Liabilities / Assets
26th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
26th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 320.9% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Balance Sheet
Assets
Up$816,732
Up $63,742 (+8.5%) from 2015
Net Assets
Up$816,732
Up $63,742 (+8.5%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$42,878
Down $29,522 (-41%) from 2015
Expenses
Down$8,774
Down $8,351 (-49%) from 2015
Net Income
Down$34,104
Down $21,171 (-38%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2015 to Sep 30, 2016
- Signed
- Mar 1, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $260,964
Mission and Program Overview
Mission
The intent of the foundation is to generate investment income to supplement bay aging revenues and to utilize its funding to assist in the funding of direct services for clients and further support bay aging's mission.
To deliver the programs and services to people of all ages to live independently in their own homes and communities as long as possible.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $720,054 | $782,597 | ▲ $62,543 |
| Cash and Non-Interest-Bearing Accounts | $32,936 | $34,135 | ▲ $1,199 |
| Total Assets | $752,990 | $816,732 | ▲ $63,742 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $752,990 | $816,732 | ▲ $63,742 |
| Total Net Assets Fund Balance | $752,990 | $816,732 | ▲ $63,742 |
| Total Liabilities and Net Assets / Fund Balance | $752,990 | $816,732 | ▲ $63,742 |
Compensation and Service Providers
Employees
| Name | Title | Other | Total |
|---|---|---|---|
| Kathy Vesley | President/ce | $137,592 | $137,592 |
| Patsy Taylor | Sr VP COM Li | $89,249 | $89,249 |
Board Members and Trustees
| Name | Title |
|---|---|
| James Carter Jr | Chairman |
| Marcia Jones | Vice Chairma |
| Charles Adkins Esq | Director |
| Cynthia Talcott | Director |
| Ed Clayton | Director |
| Joseph Curry | Director |
| Karen Lewis | Director |
| Maria Harris | Director |
| Ron Saunders | Director |
| Stanley Clarke | Director |
| Terrence Mcgregor | Director |
| William Reisner | Secretary |
| Lt Gen C Norman Wood Usaf Ret | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $42,878
- Other Revenue
- $0
- Change in Net Assets
- $34,104
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $8,774 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Service Investment Mgmnt Fees | - | $7,636 | - | $7,636 |
| Fees for Services Accounting | - | $1,000 | - | $1,000 |
| Fees for Services Other | - | $113 | - | $113 |
| Other Expenses | - | $25 | - | $25 |
| Total Functional Expenses | $0 | $8,774 | $0 | $8,774 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Page 6, Part VI, Line 11B
“The form 990 is reviewed by the board finance committee, the board chair (who is also the president and chief executive officer of bay aging) and chief financial officer of bay aging. After this review, the form 990 is provided to the members of the board of directors who review and approve the form 990 prior to its filing.”
Form 990, Page 6, Part VI, Line 12C
“The members of the board of directors are required to sign a statement each year acknowledging their understanding and agreement to abide by the conflicts of interest policy. In the event a member of the board of directors has a potential conflict of interest, such member is required to recuse themselves from all discussion and voting on the matter.”
Form 990, Page 6, Part VI, Line 15A
“Bay aging foundation does not compensate any of its officers or directors. These individuals are compensated by bay aging, a related organization. The process for determining compensation is completed by bay aging and includes the use of a compensation committee, utilization of an independent compensation consultant, examining of forms 990 of other organizations, using compensation studies or surveys, and approval by the bay aging board of directors and its compensation committee. The bay aging board of directors approves the organization payroll in conjunction with the budget process. Approval of compensation is documented in minutes of the bay aging board of directors meeting minutes. Payroll adjustments are generally made at the aggregate level and are intended to serve as a guideline rather than a cap on compensation. The bay aging president, with input from the staff, authorizes pay rates for all employees. The board of directors must authorize any bonuses or other non-routine pay or benefits for the president and bay aging foundation chair and vice chair.”
Form 990, Page 6, Part VI, Line 15B
“Compensation for key employees is determined in the same manner as compensation is determined for top officials and officers of the organization.”
Form 990, Page 6, Part VI, Line 19
“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”
Filing and Contact Details
Filer
- Filer Name
- Bay Aging Foundation
- EIN
- 13-4232354
- Phone
- 8047582386
- Address
- PO BOX 610, URBANNA, VA 23175
Signing Officer
- Name
- Kathy Vesley
- Title
- President/CEO
- Phone
- 8047582386
- Signed
- 2017-03-01
Organization Details
- Principal Officer
- Kathy Vesley
- Formed
- 2002
- Legal Domicile
- Va
- Voting Board Members
- 15
- Independent Board Members
- 13
- Employees
- 0
- Volunteers
- 15
Preparer
- Firm
- Robinson Farmer Cox Associates
- Address
- 530 WESTFIELD RD, CHARLOTTESVILLE, VA 22901-1726
- Preparer
- Kristen L Choate
- Phone
- 4349738314
Raw XML Appendix361 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
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| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | TINSLEY GOAD |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8047582386 |
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| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
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| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 34135 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
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| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/CreditCounselingInd | 0 | false |
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| IRS990/FormationYr | 0 | 2002 |
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| IRS990/FSAuditedInd | 0 | true |
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| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 15608 |
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| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE INTENT OF THE FOUNDATION IS TO GENERATE INVESTMENT INCOME TO SUPPLEMENT BAY AGING REVENUES AND TO UTILIZE ITS FUNDING TO ASSIST IN THE FUNDING OF DIRECT SERVICES FOR CLIENTS AND FURTHER SUPPORT BAYAGING'S MISSION. |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 816732 |
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| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 22434 |
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| IRS990/OperateHospitalInd | 0 | false |
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| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | ANNUAL REGISTRATION FEES |
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| IRS990/OtherExpensesGrp/TotalAmt | 0 | 25 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
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| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | KATHY VESLEY |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
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| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 15000 |
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| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
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| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
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| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
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| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
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| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | BAY AGING |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 IS REVIEWED BY THE BOARD FINANCE COMMITTEE, THE BOARD CHAIR (WHO IS ALSO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BAY AGING) AND CHIEF FINANCIAL OFFICER OF BAY AGING. AFTER THIS REVIEW, THE FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS WHO REVIEW AND APPROVE THE FORM 990 PRIOR TO ITS FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN A STATEMENT EACH YEAR ACKNOWLEDGING THEIR UNDERSTANDING AND AGREEMENT TO ABIDE BY THE CONFLICTS OF INTEREST POLICY. IN THE EVENT A MEMBER OF THE BOARD OF DIRECTORS HAS A POTENTIAL CONFLICT OF INTEREST, SUCH MEMBER IS REQUIRED TO RECUSE THEMSELVES FROM ALL DISCUSSION AND VOTING ON THE MATTER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BAY AGING FOUNDATION DOES NOT COMPENSATE ANY OF ITS OFFICERS OR DIRECTORS. THESE INDIVIDUALS ARE COMPENSATED BY BAY AGING, A RELATED ORGANIZATION. THE PROCESS FOR DETERMINING COMPENSATION IS COMPLETED BY BAY AGING AND INCLUDES THE USE OF A COMPENSATION COMMITTEE, UTILIZATION OF AN INDEPENDENT COMPENSATION CONSULTANT, EXAMINING OF FORMS 990 OF OTHER ORGANIZATIONS, USING COMPENSATION STUDIES OR SURVEYS, AND APPROVAL BY THE BAY AGING BOARD OF DIRECTORS AND ITS COMPENSATION COMMITTEE. THE BAY AGING BOARD OF DIRECTORS APPROVES THE ORGANIZATION PAYROLL IN CONJUNCTION WITH THE BUDGET PROCESS. APPROVAL OF COMPENSATION IS DOCUMENTED IN MINUTES OF THE BAY AGING BOARD OF DIRECTORS MEETING MINUTES. PAYROLL ADJUSTMENTS ARE GENERALLY MADE AT THE AGGREGATE LEVEL AND ARE INTENDED TO SERVE AS A GUIDELINE RATHER THAN A CAP ON COMPENSATION. THE BAY AGING PRESIDENT, WITH INPUT FROM THE STAFF, AUTHORIZES PAY RATES FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS MUST AUTHORIZE ANY BONUSES OR OTHER NON-ROUTINE PAY OR BENEFITS FOR THE PRESIDENT AND BAY AGING FOUNDATION CHAIR AND VICE CHAIR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | COMPENSATION FOR KEY EMPLOYEES IS DETERMINED IN THE SAME MANNER AS COMPENSATION IS DETERMINED FOR TOP OFFICIALS AND OFFICERS OF THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 816732 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 752990 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 816732 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 8774 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 8774 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 752990 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 816732 |
| IRS990/TotalOtherCompensationAmt | 0 | 19455 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 42878 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 42878 |
| IRS990/TotalVolunteersCnt | 0 | 15 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 752990 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 816732 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 207386 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
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| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 15 |
| IRS990/VotingMembersIndependentCnt | 0 | 13 |
| IRS990/WebsiteAddressTxt | 0 | WWW.BAYAGING.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATHY VESLEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8047582386 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-03-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BAY AGING FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BAYA |
| ReturnHeader/Filer/EIN | 0 | 134232354 |
| ReturnHeader/Filer/PhoneNum | 0 | 8047582386 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 610 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | URBANNA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 23175 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 541896113 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROBINSON FARMER COX ASSOCIATES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 530 WESTFIELD RD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHARLOTTESVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 229011726 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4349738314 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-03-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRISTEN L CHOATE |
| ReturnHeader/ReturnTs | 0 | 2017-03-07T16:34:00-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-09-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $816,732
- Liabilities
- $0
- Net assets
- $816,732
- Revenue
- $42,878
- Expenses
- $8,774
- Net income
- $34,104