Nonprofit · EIN 56-1081558
COUNCIL ON AGING IN UNION COUNTY
Tax-exempt · MONROE, NC 28110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,769,564 | $1,861,690 | -$92,126 | $1,514,150 | $126,513 | $1,387,637 |
| June 30, 2024 | 990 | $1,848,184 | $1,911,277 | -$63,093 | $1,610,151 | $142,230 | $1,467,921 |
| June 30, 2023 | 990 | $1,649,256 | $1,500,439 | $148,817 | $1,539,835 | $89,630 | $1,450,205 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,253,935
- of which government grants
- $912,398
- Program service revenue
- $92,131
- Investment income
- $31,525
- Net income from fundraising events
- $391,973
- Other revenue
- $391,973
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $98,095
- Other salaries and wages
- $1,070,440
- Salaries, compensation and benefits (total)
- $1,408,391
- Professional fundraising fees
- $0
- Accounting fees
- $25,989
- Occupancy
- $24,023
- Travel
- $51,471
- Depreciation
- $18,494
- Program services (functional)
- $1,636,918
- Management and general (functional)
- $132,615
- Fundraising (functional)
- $92,157
Balance sheet and other
- Total assets, start of year
- $1,610,151
- Total assets, end of year
- $1,514,150
- Total liabilities, end of year
- $126,513
- Net assets, end of year
- $1,387,637
- Land, buildings and equipment
- $486,759
- Publicly traded securities
- $702,648
- Net assets without donor restrictions
- $1,358,368
- Net assets with donor restrictions
- $29,269
- Gross receipts
- $1,772,414
- Employees
- 33
- Volunteers
- 150
- Year formed
- 1973
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW FRIEND | EXECUTIVE DI Officer | 40 | $98,095 |
| BJ MISSICK | CHAIRPERSON Trustee or director | 1 | $0 |
| HEATHER BOSTIC | VICE CHAIRPE Trustee or director | 1 | $0 |
| JR HAYES | TREASURER Trustee or director | 1 | $0 |
| MONIQUE HOLT | SECRETARY Trustee or director | 1 | $0 |
| ANNE ARP | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY BRAGG | BOARD MEMBER Trustee or director | 1 | $0 |
| RENEE BREAZEALE | BOARD MEMBER Trustee or director | 1 | $0 |
| CHANDLER CATHEY | BOARD MEMBER Trustee or director | 1 | $0 |
| TANGELA COLLINS-MYERS | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANK CORIGLIANO | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN GOGATZ | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| VICKI HELMS | BOARD MEMBER Trustee or director | 1 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARROLL JENKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| TEE LEITNER | BOARD MEMBER Trustee or director | 1 | $0 |
| NOLAN MCBRIDE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN SCHOOLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS THOMPKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTA TYSON | BOARD MEMBER Trustee or director | 1 | $0 |
| RON VILAS | BOARD MEMBER Trustee or director | 1 | $0 |
| JANICE WINSTEAD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW FRIEND | EXECUTIVE DI Officer | 40 | $77,656 |
| TANGELA COLLINS MYERS | CHAIRPERSON Trustee or director | 1 | $0 |
| KATHY BRAGG | VICE CHAIRPE Trustee or director | 1 | $0 |
| RON VILAS | TREASURER Trustee or director | 1 | $0 |
| NANCY STEPHEN | SECRETARY Trustee or director | 1 | $0 |
| MIKE GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNE ARP | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN GOGATZ | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| TEE LEITNER | BOARD MEMBER Trustee or director | 1 | $0 |
| BENJAMIN MISSICK | BOARD MEMBER Trustee or director | 1 | $0 |
| JANICE WINSTEAD | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTA TYSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS THOMPKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| NOLAN MCBRIDE | BOARD MEMBER Trustee or director | 1 | $0 |
| CARROLL JENKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| MONIQUE HOLT | BOARD MEMBER Trustee or director | 1 | $0 |
| VICKI HELMS | BOARD MEMBER Trustee or director | 1 | $0 |
| JR HAYES | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER BOSTIC | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY SHOLAR | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW FRIEND | EXECUTIVE DI Officer | 40 | $64,646 |
| TANGELA COLLINS MYERS | CHAIRPERSON Trustee or director | 1 | $0 |
| KATHY BRAGG | VICE CHAIRPE Trustee or director | 1 | $0 |
| RON VILAS | TREASURER Trustee or director | 1 | $0 |
| MIKE GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ARTHUR HEIN | BOARD MEMBER Trustee or director | 1 | $0 |
| SANFORD STEELMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNE ARP | BOARD MEMBER Trustee or director | 1 | $0 |
| MARTHA ALLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANN GOGATZ | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| TEE LEITNER | BOARD MEMBER Trustee or director | 1 | $0 |
| BENJAMIN MISSICK | BOARD MEMBER Trustee or director | 1 | $0 |
| HARRY PATEL | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY SHOLAR | BOARD MEMBER Trustee or director | 1 | $0 |
| NANCY STEPHEN | SECRETARY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1401 SKYWAY DR, MONROE, NC 28110-3005
- In care of
- % LINDA SMOSKY
- Principal officer (990 for 2024)
- ANDREW FRIEND, 1401 SKYWAY DRIVE, MONROE, NC 28110
- Signed the 990
- ANDREW FRIEND, EXECUTIVE DIRECTOR
- Phone
- (704) 292-1797
- Website
- COAUNION.ORG
- Return prepared by
- STRICKLAND HARDEE PLLC
Mission
ADVOCATE FOR THE WELL-BEING OF OLDER ADULTS BY PROVIDING SERVICES AND RESOURCES FOR THEM TO LIVE INDEPENDENTLY.
Program accomplishments
- THE COUNCIL SUPPORTS PEOPLE 60 YEARS OF AGE AND OLDER IN THEIR EFFORTS TO REMAIN HEALTHY, ACTIVE, AND LIVING INDEPENDENTLY BY PROVIDING THE FOLLOWING SERVICES: FAMILY CAREGIVE SUPPORT, IN-HOME SERVICES, INFORMATION AND ASSISTANCE, NEXT DOOR GROUP RESPITE PROGRAM, MEDICARE COUNSELING, FREE DURABLE MEDICAL EQUIPMENT AND INCONTINENCE SUPPLIES, AND MINOR HOME SAFETY REPAIRS.Expenses $1,636,918 · revenue $92,131
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1081558
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,514,150
- Income (IRS master file)
- $1,772,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,769,564 | $1,861,690 | $1,514,150 | XML |
| 990 | June 2024 | $1,848,184 | $1,911,277 | $1,610,151 | XML |
| 990 | June 2023 | $1,649,256 | $1,500,439 | $1,539,835 | XML |
| 990 | June 2022 | $1,150,187 | $1,057,574 | $1,339,388 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1081558).
Questions about COUNCIL ON AGING IN UNION COUNTY
- What is the EIN of COUNCIL ON AGING IN UNION COUNTY?
- The employer identification number (EIN) of COUNCIL ON AGING IN UNION COUNTY is 56-1081558.
- Is COUNCIL ON AGING IN UNION COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to COUNCIL ON AGING IN UNION COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COUNCIL ON AGING IN UNION COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COUNCIL ON AGING IN UNION COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COUNCIL ON AGING IN UNION COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COUNCIL ON AGING IN UNION COUNTY?
- The 990 for the year ended June 30, 2025 names ANDREW FRIEND.
- Who are the officers and directors of COUNCIL ON AGING IN UNION COUNTY?
- The 990 for the year ended June 30, 2025 lists 24 people; 1 received compensation from the organization, the highest $98,095 (ANDREW FRIEND, EXECUTIVE DI).
- How much revenue does COUNCIL ON AGING IN UNION COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,769,564, expenses of $1,861,690 and total assets of $1,514,150 at year end.
Other nonprofits in MONROE
- UNION ELECTRIC MEMBERSHIP CORP EIN 56-0435549 · last filed 990 for 2024
- UNION ACADEMY EIN 56-2172412 · last filed 990 for 2025
- UNION COUNTY COMMUNITY ACTION INC EIN 56-0887865 · last filed 990 for 2025
- ROLLING HILLS COUNTRY CLUB INC EIN 56-6075553 · last filed 990 for 2025
- ALLIANCE FOR CHILDREN EIN 56-2052395 · last filed 990 for 2025
- UNION DIVERSIFIED INDUSTRIES INC EIN 56-0987710 · last filed 990 for 2025
- HABITAT FOR HUMANITY INTERNATIONAL INC EIN 56-1704668 · last filed 990 for 2025
- COMMUNITY ADVANCEMENT AND REDEVELOPMENT ENTERPRISES INC EIN 47-1775761 · last filed 990 for 2024