Needs Assessment of Older Adults


The unprecedented recent demographic changes including the Baby Boomer generation that begun to retire in 2011 (born 1946 to 1964) pose new challenges not only for individuals and their families but also for communities and society at large.  As Charlotte and Mecklenburg County experience rapid growth and influx of older adults it is of interest to local-governments, community-based organizations, the private sector and other community members to understand more accurately the health status and the array of programs needed to serve older adults in the community.  Findings from the Needs Assessment Study will serve as a critical tool to address current and future challenges as well as opportunities in Charlotte and Mecklenburg County, and inform and assist policy makers and service professionals with planning and allocation of resources for older adults.

Goals of the Study

The Needs Assessment Study of older adults has three main goals:

1. To examine socio-demographic characteristics, health status and service use needs of Caucasians, African Americans and Latinos 60 and older in Charlotte and Mecklenburg County

2. To outline the profile of family caregivers and assess health status, support needs, psychological outcomes, and conditions under which they use community services

3. To disseminate study findings to stakeholders and community members, develop data-driven action steps, and advocate on behalf of older adults

Health Dimensions Assessed in the Study 

   Health Dimensions Assessed in the Study

Research Team 

  • Dr. Julian Montoro-Rodriguez, Ph.D. Director, Gerontology Program at UNC Charlotte
  • Dr. William J. (Bill) McCoy is the retired Director of the UNC Charlotte Urban Institute, Professor Emeritus of Political Science  
  • Dr. Mark J. DeHaven, Ph.D. Dean W. Colvard Professor, Professor of Public Health Sciences, CHHS, UNC Charlotte
  • Donna E. Smith, MSPH. Epidemiology Specialist, Mecklenburg County Health Department. Epidemiology Program  
  • Dr. Michael Dulin, MD., Ph.D. CMC Department of Family Medicine  and Research Professor at College of Health and Human Services 
  • Tracy McGinnis, Director of Philanthropy, Southminster Retirement Community
  • Madison Preib, MPH, Project Coordinator, College of Health and Human Services UNC Charlotte

Contact Information


      For more information and to get your survey questionnaire: Call 704-687-5369 and ask for Madison Preib, project coordinator


  Southminster  CHHS