2024-04-30T11:09:03-05:00 2023-06-30 720398470 HEARD MCELROY & VESTAL LLC 333 TEXAS STREET SUITE 1525 SHREVEPORT LA 71101 990 2022-07-01 720715821 CADDO COUNCIL ON AGING CADD 3186322090 1700 BUCKNER STREET 240 SHREVEPORT LA 71101 MONICA WRIGHT EXECUTIVE DIRECTOR 3186322090 2024-04-06 1 MONICA WRIGHT 999009999 0 JENNIFER M HILL P00712786 3184291525 2024-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MONICA WRIGHT 1700 BUCKNER SQUARE STE 240 SHREVEPORT LA 71101 4581240 0 X WWW.CADDOCOA.ORG X 1972 LA THE MISSION OF THE COUNCIL IS TO HELP ELDERLY INDIVIDUALS MAINTAIN THEIR DIGNITY AND INDEPENDENCE IN THEIR HOMES AND COMMUNITIES THROUGH COMPREHENSIVE, COORDINATED, AND COST EFFECTIVE SYSTEMS OF LONG-TERM CARE, AND LIVABLE COMMUNITIES IN CADDO PARISH. THE COUNCIL DOES THIS BY SERVING AS THE PARISH AGENCY RESPONSIBLE FOR ADVANCING THE CONCERNS AND INTERESTS OF OLDER PEOPLE AND THEIR CAREGIVERS, AND BY WORKING WITH AND THROUGH THE AGING SERVICES NETWORK TO PROMOTE THE DEVELOPMENT OF A COMPREHENSIVE AND COORDINATED SYSTEM OF HOME AND COMMUNITY-BASED LONG-TERM CARE THAT IS RESPONSIVE TO THE NEEDS AND PREFERENCES OF OLDER PEOPLE AND THEIR FAMILY CAREGIVERS. 17 17 50 200 0 0 4403979 4490827 3778 2430 19673 17791 105182 60581 4532612 4571629 0 0 0 0 1045305 1065238 37137 40469 57406 3283835 3273746 4366277 4379453 166335 192176 5297429 5908182 2030905 2444700 3266524 3463482 X THE MISSION OF THE COUNCIL IS TO HELP ELDERLY INDIVIDUALS MAINTAIN THEIR DIGNITY AND INDEPENDENCE IN THEIR HOMES AND COMMUNITIES THROUGH COMPREHENSIVE, COORDINATED, AND COST-EFFECTIVE SYSTEMS OF LONG-TERM CARE, AND LIVABLE COMMUNITIES IN CADDO PARISH. THE COUNCIL DOES THIS BY SERVING AS THE PARISH AGENCY RESPONSIBLE FOR ADVANCING THE CONCERNS AND INTERESTS OF OLDER PEOPLE AND THEIR CAREGIVERS, AND BY WORKING WITH AND THROUGH THE AGING SERVICES NETWORK TO PROMOTE THE DEVELOPMENT OF A COMPREHENSIVE AND COORDINATED SYSTEM OF HOME AND COMMUNITY-BASED LONG-TERM CARE THAT IS RESPONSIVE TO THE NEEDS AND PREFERENCES OF OLDER PEOPLE AND THEIR FAMILY CAREGIVERS. 0 0 1509341 TITLE III C-2 - HOME DELIVERED MEAL PROGRAM PROVIDES FIVE NUTRITIONAL MEALS PER WEEK TO HOMEBOUND SENIORS IN CADDO PARISH. THE LOUISIANA GOVERNORS' OFFICE OF ELDERLY AFFAIRS ESTABLISHES THE ELIGIBILITY CRITERIA AND GUIDELINES FOR THIS SERVICE. 1369862 VETERANS HOME AND COMMUNITY BASE SERVICES PROVIDE VETERANS THE OPPORTUNITY TO HIRE THEIR OWN PERSONAL CARE AIDES TO ASSIST THEM WITH DAILY LIVING ACTIVITIES. THE OVERTON BROOKS VETERANS MEDICAL CENTER IS FUNDING SOURCE FOR THIS PROGRAM. 300192 TITLE III B - SUPPORTIVE SERVICES PROGRAM PROVIDES SENIORS CITIZENS SERVICES SUCH AS INFORMATION AND ASSISTANCE, OUTREACH AND REFERRAL, HOMEMAKER, LEGAL, AND SITTER SERVICES. THE LOUISIANA GOVERNORS' OFFICE OF ELDERLY AFFAIRS ESTABLISHES THE ELIGIBILITY CRITERIA AND GUIDELINES FOR THIS SERVICE. 1040285 2430 OTHER PROGRAMS: TITLE III D PREVENTIVE HEALTH; TITLE III-B OMBUDSMAN; SENIOR CENTER; TITLE III-E CAREGIVER; TITLE III C-1 AAA; SENIORX; TITLE III C-1 CONGREGATE MEALS; COMMUNITY LIVING PROGRAM; NUTRITIONAL SERVICES INCENTIVE PROGRAM; SUPPLEMENTAL SENIOR CENTER; ARP CONGREGATE MEALS; ARP HOME DELIVERED MEALS; STATE PUBLIC HEALTH; MIPPA; OTHER LOCAL PROGRAMS LIKE THE SENIOR CENTER SPECIAL; TITLE III B SUPPORTIVE SERVICES. 1040285 2430 4219680 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SHANNON JENKINS 3186767900 1700 BUCKNER SQUARE SUITE 240 SHREVEPORT LA 71101 KATHY BOYER BOARD MEMBER 1.00 X 0 0 0 CLARA FARLEY 1ST VICE PRESIDENT 1.00 X X 0 0 0 JANET PRINGLE TREASURER 1.00 X X 0 0 0 DORA MILLER PRESIDENT 1.00 X X 0 0 0 DOUG HARGIS BOARD MEMBER 1.00 X 0 0 0 GEORGIA BLOW SECRETARY/TREASURER 1.00 X X 0 0 0 KATHRYN WILLIAMS 2ND VICE PRESIDENT 1.00 X X 0 0 0 CARLA MYERS BOARD MEMBER 1.00 X 0 0 0 MARIE MORGAN BOARD MEMBER 1.00 X 0 0 0 MARTI WESTMORELAND BOARD MEMBER 1.00 X 0 0 0 MONICA WRIGHT EXECUTIVE DIRECTOR 40.00 X X 106067 0 29901 DOTTIE ARMAND BOARD MEMBER 1.00 X 0 0 0 RAYMOND HICKS BOARD MEMBER 1.00 X 0 0 0 TAYLOR JAMISON BOARD MEMBER 1.00 X 0 0 0 VICKIE MEADOWS SECRETARY 1.00 X X 0 0 0 SUE CUMMER BOARD MEMBER 1.00 X 0 0 0 GLENDA DUNN BOARD MEMBER 1.00 X 0 0 0 RODNEY BRADLEY BOARD MEMBER 1.00 X 0 0 0 VERONICA PHILLIPS BOARD MEMBER 1.00 X 0 0 0 LORETA LEAVITT BOARD MEMBER 1.00 X 0 0 0 SHANNON JENKINS FISCAL OFFICER 40.00 X X 3407 0 0 109474 0 29901 1 0 0 0 0 2775 33054 4087355 367643 4490827 PROGRAM REVENUE 900099 2430 2430 2430 17591 17591 200 0 200 200 200 4530 33054 9346 -4816 -4816 1675 265 1410 1410 OTHER REVENUE 900099 63987 63987 63987 4571629 2430 0 78372 106923 106923 790017 790017 168298 166172 2126 51375 51375 40469 40469 63918 63840 13 65 CLIENT SERVICES 1472096 1472096 FOOD COST 1236707 1236707 OPERATING SERVICES 248011 243391 1579 3041 OTHER COSTS 127725 104309 9585 13831 73914 36225 37689 4379453 4219680 102367 57406 2993692 2890178 298813 649809 622744 2309 758 97570 101503 300149 197984 94452 102165 228997 160332 1334114 1628175 5297429 5908182 418440 522658 20000 101250 1592465 1820792 2030905 2444700 X 1514529 1525499 1751995 1937983 3266524 3463482 5297429 5908182 X 192176 4782 X X 0 1 X 1 1 1 X 3269468 4005203 4431004 4403979 4487421 20597075 10138 5873 1116 3778 2430 23335 3279606 4011076 4432120 4407757 4489851 20620410 0 0 0 20620410 16891 17967 29642 19673 17591 101764 16891 17967 29642 19673 17591 101764 167361 146297 17385 117411 63987 512441 3463858 4175340 4479147 4544841 4571429 21234615 0.97110 0.96500 0.00480 0.00520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62403 4575 2531 635 63812 68415 -2949 2445 618 62403 55832 15541 1290 594 69489 59947 3663 2375 594 59947 60145 2712 2328 582 59947 1.00000 1 0 300149 197984 102165 102165 DUE FROM OTHER FUNDS 1628175 1628175 DUE TO OTHER FUNDS 1628175 VACATION AND LEASE LIABILITY 192617 1820792 X 4571629 0 4571629 0 4571629 4379453 0 4379453 0 4379453 PART V, LINE 4: CADDO COUNCIL ON AGING HAS TWO ENDOWMENT FUNDS: ELIZABETH HAWKINS DUNN FUND FOR SUPPORT OF THE PROGRAMS OPERATED BY THE ENTITY, AND THE MEALS ON WHEELS PERMANENT ENDOWMENT FUND FOR ADMINISTERING THE MEALS ON WHEELS PROGRAM. PART X, LINE 2: AS A NONPROFIT, PRIVATELY SUPPORTED ORGANIZATION, CADDO COUNCIL ON AGING IS EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, BUT MUST FILE AN ANNUAL RETURN WITH THE INTERNAL REVENUE SERVICE THAT CONTAINS INFORMATION ON ITS FINANCIAL OPERATIONS. THE COUNCIL IS REQUIRED TO REVIEW VARIOUS TAX POSITIONS IT HAS TAKEN WITH RESPECT TO ITS EXEMPT STATUS AND DETERMINE WHETHER IN FACT IT CONTINUES TO QUALIFY AS A TAX-EXEMPT ENTITY. IT MUST ALSO CONSIDER WHETHER IT HAS NEXUS IN JURISDICTIONS IN WHICH IT HAS INCOME AND WHETHER A TAX RETURN IS REQUIRED IN THOSE JURISDICTIONS. IN ADDITION, AS A TAX-EXEMPT ENTITY, THE COUNCIL MUST ASSESS WHETHER IT HAS ANY TAX POSITIONS ASSOCIATED WITH UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAX. THE COUNCIL DOES NOT EXPECT ANY OF THESE TAX POSITIONS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. ANY PENALTIES RELATED TO LATE FILING OR OTHER REQUIREMENTS WOULD BE RECOGNIZED AS PENALTIES EXPENSE IN THE COUNCIL'S ACCOUNTING RECORDS. CADDO COUNCIL ON AGING IS REQUIRED TO FILE U.S. FEDERAL FORM 990 FOR INFORMATIONAL PURPOSES. ITS FEDERAL INCOME TAX RETURNS FOR THE TAX FISCAL YEARS 2019 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X X 1 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVE NW SUITE 30 WASHINGTON DC 20036 DIRECT MAIL CAMPAIGN 0 103988 40469 63518 103988 40469 63518 BRUNCH FUNDRAISER 37584 33054 4530 1475 6378 350 1143 37584 33054 4530 1475 6378 350 1143 9346 -4816 LA 1 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ACCOUNTING MANAGER AND IS AVAILABLE FOR REVIEW BY THE BOARD PRIOR TO FILING. THE FIGURES ON THE 990 ARE COMPARED TO FINANCIAL STATEMENTS AND AUDIT, ALL OTHER INFORMATION IS VERIFIED FOR ACCURATENESS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS SHALL AVOID CONFLICTS BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE COUNCIL. CONFLICTS OF INTEREST INCLUDE SITUATIONS WHEREIN A BOARD MEMBER: 1. IS INVOLVED IN A COUNCIL DECISION OR ACTION REGARDING ANOTHER ENTITY IN WHICH THE MEMBER OR A MEMBER OF HIS/HER IMMEDIATE FAMILY HAS A FINANCIAL INTEREST, IS AN EMPLOYEE, IS A DIRECTOR OR IS A CONSULTANT; OR 2. DISCLOSES INFORMATION RELATING TO THE BUSINESS OF THE COUNCIL, WHICH CAN BE USED BY ANOTHER ENTITY TO THE DETRIMENT OF THE COUNCIL. OTHER ENTITIES INCLUDE ANY ORGANIZATION OR INDIVIDUAL, WHICH DOES BUSINESS OR SEEKS TO DO BUSINESS WITH THE COUNCIL OR COMPETES WITH THE COUNCIL. IMMEDIATE FAMILY IS DEFINED AS FOLLOWS: HUSBAND, WIFE, FATHER, MOTHER, SISTER, BROTHER, SON, DAUGHTER, GRANDMOTHER, GRANDFATHER, FATHER-INLAW, MOTHER-IN-LAW, SISTER-IN-LAW, BROTHER-IN-LAW, SON-IN-LAW, AND DAUGHTER-IN-LAW. DISCLOSURE. IF A BOARD MEMBER IS AWARE OF ANY PERSONAL INTEREST RELATED TO AN ISSUE THAT EXISTS OR IS UNDER CONSIDERATION BY THE COUNCIL, THE INDIVIDUAL SHALL IMMEDIATELY AND PRIOR TO THE DISCUSSION ABOUT OR ACTION ON THE ISSUE: 3. DISCLOSE THE EXISTENCE OF ALL PERSONAL INTERESTS; AND 4. ABSTAIN FROM VOTING AND/OR ATTEMPTING TO INFLUENCE THE DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE INTERVIEWS AND RECOMMENDS CANDIDATES FOR THE EXECUTIVE DIRECTOR'S POSITION; AND RECOMMENDS SALARIES AND ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR. IT SHALL DEVELOP PERSONNEL POLICIES, WHICH ENSURE COMPLIANCE WITH ALL PERTINENT FEDERAL AND STATE LAWS AND REGULATIONS PERTAINING TO LABOR STANDARDS INCLUDING EMPLOYEE RIGHTS, COMPENSATION, INSURANCE, RETIREMENT, SOCIAL SECURITY AND OTHER BENEFITS. THE FINANCE COMMITTEE REVIEW SALARIES FOR THE AGENCY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GOVERNMENTAL FUNDS CAPITAL OUTLAYS 7,713. COMPENSATED ABSENCES -2,931. PART XII LINE 2C THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, THE FORM 990, AND SELECTION OF AN INDEPENDENT CPA FIRM