881 16920 2455 41199 17717 22829 653 6665 6665 42380 25272 11369 5739 98651 86240 8961 3450 21679 21210 388 81 13557 12807 750 163 163 60405 54217 4100 2088 MEALS FOR CLIENTS 327406 327406 0 0 ARCHIBALD CENTER ACTIVI 16229 16229 VOLUNTEER ACTIVITIES 15683 15565 118 PROMOTIONAL ACTIVITIES 15143 15143 10884 667 10075 142 1438012 1072509 317077 48426 604122 104202 140760 26592 20510 29568 34455 15638 16183 23257 2229934 1198124 1054778 1031810 496012 1186960 2366820 2418027 106856 117713 80066 20215 2340 10806 189262 148734 X 1713154 1785892 464404 483401 2177558 2269293 2366820 2418027 102810 -11075 0 X 0 1 X 1 0 X 1256487 1717976 1636584 1536666 1380150 7527863 1256487 1717976 1636584 1536666 1380150 7527863 7527863 51311 33816 48015 13251 47212 193605 132690 7233 3788 3056 3727 150494 7871962 0.95630 0.95540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 677700 677700 96167 96167 0 699044 427886 271158 757023 674071 82952 1031810 CAPITAL LEASE OBLIGATION 10806 10806 X 1800248 -11075 232107 45059 266091 1534157 6665 6665 1540822 1708513 232107 45059 277166 1431347 6665 6665 1438012 PART X, LINE 2: THE COUNCIL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISIONS OF THE CODE OF ALABAMA. THE COUNCIL HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTION BY INDIVIDUAL DONORS AS STATED IN SECTION 170. AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2023, THE COUNCIL HAD NO UNCERTAIN TAX POSITIONS, OR INTEREST AND PENALTIES, THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 45,059. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 45,059. CULINARY CAPER 103549 61915 41634 1500 11101 GOLF OUTINGS 68490 50205 18285 3200 10404 3714 4224 3 85569 85569 908 3503 6505 257608 197689 59919 3200 12812 7217 21830 45059 14860 FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND THE CFO REVIEW THE FORM 990. THE RETURN IS REVIEWED BY THE FINANCE COMMITTEE AND THEN SUBMITTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN. AN INTERESTED PARTY SHALL COMPLETE A QUESTIONNAIRE, IN THE FORM OF A DISCLOSURE STATEMENT, TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT SHALL BE COMPLETED WITH MACOA AND SHALL BE UPDATED ANNUALLY. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES. FOR BOARD MEMBERS, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE CHAIRMAN OF THE BOARD. THE CHAIRMANS DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE SECRETARY OF THE BOARD. COPIES SHALL ALSO BE PROVIDED TO THE CEO OF MACOA. IN THE CASE OF STAFF, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE CEO. THE CEO'S DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE CHAIRMAN OF THE BOARD. WHENEVER THERE IS REASON TO BELIEVE THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN MACOA AND AN INTERESTED PARTY, THE BOARD OF DIRECTORS SHALL DETERMINE THE APPROPRIATE ORGANIZATIONAL RESPONSE. THIS SHALL INCLUDE, BUT SHALL NOT NECESSARILY BE LIMITED TO, INVOKING THE PROCEDURES DESCRIBED IN THE CONFLICT OF INTEREST POLICY WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION. IF AN ACTUAL OR POTENTIAL CONFLICT INVOLVES AN EMPLOYEE OF THE ORGANIZATION OTHER THAN THE CEO, THE EXECUTIVE DIRECTOR SHALL, IN THE FIRST INSTANCE, BE RESPONSIBLE FOR REVIEWING THE MATTER AND SHALL TAKE NECESSARY AND APPROPRIATE ACTION TO PROTECT THE INTERESTS OF MACOA. THE EXECUTIVE DIRECTOR SHALL REPORT TO THE CHAIRMAN WITHIN TEN (10) BUSINESS DAYS THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN. THE CHAIRMAN, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A SALARIES ARE DISCUSSED WITH EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST