2014-03-20T13:26:49-05:00 2013-09-30 454084437 WARREN AVERETT LLC 3815 INTERSTATE CT MONTGOMERY AL 36109 990 2012-10-01 630634950 MONTGOMERY AREA COUNCIL ON AGING MONT 3342630532 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 DONNA MARIETTA 3342630532 2014-03-12 1 TATIA W KNIGHT CPA P00848736 3342712200 2014-03-12 2012 2015-11-30 17:44:51Z DONNA MARIETTA 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 1391583 0 X WWW.MACOA.ORG X 1972 AL TO PROVIDE SERVICES TO THE AGING POPULATION 33 33 45 2650 4690 0 1081349 1071767 89969 117240 58510 3300 128127 108419 1357955 1300726 0 0 0 0 603001 648932 0 0 36334 717568 709161 1320569 1358093 37386 -57367 2487977 2443288 103662 103572 2384315 2339716 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 616560 63024 SENIOR CITIZENS SERVICE CENTER: PROVIDES TO PERSONS SIXTY YEARS AND OLDER A VARIETY OF SERVICES INCLUDING MEALS ON WHEELS, OUTREACH, NUTRITION CENTERS, AND OTHER SERVICES. 233532 RETIRED AND SENIOR VOLUNTEER PROGRAM: PROVIDES VOLUNTEER OPPORTUNITIES FOR RESIDENTS OF FIVE COUNTIES FIFTY-FIVE YEARS AND OVER WHO ARE RETIRED OR SEMI-RETIRED. 135788 TRANSPORTATION: PROVIDES TRANSPORTATION SERVICES TO ELDERLY PERSONS THROUGH A CONTRACT WITH A LOCAL CAB COMPANY. 126691 54216 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. 37919 COMMUNITY AWARENESS 164610 54216 1150490 1 1 0 0 0 0 0 0 0 0 1 1 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 45 1 1 1 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X MARTHA FURR 3342630532 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 JAN ELLIS 1.00 X X 0 0 0 SAM JOHNSON 1.00 X X 0 0 0 DOTTIE BLAIR 1.00 X X 0 0 0 JOE GUILLOT 1.00 X X 0 0 0 DICK AMBERG 1.00 X 0 0 0 ANITA ARCHIE 1.00 X 0 0 0 KATIE ESPY 1.00 X 0 0 0 AMY CRAWFORD 1.00 X 0 0 0 BOB FROESE 1.00 X 0 0 0 VERA HAWTHORNE 1.00 X 0 0 0 DAPHNE JOHNSON 1.00 X 0 0 0 COURTNEY KERSHAW 1.00 X 0 0 0 THOMAS VOCINO 1.00 X 0 0 0 CATHY MARTIN 1.00 X 0 0 0 PHELPS REID 1.00 X 0 0 0 CAROLINE ROSEN 1.00 X 0 0 0 JOY SKELTON 1.00 X 0 0 0 LINDA TAFFET 1.00 X 0 0 0 MARIE THURMAN 1.00 X 0 0 0 KATHERINE TRUMBLE 1.00 X 0 0 0 BOBBY WEIL 1.00 X 0 0 0 SUZANNE DAVIDSON 1.00 X 0 0 0 TAYLOR WILLIAMS 1.00 X 0 0 0 DIANNE WINGFIELD 1.00 X 0 0 0 DORY HECTOR 1.00 X 0 0 0 MELISSA JOHNSON 1.00 X 0 0 0 PETE KNIGHT 1.00 X 0 0 0 JOE PANZA 1.00 X 0 0 0 SIEU TANG WOOD 1.00 X 0 0 0 BARBARA DUKE 1.00 X 0 0 0 HELEN GEESEY 1.00 X 0 0 0 SUE GROCE 1.00 X 0 0 0 ALICE REYNOLDS 1.00 X 0 0 0 SARAH SPEAR 1.00 X 0 0 0 DONNA MARIETTA HIRED AUGUST 2012 40.00 X 16250 0 0 RICHARD HEINZMAN RETIRED JULY 2012 40.00 X 41412 0 1422 57662 0 1422 0 0 0 0 0 108931 546267 416569 1071767 SENIOR CITIZENS SERVIC 624100 63024 63024 ARCHIBALD CENTER 624100 54216 54216 117240 4020 4020 11160 993 10167 10167 10167 54633 55288 65 -655 -65 -720 -720 125798 34511 91287 91287 NEWSLETTER ADVERTISING 541800 4690 4690 BOARD ACTIVITIES 624100 2275 2275 6965 1300726 119515 4690 104754 65278 65278 499430 406194 66182 27054 11540 7852 2898 790 25638 20690 4731 217 47046 34065 10781 2200 14501 10006 3335 1160 1129 1129 53 53 22473 16672 4978 823 77425 71145 4386 1894 27282 26540 703 39 3167 2896 218 53 156 156 41265 35413 4180 1672 8599 7499 788 312 MEALS FOR CLIENTS 364050 364050 TRANSPORTATION FOR CLIE 77101 77101 SPECIAL ACTIVITIES 26917 26780 125 12 ACTIVITIES FOR CLIENTS 25189 25189 19854 18345 1401 108 1358093 1150490 171269 36334 46245 55044 597451 74168 11950 40944 88588 80240 5306 5311 2662947 963588 1728143 1699359 10294 488222 2487977 2443288 102092 91214 1570 12358 103662 103572 X 1941663 1896745 442652 442971 2384315 2339716 2487977 2443288 -57367 12768 0 X X 0 1 X 1 0 X 1042388 1000721 1070968 1081349 1080207 5275633 1042388 1000721 1070968 1081349 1080207 5275633 5275633 39353 38777 49697 22835 15179 165841 7435 10399 7690 8284 6965 40773 5482247 0.96230 0.95360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1524209 1524209 96167 96167 0 336559 237709 98850 706012 629712 76300 1699359 MUTUAL FUNDS 488222 F 488222 CAPITAL LEASE OBLIGATIONS 12358 12358 X 1356447 12768 8442 34511 55721 1300726 0 1300726 1401046 8442 34511 42953 1358093 0 1358093 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013, THE COUNCIL HAD NO UNCERTAIN TAX POSITIONS, OR INTEREST AND PENALTIES, THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE COUNCIL IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 34,511. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 34,511. CULINARY CAPER 45492 45492 4391 GOLF TOURNAMENT 24255 24255 8774 6 56051 56051 21346 125798 125798 34511 34511 91287 FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR REVIEW THE FORM 990 PRIOR TO FILING. 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 THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.