LOCAL OFFICE ON AGING INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOCAL OFFICE ON AGING INC (EIN 54-0916248)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-03-14
- IRS object ID
- 202420749349301672
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-14T15:47:54-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 FINANCIAL DRIVE | AddressLine1Txt |
| City | HARRISONBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540916248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL OFFICE ON AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 5403450451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14205 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 240384205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON BOYD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5403450451 | PhoneNum |
| Signature | 2024-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RON | PersonFirstNm |
| Person Last | BOYD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R FRIES | PreparerPersonNm |
| PTIN | P01320612 | PTIN |
| Phone | 5404346736 | PhoneNum |
| Preparation | 2024-03-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RON BOYD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14205 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 240384205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,458,487 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | LOCAL OFFICE ON AGING ("LOA") IS DEDICATED TO HELPING OLDER PERSONS REMAIN INDEPENDENT FOR AS LONG AS POSSIBLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 943 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,538,505 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,293,921 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,151 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $62,710 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,194 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,415 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,438 | PYOtherRevenueAmt |
| CY Other Revenue | $29,779 | CYOtherRevenueAmt |
| PY Total Revenue | $3,650,288 | PYTotalRevenueAmt |
| CY Total Revenue | $4,431,825 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,609,472 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,852,082 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $42,002 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,645,227 | PYOtherExpensesAmt |
| CY Other Expenses | $1,944,261 | CYOtherExpensesAmt |
| PY Total Expenses | $3,254,699 | PYTotalExpensesAmt |
| CY Total Expenses | $3,796,343 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $395,589 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $635,482 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,182,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,047,990 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $513,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $635,400 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,668,801 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,412,590 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,230,426 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $489,908 | ExpenseAmt |
| Desc | CONGREGATE MEALS - PROVISION OF NUTRITIOUS MEALS TO OLDER PERSONS IN NEED, PROVISION OF SOCIALIZATION AND RECREATION TO THE SAME PERSONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,242,023 | ExpenseAmt |
| Revenue | $90,183 | RevenueAmt |
| Desc | SUPPORTIVE SERVICES - PROVISION OF COMMUNITY BASED CARE TO SENIOR CITIZENS SUCH AS ADULT DAYCARE, PERSONAL CARE, TRANSPORTATION, HOMEMAKER, AND EMERGENCY SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,962,357 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHTON KING | PersonNm |
| Phone | 5403450451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4932 FRONTAGE ROAD NW | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24019 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID TRINKLE | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EZRA AMISS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| INGRID WALLACE BARBER | ||||||
| FINANCE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA SPRINKEL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE MUSSLEWHITE | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLEO SIMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAMMY WILSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SHANER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE CLARK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN FERGUSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FREDA SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NIKKI WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE R S TAYLOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON BOYD | ||||||
| CEO | 40.00 | Yes (X) | $121,825 | $0 | $22,508 | |
| CARSON WARD | ||||||
| CFO | 40.00 | Yes (X) | $75,883 | $0 | $11,657 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $197,708 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,165 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPASS GROUP USA INC | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FOOD SERVICE | $629,730 |
| THE KEY | |||||
| 1032 CLAYMONT DRIVE | LYNCHBURG | VA | 24502 | PERSONAL CARE AND HOMEMAKER SERVICES | $124,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $48,368 | FundraisingAmt |
| Government Grants | $4,025,449 | GovernmentGrantsAmt |
| All Other Contributions | $220,104 | AllOtherContributionsAmt |
| Noncash Contributions | $3,226 | NoncashContributionsAmt |
| Total Contributions | $4,293,921 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER PROGRAM REVENUE | 624210 | $42,885 | $42,885 |
| FEE FOR SERVICES | 624210 | $19,825 | $19,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $62,710 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,415 | TotalRevenueColumnAmt |
| Exclusion | $45,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,968 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $48,368 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,662 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,306 | TotalRevenueColumnAmt |
| Exclusion | $2,306 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SOUP FOR SENIORS | 624210 | $15,112 | $15,112 |
| OTHER REVENUE | 624210 | $9,000 | $9,000 |
| ANNUAL MEETING REVENUE | 624210 | $3,361 | $3,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,473 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,431,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,183 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,940 | TotalAmt |
| Program Services | $76,782 | ProgramServicesAmt |
| Management And General | $153,564 | ManagementAndGeneralAmt |
| Fundraising | $25,594 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268,762 | TotalAmt |
| Program Services | $1,144,484 | ProgramServicesAmt |
| Management And General | $124,278 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,261 | TotalAmt |
| Program Services | $23,633 | ProgramServicesAmt |
| Management And General | $5,332 | ManagementAndGeneralAmt |
| Fundraising | $296 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,564 | TotalAmt |
| Program Services | $153,101 | ProgramServicesAmt |
| Management And General | $34,544 | ManagementAndGeneralAmt |
| Fundraising | $1,919 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,555 | TotalAmt |
| Program Services | $87,674 | ProgramServicesAmt |
| Management And General | $19,782 | ManagementAndGeneralAmt |
| Fundraising | $1,099 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,275 | TotalAmt |
| Program Services | $2,637 | ProgramServicesAmt |
| Management And General | $2,638 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,455 | TotalAmt |
| Program Services | $10,727 | ProgramServicesAmt |
| Management And General | $10,728 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,299 | TotalAmt |
| Management And General | $67,299 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,765 | TotalAmt |
| Program Services | $6,383 | ProgramServicesAmt |
| Management And General | $3,191 | ManagementAndGeneralAmt |
| Fundraising | $3,191 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,120 | TotalAmt |
| Program Services | $7,780 | ProgramServicesAmt |
| Management And General | $3,603 | ManagementAndGeneralAmt |
| Fundraising | $2,737 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,106 | TotalAmt |
| Program Services | $14,381 | ProgramServicesAmt |
| Management And General | $37,725 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,568 | TotalAmt |
| Program Services | $15,987 | ProgramServicesAmt |
| Management And General | $1,581 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,007 | TotalAmt |
| Management And General | $8,007 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,019 | TotalAmt |
| Program Services | $9,019 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,772 | TotalAmt |
| Management And General | $173,772 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,166 | TotalAmt |
| Management And General | $28,166 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CLIENT MEALS | $684,908 | $684,908 |
| CLIENT TRANSPORTATION | $135,759 | $135,759 |
| CLIENT HOMEMAKER | $126,650 | $126,650 |
| CLIENT PERSONAL CARE | $112,866 | $112,866 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,526 | TotalAmt |
| Program Services | $349,586 | ProgramServicesAmt |
| Management And General | $117,774 | ManagementAndGeneralAmt |
| Fundraising | $7,166 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,796,343 | TotalAmt |
| Program Services | $2,962,357 | ProgramServicesAmt |
| Management And General | $791,984 | ManagementAndGeneralAmt |
| Fundraising | $42,002 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,073,779 | BOYAmt |
| EOY | $1,277,842 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,740 | BOYAmt |
| EOY | $20,561 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,657 | BOYAmt |
| EOY | $34,170 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,757 | BOYAmt |
| EOY | $376,124 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,091 | BOYAmt |
| EOY | $46,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,476,584 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $611,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,705,872 | BOYAmt |
| EOY | $1,865,039 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,242 | BOYAmt |
| EOY | $1,292,318 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,887 | BOYAmt |
| EOY | $135,783 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,182,025 | BOYAmt |
| EOY | $5,047,990 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,971 | BOYAmt |
| EOY | $404,128 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,253 | BOYAmt |
| EOY | $231,272 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,224 | BOYAmt |
| EOY | $635,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,438,634 | BOYAmt |
| EOY | $4,181,148 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,167 | BOYAmt |
| EOY | $231,442 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,668,801 | BOYAmt |
| EOY | $4,412,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,182,025 | BOYAmt |
| EOY | $5,047,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $635,482 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $94,410 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,897 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,970,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,851,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,126,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,538,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,293,921 | CurrentTaxYearAmt |
| Total | $17,781,677 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,970,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,851,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,126,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,538,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,293,921 | CurrentTaxYearAmt |
| Total | $17,781,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $17,781,677 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,415 | CurrentTaxYearAmt |
| Total | $182,038 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,963,715 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $181,946 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,912 | OtherCostOrOtherBasisAmt |
| Book Value | $238,912 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $940,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $120,340 | DepreciationAmt |
| Book Value | $820,354 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $617,437 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,735 | DepreciationAmt |
| Book Value | $447,702 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $530,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,648 | DepreciationAmt |
| Book Value | $230,986 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,907 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,822 | DepreciationAmt |
| Book Value | $127,085 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,865,039 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,717,559 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $94,410 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $153,991 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $37,333 | OtherRevenueAmt |
| Revenue Not Reported | $285,734 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,431,825 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,431,825 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,973,770 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $153,991 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $23,436 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $177,427 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,796,343 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,796,343 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 23,436. CHANGE IN FUNDS HELD IN TRUST BY OTHERS 13,897. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 23,436. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LET'S DO LUNCH | Event1Nm |
| Gross Receipts Event1 | $77,336 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $48,368 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,968 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,226 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $16,531 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,905 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $77,336 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $48,368 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,968 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,226 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $16,531 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,905 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,662 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,306 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ROBBIE BOYD | |||
| SON OF RON BOYD, PRESIDENT OF LOA | $52,289 | EMPLOYEE COMPENSATION AS LOA'S DIRECTOR OF ELDER RIGHTS | 0 |
| ROBBIE BOYD | |||
| SON OF RON BOYD, PRESIDENT OF LOA | $9,388 | EMPLOYEE BENEFITS AS LOA'S DIRECTOR OF ELDER RIGHTSQ | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15A | BOARD SETS EXECUTIVE DIRECTOR'S SALARY FALLING ON EMPLOYEE SALARY CHART WITH MERIT INCREASE ANNUALLY AT BOARD'S DISCRETION BASED ON EVALUATION. COLA ANNUALLY IF APPROVED BY BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON WRITTEN REQUEST TO THE FINANCE DIRECTOR. |
| FORM 990, PART IX, LINE 24E | SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 48,101. MANAGEMENT AND GENERAL EXPENSES 50,261. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,362. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 85,826. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,826. PROGRAM SUPPLIES: PROGRAM SERVICE EXPENSES 62,561. MANAGEMENT AND GENERAL EXPENSES 12,896. FUNDRAISING EXPENSES 2,048. TOTAL EXPENSES 77,505. EQUIPMENT: PROGRAM SERVICE EXPENSES 76,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,535. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 23,064. MANAGEMENT AND GENERAL EXPENSES 44,065. FUNDRAISING EXPENSES 5,118. TOTAL EXPENSES 72,247. CLIENT DAYCARE: PROGRAM SERVICE EXPENSES 22,021. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,021. VOLUNTEER RECOGNITION: PROGRAM SERVICE EXPENSES 12,977. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,977. CLIENT SERVICES- LEGAL: PROGRAM SERVICE EXPENSES 12,664. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,664. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 3,262. MANAGEMENT AND GENERAL EXPENSES 3,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,385. PROPERTY TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,429. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,429. DUES AND MEMBERSHIPS: PROGRAM SERVICE EXPENSES 2,575. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,575. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FUNDS HELD IN TRUST BY OTHERS 13,897. ROUNDING |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |