2025-11-14T12:39:26-05:00 2025-06-30 720454386 L A CHAMPAGNE & CO LLP 4911 BENNINGTON AVE BATON ROUGE LA 708083153 990 2024-07-01 720738045 CAPITAL AREA AGENCY ON AGING INC CAPI 2259222525 2051 SILVERSIDE DR SUITE 208 BATON ROUGE LA 708089005 PAT GLEESON VICE PRESIDENT 2259222525 2025-11-12 true true NEAL D FORTENBERRY P00395550 2259251120 2025-11-12 2024 2025-03-06 01:10:19Z X KRISTIN ZATTA 6730271 false X WWW.CAPITALAAA.ORG X 1974 LA ADVOCATE AND PROVIDE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS. 15 15 128 27 0 6894939 6714195 0 3237 4224 13004 7113 6911180 6725532 1981200 1943666 0 1491930 1411375 0 0 3577559 3363495 7050689 6718536 -139509 6996 1260092 1471950 772856 957718 487236 514232 X THE AGENCY'S MISSION IS TO ADVOCATE AND PROVIDE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS. false false 5510186 1943666 5448174 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. 241210 308444 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. 659765 661572 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. 6411161 true true false false false false false false false false true false false false true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 6 0 128 true false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false X X X CAPITAL AREA AGENCY ON AGING 2259222525 2051 SILVERSIDE DRIVE STE 208 BATON ROUGE LA 708089005 EDY ADDISON BOARD MEMBER 1.50 X 0 0 0 ESSIE KENNERSON BOARD MEMBER 2.00 X 0 0 0 DELORES HURST TREASURER 2.55 X X 0 0 0 CRAIG KABERLINE EXECUTIVE DI 40.00 X 69569 0 0 MELODIE LEGGETT CFO 40.00 X 70644 0 0 TONYA AIKEN BOARD MEMBER 2.50 X 0 0 0 KRISTIN ZATTA PRESIDENT 2.55 X X 0 0 0 CARLESIA BIBBINS BOARD MEMBER 1.50 X 0 0 0 PAT GLEESON VICE PRESIDE 2.55 X X 0 0 0 LILLY ALLEN BOARD MEMBER 2.50 X 0 0 0 JESSICA WILKINSON SECRETARY 2.00 X X 0 0 0 STACIE JENKINS BOARD MEMBER 2.00 X 0 0 0 ALLISON KIDDER BOARD MEMBER 1.50 X 0 0 0 SARA KLEINPETER BOARD MEMBER 2.50 X 0 0 0 JEFFREY MARTIN BOARD MEMBER 2.55 X 0 0 0 BETTY RAGLIN BOARD MEMBER 2.00 X 0 0 0 LATONYA SCOTT BOARD MEMBER 2.25 X 0 0 0 140213 false false false 3157 28175 4960617 1722246 6714195 4224 4224 4270 28175 4739 -469 -469 INSURANCE CO-OP DIVIDEND 7582 7582 7582 6725532 7582 3755 1943666 1943666 1208357 1035247 173110 31883 23940 7943 75608 56792 18816 95527 81722 13805 17550 10497 7053 220 220 63471 45382 18089 28766 20286 8480 53024 27297 25727 44782 39104 5678 3155 765 2390 1245 850 395 18960 14808 4152 HOME DELIVERED MEALS 2300056 2300056 CONGREGATE MEALS 800870 800886 -16 OTHER 31396 9863 21533 6718536 6411161 307375 0 635801 1129766 379814 119632 233948 206678 6532 13123 10794 8043 3997 2751 1260092 1471950 332607 577184 396673 346844 11350 3460 32226 30230 772856 957718 X 8008 90699 479228 423533 487236 514232 1260092 1471950 X 6996 20000 X false true X true true true X 6600039 6516278 6631008 6894939 6714195 33356459 6600039 6516278 6631008 6894939 6714195 33356459 33356459 2938 2900 2678 3237 4224 15977 4075 4425 4270 12770 33385206 43625 0.99910 0.99910 X PART II, LINE 10 8,500 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10794 8043 2751 2751 ACCRUED COMPENSATED ABSENCES 30230 30230 X 6730271 4739 4739 6725532 6725532 6723275 4739 4739 6718536 6718536 SCHEDULE D, PAGE 3, PART X THE AGENCY 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. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 4,739 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 4,739 ANNUAL HEALTH F 32445 28175 4270 4739 32445 28175 4270 4739 4739 -469 true ALZHEIMER'S SERVICES OF CAPITAL AREA 3772 NORTH BLVD STE B BATON ROUGE LA 70806 721082047 501C3 26912 CAREGIVER SUPPORT ASCENSION COUNCIL ON AGING INC PO BOX 412 DONALDSONVILLE LA 70346 720736386 501C3 311076 SUPPORTIVE SERVICES ASSUMPTION COUNCIL ON AGING INC 166 HWY 1008 NAPOLEONVILLE LA 70390 720738123 501C3 118592 SUPPORT SERVICES EAST FELICIANA COUNCIL ON AGNING INC PO BOX 986 CLINTON LA 70722 720779760 501C3 137564 SUPPORT SERVICES SOUTH LA CAREGIVING LLC DBA HOME INSTEAD 400 IBERIA ST NEW IBERIA LA 70560 043641848 57983 IN-HOME RESPITE IBERVILLE COUNCIL ON AGING INC PO BOX 779 PLAQUEMINE LA 70764 720784131 501C3 126211 SUPPORT SERVICES POINTE COUPEE COUNCIL ON AGING INC PO DRAWER 110 NEW ROADS LA 70760 720770070 501C3 110479 SUPPORT SERVICES ST HELENA COUNCIL ON AGING INC PO BOX 324 GREENSBURG LA 70441 720732867 501C3 88177 SUPPORT SERVICES TANGIPAHOA COUNCIL ON AGING INC 106 NORTH BAY ST AMITE LA 70422 720903571 501C3 446174 SUPPORT SERVICES LA HOME CARE LLC DBA HOME INSTEAD SENIOR CARE 5055 S SHERWOOD FOREST BLVD BATON ROUGE LA 70816 721491352 78487 IN-HOME RESPITE TANGI CARES LLC DBA HOME INSTEAD SENIOR CARE 307 W MINNESOTA PARK RD STE 2 HAMMOND LA 70403 830648791 14092 IN-HOME RESPITE WASHINGTON COUNCIL ON AGING INC 1025 DOBSON ST FRANKLINTON LA 70438 720714483 501C3 277301 SUPPORT SERVICES WEST BATON ROUGE COUNCIL ON AGNING INC PO BOX 122 PORT ALLEN LA 70767 720783205 501C3 90593 SUPPORT SERVICES WEST FELICIANA COUNCIL ON AGING INC PO BOX 1933 ST FRANCISVILLE LA 70775 720803882 501C3 60025 SUPPORT SERVICES FORM 990, PAGE 2, PART III, LINE 4A 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. FORM 990, PAGE 2, PART III, LINE 4B 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. FORM 990, PAGE 2, PART III, LINE 4C 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. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS FIRST DISTRIBUTED TO AND DISCUSSED IN DETAIL WITH THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE. A COPY OF THE FORM 990 IS ALSO DISTRIBUTED TO THE BOARD OF DIRECTORS AT ITS REGULARLY SCHEDULED MEETING. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD ITS ACTIONS. FORM 990, PAGE 6, PART VI, 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 AGENCYS POLICY AND PROCEDURE FOR CONFLICT OF INTEREST. STAFF MEMBERS ARE REQUIRED TO SIGN A STATEMENT AT DATE OF HIRE. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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 XI, LINE 9 FUNDRAISING EXPENSES 4,739 FUNDRAISING EXPENSES -4,739