PENINSULA AGENCY ON AGING INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA AGENCY ON AGING INC (EIN 51-0151069)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-06-02
- IRS object ID
- 202221539349300927
- Schema version
- 2020v4.0
- 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 | 2022-06-02T11:15:40-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541896113 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON FARMER COX ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 WESTFIELD RD | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229011726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510151069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA AGENCY ON AGING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 7578730541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 THIMBLE SHOALS BLVD SUITE 1006 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S MASSEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7578730541 | PhoneNum |
| Signature | 2022-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM S | PersonFirstNm |
| Person Last | MASSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P GROSSNICKLE | PreparerPersonNm |
| PTIN | P01444140 | PTIN |
| Phone | 4349738314 | PhoneNum |
| Preparation | 2022-06-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM S MASSEY | PrincipalOfficerNm |
| Gross Receipts | $4,673,124 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAAINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE INDEPENDENCE AND QUALITY OF LIFE OF PENINSULA RESIDENTS PRIMARILY 60 YEARS AND OVER BY ADVOCATING, ARRANGING, OR PROVIDING VITAL HUMAN SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 825 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,666,496 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,562,799 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,080 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $109,107 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,002 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,218 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,195 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,803,773 | PYTotalRevenueAmt |
| CY Total Revenue | $4,673,124 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,123,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,831,631 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,021 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,639,394 | PYOtherExpensesAmt |
| CY Other Expenses | $2,721,739 | CYOtherExpensesAmt |
| PY Total Expenses | $3,763,177 | PYTotalExpensesAmt |
| CY Total Expenses | $4,553,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,596 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $119,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,763,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,316,632 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,393,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $827,531 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $369,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $489,101 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE INDEPENDENCE AND QUALITY OF LIFE OF PENINSULA RESIDENTS PRIMARILY 60 YEARS AND OVER BY ADVOCATING, ARRANGING, OR PROVIDING VITAL HUMAN SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,542,232 | ExpenseAmt |
| Revenue | $12,276 | RevenueAmt |
| Desc | CLIENT SUPPORT SERVICES/FAMILY CAREGIVER - ACCESS SERVICES, HOME HEALTH CARE, DAYCARE, DENTAL CARE AND OTHER SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,792,590 | ExpenseAmt |
| Revenue | $75,435 | RevenueAmt |
| Desc | NUTRITION SERVICES - SERVING MEALS TO SENIORS AT SENIOR CENTERS AND DELIVERING MEALS TO SENIORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $393,504 | ExpenseAmt |
| Desc | CARE TRANSITIONS/COORDINATION - CONTRACT PROGRAM TO PROVIDE CARE TRANSITIONS AND COORDINATION TO VULNERABLE SENIORS ENROLLED IN MEDICAID AND MEDICARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $425,288 | ExpenseAmt |
| Revenue | $21,396 | RevenueAmt |
| Desc | OTHER PROGRAMS THAT BENEFIT THE ELDERLY INCLUDING TRANSPORTATION SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $425,288 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $21,396 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,153,614 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIFFANY L SPEAS | PersonNm |
| Phone | 7572461908 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 THIMBLE SHOALS BLVD BLDG 1000 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| THEODORE V JURASCHEK | ||||||
| BOARD CHAIRM | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY POWELL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBIN KUTZ | ||||||
| SECRETARY/TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VALERIE PRICE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS FUKAWA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR GREGG SHIVERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARTHA S TENNILLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOURDES B GUIDICELLI-GADEA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ETHLYN MCQUEEN-GIBSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WHITLEY EDD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RASHEENA HARRIS MED QMHP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD E GWYNN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S MASSEY | ||||||
| CEO | 40.00 | Yes (X) | $177,313 | $0 | $0 | |
| TIFFANY L SPEAS | ||||||
| CFO | 40.00 | Yes (X) | $105,755 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $283,068 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $92,099 | FederatedCampaignsAmt |
| Government Grants | $3,939,402 | GovernmentGrantsAmt |
| All Other Contributions | $531,298 | AllOtherContributionsAmt |
| Noncash Contributions | $93,293 | NoncashContributionsAmt |
| Total Contributions | $4,562,799 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRANSPORTATION | 722320 | $75,435 | $75,435 |
| OTHER PROGRAM INCOME | 480000 | $21,396 | $21,396 |
| MEALS | 812900 | $12,276 | $12,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $109,107 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,218 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,673,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,325 | RelatedOrExemptFuncIncomeAmt |
| 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 | $283,068 | TotalAmt |
| Program Services | $257,592 | ProgramServicesAmt |
| Management And General | $25,476 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,223,374 | TotalAmt |
| Program Services | $936,585 | ProgramServicesAmt |
| Management And General | $286,789 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,306 | TotalAmt |
| Program Services | $234,049 | ProgramServicesAmt |
| Management And General | $46,257 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,883 | TotalAmt |
| Program Services | $44,872 | ProgramServicesAmt |
| Management And General | $11 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,675 | TotalAmt |
| Program Services | $1,350 | ProgramServicesAmt |
| Management And General | $325 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,400 | TotalAmt |
| Program Services | $1,309,467 | ProgramServicesAmt |
| Management And General | $2,402 | ManagementAndGeneralAmt |
| Fundraising | $7,531 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,186 | TotalAmt |
| Program Services | $22,888 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,198 | TotalAmt |
| Program Services | $114,560 | ProgramServicesAmt |
| Management And General | $5,551 | ManagementAndGeneralAmt |
| Fundraising | $1,087 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,722 | TotalAmt |
| Program Services | $89,409 | ProgramServicesAmt |
| Management And General | $953 | ManagementAndGeneralAmt |
| Fundraising | $360 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,700 | TotalAmt |
| Program Services | $19,511 | ProgramServicesAmt |
| Management And General | $1,189 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,324 | TotalAmt |
| Program Services | $11,223 | ProgramServicesAmt |
| Management And General | $101 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,292 | TotalAmt |
| Program Services | $10,689 | ProgramServicesAmt |
| Management And General | $9,753 | ManagementAndGeneralAmt |
| Fundraising | $850 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,887 | TotalAmt |
| Program Services | $93,887 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,378 | TotalAmt |
| Program Services | $35,335 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER PROGRAM EXPENSES | $834,894 | $825,302 | $9,592 |
| VEHICLE | $82,396 | $82,396 | |
| EMERGENCY SERVICES | $31,719 | $31,719 | |
| EQUIPMENT | $26,074 | $26,070 | $4 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,894 | TotalAmt |
| Program Services | $6,710 | ProgramServicesAmt |
| Management And General | $1,184 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,553,370 | TotalAmt |
| Program Services | $4,153,614 | ProgramServicesAmt |
| Management And General | $389,735 | ManagementAndGeneralAmt |
| Fundraising | $10,021 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,126,546 | BOYAmt |
| EOY | $163,333 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $394,682 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,595 | BOYAmt |
| EOY | $368,305 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,474 | BOYAmt |
| EOY | $18,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $972,501 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $651,015 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,739 | BOYAmt |
| EOY | $321,486 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,365 | BOYAmt |
| EOY | $18,252 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,407 | BOYAmt |
| EOY | $32,397 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,126 | BOYAmt |
| EOY | $1,316,632 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,591 | BOYAmt |
| EOY | $345,436 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,888 | BOYAmt |
| EOY | $482,095 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,300 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,393,779 | BOYAmt |
| EOY | $827,531 | 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 | $369,347 | BOYAmt |
| EOY | $489,101 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,347 | BOYAmt |
| EOY | $489,101 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,126 | BOYAmt |
| EOY | $1,316,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $119,754 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $3,107,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,678,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,611,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,666,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,562,799 | CurrentTaxYearAmt |
| Total | $18,626,857 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,107,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,678,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,611,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,666,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,562,799 | CurrentTaxYearAmt |
| Total | $18,626,857 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,626,857 | PublicSupportTotal170Amt |
| Total Support | $18,626,857 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $427,998 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING EVENTS 0 | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $204,529 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,003 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $25 | AdministrativeExpensesAmt |
| End Year Balance | $221,508 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $198,193 | BeginningYearBalanceAmt |
| Contributions | $15,900 | ContributionsAmt |
| Investment Earnings Or Losses | $436 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $204,529 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,786 | BeginningYearBalanceAmt |
| Contributions | $13,377 | ContributionsAmt |
| Investment Earnings Or Losses | $30 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $198,193 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,155 | BeginningYearBalanceAmt |
| Contributions | $3,544 | ContributionsAmt |
| Investment Earnings Or Losses | $87 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $184,786 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,154 | BeginningYearBalanceAmt |
| Contributions | $4,100 | ContributionsAmt |
| Investment Earnings Or Losses | $901 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $181,155 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $972,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $651,015 | DepreciationAmt |
| Book Value | $321,486 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $321,486 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,673,124 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $4,673,124 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,673,124 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,553,370 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,553,370 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,553,370 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE BEING HELD TO SUPPORT PENINSULA AGENCY ON AGING, INC. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S MASSEY | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $177,313 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $177,313 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $93,293 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAMS THAT BENEFIT THE ELDERLY INCLUDING TRANSPORTATION SERVICES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CFO REVIEWS THE FORM 990 FOR ACCURACY. THE FORM 990 IS THEN SUBMITTED TO THE CEO FOR REVIEW AND SUBMISSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES COMPLETE AN ANNUAL CONFLICT OF INTEREST AND DISCLOSURE OF RELATED ACTIVITIES STATEMENT AT THE NOVEMBER MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS JOB DESCRIPTIONS AND COMPARABLE SALARIES. THE COMMITTEE DETERMINES A SALARY SCALE FOR MANAGEMENT. THIS IS PRESENTED TO THE BOARD OF DIRECTORS FOR FULL BOARD APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SAME AS CEO, EXECUTIVE DIRECTORS & TRUSTEES ABOVE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTS 1,309,467 2,402 7,531 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAA ENDOWMENT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 THIMBLE SHOALS BOULEVARD | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542062157 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |