CAPITAL AREA AGENCY ON AGING DISTRICT II: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAPITAL AREA AGENCY ON AGING DISTRICT II (EIN 72-0738045)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-15
- IRS object ID
- 201833199349303323
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:17:51-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720454386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L A CHAMPAGNE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 Bennington Avenue | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720738045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL AREA AGENCY ON AGING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPI | BusinessNameControlTxt |
| Phone | 2259222525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 66038 | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708966038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Govan | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2259222525 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Neal D Fortenberry | PreparerPersonNm |
| PTIN | P00395550 | PTIN |
| Phone | 2259251120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.71.178.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 08:26:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 795F17F4DAFE269ADA145BAAED2F828D6DC946DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D0CB39BBF4CF50FD073A505B71A87923CD5C0D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Thomas Govan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6554 Florida Blvd Suite 221 | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,976,468 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.capitalaaa.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | Advocate and provide services to enhance the quality of life for aging adults. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 133 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,931,644 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,971,273 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $636 | PYInvestmentIncomeAmt |
| CY Investment Income | $181 | CYInvestmentIncomeAmt |
| PY Other Revenue | $998 | PYOtherRevenueAmt |
| CY Other Revenue | $886 | CYOtherRevenueAmt |
| PY Total Revenue | $4,933,278 | PYTotalRevenueAmt |
| CY Total Revenue | $4,972,340 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,286,213 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,307,795 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,248,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,201,128 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,344,268 | PYOtherExpensesAmt |
| CY Other Expenses | $2,397,412 | CYOtherExpensesAmt |
| PY Total Expenses | $4,879,451 | PYTotalExpensesAmt |
| CY Total Expenses | $4,906,335 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,827 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $66,005 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $499,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $560,194 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $430,412 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $425,481 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,708 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,713 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Agency's mission is to advocate and provide serives to enhance the quality of life for aging adults. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,741,377 | ExpenseAmt |
| Grant | $1,307,795 | GrantAmt |
| Desc | The Agency is designated by the State of Louisiana, Governor's 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, Caregiver Support, Congregate and Home Delivered Meals and Ombudsman services to those over sixty in nuring homes, adult residential care facilities and skilled units of hospitals - the AAA provides these services in 17 parishes(counties). All other services are prvovided in a 10 parish(county)area. All direct services with the exception of Ombudsman, are provided through subcontracts. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $213,636 | ExpenseAmt |
| Desc | The Agency is designated by the Governor's 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 University's Chronic Disease and Diabetics Self Management programs - in the workshops, you will get the support you need, find practical ways to deal with the pain and fatigue, discover better nutrition and exercise choices, undersand new treatment choices and learn better ways to talk with your doctor and family about your health; Medicare Enrollment Assistant Program (MIPPA) - providing Medicare enrollment assistance; Senior Health Insurance Information Program (SHIIP) - providing Medicare beneficiaries with the objective information they need to better understand Medicare coverage options, rights and benefits; Tai Ji Quan: Moving for Better Balance - evidence based wellness program deloped by the Oregon Research Institute. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $649,705 | ExpenseAmt |
| Desc | 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 bhomelessness, have low employment prospects or have failed to find employment after using services through the American Job Center system. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,604,718 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capital Area Agency on Aging | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2259222525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6554 Florida Blvd Suite 221 | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Mr Randal McDonald | ||||||
| Board Member | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Jim Parker | ||||||
| Board Member | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Tom Govan | ||||||
| President,Board of Directors | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ms Emily George Tilley | ||||||
| Secretary, Board of Direct | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ms D'Angela Andrews | ||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Ms LaTonya Scott | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr James O Blouin Jr | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ms Stephanie Prestridge | ||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Ms Ana Rupnik | ||||||
| Treasurer, Board of Directors | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Ms Candice Carpenter | ||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Ms Pat Dial | ||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Mr William Vercher | ||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Caroline Smith | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ann Zanders | ||||||
| Vice President, Board Of Directors | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Shirley Merrick | ||||||
| Executive Director | 40.00 | Yes (X) | $80,723 | $0 | $0 | |
| Essie Kennerson | ||||||
| Executive Director | 40.00 | Yes (X) | $36,848 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $117,571 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,446 | FederatedCampaignsAmt |
| Fundraising | $24,897 | FundraisingAmt |
| Government Grants | $3,888,111 | GovernmentGrantsAmt |
| All Other Contributions | $1,047,819 | AllOtherContributionsAmt |
| Total Contributions | $4,971,273 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181 | TotalRevenueColumnAmt |
| Exclusion | $181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,550 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,897 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,128 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,578 | TotalRevenueColumnAmt |
| Exclusion | -$1,578 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance Co-op Divide | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $2,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,464 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,464 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,972,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,464 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,397 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,795 | TotalAmt |
| Program Services | $1,307,795 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,689 | TotalAmt |
| Program Services | $870,585 | ProgramServicesAmt |
| Management And General | $179,104 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,559 | TotalAmt |
| Program Services | $14,573 | ProgramServicesAmt |
| Management And General | $8,986 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,122 | TotalAmt |
| Program Services | $36,623 | ProgramServicesAmt |
| Management And General | $6,499 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,758 | TotalAmt |
| Program Services | $69,815 | ProgramServicesAmt |
| Management And General | $14,943 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,500 | TotalAmt |
| Program Services | $8,950 | ProgramServicesAmt |
| Management And General | $8,550 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770 | TotalAmt |
| Management And General | $770 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,666 | TotalAmt |
| Program Services | $32,898 | ProgramServicesAmt |
| Management And General | $14,768 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,583 | TotalAmt |
| Program Services | $10,169 | ProgramServicesAmt |
| Management And General | $7,414 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,057 | TotalAmt |
| Program Services | $25,799 | ProgramServicesAmt |
| Management And General | $28,258 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,044 | TotalAmt |
| Program Services | $30,301 | ProgramServicesAmt |
| Management And General | $5,743 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,651 | TotalAmt |
| Program Services | $1,126 | ProgramServicesAmt |
| Management And General | $2,525 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,890 | TotalAmt |
| Program Services | $1,492 | ProgramServicesAmt |
| Management And General | $398 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,991 | TotalAmt |
| Program Services | $6,035 | ProgramServicesAmt |
| Management And General | $1,956 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Catered Home Delivered | $1,603,774 | $1,603,774 | $0 |
| Catered Congregate | $578,815 | $578,651 | $164 |
| Registered Dietitian | $11,427 | $11,427 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,244 | TotalAmt |
| Program Services | $6,132 | ProgramServicesAmt |
| Management And General | $10,112 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,906,335 | TotalAmt |
| Program Services | $4,604,718 | ProgramServicesAmt |
| Management And General | $301,617 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,478 | BOYAmt |
| EOY | $435,384 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,203 | BOYAmt |
| EOY | $58,381 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,849 | BOYAmt |
| EOY | $46,897 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,645 | BOYAmt |
| EOY | $14,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,089 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,034 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,945 | BOYAmt |
| EOY | $5,055 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,120 | BOYAmt |
| EOY | $560,194 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,815 | BOYAmt |
| EOY | $223,288 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,520 | BOYAmt |
| EOY | $175,826 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,077 | BOYAmt |
| EOY | $26,367 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,412 | BOYAmt |
| EOY | $425,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$105,166 | BOYAmt |
| EOY | -$92,498 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,874 | BOYAmt |
| EOY | $227,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,708 | BOYAmt |
| EOY | $134,713 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,120 | BOYAmt |
| EOY | $560,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $66,005 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,441,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,648,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,209,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,931,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,971,273 | CurrentTaxYearAmt |
| Total | $23,201,823 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,441,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,648,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,209,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,931,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,971,273 | CurrentTaxYearAmt |
| Total | $23,201,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $23,201,823 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $181 | CurrentTaxYearAmt |
| Total | $2,665 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,204,488 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $80,937 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $35,089 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $30,034 | DepreciationAmt |
| Book Value | $5,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,055 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued compensated absences | Desc |
| Amt | $26,367 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,367 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,976,468 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $4,128 | OtherRevenueAmt |
| Revenue Not Reported | $4,128 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,972,340 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,972,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,910,463 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,128 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,128 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,906,335 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,906,335 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Capital Area Agency on Aging - District II, Inc. accounts for income taxes in accordance with the income tax accounting guidance included in the FASB ASC. Under this guidance, the Agency may recognize the tax effect from an uncertain income tax positions only if it is more likely than not that the tax position will be sustained on examination by tax authorities. The Agency has evaluated its tax positions regarding the accounting for uncertain income tax positions and does not believe that it has any material uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Fundraising expense 4,128. |
| Part XII, Line 2d - Other Adjustments: | Fundraising expenses 4,128. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Health Fair Expo | Event1Nm |
| Gross Receipts Event1 | $22,249 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,699 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,550 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,945 | OtherDirectExpensesEvent1Amt |
| Event2 | 45th Anniversary Celebration | Event2Nm |
| Gross Receipts Event2 | $5,198 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,198 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $1,183 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Total | $27,447 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,897 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,550 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,128 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,128 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,578 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alzheimers Services of the Capital Area | |||||||
| 3772 North Blvd Ste B | Baton Rouge | LA | 70806 | 721082047 | 501(c)3 | $21,687 | Caregiver support for persons diagnoised with Alzheimers disease |
| Ascension Council on Aging Inc | |||||||
| P O Box 412 | Donaldsonville | LA | 70346 | 720736386 | 501(c)3 | $111,929 | Supportive services 60+ population |
| Assumption Council on Aging Inc | |||||||
| 166 Highway 1008 | Napoleonville | LA | 70390 | 720738123 | 501(c)3 | $86,898 | Supportive services 60+ population |
| South Louisiana Caregiving LLC dba Home Instead Senior Care | |||||||
| 400 Iberia Stree | New Iberia | LA | 70560 | 043641848 | $60,798 | In Home Respite services for 60+ population | |
| Iberville Council On Aging Inc | |||||||
| P O Box 779 | Plaquemine | LA | 70764 | 720784131 | 501(c)3 | $107,271 | Supportive services to 60+ population |
| Pointe Coupee Council on Aging Inc | |||||||
| P O Drawer 110 | New Roads | LA | 70760 | 720770070 | 501(c)3 | $110,823 | Supportive services to 60+ population |
| St Helena Council on Aging Inc | |||||||
| P O Box 324 | Greensburg | LA | 70441 | 720732867 | 501(c)3 | $64,165 | Supportive services to 60+ population |
| Southeast Louisiana Legal Services Corp | |||||||
| P O Drawer 2867 | Hammond | LA | 70404 | 720877422 | 501(c)3 | $27,183 | Legal assistance to 60+ population |
| Tangipahoa Voluntary Council on Aging Inc | |||||||
| 106 North Bay St | Amite | LA | 70422 | 720903571 | 501(c)3 | $233,702 | Supportive services to 60+ population |
| West Baton Rouge Council on Aging Inc | |||||||
| P O Box 122 | Port Allen | LA | 70767 | 720783205 | 501(c)3 | $53,023 | Supportive services to 60+ population |
| West Feliciana Council on Aging Inc | |||||||
| P O Box 1933 | St Francisville | LA | 70775 | 720803882 | 501(c)3 | $38,938 | Supportive services to 60+ population |
| East Feliciana Council on Aging Inc | |||||||
| P O Box 986 | Clinton | LA | 70722 | 720779760 | 501(c)3 | $103,526 | Supportive services to 60+ population |
| Washington Council on Aging Inc | |||||||
| 1025 Dobson St | Franklinton | LA | 70438 | 720714483 | 501(c)3 | $179,005 | Supportive services to 60+ population |
| Meyers Companion Care LLC dba COmfort Keepers | |||||||
| 4626 Jamestown Ave 2 | Baton Rouge | LA | 70808 | 270893438 | $108,847 | In-Home Respite Services for 60+ population | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 23 The process has not changed from the prior year. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 is first distributed to and discussed in detail with the Board of Director's Finance Committee. A copy of the Form 990 is also distributed to the Board of Directors at its regularly scheduled meeting. The Finance Committee reports to the Board its recommendation. Final approval of the Form 990 for submission to the IRS requires full board approval. |
| Form 990, Part VI, Section B, line 12c | We have a written conflict of interest policy that requires officers, directors, and employees to disclose potential conflicts of themselves and their family members. Members of the Board of Directors are required to annually sign a conflict of interest policy and disclosure form that details the Agency's policy and procedure for conflict of interest. Staff members are required to sign a statement at date of hire. |
| Form 990, Part VI, Section B, line 15a | The board of directors sets the compensation for the executive director after consideration and assessment of estimates of compensation paid to executives of not for profit organizations of similar size and nature in the local area. The executive director is the only key officer in the organization all other staff compensation is set by the executive director and approved by the board of directors. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, policies and procedures and financial statements available to the general public during normal working hours for examination and review. Copies of documents are available for a fee. |
| Form 990, Part XII, Line 2c: | Process has not changed from prior year. |