Skip to content
Nonprofiteer
← SHENANDOAH AREA AGENCY ON AGING INC

Form 990 for tax year 2022

Filed by SHENANDOAH AREA AGENCY ON AGING INC.

Totals

Total revenue
$3,379,431
Total expenses
$2,915,866
Contributions and grants received
$3,318,321
Grants paid
$0
Program service revenue
$44,832
Investment income
$6,000
Other revenue
$10,278
Total assets, end of year
$2,161,580
Total liabilities, end of year
$386,555
Net assets or fund balances, end of year
$1,775,025
Program services expenses (Part IX)
$2,629,786
Management and general expenses
$226,646
Fundraising expenses
$59,434
Program service expenses (Part III)
$2,629,786

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $6,839

  • 1e · Government grants (contributions)

    $2,864,270

  • 1f · All other contributions, gifts and grants

    $447,212

  • 1g · Noncash contributions included above

    $248,341

  • 2a · Program service revenue: FEE FOR SERVICES

    total $44,832 · related or exempt $44,832

  • 3 · Investment income

    total $2,000 · excluded $2,000

  • 7a · Gross sales of assets other than inventory

    other assets $4,000

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $4,000

  • 7d · Net gain or loss

    total $4,000 · related or exempt $4,000

  • 8a · Fundraising events: gross income

    $22,177

  • 8a · Fundraising events: contributions included on line 1c

    $6,839

  • 8b · Fundraising events: direct expenses

    $11,899

  • 8c · Net income from fundraising events

    total $10,278 · excluded $10,278

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $193,521 · program services $170,299 · management and general $19,352 · fundraising $3,870

  • 7 · Other salaries and wages

    total $1,080,873 · program services $951,169 · management and general $108,087 · fundraising $21,617

  • 8 · Pension plan contributions

    total $43,737 · program services $38,488 · management and general $4,374 · fundraising $875

  • 9 · Other employee benefits

    total $149,041 · program services $131,156 · management and general $14,904 · fundraising $2,981

  • 10 · Payroll taxes

    total $95,601 · program services $84,129 · management and general $9,560 · fundraising $1,912

  • 11c · Fees: accounting

    total $25,175 · management and general $25,175

  • 12 · Advertising and promotion

    total $4,588 · program services $3,670 · management and general $459 · fundraising $459

  • 13 · Office expenses

    total $133,137 · program services $105,719 · management and general $13,709 · fundraising $13,709

  • 14 · Information technology

    total $14,158 · program services $11,242 · management and general $1,458 · fundraising $1,458

  • 16 · Occupancy

    total $68,100 · program services $57,885 · management and general $6,810 · fundraising $3,405

  • 17 · Travel

    total $1,852 · program services $1,667 · fundraising $185

  • 20 · Interest

    total $6,034 · program services $4,993 · management and general $520 · fundraising $521

  • 22 · Depreciation, depletion and amortization

    total $159,075 · program services $136,094 · management and general $15,321 · fundraising $7,660

  • 23 · Insurance

    total $61,354 · program services $55,219 · management and general $6,135

  • 24a · Other expenses: FOOD AND DISPOSABLES

    total $495,760 · program services $495,760

  • 24b · Other expenses: CONTRACTOR EXPENSES

    total $223,646 · program services $223,646

  • 24c · Other expenses: VEHICLE EXPENSE

    total $121,944 · program services $121,944

  • 24d · Other expenses: OTHER

    total $38,270 · program services $36,706 · management and general $782 · fundraising $782

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $361,722 · end of year $256,281

  • 2 · Savings and temporary cash investments

    beginning of year $28,197 · end of year $137,094

  • 3 · Pledges and grants receivable

    beginning of year $527,246 · end of year $732,693

  • 4 · Accounts receivable

    beginning of year $4,254 · end of year $2,642

  • 8 · Inventories for sale or use

    beginning of year $25,825 · end of year $15,640

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,099 · end of year $23,358

  • 10a · Land, buildings and equipment: cost or other basis

    $2,271,471

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,392,858

  • 10c · Land, buildings and equipment, net

    beginning of year $632,616 · end of year $878,613

  • 15 · Other assets

    beginning of year $0 · end of year $115,259

  • 17 · Accounts payable and accrued expenses

    beginning of year $148,715 · end of year $225,408

  • 19 · Deferred revenue

    beginning of year $4,291 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $135,493 · end of year $123,776

  • 25 · Other liabilities

    beginning of year $0 · end of year $37,371

  • 27 · Net assets without donor restrictions

    beginning of year $978,543 · end of year $1,363,078

  • 28 · Net assets with donor restrictions

    beginning of year $332,917 · end of year $411,947

Mission and programs · 2022

Mission

THE SHENANDOAH AREA AGENCY ON AGING (SAAA) PROVIDES AND COORDINATESPROGRAMS AND SERVICES WHICH PROMOTE THE INDEPENDENCE, DIGNITY, HEALTHAND WELL BEING OF SENIOR AND DISABLED PERSONS. SAAA SERVES THE COUNTIES OF CLARKE, FREDERICK, PAGE, SHENANDOAH, WARREN AND THE CITY OF WINCHESTER. UNDER THE OLDER AMERICANS ACT, SAAA PROVIDES SERVICE TO THE COMMUNITY FOR PERSONS AGE 60 AND OLDER WITH AN EMPHASIS ON LOW INCOME, FRAIL AND MINORITY OLDER PERSONS.

Activities or mission (Part I)

PROVIDING SERVICES DESIGNED TO HELP OLDER AND DISABLED ADULTS REMAIN IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.

  • SHENANDOAH AREA AGENCY ON AGING SERVES THE RESIDENTS IN THE COUNTIES OF CLARKE, FREDERICK, PAGE, SHENANDOAH AND WARREN AND THE CITY OF WINCHESTER, COMPRISING A SERVICE AREA OF 1,652 SQUARE MILES. DURING FY2023, OUR MEALS ON WHEELS AND CONGREGATE NUTRITION PROGRAM PROVIDED 99,101 MEALS. WELLTRAN PROVIDED 6,215 TRIPS FOR OLDER ADULTS TO MEDICAL APPOINTMENTS AND 15,609 TRIPS TO THE SENIOR CENTERS TO PARTICIPATE IN WELLNESS PROGRAMS AND ACTIVITIES, RECEIVE A NUTRITIOUS MEAL CONTAINING 1/3 OF THE DAILY RDA FOR SENIORS, AND TO PARTICIPATE IN EDUCATIONAL PROGRAMS FOCUSED ON LEGAL ISSUES, SCAMS, INSURANCE EDUCATION, AND OTHER TOPICS RELEVANT TO SENIOR CITIZENS.

    Expenses $2,629,786 · Revenue $48,832

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHRISTY MCMILLEN-GOODWIN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARTHA WATKINS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • EVA MILLER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BETSY PRITCHARD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LAUREN GWINN

    ADVISORY COUNCIL LIAISON

    Total calculated
    $0
    Hours/week
    1

  • FRANK CIHLAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUSS MCKELWAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • D'ANN KENNY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE WOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIMMY ROBERTS

    EXECUTIVE DIRECTOR

    Total calculated
    $103,272
    From this org
    $87,939
    From related orgs
    $0
    Other
    $15,333
    Hours/week
    40

  • MARY JO MILLS

    DIR OF FINANCE UNTIL 2/12/23

    Total calculated
    $17,432
    From this org
    $17,310
    From related orgs
    $0
    Other
    $122
    Hours/week
    40

  • CINDY DONALDSON

    DIR OF FINANCE STARTING 2/13/23

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
18 June 2024
IRS schema version
2022v5.0
Source object
202441709349300109

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.