2025-02-04T09:49:50-06:00 2024-09-30 540504608 BROWN EDWARDS & COMPANY LLP 1909 FINANCIAL DRIVE HARRISONBURG VA 22801 990 2023-10-01 540916248 LOCAL OFFICE ON AGING LOCA 5403450451 PO BOX 14205 ROANOKE VA 240384205 RON BOYD CEO 5403450451 2025-01-31 1 1 JAMES R FRIES P01320612 5404346736 2025-01-30 2023 2025-03-06 01:10:19Z RON BOYD PO BOX 14205 ROANOKE VA 240384205 3970958 0 X WWW.LOAA.ORG X 1986 VA LOCAL OFFICE ON AGING ("LOA") IS DEDICATED TO HELPING OLDER PERSONS REMAIN INDEPENDENT FOR AS LONG AS POSSIBLE. 13 13 52 403 0 0 4293921 3745168 62710 73039 45415 68443 29779 61074 4431825 3947724 0 0 0 0 1852082 1908115 0 0 28716 1944261 2107235 3796343 4015350 635482 -67626 5047990 5195596 635400 577470 4412590 4618126 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. 0 0 932500 HOME DELIVERED MEALS - PREPARATION OF MEALS AND COST OF MEALS SERVED TO HOMEBOUND OLDER PERSONS IN NEED. FOR FY24 WE SERVED 72,824 SENIORS DELIVERING 208,325 SERVICES. 320180 CONGREGATE MEALS - PROVISION OF NUTRITIOUS MEALS TO OLDER PERSONS IN NEED, PROVISION OF SOCIALIZATION AND RECREATION TO THE SAME PERSONS. 1774405 133100 SUPPORTIVE SERVICES - PROVISION OF COMMUNITY BASED CARE TO SENIOR CITIZENS SUCH AS ADULT DAYCARE, PERSONAL CARE, TRANSPORTATION, HOMEMAKER, AND EMERGENCY SERVICES. 3027085 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 10 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 X X ASHTON KING 5403450451 4932 FRONTAGE ROAD NW ROANOKE VA 24019 DAVID TRINKLE CHAIR 1.00 X X 0 0 0 EZRA AMISS CHAIR ELECT 1.00 X X 0 0 0 FREDA SMITH VICE CHAIR 1.00 X X 0 0 0 INGRID WALLACE BARBER TREASURER 1.00 X X 0 0 0 LISA SPRINKEL SECRETARY 1.00 X X 0 0 0 STEVE MUSSLEWHITE PAST CHAIR 1.00 X 0 0 0 CLEO SIMS DIRECTOR 1.00 X 0 0 0 TAMMY WILSON DIRECTOR 1.00 X 0 0 0 JOHN SHANER DIRECTOR 1.00 X 0 0 0 ANNETTE CLARK DIRECTOR 1.00 X 0 0 0 HELEN FERGUSON DIRECTOR 1.00 X 0 0 0 NIKKI WILLIAMS DIRECTOR 1.00 X 0 0 0 JACKIE R S TAYLOR DIRECTOR 1.00 X 0 0 0 RON BOYD CEO 40.00 X 127630 0 13038 PAT BENNETT CFO THROUGH 12/23 40.00 X 26981 0 1297 ASHTON KING CFO STARTING 1/24 40.00 X 0 0 0 154611 0 14335 1 0 0 0 COMPASS GROUP USA INC PO BOX 417632 BOSTON MA 02241 CLIENT MEAL PROVIDER 711293 KARIS CARE SERVICES 6349 PETERS CREEK ROAD ROANOKE VA 24019 PERSONAL CARE, HOMEMAKER AND TRANSPORT S 251440 2 48194 3285097 411877 3866 3745168 OTHER PROGRAM REVENUE 624210 69178 69178 FEE FOR SERVICES 624210 3861 3861 73039 68443 68443 24247 48194 23234 1013 1013 OTHER REVENUE 624210 52304 52304 CONFERENCE REVENUE 624210 4702 4702 ANNUAL MEETING REVENUE 624210 3055 3055 60061 3947724 133100 0 69456 X 213000 85200 127800 1340633 1093182 240154 7297 33015 25041 7819 155 203497 154346 48195 956 117970 89477 27939 554 5394 5394 46558 46558 34134 34134 6264 6264 25585 21435 2766 1384 57257 22385 34872 18356 16704 1652 37284 5593 31691 9431 9431 170273 170273 60002 60002 CLIENT MEALS 740984 727175 0 13809 SERVICE CONTRACTS 152685 22903 129782 CLIENT HOMEMAKER 128938 128938 CLIENT PERSONAL CARE 116364 116364 497726 332374 160791 4561 4015350 3027085 959549 28716 1277842 922884 20561 276462 34170 34170 376124 128013 46153 39587 2578477 781818 1865039 1796659 1292318 1837222 135783 160599 5047990 5195596 404128 375767 231272 201703 635400 577470 X 4181148 4382240 231442 235886 4412590 4618126 5047990 5195596 X -67626 248403 24759 X X 0 1 X 1 1 1 X 3851952 3126736 3538505 4293921 3745168 18556282 3851952 3126736 3538505 4293921 3745168 18556282 18556282 36284 46192 33194 45415 68443 229528 18785810 141212 0.98780 0.98990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 238912 238912 940694 151697 788997 630154 231780 398374 619874 367422 252452 148843 30919 117924 1796659 4474307 248403 230130 48050 526583 3947724 0 3947724 4268771 230187 23234 253421 4015350 0 4015350 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 23,234. CHANGE IN FUNDS HELD IN TRUST BY OTHERS 24,816. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 23,234. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING LET'S GIVE LUNCH 72441 48194 24247 2639 3866 14601 2128 72441 48194 24247 2639 3866 14601 2128 23234 1013 ROBBIE BOYD SON OF RON BOYD, PRESIDENT OF LOA 61104 EMPLOYEE COMPENSATION AS LOA'S DIRECTOR OF ELDER RIGHTS 0 ROBBIE BOYD SON OF RON BOYD, PRESIDENT OF LOA 10077 EMPLOYEE BENEFITS AS LOA'S DIRECTOR OF ELDER RIGHTS 0 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 MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 46,525. MANAGEMENT AND GENERAL EXPENSES 38,773. FUNDRAISING EXPENSES 4,561. TOTAL EXPENSES 89,859. PROGRAM SUPPLIES: PROGRAM SERVICE EXPENSES 45,294. MANAGEMENT AND GENERAL EXPENSES 32,049. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,343. 008: PROGRAM SERVICE EXPENSES 72,401. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,401. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 64,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,469. DUES AND MEMBERSHIPS: PROGRAM SERVICE EXPENSES 12,307. MANAGEMENT AND GENERAL EXPENSES 49,229. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,536. ADDITIONAL CLIENT SERVICES: PROGRAM SERVICE EXPENSES 37,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,674. TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,970. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,970. CLIENT SERVICES- LEGAL: PROGRAM SERVICE EXPENSES 19,998. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,998. EQUIPMENT: PROGRAM SERVICE EXPENSES 18,032. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,032. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 8,776. MANAGEMENT AND GENERAL EXPENSES 8,776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,552. PROPERTY TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,994. VOLUNTEER RECOGNITION: PROGRAM SERVICE EXPENSES 6,898. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,898. FORM 990, PART XI, LINE 9: CHANGE IN FUNDS HELD IN TRUST BY OTHERS 24,816. DIFFERENCE BETWEEN CONTRIBUTED SERVICES AUDIT VS. FINANCIAL STATEMENT -57. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.