Chatham County Council on Aging Inc

Nonprofit profile at a glance

EIN
561084260
IRS 990 coverage
2011–2022
Forms available
Form 990 2022, Form 990-T 2020
Location
Pittsboro, NC, USA
Phone
9195424512
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Centers

Official website

Reported finances

Revenue
$1,665,562
Expenses
$1,517,105
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • JOHNNY SHAW (PRESIDENT)
  • ASHLYN MARTIN (EXECUTIVE DIRECTOR)

People named in this filing

  • JOHNNY SHAW (PRESIDENT)
  • STEVE SIMON (CO-TREASURER)
  • MARY LOU MACKINTOSH (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2022

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.

Operating model

Revenue model
Grant-funded. 84% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 92% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 71
  • Accountability: 100
  • Sustainability: 37
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.1%; rating input score 76
  • Program expense ratio: 85.8%; rating input score 86
  • Fundraising efficiency: $529.51 raised per $1 spent on fundraising; rating input score 96; 96th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 8.9%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 82; 82nd percentile among comparable filings

Growth

  • Program expense growth: -0.6% per year; rating input score 0; 21st percentile among comparable filings
  • Revenue growth: 3.1% per year; rating input score 100; 37th percentile among comparable filings
  • Asset growth: -1.6% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 76.1% of revenue deployed · 85.8% of spending went to programs
  • Governance: 12 of 12 board members independent · 7 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $1.3M in reported program spending
  • Leadership: top reported pay $0 · 14 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $1.1M reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 11 filing years from 2011 to 2022
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 0/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.