MONTGOMERY AREA COUNCIL ON AGING Charity Report

Public IRS 990 nonprofit record

MONTGOMERY AREA COUNCIL ON AGING

EIN 63-0634950 · Human Services (P81Z)

What they do

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

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.50 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 leaders38 people are listed in the latest report.

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

Money made simple

76.73%of revenue went to mission work78.5% of expenses · Program services

5.95%of revenue went to fundraising6.1% of expenses

$97.74spent for every $100 of revenueRevenue covered expenses this year.

15.07%of revenue went to management and office costs15.4% of expenses

$1.41in assets for every $1 spent this yearSome assets cannot be spent right away.

92.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
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.

Pay context: The highest compensation shown in this filing is $106,485 for DONNA MARIETTA (CEO (THRU DEC 2024)). Compare pay with organizations of similar size and complexity.

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$1,979,722

Mission workProgram services$1,518,97176.73% of revenue78.5% of expenses

ManagementOffice and general costs$298,31215.07% of revenue15.4% of expenses

FundraisingAsking for donations$117,7505.95% of revenue6.1% of expenses

Revenue left after expensesReported annual surplus$44,6892.26% of revenueShown in gray on the chart

Total expenses$1,935,03397.74% 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: 78.5% mission · 15.4% management · 6.1% fundraisingTotal expenses: 97.74% of revenue

2023Expense mix: 79.0% mission · 16.4% management · 4.6% fundraisingTotal expenses: 99.16% of revenue

2022Expense mix: 74.6% mission · 22.0% management · 3.4% fundraisingTotal expenses: 93.33% of revenue

2021Expense mix: 77.3% mission · 20.1% management · 2.6% fundraisingTotal expenses: 100.15% of revenue

2020Expense mix: 76.7% mission · 19.8% management · 3.5% fundraisingTotal expenses: 89.32% of revenue

2019Expense mix: 77.5% mission · 17.5% management · 5.0% fundraisingTotal expenses: 83.27% of revenue

2018Expense mix: 75.2% mission · 18.7% management · 6.1% fundraisingTotal expenses: 92.39% of revenue

2017Expense mix: 79.2% mission · 15.9% management · 4.9% fundraisingTotal expenses: 89.92% of revenue

Money in and money out

Revenue$1,979,722

Expenses$1,935,033

Annual surplus $44,689 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)$1,518,971 · 78.5% of expenses

Management and office costs$298,312 · 15.4% of expenses

Fundraising$117,750 · 6.1% of expenses

See all reported dollar amounts

Revenue$1,979,722

Expenses$1,935,033

Assets$2,726,267

Income$2,062,547

Contributions$1,839,288

Mission work (program services)$1,518,971

Fundraising$117,750

Management and general$298,312

Executive compensation (total)$88,026

Stocks and bonds$1,464,906

Accounting fees$2,525

Investing fees$7,365

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

DONNA MARIETTACEO (THRU DEC 2024) · 40 hrs/week $106,485Base $91,467 · Other $15,018

CHRISTOPHER TURMANCHIEF EXECUTIVE OFFICER · 40 hrs/week $68,115Base $65,554 · Other $2,561

MARTHA FURRCHIEF FINANCIAL OFFICER · 22 hrs/week $46,767Base $16,267 · Other $30,500

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (38)

DONNA MARIETTACEO (THRU DEC 2024)

CHRISTOPHER TURMANCHIEF EXECUTIVE OFFICER

MARTHA FURRCHIEF FINANCIAL OFFICER

LASHANDRA WARREN BARNESMEMBER AT LARGE

KERON FORTEBOARD MEMBER

LEWIS GILLISBOARD MEMBER (THRU JAN 2025)

MARTIE B MCENERNEYBOARD MEMBER

MIKE HARTBOARD MEMBER

MIKE STROWDBOARD MEMBER

NIKITA MCCLAINBOARD MEMBER

PETE KNIGHTEX OFFICIO

REV RICHARD WILLIAMSBOARD MEMBER

ROY MCAULEYEX OFFICIO

SHERON ROSEBOARD MEMBER (THRU APR 2025)

SHERRY WEEKSSECRETARY

SHERRY WHITEBOARD MEMBER

SIEU TANG WOODEX OFFICIO

SUE GROCEEX OFFICIO

TIM SCOGGANBOARD MEMBER

WILLIS TEELIMMEDIATE PAST CHAIR

CHARYL PAYSONBOARD MEMBER (THRU OCT 2024)

ALAN MATHISBOARD MEMBER (THRU JAN 2025)

ALLISON GUICEBOARD MEMBER

ANDREA MCCAINBOARD MEMBER

ANGELA CROSBYBOARD MEMBER (THRU OCT 2024)

BOB FROESECHAIR

BRAD SPEARBOARD MEMBER

CASSANDRA CROSBYBOARD MEMBER

CATHY CADDELLEX OFFICIO

LARRY CARTERMEMBER AT LARGE/EX OFFICIO

DANA NIX MOOREBOARD MEMBER

DOTTIE BLAIREX OFFICIO

DR TONDA WESTBOARD MEMBER (THRU APR 2025)

ELIZABETH DROLLETTEBOARD MEMBER

JASON GARDNERBOARD MEMBER

JAY BAKERBOARD MEMBER

JOHN MCWILLIAMSBOARD MEMBER

AIMEE STEINEKERVICE CHAIR

About this charity

Recognized since: January 1973
Location: 115 EAST JEFFERSON STREET, MONTGOMERY, AL 36104
County: Montgomery
In care of: CHRISTOPHER TURMAN
Primary officer: CHRISTOPHER TURMAN, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Emailmacoa@macoa.org Phone(334) 263-0532

Filing and classification

Latest tax year: 2024
Tax period began: October 1, 2024
Return type: 990
Tax preparer: WARREN AVERETT LLC
NTEE classification: Human Services (P81Z)
IRS tax category: Services for the Elderly and Persons with Disabilities