Civic Intelligence

Berkeley County Committee on Aging Inc

990 • Fiscal year 2020 • EIN 23-7083302

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 29, 2020

Organization ProfileWWW.BERKELEYSENIORSERVICES.ORG
217 North High StreetMartinsburg, WV 25404

(304) 263-8873

Siviq Scores

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

Liabilities / Assets

51st percentile

0.11x

Higher debt load relative to assets than 51% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.12x

Higher debt load relative to revenue than 47% of similar nonprofits.

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

Net Margin

55th percentile

8.1%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

61st percentile

6.8%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$2,145,553

Up $56,604 (+2.7%) from 2019

Net Assets

Up

$1,918,670

Up $154,767 (+8.8%) from 2019

Liabilities

Down

$226,883

Down $98,163 (-30%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin55th percentile

Revenue

Up

$1,917,425

Up $122,499 (+6.8%) from 2019

Expenses

Up

$1,762,658

Up $11,565 (+0.7%) from 2019

Net Income

Up

$154,767

Up $110,934 (+253%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,190,581Liabilities 2012: $103,988Net Assets 2012: $2,086,5932012Assets 2013: $2,222,781Liabilities 2013: $77,759Net Assets 2013: $2,145,0222013Assets 2014: $2,087,145Liabilities 2014: $84,501Net Assets 2014: $2,002,6442014Assets 2015: $2,488,974Liabilities 2015: $355,831Net Assets 2015: $2,133,1432015Assets 2016: $2,201,533Liabilities 2016: $233,832Net Assets 2016: $1,967,7012016Assets 2017: $2,064,950Liabilities 2017: $235,880Net Assets 2017: $1,829,0702017Assets 2018: $1,943,267Liabilities 2018: $223,195Net Assets 2018: $1,720,0722018Assets 2019: $2,088,949Liabilities 2019: $325,046Net Assets 2019: $1,763,9032019Assets 2020: $2,145,553Liabilities 2020: $226,883Net Assets 2020: $1,918,6702020Assets 2021: $2,171,888Liabilities 2021: $225,502Net Assets 2021: $1,946,3862021Assets 2022: $2,094,981Liabilities 2022: $210,170Net Assets 2022: $1,884,8112022Assets 2023: $2,053,953Liabilities 2023: $235,227Net Assets 2023: $1,818,7262023Assets 2024: $2,052,988Liabilities 2024: $202,052Net Assets 2024: $1,850,9362024Assets 2025: $2,524,868Liabilities 2025: $101,479Net Assets 2025: $2,423,3892025

Highlighted filing

2020

Assets$2,145,553
Liabilities$226,883
Net Assets$1,918,670
Open 2020 Filing

Operations Trend

Revenue Growth61st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $2,507,0952012Expenses 2013: $2,395,4932013Revenue 2014: $2,002,954Expenses 2014: $2,145,332Net Income 2014: -$142,3782014Revenue 2015: $2,208,646Expenses 2015: $2,077,919Net Income 2015: $130,7272015Revenue 2016: $1,825,022Expenses 2016: $1,990,464Net Income 2016: -$165,4422016Revenue 2017: $1,709,703Expenses 2017: $1,848,452Net Income 2017: -$138,7492017Revenue 2018: $1,682,799Expenses 2018: $1,791,797Net Income 2018: -$108,9982018Revenue 2019: $1,794,926Expenses 2019: $1,751,093Net Income 2019: $43,8332019Revenue 2020: $1,917,425Expenses 2020: $1,762,658Net Income 2020: $154,7672020Revenue 2021: $1,815,599Expenses 2021: $1,787,884Net Income 2021: $27,7152021Revenue 2022: $1,982,888Expenses 2022: $2,044,461Net Income 2022: -$61,5732022Revenue 2023: $2,086,217Expenses 2023: $2,152,303Net Income 2023: -$66,0862023Revenue 2024: $2,082,352Expenses 2024: $2,050,142Net Income 2024: $32,2102024Revenue 2025: $2,763,580Expenses 2025: $2,191,129Net Income 2025: $572,4512025

Highlighted filing

2020

Revenue$1,917,425
Expenses$1,762,658
Net Income$154,767
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 29, 2020
Return Version
2019v5.0
Gross Receipts
$1,926,459
Mission and Program Overview

Mission

Berkeley senior services mission is to offer a network of services enabling seniors to remain independent, participating members of our community.

Berkeley senior services offers a network of services enabling seniors to remain independent, participating members of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,141,044$1,325,364▲ $184,320
Savings and Temporary Cash Investments$565,948$612,460▲ $46,512
Accounts Receivable$252,407$195,398▼ $57,009
Prepaid Expenses and Deferred Charges$9,797$12,231▲ $2,434
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$2,088,949$2,145,553▲ $56,604
Other Assets Total$119,653--
Liabilities
Mortgage Notes Payable Secured by Investment Property$162,739$155,070▼ $7,669
Deferred Revenue$106,122--
Accounts Payable and Accrued Expenses$56,185$71,813▲ $15,628
Total Liabilities$325,046$226,883▼ $98,163
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,687,782$1,851,694▲ $163,912
Net Assets With Donor Restrictions$76,121$66,976▼ $9,145
Total Net Assets Fund Balance$1,763,903$1,918,670▲ $154,767
Total Liabilities and Net Assets / Fund Balance$2,088,949$2,145,553▲ $56,604

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$871,234$832,276$1,703,510
Other Land Buildings$137,283$444,782$582,065
Buildings$309,347$53,704$363,051
Equipment-$46,869$46,869
Land$7,500-$7,500
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Patrick Henry IiiPresident
Dorothy LefevreMember
Elaine MauckMember
Grace VassMember
Joseph FerrettiMember
Raleigh HamiltonMember
Renee PiferMember
David MccauleySecretary/tr
Elizabeth LaingVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,149,686
Program Service Revenue
$705,847
Investment Income
$-3,308
Other Revenue
$65,200
All Other Contributions
$178,709
Change in Net Assets
$154,767

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,917,425
Revenue Not Reported on Form 990
$235,236
Total Revenue per Audited Statements
$2,152,661
Total Revenue per Form 990
$1,917,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,351,546
Other Expenses$411,112
Total Fundraising Expense$302
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,218,174$129,120$240$1,347,534
Depreciation Depletion-$99,779-$99,779
Office Expenses$63,421$2,041$62$65,524
Insurance$42,137--$42,137
Occupancy$32,411$7,962-$40,373
Travel$24,530$140-$24,670
Fees for Services Accounting-$15,471-$15,471
Interest-$7,296-$7,296
Fees for Services Other$6,064--$6,064
Other Expenses$5,528$508-$5,528
All Other Expenses$1,512$3,242-$4,754
Other Employee Benefits$3,803$209-$4,012
Conferences and Meetings$994$161-$1,155
Advertising-$1,100-$1,100
Total Functional Expenses$1,495,197$267,159$302$1,762,658

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,997,894
Expenses per Audited Statements$1,762,658
Total Expenses per Form 990$1,762,658
Expenses Not Reported on Form 990$235,236
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
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, Page 6, Part VI, Line 11B

“At the direction of the board, the treasurer of the board is authorized to review the form 990 before it is submitted.”

Form 990, Page 6, Part VI, Line 12C

“The organization has a written conflict of interest policy and all board members are required to sign annually. We consistently monitor it with our staff and board.”

Form 990, Page 6, Part VI, Line 15A

“The berkeley senior services board of directors establishes the salaries for the top management which includes the executive director. This is usually done through salary comparisons of other similar agencies in the area.”

Form 990, Page 6, Part VI, Line 15B

“The berkeley senior services board of directors establishes the salaries for the top management which includes the executive director. This is usually done through salary comparisons of other similar agencies in the area.”

Form 990, Page 6, Part VI, Line 19

“Berkeley county committee on aging, inc. Makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Berkeley County Committee on Aging
EIN
23-7083302
Phone
3042638873
Address
217 NORTH HIGH STREET, MARTINSBURG, WV 25404
Doing Business As
Berkeley Senior Services

Signing Officer

Name
Amy Orndoff
Title
Executive Director
Phone
3042638873
Signed
2020-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Henry Iii
Formed
1978
Legal Domicile
Wv
Voting Board Members
9
Independent Board Members
9
Employees
135
Volunteers
70

Preparer

Firm
Decker & Company Pllc
Address
64 WARM SPRINGS AVE, MARTINSBURG, WV 25404
Preparer
David W Decker CPA
Phone
3042630200
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0932501
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0932501
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04813174
IRS990ScheduleA/TotalSupportAmt04878374
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0363051
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0235236
IRS990ScheduleD/DonatedServicesUseFcltsAmt0235236
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046869
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07500
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0832276
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0444782
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0582065
IRS990ScheduleD/RevenueNotReportedAmt0235236
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01325364
IRS990ScheduleD/TotalExpensesPerForm990Amt01762658
IRS990ScheduleD/TotalRevenuePerForm990Amt01917425
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02152661
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT THE DIRECTION OF THE BOARD, THE TREASURER OF THE BOARD IS AUTHORIZED TO REVIEW THE FORM 990 BEFORE IT IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND ALL BOARD MEMBERS ARE REQUIRED TO SIGN ANNUALLY. WE CONSISTENTLY MONITOR IT WITH OUR STAFF AND BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BERKELEY SENIOR SERVICES BOARD OF DIRECTORS ESTABLISHES THE SALARIES FOR THE TOP MANAGEMENT WHICH INCLUDES THE EXECUTIVE DIRECTOR. THIS IS USUALLY DONE THROUGH SALARY COMPARISONS OF OTHER SIMILAR AGENCIES IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BERKELEY SENIOR SERVICES BOARD OF DIRECTORS ESTABLISHES THE SALARIES FOR THE TOP MANAGEMENT WHICH INCLUDES THE EXECUTIVE DIRECTOR. THIS IS USUALLY DONE THROUGH SALARY COMPARISONS OF OTHER SIMILAR AGENCIES IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BERKELEY COUNTY COMMITTEE ON AGING, INC. MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02145553
IRS990/TravelGrp/ManagementAndGeneralAmt0140
IRS990/TravelGrp/ProgramServicesAmt024530
IRS990/TravelGrp/TotalAmt024670
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0217 NORTH HIGH STREET
IRS990/USAddress/CityNm0MARTINSBURG
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025404
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IRS990/WebsiteAddressTxt0WWW.BERKELEYSENIORSERVICES.ORG
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ORNDOFF

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,145,553
Liabilities
$226,883
Net assets
$1,918,670
Revenue
$1,917,425
Expenses
$1,762,658
Net income
$154,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.52$0.10$2.42$2.76$2.19$0.57
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.20$1.85$2.08$2.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.24$1.82$2.09$2.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.21$1.88$1.98$2.04$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.23$1.95$1.82$1.79$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.23$1.92$1.92$1.76$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.33$1.76$1.79$1.75$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.22$1.72$1.68$1.79$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.24$1.83$1.71$1.85$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.23$1.97$1.83$1.99$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.36$2.13$2.21$2.08$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.08$2.00$2.00$2.15$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.08$2.15$2.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.10$2.09$2.51