CADDO COUNCIL ON AGING

EIN: 720715821 501(c)(3) Human Services

SHREVEPORT, LA

Total Revenue
$5,367,730
Total Expenses
$4,735,853
Total Assets
$6,865,495
Net Assets
$4,080,844
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
LA
Principal Officer
MONICA WRIGHT
Phone
3186767900
Tax Period
2023-07-01 to 2024-06-30

CADDO COUNCIL ON AGING, founded in 1972, is a community nonprofit in the Human Services sector that reported $5.4M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $4.7M left a modest 12% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,293,338
Program Service Revenue $2,273
Investment Income $23,547
Other Revenue $48,572
TOTAL REVENUE $5,367,730

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,040,504
Fundraising Expenses $47,263
Program Expenses $4,553,954
Other Expenses $3,659,789
TOTAL EXPENSES $4,735,853

Year-over-Year Comparison

2023 2022 Change
Revenue $5,367,730 $4,571,629 +0.2%
Expenses $4,735,853 $4,379,453 +0.1%
Net Income $631,877 $192,176 +2.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
49
Volunteers
200

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
7
$209,163
Total Directors
19
$209,163
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHY BOYER TREASURER 1.00
Officer Director
$0 $0 $0
GEORGIA BLOW 1ST VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JANET PRINGLE PRESIDENT 1.00
Officer Director
$0 $0 $0
DORA MILLER SECRETARY 1.00
Officer Director
$0 $0 $0
JAY HIGH BOARD MEMBER 1.00
Director
$0 $0 $0
DOTTIE ARMAND 2ND VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
CARLA MYERS BOARD MEMBER 1.00
Director
$0 $0 $0
MARIE MORGAN BOARD MEMBER 1.00
Director
$0 $0 $0
MARTI WESTMORELAND BOARD MEMBER 1.00
Director
$0 $0 $0
MONICA WRIGHT EXECUTIVE DIRECTOR 40.00
Officer Director
$107,380 $26,783 $134,163
ALLIE ALLEN BOARD MEMBER 1.00
Director
$0 $0 $0
JANET FOWLER BOARD MEMBER 1.00
Director
$0 $0 $0
KADWYNA JACKSON BOARD MEMBER 1.00
Director
$0 $0 $0
SUE CUMMER BOARD MEMBER 1.00
Director
$0 $0 $0
SHERLYNN HALL BOARD MEMBER 1.00
Director
$0 $0 $0
RODNEY BRADLEY BOARD MEMBER 1.00
Director
$0 $0 $0
VERONICA PHILLIPS BOARD MEMBER 1.00
Director
$0 $0 $0
LORETA LEAVITT BOARD MEMBER 1.00
Director
$0 $0 $0
SHANNON JENKINS FISCAL OFFICER 40.00
Officer Director
$75,000 $0 $75,000
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 $5,367,730 $4,735,853 $6,865,495 $631,877
2023 $4,571,629 $4,379,453 $5,908,182 $192,176
2022 $4,532,612 $4,366,277 $5,297,429 $166,335
2021 $4,479,147 $4,095,598 $4,823,620 $383,549
2020 $4,175,340 $3,850,055 $4,425,785 $325,285
2019 $3,454,097 $3,461,624 $3,696,144 $-7,527
2018 $3,385,293 $3,382,635 $3,939,614 $2,658
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