2024-05-01T09:46:22-05:00 2023-06-30 560587953 GILLIAM BELL MOSER LLP PO BOX 621 BURLINGTON NC 272160621 990 2022-07-01 561084260 CHATHAM COUNTY COUNCIL ON AGING INC CHAT 9195424512 POST OFFICE BOX 715 PITTSBORO NC 27312 ASHLYN MARTIN EXECUTIVE DIRECTOR 9195424512 2024-04-24 1 ASHLYN MARTIN 999009999 0 BRETT D DAVIDSON P01279669 3362276283 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ASHLYN MARTIN 2909 VICTORIA FALLS DRIVE BURINGTON NC 27215 2069630 0 X WWW.CHATHAMCOUNCILONAGING.ORG X 1974 NC TO PROMOTE INDEPENDENT LIVING, PHYSICAL AND MENTAL WELLNESS AMONG CHATHAM COUNTY'S OLDER POPULATION X 12 12 21 200 0 0 3195392 1692836 11217 13709 10623 -36366 -2228 -4617 3215004 1665562 0 110163 0 0 773976 5471 0 0 3197 1517945 1401471 2291921 1517105 923083 148457 4485358 0 256380 0 4228978 0 X TO PROMOTE INDEPENDENT LIVING AND PHYSICAL AND MENTAL WELLNESS AMONG CHATHAM COUNTY'S OLDER POPULATION THROUGH A WIDE RANGE OF SERVICES THAT INCLUDES HOME-DELIVERED (MEALS ON WHEELS), FROZEN/SHELF-STABLE, AND CONGREGATE MEALS; IN-HOME PERSONAL CARE; GENERAL AND MEDICAL 0 1 225755 7928 THE COUNCIL ON AGING'S MULTIFACETED NUTRITION PROGRAM IS VITAL TO THE HEALTH AND WELL-BEING OF CHATHAM COUNTY'S OLDER ADULTS. THE COUNCIL ASSISTS INDIVIDUALS AT RISK OF MALNUTRITION AND SOCIAL ISOLATION BY PROVIDING NUTRITIOUS MEALS THROUGH MEALS ON WHEELS (MOW), CONGREGATE NUTRITION, AND FROZEN AND SHELF-STABLE MEALS. COMMUNITY VOLUNTEERS AND PARTNERS DELIVER MEALS ON WHEELS ON 12 ROUTES THROUGHOUT CHATHAM COUNTY TO HOMEBOUND OLDER ADULTS, MANY OF WHOM LIVE ALONE. IN ADDITION TO PROVIDING A DAILY MEAL, VOLUNTEERS ALSO PROVIDED A WELLNESS CHECK TO ENSURE THE CLIENT'S SAFETY AND WELL-BEING. THE COUNCIL'S TWO SENIOR CENTERS OF EXCELLENCE ALSO SERVE AS CONGREGATE NUTRITION SITES AND OFFER A NOON-TIME MEAL AND ACTIVITIES FOR OLDER ADULTS WHO ARE NOT HOMEBOUND OR DO NOT QUALIFY FOR MEALS ON WHEELS. FOR INDIVIDUALS WHO ARE NOT ON A MEALS ON WHEELS ROUTE AND CANNOT OR DO NOT WISH TO ATTEND A CONGREGATE NUTRITION SITE, THE AGENCY OFFERS FROZEN MEALS. IN FISCAL YEAR 2022-2023, 21,308 HOT MEALS, 620 FROZEN MEALS, AND 140 SHELF STABLE MEALS WERE SERVED THROUGH THE MEALS ON WHEELS PROGRAM. DURING THAT SAME PERIOD, 11,608 HOT MEALS WERE SERVED TO THE CONGREGATE NUTRITION CLIENTS. ADDITIONALLY, 7,340 FROZEN MEALS WERE PROVIDED TO INDIVIDUALS WHO OPTED TO NOT RECEIVE DAILY MEAL DELIVERIES THROUGH THE MEALS ON WHEELS PROGRAM, THEIR ADDRESS DID NOT FALL WITHIN A CURRENT MOW ROUTE, OR THEY DID NOT WISH TO PARTICIPATE IN A CONGREGATE NUTRITION SITE. 438782 THE COUNCIL OFFERS AN IN-HOME AIDE (IHA) PROGRAM FOR OLDER ADULTS NEEDING ASSISTANCE WITH THEIR PERSONAL CARE NEEDS, AS WELL AS RESPITE CARE SERVICES FOR FAMILY CAREGIVERS WHO NEED ASSISTANCE PROVIDING CARE TO THEIR LOVED ONE. THE COUNCIL MAINTAINS CONTRACTS WITH STATE-LICENSED HOME CARE AGENCIES FOR THESE SERVICES. IN-HOME AIDES PROVIDE ASSISTANCE WITH PERSONAL CARE, MEAL PREPARATION, HOUSEKEEPING, AND OTHER TASKS THAT OLDER ADULTS WITH LIMITED MOBILITY CANNOT DO FOR THEMSELVES. ADDITIONALLY, RESPITE SERVICES PROVIDED TO FAMILY CAREGIVERS ALLOWS THE CAREGIVER TO TAKE A MUCH-NEEDED BREAK, TEND TO OTHER TASKS, OR HANDLE SOME OF THEIR OWN NEEDS OR MEDICAL APPOINTMENTS ALL WHILE KNOWING THEIR LOVED ONE IS BEING CARED FOR. CARE PLANS ARE CUSTOMIZED TO EACH CLIENT'S SPECIFIC NEEDS. IN FISCAL YEAR 2022-2023, A TOTAL OF 8,228 HOURS OF IN-HOME ASSISTANCE WAS PROVIDED THROUGH THE IHA PROGRAM. ADDITIONALLY, 370 HOURS OF RESPITE CARE WAS PROVIDED FOR FAMILY CAREGIVERS. 282089 THROUGH A PARTNERSHIP WITH CHATHAM TRANSIT NETWORK, THE LOCAL COORDINATED TRANSPORTATION SYSTEM, THE COUNCIL ON AGING PROVIDED GENERAL AND MEDICAL TRANSPORTATION SERVICES TO OLDER ADULTS. THE COUNCIL ARRANGED TRANSPORTATION FOR PARTICIPANTS TO THE AGENCY'S TWO SENIOR CENTERS/CONGREGATE NUTRITION SITES IN PITTSBORO AND SILER CITY 5 DAYS PER WEEK THROUGH CHATHAM TRANSIT SO THAT PARTICIPANTS COULD ENJOY ACTIVITIES, SOCIALIZATION, AND A NUTRITIOUS LUNCH. CHATHAM TRANSIT OPERATED 7 ROUTES (4 IN PITTSBORO AND 3 IN SILER CITY) FOR COUNCIL ON AGING PARTICIPANTS DURING FISCAL YEAR 2022-2023. IN ADDITION TO PROVIDING TRANSPORTATION TO AND FROM THE CENTERS, WEEKLY STOPS WERE ALSO MADE TO THE PHARMACY AND GROCERY STORE SO THAT PARTICIPANTS COULD OBTAIN NEEDED ITEMS. THE COUNCIL ON AGING ALSO WORKS WITH CHATHAM TRANSIT TO PROVIDE TRANSPORTATION TO AND FROM ROUTINE MEDICAL APPOINTMENTS. DURING FISCAL YEAR 2022-2023, 1,565 MEDICAL TRANSPORTATION RIDES WERE PROVIDED TO 208 INDIVIDUAL CLIENTS AND 3,322 RIDES WERE PROVIDED TO THE SENIOR CENTERS/CONGREGATE NUTRITION SITES FOR 90 INDIVIDUAL CLIENTS. 355504 110163 5781 THE COUNCIL OFFERS MANY OTHER PROGRAMS AND SERVICES FOR CHATHAM'S GROWING OLDER POPULATION. ITS RESPONSIVENESS TO THE COMMUNITY HAS BEEN RECOGNIZED AND HONORED IN VARIOUS WAYS. IN 2014, THE COUNCIL WAS NAMED THE "SMALL BUSINESS OF THE YEAR" BY THE CHATHAM COUNTY CHAMBER OF COMMERCE AND IN 2016, THE COUNCIL WAS SELECTED BY THE WESTERN CHATHAM NAACP FOR ITS HUMANITARIAN AWARD. IN 2017, THE CHATHAM COUNTY PUBLIC HEALTH DEPARTMENT HONORED THE COUNCIL AS ITS "PARTNER OF THE YEAR", AND THE NC ASSOCIATION OF COUNTY COMMISSIONERS GAVE THE COUNCIL THE "EXCELLENCE IN INNOVATION" AWARD FOR ITS WORK IN DEVELOPING A COLLABORATIVE DATABASE ON HOME REPAIR. THE UNC GILLING'S SCHOOL OF GLOBAL PUBLIC HEALTH CHOSE THE COUNCIL FOR A CAPSTONE PROJECT TO DEVELOP A COMPREHENSIVE PLAN FOR AGING IN CHATHAM COUNTY; IN 2018, ANOTHER UNC CAPSTONE TEAM CHOSE TO SUPPORT THE COUNCIL IN IMPLEMENTING THE PLAN. ALSO IN 2018, GLAXO SMITH KLINE SELECTED THE COUNCIL FOR ITS "IMPACT" AWARD, AND THE NC DIVISION OF AGING AND ADULT SERVICES CHOSE CHATHAM COUNTY AND THE COUNCIL FOR ITS ANNUAL "ERNEST B MESSER SERVICE EXCELLENCE AWARD". IN 2019, STILL ANOTHER UNC CAPSTONE TEAM CHOSE THE COUNCIL FOR ITS GRADUATION PRACTICUM AND THE COUNCIL LED CHATHAM COUNTY TO HAVE THE LARGEST PERCENT GROWTH IN NC'S SENIOR GAMES AND SILVER ARTS PROGRAM; AND IN 2021, THE COUNCIL WAS CHOSEN AS ONE OF THREE LOCAL AGING SERVICE AGENCIES FROM ACROSS THE U.S.A. TO PRESENT A NATIONAL WEBINAR ON "ADDRESSING NUTRITION AND SOCIAL CONNECTION NEEDS OF RURAL OLDER ADULTS DURING THE COVID-19 EMERGENCY," THE COUNCIL HAS ALSO BEEN SELECTED BY THE HOME DEPOT FOUNDATION AS A NATIONAL GRANTEE FOR ITS HELPING HOMEBOUND HEROES INITIATIVE. IN JUNE 2022, THE EASTERN CHATHAM SENIOR CENTER WAS REACCREDITED AS A "CENTER OF EXCELLENCE" BY THE NORTH CAROLINA DIVISION OF AGING AND ADULT SERVICES. THE WESTERN CHATHAM SENIOR CENTER CURRENTLY HAS THIS DESIGNATION ALSO AND WILL BE DUE FOR REACCREDITATION IN SEPTEMBER 2023. 355504 110163 5781 1302130 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 6 0 21 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X ASHLYN MARTIN 9195424512 365 NC HWY 87 N PITTSBORO NC 27312 X JOHNNY SHAW PRESIDENT 1.00 X X 0 0 0 STEVE SIMON CO-TREASURER 0.50 X X 0 0 0 MARY LOU MACKINTOSH SECRETARY 1.00 X X 0 0 0 LARRY ROSS CO-TREASURER 1.00 X X 0 0 0 DALE CHODOROW DIRECTOR 1.00 X 0 0 0 NERIAH EDWARDS-BOONE DIRECTOR 2.50 X 0 0 0 LINDA ELLINGTON DIRECTOR 0.50 X 0 0 0 EMILY FOUSHEE DIRECTOR 0.50 X 0 0 0 LUNDAY RIGGSBEE DIRECTOR 0.50 X 0 0 0 ROBIN LETO DIRECTOR 0.50 X 0 0 0 MIKE NOWICKI DIRECTOR 0.50 X 0 0 0 RENEE PASCHAL DIRECTOR 1.00 X 0 0 0 LACEE MONTE FINANCE OFFICER/DEPUTY DIR 40.00 X 0 0 0 ASHLYN MARTIN EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 1 ELLINGTON CONTRACTING 183 ISAAC DRIVE SILER CITY NC 27344 CONSTRUCTION 361853 FIRST CHOICE HOME CARE 506 CARTHAGE STREET SANFORD NC 27330 IN HOME AIDE SERVICES 271263 CHATHAM TRANSIT PO BOX 1032 PITTSBORO NC 27312 TRANSPORTATION SERVICES 239618 CORRAL PLATINUM 521 NEW BRIDGE STREET JACKSONVILLE NC 28540 FOOD SERVICE 180534 4 2481 2400 1442333 245622 1692836 COST-SHARING REVENUE 900099 7928 7928 SENIOR GAMES 900099 5552 5552 229 229 13709 12285 12285 6360 13231 -6871 -6871 -6871 342083 385549 5185 -43466 -5185 -48651 -48651 2357 2400 103 2254 2254 1665562 13709 0 -40983 X 110163 110163 5471 5471 31975 31975 905886 902733 3153 6617 6617 95618 88502 6596 520 43189 38460 3857 872 1571 1571 123302 123302 22676 20193 2025 458 MISCELLANEOUS 64529 35563 28966 REPAIRS & MAINTENANCE 39749 36994 2247 508 GRANT EXPENSES 33950 33950 BUILDING AND GROUND MAI 13074 10837 1824 413 19335 16547 2362 426 1517105 1302130 211778 3197 1532497 0 49798 0 382014 0 -14 0 0 0 0 0 22965 0 0 2075415 0 422031 0 0 0 0 652 0 4485358 0 254065 2315 0 256380 0 X 3846621 0 382357 0 4228978 0 4485358 0 X 148457 60975 -4438410 X 0 1 X 1 0 X 2147376 2434002 2818540 3195392 1692836 12288146 219519 234890 214640 207783 1301618 2178450 2366895 2668892 3033180 3403175 2994454 14466596 14466596 29280 25116 5666 11110 18645 89817 13845 2608 16453 43204 43972 6228 5671 2357 101432 14674298 95920 0.98580 0.98120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING GROSS INCOME - 2018 AMOUNT: $ 43,204. 2019 AMOUNT: $ 43,972. 2020 AMOUNT: $ 6,228. 2021 AMOUNT: $ 5,671. 2022 AMOUNT: $ 2,357. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3060336 60975 1323618 13334 1397927 1662409 3153 3153 1665562 2850905 1323618 13334 1336952 1513953 3153 3153 1517106 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES NETTED AGAINST INCOME 990 PART VIII 103. RENTAL EXPENSES NETTED AGAINST INCOME 990 PART VIII 13,231. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES NETTED AGAINST INCOME 990 PART VIII 103. RENTAL EXPENSES NETTED AGAINST INCOME 990 PART VIII 13,231. 0 PET GRANTS 12 8542 HOME REPAIR GRANTS 810 101621 0 0 0 0 0 0 0 0 0 PART VII, QUESTION 5 THE EXECUTIVE DIRECTOR AND FINANCE OFFICER/DEPUTY DIRECTOR ARE EMPLOYEES OF CHATHAM COUNTY, NORTH CAROLINA, AN UNRELATED ORGANIZATION, AND ARE COMPENSATED BY THAT ORGANIZATION FOR SERVICES PERFORMEND FOR CHATHAM COUNTY COUNCIL ON AGING. THE AMOUNTS PAID IN COMPENSATION FOR THESE EMPLOYEES DURING 2022 IS AS FOLLOWS: LACEE MONTE, FINANCE OFFICER: BASE COMPENSATION $60,855; RETIREMENT AND OTHER DEFERRED COMPENSATION $11,349; NONTAXABLE BENEFITS $12,105 ASHLYN MARTIN, EXECUTIVE DIRECTOR: BASE COMPENSATION $58,547; RETIREMENT AND OTHER DEFERRED COMPENSATION $9,857; NONTAXABLE BENEFITS $7,108 CASH AND CASH EQUIVALENTS 2023-06-30 1668257 ACTUAL COUNT CHATHAM COUNTY 12 EAST STREET PITTSBORO NC 27312 GOVERNMENTAL UNIT GRANTS AND CONTRACTS RECEIVABLE, AND OTHER RECEIVABLES 2023-06-30 359666 NET REALIZABLE VALUE CHATHAM COUNTY 12 EAST STREET PITTSBORO NC 37312 GOVERNMENTAL UNIT PREPAID EXPENSES AND OTHER ASSETS 2023-06-30 3069 UNAMORTIZED BALANCE AS OF DATE OF TRANSFER. CHATHAM COUNTY 12 EAST STREET PITTSBORO NC 27312 GOVERNMENTAL UNIT INVESTMENTS 2023-06-30 11659 ADMINISTRATOR VALUATION CHATHAM COUNTY 12 EAST STREET PITTSBORO NC 27312 GOVERNMENTAL UNIT PROPERTY AND EQUIPMENT 2023-06-30 2631962 BOOK VALUE CHATHAM COUNTY 12 EAST STREET PITTSBORO NC 27312 GOVERNMENTAL UNIT 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION TRANSPORTATION; INFORMATION ASSISTANCE AND OPTIONS COUNSELING; MINOR HOME REPAIR AND MODIFICATION; MOBILITY AND ASSISTIVE EQUIPMENT LOAN; INCONTINENCE SUPPLIES; FAMILY CAREGIVER RESPITE, TRAINING AND OTHER SUPPORTS; EVIDENCE-BASED HEALTH PROMOTION; HEALTH INSURANCE COUNSELING AND TAX ASSISTANCE; SENIOR CENTER EDUCATIONAL AND RECREATIONAL PROGRAMMING; FRIENDLY WELLNESS CALLS; AND MANY VOLUNTEER OPPORTUNITES. THE COUNCIL EMPHASIZES SERVICE TO SOCIALLY AND ECONOMICALLY NEEDY SENIORS WHO ARE NOT ELIGIBLE FOR MEDICAID BUT UNABLE TO PAY FOR ASSISTANCE THEMSELVES. IN PARTNERSHIP WITH MANY OTHER COMMUNITY ORGANIZATIONS, THE COUNCIL IS ALSO RAISING AWARENESS ABOUT CHATHAM'S GROWING OLDER POPULATION AND ENCOURAGING COLLABORATIVE EFFORTS TO ASSURE THAT CHATHAM REMAINS AN AGE-FRIENDLY COMMUNITY WHERE THERE ARE AMPLE AND DIVERSE OPPORTUNITIES FOR SOCIAL AND CIVIC ENGAGEMENT, CONTINUOUS LEARNING, FITNESS, AND AN APPRECIATION FOR THE LIFE ACCOMPLISHMENTS AND CONTINUING CONTRIBUTIONS OF OLDER ADULTS. THE COUNCIL LED DEVELOPMENT OF THE COMPREHENSIVE 2018-2023 AGING PLAN FOR CHATHAM COUNTY AND NOW IS LEADING ITS IMPLEMENTATION. FORM 990, PART III, LINE 3 EFFECTIVE JUNE 30, 2023 CHATHAM COUNTY COUNCIL ON AGING, INC. TRANSFERRED ITS PERSONNEL, OPERATING AND CAPITAL EXPENSES, REVENUE AND CAPITAL ASSETS TO CHATHAM COUNTY, AND PUBLIC BODY POLITIC AND CORPORATE OF THE STATE OF NORTH CAROLINA. FORM 990, PART VI, SECTION B, LINE 11B THE 990 DRAFT IS SHARED WITH THE AUDIT COMMITTEE AND THEN THE FULL BOARD FOR REVIEW AND COMMENT BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO THE EXECUTIVE DIRECTOR, EMPLOYEES, AND ALL BOARD MEMBERS. THE QUESTIONNAIRES ARE REQUIRED TO BE SIGNED AND RETURNED, DISCLOSING ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR AND FINANCE OFFICER/DEPUTY DIRECTOR ARE EMPLOYEES OF CHATHAM COUNTY, AN UNRELATED ORGANIZATION. AS SUCH, THEIR COMPENSATION IS DETERMINED USING GUIDELINES AND REGULATIONS OF THE COUNTY AND IS PROCESSED THROUGH THE COUNTY SYSTEM. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE THROUGH GUIDESTAR AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 902,733. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 902,733. INVESTMENT EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,153. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,153. FORM 990, PART XI, LINE 9: ROUNDING ADJUSTMENT TRANSFER NET ASSETS TO CHATHAM COUNTY GOVERNMENT -4,438,410.