Civic Intelligence

Adams County Office for Aging Inc

990 • Fiscal year 2020 • EIN 23-2010598

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 12, 2021

318 West Middle StreetGettysburg, PA 17325

(717) 334-9296

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.80x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.42x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

37th percentile

0.0%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$96,274

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

58th percentile

9.6%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-4.1%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,122,420

Up $97,894 (+9.6%) from 2019

Net Assets

Down

$222,152

Down $5,058 (-2.2%) from 2019

Liabilities

Up

$900,268

Up $102,952 (+13%) from 2019

Revenue

Down

$2,129,826

Down $92,043 (-4.1%) from 2019

Expenses

Down

$2,129,826

Down $92,043 (-4.1%) from 2019

Net Income

Flat

$0

Flat from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,204,159Liabilities 2011: $901,586Net Assets 2011: $302,5732011Assets 2012: $1,240,273Liabilities 2012: $950,176Net Assets 2012: $290,0972012Assets 2013: $1,226,748Liabilities 2013: $949,127Net Assets 2013: $277,6212013Assets 2014: $1,380,803Liabilities 2014: $1,097,132Net Assets 2014: $283,6712014Assets 2015: $1,247,897Liabilities 2015: $977,186Net Assets 2015: $270,7112015Assets 2016: $1,147,950Liabilities 2016: $890,199Net Assets 2016: $257,7512016Assets 2017: $1,116,742Liabilities 2017: $871,951Net Assets 2017: $244,7912017Assets 2018: $1,048,453Liabilities 2018: $816,664Net Assets 2018: $231,7892018Assets 2019: $1,024,526Liabilities 2019: $797,316Net Assets 2019: $227,2102019Assets 2020: $1,122,420Liabilities 2020: $900,268Net Assets 2020: $222,1522020Assets 2021: $1,502,250Liabilities 2021: $1,295,212Net Assets 2021: $207,0382021Assets 2022: $1,851,869Liabilities 2022: $1,659,945Net Assets 2022: $191,9242022Assets 2023: $1,787,523Liabilities 2023: $1,567,695Net Assets 2023: $219,8282023Assets 2024: $2,109,397Liabilities 2024: $1,881,624Net Assets 2024: $227,7732024Assets 2025: $1,974,707Liabilities 2025: $1,700,470Net Assets 2025: $274,2372025

Highlighted filing

2020

Assets$1,122,420
Liabilities$900,268
Net Assets$222,152

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2011: $1,781,880Expenses 2011: $1,781,880Net Income 2011: $02011Expenses 2012: $1,757,4462012Expenses 2013: $1,733,2362013Revenue 2014: $2,016,919Expenses 2014: $2,016,919Net Income 2014: $02014Revenue 2015: $2,120,811Expenses 2015: $2,120,811Net Income 2015: $02015Revenue 2016: $2,200,270Expenses 2016: $2,200,270Net Income 2016: $02016Revenue 2017: $2,150,868Expenses 2017: $2,150,868Net Income 2017: $02017Revenue 2018: $2,192,584Expenses 2018: $2,192,584Net Income 2018: $02018Revenue 2019: $2,221,869Expenses 2019: $2,221,869Net Income 2019: $02019Revenue 2020: $2,129,826Expenses 2020: $2,129,826Net Income 2020: $02020Revenue 2021: $2,217,676Expenses 2021: $2,217,676Net Income 2021: $02021Revenue 2022: $2,156,622Expenses 2022: $2,156,622Net Income 2022: $02022Revenue 2023: $2,560,075Expenses 2023: $2,560,075Net Income 2023: $02023Revenue 2024: $2,858,330Expenses 2024: $2,858,330Net Income 2024: $02024Revenue 2025: $2,687,363Expenses 2025: $2,687,363Net Income 2025: $02025

Highlighted filing

2020

Revenue$2,129,826
Expenses$2,129,826
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 12, 2021
Return Version
2019v5.1
Gross Receipts
$2,129,826
Mission and Program Overview

Mission

Adams county office for aging, inc. Is a private, not-for-profit agency, dedicated to providing assistance to and advocacy for older people.

Dedicated to providing assistance to and advocacy for older people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$756,187$866,034▲ $109,847
Land, Buildings, and Equipment, Net$227,210$222,152▼ $5,058
Pledges and Grants Receivable$31,401$29,349▼ $2,052
Prepaid Expenses and Deferred Charges$3,962$1,335▼ $2,627
Accounts Receivable$2,719$503▼ $2,216
Total Assets$1,024,526$1,122,420▲ $97,894
Other Assets Total$3,047$3,047→ $0
Liabilities
Deferred Revenue$637,610$692,275▲ $54,665
Accounts Payable and Accrued Expenses$159,706$160,611▲ $905
Grants Payable-$47,382-
Total Liabilities$797,316$900,268▲ $102,952
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$227,210$222,152▼ $5,058
Total Net Assets Fund Balance$227,210$222,152▼ $5,058
Total Liabilities and Net Assets / Fund Balance$1,024,526$1,122,420▲ $97,894

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$210,751$272,407$483,158
Equipment$11,401$30,772$42,173
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki HuffakerExecutive DirectorFT$74,922$21,352$96,274

Board Members and Trustees

NameTitle
Alice BowerPresident
Jean InskipVice President
Barbara SchmitthennerDirector
Cherry Arvin Eff 1120Director
David HedrickDirector
Doug Kump Eff 1120Director
Holly CookerlyDirector
James MartinDirector
Joyce Morrison Thru 123119Director
Pat HagarmanDirector
Paul WisorDirector
William KrauterDirector
James BiggarSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Pittsburgh Companies NorthFood Services580 WENDEL ROAD SUITE 100, Irwin, PA 15642$236,210
Home Instead Senior CarePersonal Care14 DEATRICK DRIVE, Gettysburg, PA 17325$136,160
Cross Keys VillagePersonal Care2990 CARLISLE PIKE, New Oxford, PA 17350$116,066
Revenue and Support

Revenue Composition

Contributions and Grants
$2,029,674
Program Service Revenue
$100,152
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,129,826
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,129,826
Total Revenue per Form 990
$2,129,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,285,032
Salaries, Compensation, and Employee Benefits$844,794
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$534,662$22,704-$557,366
Other Employee Benefits$121,359$9,066-$130,425
Fees for Services Accounting-$89,075-$89,075
Office Expenses$76,146$3,423-$79,569
Current Officers, Directors, Trustees, and Key Employees$53,392$21,295-$74,687
Payroll Taxes$47,612$3,565-$51,177
Pension Plan Contributions$28,981$2,158-$31,139
Occupancy$18,362$1,364-$19,726
Travel$16,574$346-$16,920
Insurance$2,916$3,815-$6,731
Advertising$2,415$107-$2,522
Other Expenses$54$2,361-$2,415
Fees for Services Legal$752--$752
Conferences and Meetings$378$329-$707
Total Functional Expenses$1,958,223$171,603$0$2,129,826

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,129,826
Total Expenses per Audited Statements$2,129,826
Total Expenses per Form 990$2,129,826
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed in detail by the organization's executive director and is provided to the board of directors for approval before mailing.

Form 990, Part VI, Section B, Line 12C

The organization obtains from each board member an annual conflict of interest statement in which board members affirm that they have received and read the organization's policy, agree to comply with the policy, and disclose any potential conflicts as defined in the policy. The annual statements are reviewed by the organization's executive committee and any potential conflicts are addressed.

Form 990, Part VI, Section B, Line 15

The organization's personnel committee recommends the compensation and benefits for the executive director and key employees to the board of directors for approval. Compensation is based on comparable data. Contemporaneous substantiation of the board's deliberation and approval is included in the minutes of meetings of the organization's board of directors.

Form 990, Part VI, Section C, Line 19

The organization makes available its governing documents, conflict of interest policy, and financial statements available to the public upon request at its corporate headquarters at 318 west middle street, gettysburg, pennsylvania, 17325.

Filing and Contact Details

Filer

Filer Name
Adams County Office for Aging Inc
EIN
23-2010598
Phone
7173349296
Address
318 WEST MIDDLE STREET, GETTYSBURG, PA 17325

Signing Officer

Name
Vicki Huffaker
Title
Executive Director
Phone
7173349296
Signed
2021-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Bower
Formed
1976
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
22
Volunteers
375

Preparer

Firm
Boyer & Ritter LLC
Address
1137 KENNEBEC DRIVE, CHAMBERSBURG, PA 17201
Preparer
Matthew S Wildasin CPA
Phone
7172647456
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Depreciation expense charged directy to net assets -14,340. Addition of property and equipment charged directly to net assets 9,282.

FORM 990, PART XII, LINE 2C:

The organization's finance committee of the board of directors is responsible for the oversight of the annual financial statement audit and the hiring of an independent auditor. The organization did not change its oversight process or selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

Management has assessed the agency's exposure to income taxes at the entity level as a result of uncertain tax positions taken in current and previously-filed tax returns. Examples of such tax positions taken at the entity level include the continuing validity of the agency's exempt status, potential filing requirements arising from the realization of unrelated business income, and other tax positions that could result in income-tax liabilities upon examinations by taxing authorities. Presently, management believes that it is more likely than not that the agency's tax positions will be sustained upon examination, including any appeals and litigation; consequently, management believes that the agency has no exposure to income-tax liabilities arising from uncertain tax positions. The agency is subject to routine audits by taxing jurisdictions; however, no audits are in progress for any open tax years.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0ADAMS COUNTY OFFICE FOR AGING, INC. IS A PRIVATE, NOT-FOR-PROFIT AGENCY, DEDICATED TO PROVIDING ASSISTANCE TO AND ADVOCACY FOR OLDER PEOPLE.
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IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt03047
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09066
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0121359
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0130425
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1SMALL EQUIPMENT/REPAIRS
IRS990/OtherExpensesGrp/Desc2DUES/MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21738
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32361
IRS990/OtherExpensesGrp/ProgramServicesAmt01043275
IRS990/OtherExpensesGrp/ProgramServicesAmt110600
IRS990/OtherExpensesGrp/ProgramServicesAmt2745
IRS990/OtherExpensesGrp/ProgramServicesAmt354
IRS990/OtherExpensesGrp/TotalAmt01050331
IRS990/OtherExpensesGrp/TotalAmt113801
IRS990/OtherExpensesGrp/TotalAmt22483
IRS990/OtherExpensesGrp/TotalAmt32415
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110518
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110518
IRS990/ProgSrvcAccomActy2Grp/Desc0CARE MANAGEMENT SERVICES PROVIDED TO ELDERLY CITIZENS OF ADAMS COUNTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0229502
IRS990/ProgSrvcAccomActy3Grp/Desc0PERSONAL CARE SERVICES PROVIDED TO ELDERLY CITIZENS OF ADAMS COUNTY.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICE ACTIVITIES INCLUDE ATTENDANT CARE, PERSONAL ASSISTANCE SERVICES, INFORMATION AND REFERRAL, ADULT DAY CARE, CONGREGATE MEALS, SENIOR CENTER SERVICES, AMONG OTHERS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01006147
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0100152
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0272407
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IRS990ScheduleD/EquipmentGrp/BookValueAmt011401
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030772
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042173
IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS ASSESSED THE AGENCY'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY-FILED TAX RETURNS. EXAMPLES OF SUCH TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF THE AGENCY'S EXEMPT STATUS, POTENTIAL FILING REQUIREMENTS ARISING FROM THE REALIZATION OF UNRELATED BUSINESS INCOME, AND OTHER TAX POSITIONS THAT COULD RESULT IN INCOME-TAX LIABILITIES UPON EXAMINATIONS BY TAXING AUTHORITIES. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE AGENCY'S TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION; CONSEQUENTLY, MANAGEMENT BELIEVES THAT THE AGENCY HAS NO EXPOSURE TO INCOME-TAX LIABILITIES ARISING FROM UNCERTAIN TAX POSITIONS. THE AGENCY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS ARE IN PROGRESS FOR ANY OPEN TAX YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND IS PROVIDED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION OBTAINS FROM EACH BOARD MEMBER AN ANNUAL CONFLICT OF INTEREST STATEMENT IN WHICH BOARD MEMBERS AFFIRM THAT THEY HAVE RECEIVED AND READ THE ORGANIZATION'S POLICY, AGREE TO COMPLY WITH THE POLICY, AND DISCLOSE ANY POTENTIAL CONFLICTS AS DEFINED IN THE POLICY. THE ANNUAL STATEMENTS ARE REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE AND ANY POTENTIAL CONFLICTS ARE ADDRESSED.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.97$1.70$0.27$2.69$2.69$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.11$1.88$0.23$2.86$2.86$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.79$1.57$0.22$2.56$2.56$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.85$1.66$0.19$2.16$2.16$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.50$1.30$0.21$2.22$2.22$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.90$0.22$2.13$2.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.80$0.23$2.22$2.22$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.82$0.23$2.19$2.19$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.87$0.24$2.15$2.15$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.89$0.26$2.20$2.20$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.98$0.27$2.12$2.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.38$1.10$0.28$2.02$2.02$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.95$0.28$1.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.95$0.29$1.76
2011Summary only. Only limited summary data is available for this year.$1.20$0.90$0.30$1.78$1.78$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits