PENINSULA AGENCY ON AGING INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA AGENCY ON AGING INC (EIN 51-0151069)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-02-22
- IRS object ID
- 201900539349300925
- Schema version
- 2017v2.3
- 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 | 2019-02-22T13:00:53-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | 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 | 2017-10-01 | 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 BA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7578730541 | PhoneNum |
| Signature | 2019-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P GROSSNICKLE | PreparerPersonNm |
| PTIN | P01444140 | PTIN |
| Phone | 4349738314 | PhoneNum |
| Preparation | 2019-02-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.77.77.25 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-22 | IPDt |
| IP Tm | 13:00:53 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9ABF4A4CD9073D44961EDDFBB9D4FC555C086CE7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9ABF4A4CD9073D44961EDDFBB9D4FC555C086CE7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM S MASSEY BA | PrincipalOfficerNm |
| Gross Receipts | $3,754,163 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Total Volunteers | 1076 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,107,477 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,678,489 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $489,625 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,548 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,418 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,895 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,608,520 | PYTotalRevenueAmt |
| CY Total Revenue | $3,753,932 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,212,650 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,181,899 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $31,784 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,657,881 | PYOtherExpensesAmt |
| CY Other Expenses | $1,817,475 | CYOtherExpensesAmt |
| PY Total Expenses | $3,870,531 | PYTotalExpensesAmt |
| CY Total Expenses | $3,999,374 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$262,011 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$245,442 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,052,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,247,551 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $527,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $835,724 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $524,970 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $411,827 | 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 | $835,581 | ExpenseAmt |
| Revenue | $11,184 | 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 | $1,015,824 | ExpenseAmt |
| Revenue | $18,845 | 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 | $416,570 | 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 | $1,389,152 | ExpenseAmt |
| Revenue | $42,519 | RevenueAmt |
| Desc | OTHER PROGRAMS THAT BENEFIT THE ELDERLY INCLUDING TRANSPORTATION SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,389,152 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $42,519 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,657,127 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 95 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 (15 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 |
| WENDELL BRAXTON | ||||||
| VICE CHAIRMA | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBIN K KUTZ | ||||||
| SECRETARY/TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL EVANS III MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS FUKAWA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA D GREEN MED | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SID H CREDLE PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOURDES B GUIDICELLI-GADEA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| G RICHARD JACKSON MPA CSA | ||||||
| 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 | |
| DR MARTHA S TENNILLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S MASSEY BA | ||||||
| CEO | 40.00 | Yes (X) | $146,692 | $0 | $0 | |
| TIFFANY L SPEAS | ||||||
| CFO | 40.00 | Yes (X) | $90,767 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $237,459 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $70,490 | FederatedCampaignsAmt |
| Government Grants | $2,682,899 | GovernmentGrantsAmt |
| All Other Contributions | $925,100 | AllOtherContributionsAmt |
| Total Contributions | $3,678,489 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TRANSPORTATION | $29,692 | $29,692 |
| OTHER PROGRAM INCOME | $24,011 | $24,011 |
| MEALS | $18,845 | $18,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,548 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,126 | RelatedOrExemptFuncIncomeAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $231 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$231 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$231 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,753,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,443 | 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 | $237,459 | TotalAmt |
| Management And General | $237,459 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,688,578 | TotalAmt |
| Program Services | $1,688,578 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,588 | TotalAmt |
| Program Services | $97,751 | ProgramServicesAmt |
| Management And General | $13,837 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,274 | TotalAmt |
| Program Services | $126,383 | ProgramServicesAmt |
| Management And General | $17,891 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,900 | TotalAmt |
| Management And General | $15,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,778 | TotalAmt |
| Program Services | $453,773 | ProgramServicesAmt |
| Management And General | $3,014 | ManagementAndGeneralAmt |
| Fundraising | $11,991 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,907 | TotalAmt |
| Program Services | $30,132 | ProgramServicesAmt |
| Management And General | $2,772 | ManagementAndGeneralAmt |
| Fundraising | $2,003 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,199 | TotalAmt |
| Program Services | $4,199 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,978 | TotalAmt |
| Program Services | $138,978 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,622 | TotalAmt |
| Program Services | $64,605 | ProgramServicesAmt |
| Management And General | $9,832 | ManagementAndGeneralAmt |
| Fundraising | $185 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,033 | TotalAmt |
| Program Services | $98,033 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,651 | TotalAmt |
| Program Services | $99,651 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RAW FOOD AND LABOR | $447,483 | $447,483 | |
| FUEL | $56,876 | $56,876 | |
| SOFTWARE | $45,324 | $45,324 | |
| TELEPHONE/INTERNET | $44,190 | $43,985 | $205 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,534 | TotalAmt |
| Program Services | $261,376 | ProgramServicesAmt |
| Management And General | $9,553 | ManagementAndGeneralAmt |
| Fundraising | $17,605 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,999,374 | TotalAmt |
| Program Services | $3,657,127 | ProgramServicesAmt |
| Management And General | $310,463 | ManagementAndGeneralAmt |
| Fundraising | $31,784 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,537 | BOYAmt |
| EOY | $468,089 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,992 | BOYAmt |
| EOY | $50,197 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,264 | BOYAmt |
| EOY | $371,556 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169 | BOYAmt |
| EOY | $8,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,062,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $727,094 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,237 | BOYAmt |
| EOY | $335,357 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,998 | BOYAmt |
| EOY | $13,756 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,987 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,184 | BOYAmt |
| EOY | $1,247,551 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,879 | BOYAmt |
| EOY | $205,125 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,335 | BOYAmt |
| EOY | $630,599 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,214 | BOYAmt |
| EOY | $835,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,970 | BOYAmt |
| EOY | $411,827 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,970 | BOYAmt |
| EOY | $411,827 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,184 | BOYAmt |
| EOY | $1,247,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$245,442 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $132,299 | DonatedServicesAndUseFcltsAmt |
| 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 | $3,080,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,283,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,268,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,107,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,678,489 | CurrentTaxYearAmt |
| Total | $16,418,932 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,080,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,283,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,268,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,107,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,678,489 | CurrentTaxYearAmt |
| Total | $16,418,932 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $16,418,932 | PublicSupportTotal170Amt |
| Total Support | $16,418,932 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $75,674 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99960 | 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
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $654 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $176,154 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,884 | BeginningYearBalanceAmt |
| Contributions | $75,274 | ContributionsAmt |
| Investment Earnings Or Losses | $342 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $175,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,163 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $721 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $99,884 | 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 | $1,062,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $727,094 | DepreciationAmt |
| Book Value | $335,357 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $335,357 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,977,381 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $223,449 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $223,449 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,753,932 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,753,932 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,090,524 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $91,150 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $91,150 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,999,374 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,999,374 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | FUNDS ARE BEING HELD TO SUPPORT PENINSULA AGENCY ON AGING, INC. |
| SCHEDULE D, PAGE 3, PART X | THE AGENCY HAS ADOPTED THE PROVISIONS OF FASB ASC 740-1025, WHICH REQUIRE THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE AND UNCERTAIN TAX POSITIONS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | BASIS IN ASSETS SOLD 0 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | BASIS IN ASSETS SOLD 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 | OTHER 4,611 1,279 0 CONTRACTS 449,162 1,735 11,991 TOTAL 453,773 3,014 11,991 |
| FORM 990, PART XI, LINE 9 | BASIS IN ASSETS SOLD 0 BASIS IN ASSETS SOLD 0 |
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 |