PENINSULA AGENCY ON AGING INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA AGENCY ON AGING INC (EIN 51-0151069)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-05-28
- IRS object ID
- 201541489349300309
- Schema version
- 2013v4.0
- 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 | 2015-05-28T08:28:15-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 WESTFIELD RD | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 229011726 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 1006 | AddressLine2 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 23606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S MASSEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7578730541 | PhoneNum |
| Signature | 2015-05-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P GROSSNICKLE | PreparerPersonNm |
| PTIN | P01444140 | PTIN |
| Phone | 4349738314 | PhoneNum |
| Preparation | 2015-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM S MASSEY | PrincipalOfficerNm |
| Gross Receipts | $4,484,605 | 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 | 67 | TotalEmployeeCnt |
| Total Volunteers | 1578 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,074,536 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,080,861 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $142,335 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,400,326 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,856 | PYInvestmentIncomeAmt |
| CY Investment Income | -$33,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,374 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,223,101 | PYTotalRevenueAmt |
| CY Total Revenue | $4,447,960 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,553,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,204,464 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $18,546 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,578,787 | PYOtherExpensesAmt |
| CY Other Expenses | $1,951,448 | CYOtherExpensesAmt |
| PY Total Expenses | $3,132,105 | PYTotalExpensesAmt |
| CY Total Expenses | $4,155,912 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $90,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $292,048 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $741,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,250,093 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $355,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $571,805 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $386,240 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $678,288 | 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 | $898,758 | ExpenseAmt |
| Desc | CLIENT SUPPORT SERVICES/FAMILY CAREGIVER - ACCESS SERVICES, HOME HEALTH CARE, DAYCARE, DENTAL CARE AND OTHER SERVICES PROVIDED TO OVER 3,500 CLIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,025,522 | ExpenseAmt |
| 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 | $922,432 | ExpenseAmt |
| Desc | CARE TRANSITIONS - THE CARE TRANSITIONS PROJECT USES EVIDENCE BASED MODELS TO IMPROVE PATIENT HEALTH OUTCOMES AND REDUCE THE RATE OF HOSPITAL READMISSIONS. THE PROJECT ALSO OFFERS ENHANCED SERVICES TO PATIENTS IN THE FORM OF TRANSPORTATION, ASSISTANCE WITH PRESCRIPTION MEDICATIONS, AND CONNECTIONS TO OTHER PAA PROGRAMS AND SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,012,191 | ExpenseAmt |
| Desc | OTHER PROGRAMS THAT BENEFIT THE ELDERLY INCLUDING TRANSPORTATION SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,012,191 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,858,903 | 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 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 67 | 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 |
| 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 | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 23606 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KYLE R ALLEN DO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C TOD ALLEN MBA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CELESTINE W CARTER MA | ||||||
| BOARD VICE C | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NAKIA L COOK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SID H CREDLE PHD | ||||||
| DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA D GREEN MED | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| G RICHARD JACKSON MPA CSA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN I JEAN ATTORNEY-AT-LAW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN L JENNARO BA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DORIS MOSOCCO RN BSN MHA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEROME A PROVENZANO MD | ||||||
| BOARD CHAIRM | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY STEWART MA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN B WILSON | ||||||
| SECRETARY/TR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM S MASSEY BA | ||||||
| CEO | 40.00 | $124,591 | $0 | $0 | Yes (X) | |
| TIFFANY L SPEAS | ||||||
| CFO | 40.00 | $75,436 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $200,027 | 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 | $101,085 | FederatedCampaignsAmt |
| Government Grants | $2,434,475 | GovernmentGrantsAmt |
| All Other Contributions | $545,301 | AllOtherContributionsAmt |
| Noncash Contributions | $71,863 | NoncashContributionsAmt |
| Total Contributions | $3,080,861 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CARE TRANSITIONS | $1,236,190 | $1,236,190 |
| MEALS | $48,463 | $48,463 |
| DUAL ELIGIBLES | $46,655 | $46,655 |
| OTHER PROGRAM INCOME | $40,468 | $40,468 |
| RIDES | $28,550 | $28,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,400,326 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,418 | RelatedOrExemptFuncIncomeAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $36,645 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$36,645 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$36,645 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,447,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,367,099 | 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 | $200,027 | TotalAmt |
| Management And General | $200,027 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777,545 | TotalAmt |
| Program Services | $1,754,061 | ProgramServicesAmt |
| Management And General | $11,254 | ManagementAndGeneralAmt |
| Fundraising | $12,230 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,445 | TotalAmt |
| Program Services | $70,743 | ProgramServicesAmt |
| Management And General | $8,788 | ManagementAndGeneralAmt |
| Fundraising | $914 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,447 | TotalAmt |
| Program Services | $130,261 | ProgramServicesAmt |
| Management And General | $16,182 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,300 | TotalAmt |
| Management And General | $13,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,989 | TotalAmt |
| Program Services | $583,064 | ProgramServicesAmt |
| Management And General | $675 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,925 | TotalAmt |
| Program Services | $35,338 | ProgramServicesAmt |
| Management And General | $1,018 | ManagementAndGeneralAmt |
| Fundraising | $4,569 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,135 | TotalAmt |
| Program Services | $3,514 | ProgramServicesAmt |
| Management And General | $283 | ManagementAndGeneralAmt |
| Fundraising | $338 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,122 | TotalAmt |
| Program Services | $35,605 | ProgramServicesAmt |
| Management And General | $517 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,928 | TotalAmt |
| Program Services | $121,928 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,833 | TotalAmt |
| Program Services | $100,910 | ProgramServicesAmt |
| Management And General | $2,837 | ManagementAndGeneralAmt |
| Fundraising | $86 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333 | TotalAmt |
| Management And General | $1,333 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,754 | TotalAmt |
| Program Services | $60,754 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,267 | TotalAmt |
| Program Services | $63,267 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RAW FOOD | $296,432 | $296,432 | ||
| LABOR | $171,079 | $171,079 | ||
| FUEL | $66,760 | $66,760 | ||
| TRAINING | $60,430 | $56,571 | $3,704 | $155 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,161 | TotalAmt |
| Program Services | $308,616 | ProgramServicesAmt |
| Management And General | $18,545 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,155,912 | TotalAmt |
| Program Services | $3,858,903 | ProgramServicesAmt |
| Management And General | $278,463 | ManagementAndGeneralAmt |
| Fundraising | $18,546 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,178 | BOYAmt |
| EOY | $594,649 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,218 | BOYAmt |
| EOY | $50,280 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,700 | BOYAmt |
| EOY | $285,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $765,125 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $446,902 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,665 | BOYAmt |
| EOY | $318,223 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,081 | BOYAmt |
| EOY | $1,666 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,842 | BOYAmt |
| EOY | $1,250,093 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,828 | BOYAmt |
| EOY | $141,920 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,774 | BOYAmt |
| EOY | $429,885 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,602 | BOYAmt |
| EOY | $571,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,240 | BOYAmt |
| EOY | $678,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,240 | BOYAmt |
| EOY | $678,288 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,842 | BOYAmt |
| EOY | $1,250,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $292,048 | 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 | $3,049,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,983,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,937,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,074,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,080,861 | CurrentTaxYearAmt |
| Total | $15,126,034 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,049,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,983,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,937,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,074,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,080,861 | CurrentTaxYearAmt |
| Total | $15,126,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $15,126,034 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,856 | CurrentTaxYearMinus1YearAmt |
| Total | $16,762 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,374 | CurrentTaxYearMinus1YearAmt |
| Total | $3,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,146,170 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,403,744 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING EVENTS 3,374 | 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 | $99,163 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $721 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $99,884 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,393 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $367 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,597 | OtherExpendituresAmt |
| End Year Balance | $99,163 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,150 | BeginningYearBalanceAmt |
| Contributions | $55,226 | ContributionsAmt |
| Investment Earnings Or Losses | $17 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $111,393 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,684 | BeginningYearBalanceAmt |
| Contributions | $450 | ContributionsAmt |
| Investment Earnings Or Losses | $16 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $56,150 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,682 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| Investment Earnings Or Losses | $16 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $55,683 | 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 | $765,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $446,902 | DepreciationAmt |
| Book Value | $318,223 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $318,223 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,650,907 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $202,947 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $202,947 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,447,960 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,447,960 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,358,859 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $202,947 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $202,947 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,155,912 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,155,912 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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 ANY UNCERTAIN TAX POSITIONS. THE AGENCY'S INCOME TAX RETURNS FOR THE YEARS SINCE 2011 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $71,863 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | 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 | OTHER 5,838 390 0 CONTRACTS 577,226 285 250 |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 THIMBLE SHOALS BOULEVARD | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 23606 | ZIPCode |
| 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 | BusinessNameLine1 |
| 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 |