Civic Intelligence

Valley Program for Aging Services Inc.

990 • Fiscal year 2018 • EIN 54-0958526

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 29, 2019

PO Box 817Waynesboro, VA 22980

(540) 949-7141

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,459,506

Flat from 2018

Net Assets

Flat

$1,912,877

Flat from 2018

Liabilities

Flat

$546,629

Flat from 2018

Revenue And Expenses

Revenue

Flat

$3,183,073

Flat from 2018

Expenses

Flat

$3,106,002

Flat from 2018

Net Income

Flat

$77,071

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,521,040Liabilities 2010: $362,203Net Assets 2010: $1,158,8372010Assets 2011: $1,607,007Liabilities 2011: $347,852Net Assets 2011: $1,259,1552011Assets 2012: $1,619,954Liabilities 2012: $269,065Net Assets 2012: $1,350,8892012Assets 2013: $1,812,588Liabilities 2013: $572,675Net Assets 2013: $1,239,9132013Assets 2014: $1,850,684Liabilities 2014: $657,599Net Assets 2014: $1,193,0852014Assets 2015: $1,788,171Liabilities 2015: $696,110Net Assets 2015: $1,092,0612015Assets 2016: $1,802,772Liabilities 2016: $640,475Net Assets 2016: $1,162,2972016Assets 2017: $2,412,219Liabilities 2017: $518,376Net Assets 2017: $1,893,8432017Assets 2018: $2,459,506Liabilities 2018: $546,629Net Assets 2018: $1,912,8772018Assets 2018: $2,459,506Liabilities 2018: $546,629Net Assets 2018: $1,912,8772018Assets 2019: $2,568,012Liabilities 2019: $575,071Net Assets 2019: $1,992,9412019Assets 2020: $2,912,738Liabilities 2020: $806,475Net Assets 2020: $2,106,2632020Assets 2021: $3,033,009Liabilities 2021: $632,112Net Assets 2021: $2,400,8972021Assets 2022: $3,134,472Liabilities 2022: $499,888Net Assets 2022: $2,634,5842022Assets 2023: $3,205,878Liabilities 2023: $589,670Net Assets 2023: $2,616,2082023Assets 2024: $3,219,222Liabilities 2024: $491,475Net Assets 2024: $2,727,7472024Assets 2025: $2,879,187Liabilities 2025: $443,476Net Assets 2025: $2,435,7112025

Highlighted filing

2018

Assets$2,459,506
Liabilities$546,629
Net Assets$1,912,877

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,770,7722010Revenue 2011: $3,006,060Expenses 2011: $2,902,851Net Income 2011: $103,2092011Expenses 2012: $3,049,7472012Expenses 2013: $2,977,3572013Revenue 2014: $3,049,957Expenses 2014: $3,097,923Net Income 2014: -$47,9662014Revenue 2015: $3,244,518Expenses 2015: $3,344,146Net Income 2015: -$99,6282015Revenue 2016: $3,193,582Expenses 2016: $3,124,744Net Income 2016: $68,8382016Revenue 2017: $3,107,247Expenses 2017: $3,032,769Net Income 2017: $74,4782017Revenue 2018: $3,183,073Expenses 2018: $3,106,002Net Income 2018: $77,0712018Revenue 2018: $3,183,073Expenses 2018: $3,106,002Net Income 2018: $77,0712018Revenue 2019: $3,166,653Expenses 2019: $3,035,082Net Income 2019: $131,5712019Revenue 2020: $3,449,543Expenses 2020: $3,286,716Net Income 2020: $162,8272020Revenue 2021: $3,594,281Expenses 2021: $3,277,977Net Income 2021: $316,3042021Revenue 2022: $3,955,748Expenses 2022: $3,637,664Net Income 2022: $318,0842022Revenue 2023: $3,994,637Expenses 2023: $3,966,143Net Income 2023: $28,4942023Revenue 2024: $3,861,157Expenses 2024: $3,738,615Net Income 2024: $122,5422024Revenue 2025: $3,456,405Expenses 2025: $3,714,051Net Income 2025: -$257,6462025

Highlighted filing

2018

Revenue$3,183,073
Expenses$3,106,002
Net Income$77,071
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 29, 2019
Return Version
2017v2.3
Gross Receipts
$3,183,073
Mission and Program Overview

Mission

The mission of valley program for aging services is to empower those 60 and older with the resources and opportunities they need to lead engaged lives. As the local area agency on aging, valley program for aging services, inc. Provides a broad range of in-home and community-based services to individuals age 60 and older, as well as to their caregivers and families. Programs including meals on wheels, personal care, transportation, information and referral, senior centers, recreation, education, and caregiver support help individuals remain living independently, with safety, dignity, and choice, as contributing members of their communitiies.

Valley program for aging services (vpas) provides in-home and community based services to those 60 and older, their families, and their caregivers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$612,427$865,551▲ $253,124
Pledges and Grants Receivable$1,016,560$744,668▼ $271,892
Land, Buildings, and Equipment, Net$536,142$502,293▼ $33,849
Investments Other Securities$139,948$136,925▼ $3,023
Accounts Receivable$50,076$107,504▲ $57,428
Savings and Temporary Cash Investments$36,414$76,664▲ $40,250
Prepaid Expenses and Deferred Charges$16,080$19,347▲ $3,267
Inventories for Sale or Use$4,572$6,554▲ $1,982
Total Assets$2,412,219$2,459,506▲ $47,287
Liabilities
Accounts Payable and Accrued Expenses$241,765$263,324▲ $21,559
Mortgage Notes Payable Secured by Investment Property$253,072$239,651▼ $13,421
Other Liabilities$23,127$43,378▲ $20,251
Deferred Revenue$412$276▼ $136
Total Liabilities$518,376$546,629▲ $28,253
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,316,586$1,275,156▼ $41,430
Unrestricted Net Assets$577,257$637,721▲ $60,464
Total Net Assets Fund Balance$1,893,843$1,912,877▲ $19,034
Total Liabilities and Net Assets / Fund Balance$2,412,219$2,459,506▲ $47,287

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$113,360$849,777$963,137
Leasehold Improvements$324,514$329,498$654,012
Buildings$61,419$56,982$118,401
Land$3,000-$3,000
Other Securities$136,925--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeri SchaffExecutive DirectorFT$80,369$80,369

Board Members and Trustees

NameTitle
Russ HarlowChair
Betsy HayVice Chair
David WallDirector
Lee TaplingerDirector
Peggy BallinDirector
Richard Keith HartmanDirector
Sarah MortonDirector
Deborah Bundy CarpenterDirector (as of Jan 2018)
Elizabeth GarveyDirector (as of Jan 2018)
Pamela WebbDirector (as of Jan 2018)
Don Driver JrDirector (as of Mar 2018)
Nicole MedinaDirector (through Dec 2017)
Perlista HenryDirector (through Dec 2017)
Troy BaxleyDirector (through Dec 2017)
James SmartDirector (through Jan 2018)
Carroll ComstockDirector (through Nov 2017)
ANN O'DONOHUESecretary
Ann WalkerSecretary (through Dec 2017)
T Jon EllestadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,953,105
Program Service Revenue
$221,056
Investment Income
$6,722
Other Revenue
$2,190
All Other Contributions
$250,546
Change in Net Assets
$77,071

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles1$43,639Fair Market Value
Total Noncash Contributions1$43,639-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,183,073
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$33,438
Total Revenue per Audited Statements
$3,216,511
Total Revenue per Form 990
$3,183,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,858,415
Other Expenses$1,247,587
Total Fundraising Expense$54,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,094,677$369,214$39,501$1,503,392
Fees for Services Other$201,402$4,455-$205,857
Other Employee Benefits$104,688$35,309$3,778$143,775
Occupancy$99,530$18,377$1,009$118,916
Payroll Taxes$85,103$28,704$3,071$116,878
Depreciation Depletion$79,574$11,087-$90,661
Current Officers, Directors, Trustees, and Key Employees$58,811$19,836$2,122$80,769
Office Expenses$41,998$14,535$3,610$60,143
Travel$30,281$6,268$479$37,028
All Other Expenses$21,614$7,444$339$29,397
Fees for Services Accounting-$22,781$94$22,875
Information Technology$8,463$11,505$267$20,235
Interest$9,324$8,055-$17,379
Insurance$1,538$13,747-$15,285
Pension Plan Contributions$9,903$3,340$358$13,601
Other Expenses$8,599$2,758$43$11,357
Advertising$1,568$1,290$245$3,103
Total Functional Expenses$2,470,450$580,636$54,916$3,106,002

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,197,477
Expenses per Audited Statements$3,106,002
Total Expenses per Form 990$3,106,002
Expenses Not Reported on Form 990$91,475
Expenses Not Reported on Financial Statements$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
Refundable Advances$43,378
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 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

Distributed to all members of the board of directors electronically, and in hard copy.

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

Board of directors members who may have a conflict of interest must recuse themselves from discussion of and voting on any items that may be influenced by that conflict. Purchases are examined monthly for any potential conflict of interest.

Form 990, Part VI, Section B, Line 15

Compensation of the executive director and other officers is reviewed and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

All referenced documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Valley Program for Aging Services Inc
EIN
54-0958526
Phone
5409497141
Address
PO BOX 817, WAYNESBORO, VA 22980

Signing Officer

Name
Jeri Schaff
Title
Executive Director
Phone
5409497141
Signed
2019-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Schaff
Formed
1974
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
113
Volunteers
610

Preparer

Firm
Pbmares Llp
Address
558 SOUTH MAIN STREET, HARRISONBURG, VA 22801
Preparer
Kevin Humphries
Phone
5404345975
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

There was no change in the process this year.

Financial Statement Notes

PART X, LINE 2:

Vpas is exempt from federal income taxes under section 501(c)(3) and 509(a)(1) of the internal revenue code and has been determined to be an exempt charity which qualifies donations to the organization as charitable contributions for tax purposes. However, vpas may be subject to unrelated business tax on certain types of income. Vpas has adopted the provisions of accounting for uncertainty in income tax positions as required by the income taxes topic of the financial accounting standards board (fasb) accounting standards codification; however, management does not believe it is exposed to any such positions as defined in this guidance, nor do they expect this to change significantly over the next 12 months. Vpas files form 990, return of organization exempt from income tax, annually with the united states department of the treasury. Such returns are subject to examination by taxing authorities, generally for a period of three years from the date the returns are filed.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1980369
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR (AS OF JAN 2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR (AS OF JAN 2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (AS OF MAR 2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (AS OF JAN 2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY (THROUGH DEC 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (THROUGH DEC 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (THROUGH DEC 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (THROUGH JAN 2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (THROUGH NOV 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR (THROUGH DEC 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt02653331
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03183073
IRS990/GrossRentsGrp/RealAmt02190
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0267
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011505
IRS990/InformationTechnologyGrp/ProgramServicesAmt08463
IRS990/InformationTechnologyGrp/TotalAmt020235
IRS990/InsuranceGrp/ManagementAndGeneralAmt013747
IRS990/InsuranceGrp/ProgramServicesAmt01538
IRS990/InsuranceGrp/TotalAmt015285
IRS990/InterestGrp/ManagementAndGeneralAmt08055
IRS990/InterestGrp/ProgramServicesAmt09324
IRS990/InterestGrp/TotalAmt017379
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04572
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06554
IRS990/InvestmentIncomeGrp/ExclusionAmt06722
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06722
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0139948
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0136925
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01236257
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0536142
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0502293
IRS990/LandBldgEquipCostOrOtherBssAmt01738550
IRS990/LegalDomicileStateCd0VA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF VALLEY PROGRAM FOR AGING SERVICES IS TO EMPOWER THOSE 60 AND OLDER WITH THE RESOURCES AND OPPORTUNITIES THEY NEED TO LEAD ENGAGED LIVES. AS THE LOCAL AREA AGENCY ON AGING, VALLEY PROGRAM FOR AGING SERVICES, INC. PROVIDES A BROAD RANGE OF IN-HOME AND COMMUNITY-BASED SERVICES TO INDIVIDUALS AGE 60 AND OLDER, AS WELL AS TO THEIR CAREGIVERS AND FAMILIES. PROGRAMS INCLUDING MEALS ON WHEELS, PERSONAL CARE, TRANSPORTATION, INFORMATION AND REFERRAL, SENIOR CENTERS, RECREATION, EDUCATION, AND CAREGIVER SUPPORT HELP INDIVIDUALS REMAIN LIVING INDEPENDENTLY, WITH SAFETY, DIGNITY, AND CHOICE, AS CONTRIBUTING MEMBERS OF THEIR COMMUNITIIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0253072
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0239651
IRS990/NetAssetsOrFundBalancesBOYAmt01893843
IRS990/NetAssetsOrFundBalancesEOYAmt01912877
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02190
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02190
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2672
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01009
IRS990/OccupancyGrp/ManagementAndGeneralAmt018377
IRS990/OccupancyGrp/ProgramServicesAmt099530
IRS990/OccupancyGrp/TotalAmt0118916
IRS990/OfficeExpensesGrp/FundraisingAmt03610
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014535
IRS990/OfficeExpensesGrp/ProgramServicesAmt041998
IRS990/OfficeExpensesGrp/TotalAmt060143
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03778
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035309
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0104688
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0143775
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1VEHICLE COSTS
IRS990/OtherExpensesGrp/Desc2CLIENT EXPENSES
IRS990/OtherExpensesGrp/Desc3RESOURCES AND MEMBERSHI
IRS990/OtherExpensesGrp/FundraisingAmt043
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01931
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12758
IRS990/OtherExpensesGrp/ProgramServicesAmt0523573
IRS990/OtherExpensesGrp/ProgramServicesAmt170269
IRS990/OtherExpensesGrp/ProgramServicesAmt219535
IRS990/OtherExpensesGrp/ProgramServicesAmt38599
IRS990/OtherExpensesGrp/TotalAmt0523573
IRS990/OtherExpensesGrp/TotalAmt172243
IRS990/OtherExpensesGrp/TotalAmt219535
IRS990/OtherExpensesGrp/TotalAmt311357
IRS990/OtherLiabilitiesGrp/BOYAmt023127
IRS990/OtherLiabilitiesGrp/EOYAmt043378
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039501
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0369214
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01094677
IRS990/OtherSalariesAndWagesGrp/TotalAmt01503392
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03071
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028704
IRS990/PayrollTaxesGrp/ProgramServicesAmt085103
IRS990/PayrollTaxesGrp/TotalAmt0116878
IRS990/PensionPlanContributionsGrp/FundraisingAmt0358
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03340
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09903
IRS990/PensionPlanContributionsGrp/TotalAmt013601
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01016560
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0744668
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016080
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019347
IRS990/PrincipalOfficerNm0JERI SCHAFF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624210
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0221056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0221056
IRS990/ProgSrvcAccomActy2Grp/Desc04,208 CONTACTS WERE MADE WITH 2,532 UNDUPLICATED INDIVIDUALS TO PROVIDE INFORMATION ABOUT OUR PROGRAMS AND SERVICES OR PROVIDE REFERRALS TO OTHER COMMUNITY RESOURCES. MEDICARE INSURANCE COUNSELING SESSIONS WERE PROVIDED TO 2,135 UNDUPLICATED INDIVIDUALS, FURNISHING INFORMATION THAT ALLOWED THOSE SERVED TO SAVE $867,157 IN MEDICATION COSTS IN 2018.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0319424
IRS990/ProgSrvcAccomActy3Grp/Desc012,851 HOURS OF PERSONAL CARE SERVICES, INCLUDING BATHING, DRESSING, SKIN CARE, LIGHT HOUSEKEEPING AND MEAL PREPARATION WERE PROVIDED TO 96 UNDUPLICATED FRAIL, HOMEBOUND OLDER ADULTS, ALLOWING THEM TO REMAIN LIVING INDEPENDENTLY WITH SAFETY AND DIGNITY IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0665744
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0215708
IRS990/ProgSrvcAccomActyOtherGrp/Desc0379 UNDUPLICATED INDIVIDUALS ENJOYED 58,526 HOURS OF SENIOR CENTER RECREATION, 227 UNDUPLICATED INDIVIDUALS WERE PROVIDED WITH 6,018 ONE-WAY RIDES TO MEDICAL APPOINTMENTS, 163 UNDUPLICATED FAMILY CAREGIVERS WERE PROVIDED 15,224 HOURS OF SUPPORT, 205 UNDUPLICATED INDIVIDUALS PARTICIPATED IN 1,308 HEALTH & WELLNESS WORKSHOP SESSIONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt082317
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt020568
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02797131
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04990
IRS990/PYOtherExpensesAmt01217630
IRS990/PYOtherRevenueAmt01400
IRS990/PYProgramServiceRevenueAmt0303726
IRS990/PYRevenuesLessExpensesAmt074478
IRS990/PYSalariesCompEmpBnftPaidAmt01815139
IRS990/PYTotalExpensesAmt03032769
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03107247
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt077071
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02190
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt029595
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02953105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02760162

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.88$0.44$2.44$3.46$3.71$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.49$2.73$3.86$3.74$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.59$2.62$3.99$3.97$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.50$2.63$3.96$3.64$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.63$2.40$3.59$3.28$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.81$2.11$3.45$3.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.58$1.99$3.17$3.04$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.55$1.91$3.18$3.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.55$1.91$3.18$3.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.52$1.89$3.11$3.03$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.64$1.16$3.19$3.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.70$1.09$3.24$3.34$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.66$1.19$3.05$3.10$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.57$1.24$2.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.27$1.35$3.05
2011Summary only. Only limited summary data is available for this year.$1.61$0.35$1.26$3.01$2.90$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.36$1.16$2.77