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Nonprofiteer
← LOCAL OFFICE ON AGING INC

Form 990 for tax year 2022

Filed by LOCAL OFFICE ON AGING INC.

Totals

Total revenue
$4,431,825
Total expenses
$3,796,343
Contributions and grants received
$4,293,921
Grants paid
$0
Program service revenue
$62,710
Investment income
$45,415
Other revenue
$29,779
Total assets, end of year
$5,047,990
Total liabilities, end of year
$635,400
Net assets or fund balances, end of year
$4,412,590
Program services expenses (Part IX)
$2,962,357
Management and general expenses
$791,984
Fundraising expenses
$42,002
Program service expenses (Part III)
$2,962,357

Program services were 78.0% 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

    $48,368

  • 1e · Government grants (contributions)

    $4,025,449

  • 1f · All other contributions, gifts and grants

    $220,104

  • 1g · Noncash contributions included above

    $3,226

  • 2a · Program service revenue: OTHER PROGRAM REVENUE

    total $42,885 · related or exempt $42,885

  • 2b · Program service revenue: FEE FOR SERVICES

    total $19,825 · related or exempt $19,825

  • 3 · Investment income

    total $45,415 · excluded $45,415

  • 8a · Fundraising events: gross income

    $28,968

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

    $48,368

  • 8b · Fundraising events: direct expenses

    $26,662

  • 8c · Net income from fundraising events

    total $2,306 · excluded $2,306

  • 11a · Other revenue: SOUP FOR SENIORS

    total $15,112 · related or exempt $15,112

  • 11b · Other revenue: OTHER REVENUE

    total $9,000 · related or exempt $9,000

  • 11c · Other revenue: ANNUAL MEETING REVENUE

    total $3,361 · related or exempt $3,361

  • 11e · Other revenue, total

    $27,473

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $255,940 · program services $76,782 · management and general $153,564 · fundraising $25,594

  • 7 · Other salaries and wages

    total $1,268,762 · program services $1,144,484 · management and general $124,278

  • 8 · Pension plan contributions

    total $29,261 · program services $23,633 · management and general $5,332 · fundraising $296

  • 9 · Other employee benefits

    total $189,564 · program services $153,101 · management and general $34,544 · fundraising $1,919

  • 10 · Payroll taxes

    total $108,555 · program services $87,674 · management and general $19,782 · fundraising $1,099

  • 11b · Fees: legal

    total $5,275 · program services $2,637 · management and general $2,638

  • 11c · Fees: accounting

    total $21,455 · program services $10,727 · management and general $10,728

  • 11g · Fees: other

    total $67,299 · management and general $67,299

  • 12 · Advertising and promotion

    total $12,765 · program services $6,383 · management and general $3,191 · fundraising $3,191

  • 13 · Office expenses

    total $14,120 · program services $7,780 · management and general $3,603 · fundraising $2,737

  • 16 · Occupancy

    total $52,106 · program services $14,381 · management and general $37,725

  • 17 · Travel

    total $17,568 · program services $15,987 · management and general $1,581

  • 19 · Conferences, conventions and meetings

    total $8,007 · management and general $8,007

  • 20 · Interest

    total $9,019 · program services $9,019

  • 22 · Depreciation, depletion and amortization

    total $173,772 · management and general $173,772

  • 23 · Insurance

    total $28,166 · management and general $28,166

  • 24a · Other expenses: CLIENT MEALS

    total $684,908 · program services $684,908

  • 24b · Other expenses: CLIENT TRANSPORTATION

    total $135,759 · program services $135,759

  • 24c · Other expenses: CLIENT HOMEMAKER

    total $126,650 · program services $126,650

  • 24d · Other expenses: CLIENT PERSONAL CARE

    total $112,866 · program services $112,866

  • 24e · All other expenses

    total $474,526 · program services $349,586 · management and general $117,774 · fundraising $7,166

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,073,779 · end of year $1,277,842

  • 2 · Savings and temporary cash investments

    beginning of year $24,740 · end of year $20,561

  • 3 · Pledges and grants receivable

    beginning of year $39,657 · end of year $34,170

  • 4 · Accounts receivable

    beginning of year $52,757 · end of year $376,124

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,091 · end of year $46,153

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

    $2,476,584

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

    $611,545

  • 10c · Land, buildings and equipment, net

    beginning of year $1,705,872 · end of year $1,865,039

  • 11 · Investments: publicly traded securities

    beginning of year $1,159,242 · end of year $1,292,318

  • 15 · Other assets

    beginning of year $121,887 · end of year $135,783

  • 17 · Accounts payable and accrued expenses

    beginning of year $257,971 · end of year $404,128

  • 23 · Secured mortgages and notes payable

    beginning of year $255,253 · end of year $231,272

  • 27 · Net assets without donor restrictions

    beginning of year $3,438,634 · end of year $4,181,148

  • 28 · Net assets with donor restrictions

    beginning of year $230,167 · end of year $231,442

Mission and programs · 2022

Mission

LOCAL OFFICE ON AGING IS THE DESIGNATED AREA AGENCY ON AGING SERVING THE FIFTH PLANNING DISTRICT OF VIRGINIA OPERATING 30+ COMMUNITY-BASED SERVICES TO HELP OLDER PERSONS REMAIN INDEPENDENT FOR AS LONG AS POSSIBLE.

Activities or mission (Part I)

LOCAL OFFICE ON AGING ("LOA") IS DEDICATED TO HELPING OLDER PERSONS REMAIN INDEPENDENT FOR AS LONG AS POSSIBLE.

  • HOME DELIVERED MEALS - PREPARATION OF MEALS AND COST OF MEALS SERVED TO HOMEBOUND OLDER PERSONS IN NEED. FOR FY23 WE SERVED 30,415 SENIORS DELIVERING 221,129 SERVICES.

    Expenses $1,230,426

  • CONGREGATE MEALS - PROVISION OF NUTRITIOUS MEALS TO OLDER PERSONS IN NEED, PROVISION OF SOCIALIZATION AND RECREATION TO THE SAME PERSONS.

    Expenses $489,908

  • SUPPORTIVE SERVICES - PROVISION OF COMMUNITY BASED CARE TO SENIOR CITIZENS SUCH AS ADULT DAYCARE, PERSONAL CARE, TRANSPORTATION, HOMEMAKER, AND EMERGENCY SERVICES.

    Expenses $1,242,023 · Revenue $90,183

As filed on the 2022 return.

Listed in Part VII

  • David Trinkle

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ezra Amiss

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ingrid Wallace Barber

    FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Sprinkel

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Steve Musslewhite

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Cleo Sims

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tammy Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Shaner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Annette Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Helen Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Freda Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nikki Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jackie R S Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ron Boyd

    CEO

    Total calculated
    $144,333
    From this org
    $121,825
    From related orgs
    $0
    Other
    $22,508
    Hours/week
    40

  • Carson Ward

    CFO

    Total calculated
    $87,540
    From this org
    $75,883
    From related orgs
    $0
    Other
    $11,657
    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
13 March 2024
IRS schema version
2022v5.0
Source object
202420749349301672

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