2023-03-03T10:50:31-06:00 2022-09-30 454084437 WARREN AVERETT LLC 3815 INTERSTATE CT MONTGOMERY AL 36109 990 2021-10-01 630634950 MONTGOMERY AREA COUNCIL ON AGING MONT 3342630532 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 DONNA MARIETTA CEO 3342630532 2023-03-01 1 DONNA MARIETTA 999009999 D CLYNTON HART JR CPA P00191509 3342712200 2023-03-01 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DONNA MARIETTA 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 1694683 0 X WWW.MACOA.ORG X 1972 AL TO PROVIDE SERVICES TO THE AGING POPULATION 25 25 28 2646 0 0 1636584 1536666 35046 33446 27594 32806 -2236 41235 1696988 1644153 0 0 0 0 715892 770368 0 0 43013 799853 876271 1515745 1646639 181243 -2486 2451917 2366820 151614 189262 2300303 2177558 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 956096 SENIOR SERVICES: PROVIDES TO PERSONS SIXTY YEARS AND OLDER A VARIETY OF SERVICES INCLUDING MEALS ON WHEELS, OUTREACH, AND OTHER SERVICES. 271228 RETIRED AND SENIOR VOLUNTEER PROGRAM: PROVIDES VOLUNTEER OPPORTUNITIES FOR RESIDENTS OF FIVE COUNTIES FIFTY-FIVE YEARS AND OVER WHO ARE RETIRED OR SEMI-RETIRED. 45028 ARCHIBALD CENTER: MULTI-PURPOSE SENIOR CENTER WITH MEETING, DINING, ARTS AND CRAFTS, GARDENING, COMPUTER CLASSES, AND GAMES. IT IS DESIGNATED TO SERVE AS A FOCAL POINT FOR ACTIVE SENIORS IN THE AREA. COMMUNITY AWARENESS 1272352 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 28 1 0 0 0 0 0 0 0 0 0 0 X 25 25 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 JASON GARDNER IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 ANDREA MCCAIN CHAIR 1.00 X X 0 0 0 ROY MCAULEY VICE CHAIR 1.00 X X 0 0 0 WILLIS TEEL SECRETARY-TREASURER 1.00 X X 0 0 0 ZENOBIA BLACKMON BOARD MEMBER 1.00 X 0 0 0 ANGELA BRADWELL BOARD MEMBER 1.00 X 0 0 0 CATHY CADDELL 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 COSBY BOARD MEMBER 1.00 X 0 0 0 GENERAL TRENT EDWARDS BOARD MEMBER 1.00 X 0 0 0 ROBERT FROESE BOARD MEMBER 1.00 X 0 0 0 LEWIS GILLIS BOARD MEMBER 1.00 X 0 0 0 ANTHONY LEIGH BOARD MEMBER 1.00 X 0 0 0 JOHN MARSHALL BOARD MEMBER 1.00 X 0 0 0 MIKE MASON BOARD MEMBER 1.00 X 0 0 0 NIKITA MCCLAIN BOARD MEMBER 1.00 X 0 0 0 LAZETTE MOODY BOARD MEMBER 1.00 X 0 0 0 GARY OOS BOARD MEMBER 1.00 X 0 0 0 SHERON ROSE BOARD MEMBER 1.00 X 0 0 0 PAUL SCOTT BOARD MEMBER 1.00 X 0 0 0 KRIS STALLWORTH BOARD MEMBER 1.00 X 0 0 0 AMIEE STEINEKER BOARD MEMBER 1.00 X 0 0 0 SHERRY WEEKS BOARD MEMBER 1.00 X 0 0 0 DOTTIE BLAIR 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 EXECUTIVE DIRECTOR 40.00 X 92753 0 3555 92753 0 3555 0 0 0 0 0 57387 190755 492649 795875 1536666 SENIOR SERVICES 624100 33446 33446 33446 32865 32865 15150 1340 13810 13810 13810 59 -59 -59 -59 73500 190755 49131 24369 24369 BOD FUND 2000 2000 MISCELLANEOUS 556 556 RSVP -SPECIAL ACTIVITY 500 500 3056 1644153 36502 0 70985 93884 93884 564923 399518 134152 31253 22838 13969 7505 1364 36770 29094 6510 1166 51953 31356 18106 2491 39753 17582 21656 515 7509 7509 32043 19747 9428 2868 78321 66169 10129 2023 20562 20116 272 174 12722 11972 750 164 164 51087 46094 3873 1120 MEALS FOR CLIENTS 525101 525101 ACTIVITIES FOR CLIENTS 44653 44653 VOLUNTEER ACTIVITIES 24936 24782 154 0 PROMOTIONAL ACTIVITIES 21550 21550 17870 649 17182 39 1646639 1272352 331274 43013 622361 604122 138616 140760 42142 20510 55151 34455 14333 16183 2202194 1147416 983451 1054778 595863 496012 2451917 2366820 118165 106856 29054 80066 4395 2340 151614 189262 X 1766241 1713154 534062 464404 2300303 2177558 2451917 2366820 -2486 -120259 0 X 0 1 X 1 0 X 1307702 1256487 1717976 1636584 1536666 7455415 1307702 1256487 1717976 1636584 1536666 7455415 7455415 45672 51311 33816 48015 13251 192065 9201 132690 7233 3788 3056 155968 7803448 0.95540 0.95400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 677700 677700 96167 96167 0 574543 388581 185962 853784 662668 191116 1054778 CAPITAL LEASE OBLIGATION 2340 2340 X 1595439 -120259 29923 49131 -41205 1636644 7509 7509 1644153 1718184 29923 49131 79054 1639130 7509 7509 1646639 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, 2022, 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 49,131. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 49,131. CULINARY CAPER 106803 60260 46543 1500 10201 GOLF OUTINGS 70140 51433 18707 3200 10268 2244 4513 3 87312 79062 8250 6143 300 10762 264255 190755 73500 3200 11768 8387 300 25476 49131 24369 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR 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 EXECUTIVE DIRECTOR OF MACOA. IN THE CASE OF STAFF, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTORS 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 EXECUTIVE DIRECTOR, 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