Civic Intelligence

Putnam County Aging Program Inc.

990 • Fiscal year 2023 • EIN 31-1149267

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 13, 2024

Organization ProfilePUTNAMAGING.COM

View Organization Page

2558 Winfield RoadSaint Albans, WV 25177

(304) 755-2385

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$9,879,093

Down $11,116 (-0.1%) from 2022

Net Assets

Up

$9,423,536

Up $512,784 (+5.8%) from 2022

Liabilities

Down

$455,557

Down $523,900 (-53%) from 2022

Revenue And Expenses

Revenue

Down

$8,611,981

Down $909,508 (-9.6%) from 2022

Expenses

Up

$8,099,197

Up $107,151 (+1.3%) from 2022

Net Income

Down

$512,784

Down $1,016,659 (-66%) from 2022

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2014: $5,266,404Liabilities 2014: $908,400Net Assets 2014: $4,358,0042014Assets 2015: $5,327,657Liabilities 2015: $1,349,831Net Assets 2015: $3,977,8262015Assets 2016: $5,345,774Liabilities 2016: $1,095,047Net Assets 2016: $4,250,7272016Assets 2017: $5,494,304Liabilities 2017: $1,176,279Net Assets 2017: $4,318,0252017Assets 2018: $5,444,024Liabilities 2018: $1,184,572Net Assets 2018: $4,259,4522018Assets 2019: $5,274,077Liabilities 2019: $968,687Net Assets 2019: $4,305,3902019Assets 2020: $6,426,341Liabilities 2020: $783,447Net Assets 2020: $5,642,8942020Assets 2021: $8,706,780Liabilities 2021: $1,325,471Net Assets 2021: $7,381,3092021Assets 2022: $9,890,209Liabilities 2022: $979,457Net Assets 2022: $8,910,7522022Assets 2023: $9,879,093Liabilities 2023: $455,557Net Assets 2023: $9,423,5362023Assets 2024: $9,964,164Liabilities 2024: $679,625Net Assets 2024: $9,284,5392024

Highlighted filing

2023

Assets$9,879,093
Liabilities$455,557
Net Assets$9,423,536
Open 2023 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2014: $5,718,876Expenses 2014: $4,921,414Net Income 2014: $797,4622014Revenue 2015: $5,133,949Expenses 2015: $4,919,421Net Income 2015: $214,5282015Revenue 2016: $4,119,222Expenses 2016: $3,822,757Net Income 2016: $296,4652016Revenue 2017: $4,035,638Expenses 2017: $3,902,155Net Income 2017: $133,4832017Revenue 2018: $8,790,311Expenses 2018: $8,789,139Net Income 2018: $1,1722018Revenue 2019: $7,912,702Expenses 2019: $7,866,764Net Income 2019: $45,9382019Revenue 2020: $8,395,598Expenses 2020: $7,058,094Net Income 2020: $1,337,5042020Revenue 2021: $9,555,674Expenses 2021: $7,817,259Net Income 2021: $1,738,4152021Revenue 2022: $9,521,489Expenses 2022: $7,992,046Net Income 2022: $1,529,4432022Revenue 2023: $8,611,981Expenses 2023: $8,099,197Net Income 2023: $512,7842023Revenue 2024: $7,512,275Expenses 2024: $7,651,272Net Income 2024: -$138,9972024

Highlighted filing

2023

Revenue$8,611,981
Expenses$8,099,197
Net Income$512,784
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 13, 2024
Return Version
2022v5.0
Gross Receipts
$8,611,981
Mission and Program Overview

Mission

Believing that seniors are important, the mission of putnam aging is to serve seniors by providing nutritional, social, and health-related programs designed to enhance and enrich the quality of their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,875,149$6,464,245▲ $3,589,096
Cash and Non-Interest-Bearing Accounts$4,151,909$2,218,433▼ $1,933,476
Land, Buildings, and Equipment, Net$452,041$538,854▲ $86,813
Pledges and Grants Receivable$2,323,775$491,311▼ $1,832,464
Prepaid Expenses and Deferred Charges$45,837$61,031▲ $15,194
Inventories for Sale or Use$41,498$40,250▼ $1,248
Total Assets$9,890,209$9,879,093▼ $11,116
Other Assets Total$0$64,969▲ $64,969
Liabilities
Accounts Payable and Accrued Expenses$979,457$390,588▼ $588,869
Other Liabilities$0$64,969▲ $64,969
Total Liabilities$979,457$455,557▼ $523,900
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,084,506$8,412,207▲ $327,701
Net Assets With Donor Restrictions$826,246$1,011,329▲ $185,083
Total Net Assets Fund Balance$8,910,752$9,423,536▲ $512,784
Total Liabilities and Net Assets / Fund Balance$9,890,209$9,879,093▼ $11,116

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$357,245$735,808$1,093,053
Buildings$181,609$421,768$603,377
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jenni SutherlandExecutive DirectorFT$89,175$89,175

Board Members and Trustees

NameTitle
Denise ScalphPresident
David PerryVice President
Brian WoodDirector
Charles SmallwoodDirector
Cheryl RustDirector
Dave MeltonDirector
Jo HarrisDirector
Rosalee Juba PlumleyDirector
Sam SentelleDirector
Sandi ShrewsburyDirector
Ellen Mills-pauleySecretary
Cindy FarleyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Loved Ones In Home Care LLCPersonal Care144 7TH AVENUE, South Charleston, WV 25303$3,357,233
Revenue and Support

Revenue Composition

Contributions and Grants
$2,124,150
Program Service Revenue
$6,246,358
Investment Income
$241,473
Other Revenue
$0
All Other Contributions
$3,938
Change in Net Assets
$512,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,611,981
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,611,981
Total Revenue per Form 990
$8,611,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,740,514
Salaries, Compensation, and Employee Benefits$3,358,683
Total Fundraising Expense$42,767
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,549,023$419,839$29,989$2,998,851
Payroll Taxes$206,326$33,983$2,427$242,736
All Other Expenses$198,041$32,619$2,330$232,990
Insurance$137,658$22,672$1,620$161,950
Depreciation Depletion$98,742$16,264$1,162$116,168
Other Employee Benefits$93,135$15,340$1,096$109,571
Other Expenses$87,167$14,357$1,025$102,549
Fees for Services Accounting$69,933$11,519$823$82,275
Occupancy$32,369$5,331$381$38,081
Fees for Services Other$28,062$4,622$330$33,014
Travel$25,487$4,198$300$29,985
Fees for Services Legal$9,183$1,512$108$10,803
Pension Plan Contributions$6,396$1,054$75$7,525
Advertising$227$37$3$267
Total Functional Expenses$7,457,708$598,722$42,767$8,099,197

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,099,197
Total Expenses per Audited Statements$8,099,197
Total Expenses per Form 990$8,099,197
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$64,969
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 was reviewed and approved by management”

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

“The organization monitors conflicts of interest on a yearly basis”

Form 990, Part VI, Section B, Line 15

“The board of directors makes decisions on all compensation arrangements”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. This request has to be sent/addressed to the executive director during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Putnam County Aging Program Inc
EIN
31-1149267
Phone
3047552385
Address
2558 WINFIELD ROAD, SAINT ALBANS, WV 25177

Signing Officer

Name
Jenni Sutherland
Title
Executive Director
Phone
3047552385
Signed
2024-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenni Sutherland
Formed
1985
Legal Domicile
Wv
Voting Board Members
12
Independent Board Members
12
Employees
245
Volunteers
49

Preparer

Firm
Gray Griffith & Mays Ac
Address
707 VIRGINIA STREETEASTSUITE 400, CHARLESTON, WV 25301-2711
Preparer
C Kevin Mann
Phone
3043459400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors assumes responsibility for oversight of the audit of financial statements and selection of an independent auditor.”

Raw XML AppendixShowing 400 of 495 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0979457
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0390588
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BELIEVING THAT SENIORS ARE IMPORTANT, THE MISSION OF PUTNAM AGING IS TO SERVE SENIORS BY PROVIDING NUTRITIONAL, SOCIAL, AND HEALTH-RELATED PROGRAMS DESIGNED TO ENHANCE AND ENRICH THE QUALITY OF THEIR LIVES.
IRS990/AdvertisingGrp/FundraisingAmt03
IRS990/AdvertisingGrp/ManagementAndGeneralAmt037
IRS990/AdvertisingGrp/ProgramServicesAmt0227
IRS990/AdvertisingGrp/TotalAmt0267
IRS990/AllOtherContributionsAmt03938
IRS990/AllOtherExpensesGrp/FundraisingAmt02330
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt032619
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0198041
IRS990/AllOtherExpensesGrp/TotalAmt0232990
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNI SUTHERLAND
IRS990/BooksInCareOfDetail/PhoneNum03047552385
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02558 WINFIELD ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAINT ALBANS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd025177
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04151909
IRS990/CashNonInterestBearingGrp/EOYAmt02218433
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt03357233
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0144 7TH AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SOUTH CHARLESTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd025303
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LOVED ONES IN HOME CARE LLC
IRS990/ContractorCompensationGrp/ServicesDesc0PERSONAL CARE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02124150
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0241473
IRS990/CYOtherExpensesAmt04740514
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06246358
IRS990/CYRevenuesLessExpensesAmt0512784
IRS990/CYSalariesCompEmpBnftPaidAmt03358683
IRS990/CYTotalExpensesAmt08099197
IRS990/CYTotalFundraisingExpenseAmt042767
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08611981
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01162
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt016264
IRS990/DepreciationDepletionGrp/ProgramServicesAmt098742
IRS990/DepreciationDepletionGrp/TotalAmt0116168
IRS990/Desc0MEDICAID PROVIDES FUNDS TO ASSIST ELDERLY AND LOW INCOME CITIZENS TO REMAIN INDEPENDENT BY PROVIDING CUSTODIAL AND BASIC MEDICAL NEEDS TO THE PERSON IN THEIR HOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0826246
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01011329
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0245
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04929082
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0823
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011519
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt069933
IRS990/FeesForServicesAccountingGrp/TotalAmt082275
IRS990/FeesForServicesLegalGrp/FundraisingAmt0108
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01512
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09183
IRS990/FeesForServicesLegalGrp/TotalAmt010803
IRS990/FeesForServicesOtherGrp/FundraisingAmt0330
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04622
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt028062
IRS990/FeesForServicesOtherGrp/TotalAmt033014
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0ROSALEE JUBA PLUMLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm2CHERYL RUST
IRS990/Form990PartVIISectionAGrp/PersonNm3SANDI SHREWSBURY
IRS990/Form990PartVIISectionAGrp/PersonNm4JO HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm5SAM SENTELLE
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVE MELTON
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES SMALLWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm8DENISE SCALPH
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm10CINDY FARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm11ELLEN MILLS-PAULEY
IRS990/Form990PartVIISectionAGrp/PersonNm12JENNI SUTHERLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1289175
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt02120212
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08611981
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01620
IRS990/InsuranceGrp/ManagementAndGeneralAmt022672
IRS990/InsuranceGrp/ProgramServicesAmt0137658
IRS990/InsuranceGrp/TotalAmt0161950
IRS990/InventoriesForSaleOrUseGrp/BOYAmt041498
IRS990/InventoriesForSaleOrUseGrp/EOYAmt040250
IRS990/InvestmentIncomeGrp/ExclusionAmt0241473
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0241473
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01157576
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0452041
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0538854
IRS990/LandBldgEquipCostOrOtherBssAmt01696430
IRS990/LegalDomicileStateCd0WV
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BELIEVING THAT SENIORS ARE IMPORTANT, THE MISSION OF PUTNAM AGING IS TO SERVE SENIORS BY PROVIDING NUTRITIONAL, SOCIAL, AND HEALTH-RELATED PROGRAMS DESIGNED TO ENHANCE AND ENRICH THE QUALITY OF THEIR LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08910752
IRS990/NetAssetsOrFundBalancesEOYAmt09423536
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08084506
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08412207
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0381
IRS990/OccupancyGrp/ManagementAndGeneralAmt05331
IRS990/OccupancyGrp/ProgramServicesAmt032369
IRS990/OccupancyGrp/TotalAmt038081
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt064969
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01096
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015340
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt093135
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0109571
IRS990/OtherExpensesGrp/Desc0LOVED ONES
IRS990/OtherExpensesGrp/Desc1FOOD COSTS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt01098
IRS990/OtherExpensesGrp/FundraisingAmt11025
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114357
IRS990/OtherExpensesGrp/ProgramServicesAmt03357233
IRS990/OtherExpensesGrp/ProgramServicesAmt1465375
IRS990/OtherExpensesGrp/ProgramServicesAmt293351
IRS990/OtherExpensesGrp/ProgramServicesAmt387167
IRS990/OtherExpensesGrp/TotalAmt03357233
IRS990/OtherExpensesGrp/TotalAmt1465375
IRS990/OtherExpensesGrp/TotalAmt2109824
IRS990/OtherExpensesGrp/TotalAmt3102549
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt064969
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029989
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0419839
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02549023
IRS990/OtherSalariesAndWagesGrp/TotalAmt02998851
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02427
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033983
IRS990/PayrollTaxesGrp/ProgramServicesAmt0206326
IRS990/PayrollTaxesGrp/TotalAmt0242736
IRS990/PensionPlanContributionsGrp/FundraisingAmt075
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01054
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06396
IRS990/PensionPlanContributionsGrp/TotalAmt07525
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02323775
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0491311
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045837
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061031
IRS990/PrincipalOfficerNm0JENNI SUTHERLAND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FEE FOR SERVICE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06067128
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1179230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06067128
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1179230
IRS990/ProgSrvcAccomActy2Grp/Desc0TITLE III - PROVIDES SOCIAL AND NUTRITIONAL SERVICES TO SENIOR CITIZENS FUNDS THROUGH A MIXTURE OF FEDERAL AND STATE GRANTS AS WELL AS PROGRAM INCOME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01522197
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0136192
IRS990/ProgSrvcAccomActy3Grp/Desc0LIGHTHOUSE - PROVIDES IN-HOME ASSISTANCE FOR SENIORS WHO DO NOT QUALIFY FOR OTHER PROGRAMS. THE PROGRAM PROVIDES RELIEF TO CAREGIVERS WHO CARE FOR INDIVIDUALS WITH DEMENTIA AND ALZHEIMER'S DISEASE.FAIR - THE FAIR PROGRAM OFFERS RELIEF TO FAMILY CAREGIVERS AND, AT THE SAME TIME, PROVIDES ONE-ON-ONE ATTENTION AND INDIVIDUALIZED ACTIVITIES FOR PERSONS WITH A WRITTEN DIAGNOSIS OF ALZHEIMER'S DISEASE OR A RELATED DEMENTIA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0304359
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt034668
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0702070
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02961684
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015453
IRS990/PYOtherExpensesAmt05310615
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06544352
IRS990/PYRevenuesLessExpensesAmt01529443
IRS990/PYSalariesCompEmpBnftPaidAmt02681431
IRS990/PYTotalExpensesAmt07992046
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09521489
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0512784
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06025835
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02875149
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06464245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02128582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02800678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02279831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02502637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01496954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011208682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0241473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024592
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019669
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0321104
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026038066
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97220
IRS990ScheduleA/PublicSupportPY170Pct00.99160
IRS990ScheduleA/PublicSupportTotal170Amt011208682
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02128582
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02800678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02279831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02502637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01496954
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011208682
IRS990ScheduleA/TotalSupportAmt011529786
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0181609
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0421768
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0603377
IRS990ScheduleD/EquipmentGrp/BookValueAmt0357245
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0735808
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01093053
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08099197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt064969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08611981
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0538854
IRS990ScheduleD/TotalExpensesPerForm990Amt08099197
IRS990ScheduleD/TotalLiabilityAmt064969
IRS990ScheduleD/TotalRevenuePerForm990Amt08611981
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08611981
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08099197
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED AND APPROVED BY MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS CONFLICTS OF INTEREST ON A YEARLY BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MAKES DECISIONS ON ALL COMPENSATION ARRANGEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THIS REQUEST HAS TO BE SENT/ADDRESSED TO THE EXECUTIVE DIRECTOR DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,879,093
Liabilities
$455,557
Net assets
$9,423,536
Revenue
$8,611,981
Expenses
$8,099,197
Net income
$512,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.96$0.68$9.28$7.51$7.65$0.14
2023Detailed filing. Detailed filing data is available for this year.$9.88$0.46$9.42$8.61$8.10$0.51
2022Detailed filing. Detailed filing data is available for this year.$9.89$0.98$8.91$9.52$7.99$1.53
2021Detailed filing. Detailed filing data is available for this year.$8.71$1.33$7.38$9.56$7.82$1.74
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.78$5.64$8.40$7.06$1.34
2019Detailed filing. Detailed filing data is available for this year.$5.27$0.97$4.31$7.91$7.87$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.44$1.18$4.26$8.79$8.79$0.00
2017Detailed filing. Detailed filing data is available for this year.$5.49$1.18$4.32$4.04$3.90$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.35$1.10$4.25$4.12$3.82$0.30
2015Detailed filing. Detailed filing data is available for this year.$5.33$1.35$3.98$5.13$4.92$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.27$0.91$4.36$5.72$4.92$0.80