COUNCIL ON AGING OF BUNCOMBE COUNTY INC

EIN: 237410586 501(c)(3) Human Services

ASHEVILLE, NC

Total Revenue
$1,522,472
Total Expenses
$1,627,705
Total Assets
$358,299
Net Assets
$278,766
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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
NC
Principal Officer
JUDITH LONG
Phone
8282778288
Tax Period
2023-07-01 to 2024-06-30

COUNCIL ON AGING OF BUNCOMBE COUNTY INC, founded in 1964, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring.

Mission

PROMOTING AND IMPROVING THE GENERAL HEALTH AND WELFARE OF SENIOR ADULTS IN BUNCOMBE COUNTY BY ADMINISTERING A VARIETY OF PROGRAMS AND SERVICES DESIGNED TO MEET THEIR NEEDS.

Program Service Accomplishments

Program 1
Expenses: $452,225

RESOURCE COORDINATION MEDICARE/BENEFITS ENROLLMENT CENTER IN 2024, STAFF AND VOLUNTEERS PRESENT AND ATTENDED 36 COMMUNITY OUTREACH EVENTS INCLUDING GROUP SEMINARS, HEALTH FAIRS, COMMUNITY PICNICS AND...

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RESOURCE COORDINATION MEDICARE/BENEFITS ENROLLMENT CENTER IN 2024, STAFF AND VOLUNTEERS PRESENT AND ATTENDED 36 COMMUNITY OUTREACH EVENTS INCLUDING GROUP SEMINARS, HEALTH FAIRS, COMMUNITY PICNICS AND OTHER EVENTS. ATTENDEES INCLUDED TARGET GROUPS SUCH AS LOW INCOME, RURAL, DISABLED, FORMERLY INCARCERATED, AND BLACK AND HISPANIC COMMUNITIES. STAFF AND VOLUNTEERS PROVIDED APPROXIMATELY 2,700 CONTACTS IN BUNCOMBE AND HENDERSON COUNTIES AND REACHED MORE THAN 1M PEOPLE VIA ONLINE, TELEVISION, AND NEWSPAPER ADS. DURING OPEN ENROLLMENT FROM 10/15/2023-12/07/2023, OVER 550 CLIENTS RECEIVED DIRECT COUNSELING, FOR OVER 1M IN PREMIUM SAVINGS. MEDICARE STAFF PARTNERED WITH THE COABC SENIOR DINING SERVICES MANAGER TO HOST A SHRED-A-THON EVENT IN CONNECTION WITH A SENIOR DINING ANNUAL PICNIC. IN THE TWO-HOUR EVENT, APPROXIMATELY 2,700 POUNDS OF PAPER WAS SHREDDED. OUR BENEFITS ENROLLMENT PROGRAM HELPED SENIORS FIND OTHER SERVICES SUCH AS FOOD (SNAP), MEDICATION, AND OTHER DISCOUNT PROGRAMS. THIS GRANT WAS NOT RENEWED AFTER DECEMBER 31ST, 2023, AS THE NATIONAL COUNCIL ON AGING SHIFTED FOCUS TO OTHER AREAS. STAFF AND VOLUNTEERS HAVE STEPPED UP TO FILL IN THE INFORMATION GAPS THAT THE BEC PROGRAM WOULD HAVE OTHERWISE PROVIDED. UNFORTUNATELY, THE MEDICARE CENTER WAS CLOSED IN JANUARY 2024. THE LOSS OF THE BEC PROGRAM HOUSED IN THIS FACILITY AND THE OVERALL COST OF OPERATIONS PROVED GREATER THAN FUNDING WOULD SUPPORT. AFFORDABLE CARE ACT COABC CONTINUED ITS SUCCESSFUL REGIONAL LEADERSHIP OF THE AFFORDABLE CARE ACT NAVIGATION PROGRAM. THE COABC TEAM INCLUDED TWO FULL-TIME AND ONE PART-TIME BILINGUAL NAVIGATORS ALONG WITH THE PROGRAM DIRECTOR SERVING NINE WESTERN NORTH CAROLINA COUNTIES. THE PROGRAM CONTINUES TO GROW, WITH ALMOST 300 MORE CLIENTS HELPED AND 150 MORE APPOINTMENTS OFFERED, REFLECTING A 6% INCREASE IN ENROLLMENTS. AN AVERAGE OF 23% OF ACA CLIENTS ARE FIRST-TIME ENROLLEES. WE INCREASED OUR OUTREACH EVENTS AGAIN THIS PAST YEAR. COABC NAVIGATORS CONTINUE TO WORK IN PARTNERSHIP WITH MCDOWELL ACCESS TO CARE AND HEALTH (MATCH) AND TOE RIVER PROJECT ACCESS (TRPA) IN AVERY, YANCEY, AND MITCHELL COUNTIES. THESE PROGRAM ARE BOTH PART OF CAREREACH, A PARTNER AND SUBGRANTEE THAT WE HAVE WORKED CLOSELY WITH FOR YEARS. IN ADDITION TO ACA NAVIGATION, WE ASSISTED CLIENTS WITH ENROLLING IN PRIMARY CARE, SPECIALTY CARE, AND - WHEN NECESSARY - FINANCIAL ASSISTANCE. OUR NAVIGATORS WORKED WITH THE PREMIUM AND COPAYMENT ASSISTANCE PROGRAM (PCAP), A PART OF THE NORTH CAROLINA HIV MEDICATION ASSISTANCE PROGRAM (HMAP) TO HELP ENROLLEES ACROSS THE STATE FIND THE RIGHT ACA INSURANCE PLAN.

Program 2
Expenses: $167,292

COMMUNITY SERVICES - CARE MANAGEMENT COMMUNITY SERVICES STAFF ASSIST BUNCOMBE COUNTY RESIDENTS WITH UNDERSTANDING AND ACCESSING A VARIETY OF SERVICES THROUGHOUT THE COMMUNITY. OUR STAFF CONNECT...

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COMMUNITY SERVICES - CARE MANAGEMENT COMMUNITY SERVICES STAFF ASSIST BUNCOMBE COUNTY RESIDENTS WITH UNDERSTANDING AND ACCESSING A VARIETY OF SERVICES THROUGHOUT THE COMMUNITY. OUR STAFF CONNECT ONLINE, OVER THE PHONE, AND IN-PERSON VIA COABC OFFICES OR OUTREACH EVENTS. WE HELPED CLIENTS ACCESS 97,123 IN CAREGIVER RESPITE FUNDS IN BUNCOMBE AND MADISON COUNTIES, ANSWERED OVER 8,298 INFORMATION AND ASSISTANCE CALLS, COMPLETED 32 MINOR HOME REPAIR PROJECTS, AND PROVIDED HEAT RELIEF IN THE FORM OF BOX FANS TO CLIENTS. WE DELIVERED OVER 11,850 POUNDS OF FOOD TO HOMEBOUND CLIENTS AND OUR VOLUNTEERS PROVIDED TRANSPORTATION FOR MORE THAN 120 CLIENT APPOINTMENTS.

Program 3
Expenses: $277,338

SENIOR DINING & WELLNESS - - WE SERVED OVER 32,760 MEALS, INCLUDING COLD MEALS TO TAKE HOME AT THANKSGIVING. WE WERE ABLE TO SERVE 526 UNIQUE INDIVIDUALS. WE CONTINUED TO OFFER DINE-IN AND CURBSIDE...

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SENIOR DINING & WELLNESS - - WE SERVED OVER 32,760 MEALS, INCLUDING COLD MEALS TO TAKE HOME AT THANKSGIVING. WE WERE ABLE TO SERVE 526 UNIQUE INDIVIDUALS. WE CONTINUED TO OFFER DINE-IN AND CURBSIDE PICK-UP THIS PAST YEAR. PARTICIPANTS ENJOYED THE SECOND ALL SITES PICNIC CELEBRATING OLDER AMERICANS MONTH WHICH WAS HOSTED IN PARTNERSHIP WITH THE MEDICARE STAFF TEAM.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,443,074
Program Service Revenue $64,672
Investment Income $13,139
Other Revenue $1,587
TOTAL REVENUE $1,522,472

Expense Breakdown

Grants Paid $0
Salaries & Benefits $925,775
Fundraising Expenses $1,677
Program Expenses $1,433,944
Other Expenses $701,930
TOTAL EXPENSES $1,627,705

Year-over-Year Comparison

2023 2022 Change
Revenue $1,522,472 $2,263,693 -0.3%
Expenses $1,627,705 $2,477,436 -0.3%
Net Income $-105,233 $-213,743 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
32
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL CALOGERO BOARD MEMBER 0.25
Director
$0 $0 $0
ANDREW CELWYN BOARD MEMBER 0.25
Director
$0 $0 $0
JACKIE DULA BOARD MEMBER 0.25
Officer Director
$0 $0 $0
PASTOR SPENCER HARDAWAY BOARD MEMBER 0.25
Director
$0 $0 $0
DEAN HILL TREASURER/SE 1.00
Officer Director
$0 $0 $0
BRIAN LAWLER BOARD MEMBER 0.25
Director
$0 $0 $0
AMY SIEGLER BOARD MEMBER 0.25
Director
$0 $0 $0
LAURA UHERKA BOARD MEMBER 0.25
Director
$0 $0 $0
GAYLAND WELLBORN BOARD MEMBER 0.25
Director
$0 $0 $0
SARA E BENSON CO-EXECUTIVE 40.00
Officer
$0 $0 $0
RACHEL MILLER CO-EXECUTIVE 40.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,522,472 $1,627,705 $358,299 $-105,233
2023 $2,263,693 $2,477,436 $506,049 $-213,743
2022 $2,003,265 $2,052,370 $801,271 $-49,105
2021 $1,785,771 $1,751,487 $812,709 $34,284
2020 $1,242,027 $1,022,394 $687,594 $219,633
2019 $1,088,274 $1,035,119 $499,489 $53,155
2018 $1,091,379 $1,044,342 $441,201 $47,037
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