CATAWBA COUNTY COUNCIL ON AGING INC Charity Report

Public IRS 990 nonprofit record

CATAWBA COUNTY COUNCIL ON AGING INC

EIN 51-0193746 · Human Services (P81Z)

What they do

COA is A NONPROFIT ORGANIZATION WHICH PROVIDES A FOCAL POINT for RESOURCES and OPPORTUNITIES to EXTEND INDEPENDENT LIVING and ENRICH THE QUALITY of LIFE for SENIOR ADULTS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $57.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

42.71%of revenue went to mission work57.0% of expenses · Program services

$74.95spent for every $100 of revenueRevenue covered expenses this year.

32.24%of revenue went to management and office costs43.0% of expenses

$2.91in assets for every $1 spent this yearSome assets cannot be spent right away.

83.0%of its money came from giftsOther money may come from services or investments.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$289,757

Mission workProgram services$123,76542.71% of revenue57.0% of expenses

ManagementOffice and general costs$93,41632.24% of revenue43.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$72,57625.05% of revenueShown in gray on the chart

Total expenses$217,18174.95% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 57.0% mission · 43.0% management · 0.0% fundraisingTotal expenses: 74.95% of revenue

2023Expense mix: 6.2% mission · 93.8% management · 0.0% fundraisingTotal expenses: 41.82% of revenue

2022Expense mix: 12.1% mission · 87.9% management · 0.0% fundraisingTotal expenses: 88.51% of revenue

2021Expense mix: 4.0% mission · 96.0% management · 0.0% fundraisingTotal expenses: 128.96% of revenue

2020Expense mix: 3.0% mission · 97.0% management · 0.0% fundraisingTotal expenses: 76.74% of revenue

2019Expense mix: 15.3% mission · 84.7% management · 0.0% fundraisingTotal expenses: 94.26% of revenue

2018Expense mix: 24.7% mission · 75.3% management · 0.0% fundraisingTotal expenses: 75.43% of revenue

2017Expense mix: 24.5% mission · 75.5% management · 0.0% fundraisingTotal expenses: 84.96% of revenue

Money in and money out

Revenue$289,757

Expenses$217,181

Annual surplus $72,576 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$123,765 · 57.0% of expenses

Management and office costs$93,416 · 43.0% of expenses

See all reported dollar amounts

Revenue$289,757

Expenses$217,181

Assets$631,926

Income$289,757

Contributions$240,610

Mission work (program services)$123,765

Management and general$93,416

Executive compensation (total)$57,867

Stocks and bonds$325,963

Accounting fees$2,346

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (23)

LLOYD BOSTDIRECTOR

WAYNE CASHIONPRESIDENT

VICKIE BLEVINSEXECUTIVE DIRECTOR

VAN TAYLORTREASURER

TYRAN HEARDDIRECTOR

SUSANNAH BROWNDIRECTOR

RON DOWNSDIRECTOR

RICHARD SMITH

RICHARD SMITHPRINCIPAL OFFICER

PAT HENSLEYDIRECTOR

NANCY FARRDIRECTOR

MIKE SCIPIONEVICE PRESIDENT

ALLEN BARWICKDIRECTOR

LIZZIE MUSCARELLOSECRETARY

LAUREN HEAVNERDIRECTOR

KAY WEAVERDIRECTOR

JUDY KAUFMAN

JUDY KAUFMANPRINCIPAL OFFICER

JUDITH RAYDIRECTOR

JAMES MAUNEYDIRECTOR

DEBBIE LONGDIRECTOR

CHERI TONEYDIRECTOR

ALLEN BIGGERSTAFFDIRECTOR

About this charity

Recognized since: January 1976
Location: PO BOX 835, HICKORY, NC 28603
County: Catawba
In care of: VICKIE BLEVINS
Primary officer: VICKIE BLEVINS, EXECUTIVE DIRECTOR

How to reach them

Phone(828) 328-2269

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: LONNIE SHOOK CPA PLLC
NTEE classification: Human Services (P81Z)
IRS tax category: Services for the Elderly and Persons with Disabilities