LOCAL OFFICE ON AGING INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOCAL OFFICE ON AGING INC (EIN 54-0916248)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2014-12-04
- IRS object ID
- 201423389349300032
- Schema version
- 2013v3.1
- 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 | 2014-12-04T12:13:31-08:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foti Flynn Lowen & Co PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 12765 | AddressLine1 |
| City | Roanoke | City |
| State | VA | State |
| ZIP Code | 240282765 | 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 | 540916248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL OFFICE ON AGING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 5403450451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14205 | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24038 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN B WILLIAMS | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2014-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY J DAVIS CPA | PreparerPersonNm |
| PTIN | P00695707 | PTIN |
| Phone | 5403449246 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 706 CAMPBELL AVE SW | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,714,069 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.loaa.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | LOA IS A PRIVATE, NON-PROFIT ORGANIZATION THAT IS DEDICATED TO HELPING OLDER PERSONS REMAIN INDEPENDENT FOR AS LONG AS POSSIBLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,519,806 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,542,522 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,831 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $67,837 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,767 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,362 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,305 | PYOtherRevenueAmt |
| CY Other Revenue | $61,915 | CYOtherRevenueAmt |
| PY Total Revenue | $2,664,709 | PYTotalRevenueAmt |
| CY Total Revenue | $2,694,636 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,288,801 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,250,060 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,375,139 | PYOtherExpensesAmt |
| CY Other Expenses | $1,266,766 | CYOtherExpensesAmt |
| PY Total Expenses | $2,663,940 | PYTotalExpensesAmt |
| CY Total Expenses | $2,516,826 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $769 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $177,810 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,476,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,670,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $246,605 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,482 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,229,410 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,395,428 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LOA IS A PRIVATE, NON-PROFIT ORGANIZATION THAT IS DEDICATED TO HELPING OLDER PERSONS REMAIN INDEPENDENT FOR AS LONG AS POSSIBLE. TO EFFECTIVELY CARRRY OUT THIS MISSION, LOA ADMINISTERS OVER 25 COMMUNITY SERVICES THAT PROVIDE NUTRITION, EDUCATION, ADVOCACY AND SOCIALIZATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,211,688 | ExpenseAmt |
| Revenue | $22,202 | RevenueAmt |
| Desc | SUPPORTIVE SERVICES - PROVISION OF COMMUNITY BASED CARE TO SENIOR CITIZENS SUCH AS ADULT DAYCARE, PERSONAL CARE, TRANSPORTATION, HOMEMAKER AND EMERGENCY SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $639,993 | ExpenseAmt |
| Revenue | $9,988 | RevenueAmt |
| Desc | HOME DELIVERED MEALS - PREPARATION OF MEALS AND COST OF MEALS SERVED TO HOMEBOUND OLDER PERSONS IN NEED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $153,468 | ExpenseAmt |
| Revenue | $31,315 | RevenueAmt |
| Desc | SENIOR COMPANION PROGRAM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $125,813 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,332 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,130,962 | 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 | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | Yes (true) | 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON BOYD | PersonNm |
| Phone | 5403450451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 706 CAMPBELL AVE SW | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24016 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DANA MARTIN | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | ||
| PATRICIA WHITE-BOYD | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| FREDA SMITH | |||||||
| President | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| CHUCK REEDY | |||||||
| Treasurer | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| ALLEN TRIGGER | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| PAT HONTS | |||||||
| Vice President | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| BEATRICE KASNICK | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PAUL PARADZINSKI | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER ARMENTROUT | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LESLIE HINDLE | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CAROLYN O'CONNER | |||||||
| Director | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RONKEITH ADKINS | |||||||
| Secretary | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE MUSSELWHITE | |||||||
| Vice President | 0.30 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN WILLIAMS | |||||||
| Executive Dir. | 40.00 | 0.00 | $72,435 | $0 | $5,849 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $72,435 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,849 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANTEEN VENDING SERVICES | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91337 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60693 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | HOT MEALS | ServicesDesc |
| Compensation | $495,386 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $27,651 | FundraisingAmt |
| Government Grants | $2,188,234 | GovernmentGrantsAmt |
| All Other Contributions | $326,637 | AllOtherContributionsAmt |
| Total Contributions | $2,542,522 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Total Revenue Column | $67,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,837 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $67,837 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,362 | TotalRevenueColumnAmt |
| Exclusion | $22,362 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $73,460 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $27,651 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,433 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,027 | TotalRevenueColumnAmt |
| Exclusion | $54,027 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ADVERTISING REVENUE | $4,028 | $4,028 |
| CONFERENCE/SEMINAR REV | $1,465 | $1,465 |
| EMERGENCY BAG MEAL REV | $1,496 | $1,496 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $899 | TotalRevenueColumnAmt |
| Exclusion | $899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,888 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,694,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,837 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $84,277 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,285 | TotalAmt |
| Management And General | $78,285 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,705 | TotalAmt |
| Program Services | $822,277 | ProgramServicesAmt |
| Management And General | $132,428 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,070 | TotalAmt |
| Program Services | $178,458 | ProgramServicesAmt |
| Management And General | $38,612 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,246 | TotalAmt |
| Program Services | $5,337 | ProgramServicesAmt |
| Management And General | -$91 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,395 | TotalAmt |
| Management And General | $22,395 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,781 | TotalAmt |
| Program Services | $98,781 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,579 | TotalAmt |
| Program Services | $3,616 | ProgramServicesAmt |
| Management And General | $963 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,349 | TotalAmt |
| Program Services | $15,989 | ProgramServicesAmt |
| Management And General | $10,360 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,468 | TotalAmt |
| Program Services | $2,408 | ProgramServicesAmt |
| Management And General | $13,060 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,764 | TotalAmt |
| Program Services | $35,120 | ProgramServicesAmt |
| Management And General | $644 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,583 | TotalAmt |
| Program Services | $8,487 | ProgramServicesAmt |
| Management And General | $96 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,931 | TotalAmt |
| Management And General | $28,931 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,866 | TotalAmt |
| Program Services | $373 | ProgramServicesAmt |
| Management And General | $9,493 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD COSTS | $595,375 | $595,375 |
| PARTICIPANT TRANSPORTATION | $128,443 | $128,443 |
| PERSONAL CARE | $70,359 | $70,359 |
| CLIENT DAYCARE | $45,914 | $45,914 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,713 | TotalAmt |
| Program Services | $120,025 | ProgramServicesAmt |
| Management And General | $50,688 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,516,826 | TotalAmt |
| Program Services | $2,130,962 | ProgramServicesAmt |
| Management And General | $385,864 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,146 | BOYAmt |
| EOY | $286,275 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,221 | BOYAmt |
| EOY | $954,896 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,975 | BOYAmt |
| EOY | $42,014 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178 | BOYAmt |
| EOY | $50,320 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,205 | BOYAmt |
| EOY | $38,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $389,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $223,364 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,690 | BOYAmt |
| EOY | $165,759 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,600 | BOYAmt |
| EOY | $132,872 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476,015 | BOYAmt |
| EOY | $1,670,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,605 | BOYAmt |
| EOY | $275,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,605 | BOYAmt |
| EOY | $275,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,858 | BOYAmt |
| EOY | $1,162,281 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,952 | BOYAmt |
| EOY | $100,274 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,600 | BOYAmt |
| EOY | $132,873 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,410 | BOYAmt |
| EOY | $1,395,428 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476,015 | BOYAmt |
| EOY | $1,670,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $177,810 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,792 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $3,253,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,387,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,108,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,519,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,542,522 | CurrentTaxYearAmt |
| Total | $14,811,325 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,253,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,387,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,108,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,519,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,542,522 | CurrentTaxYearAmt |
| Total | $14,811,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,811,325 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,362 | CurrentTaxYearAmt |
| Total | $87,721 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $42,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,915 | CurrentTaxYearAmt |
| Total | $104,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,003,266 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $230,616 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,231 | OtherCostOrOtherBasisAmt |
| Book Value | $41,231 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,125 | DepreciationAmt |
| Book Value | $48,814 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,254 | DepreciationAmt |
| Book Value | $43,342 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,357 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,985 | DepreciationAmt |
| Book Value | $32,372 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $165,759 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN TRUST | Desc |
| Book Value | $132,872 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $132,872 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,940,042 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,792 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $237,765 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $225,973 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,714,069 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$19,433 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$19,433 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,694,636 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,774,024 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $237,765 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $19,433 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $257,198 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,516,826 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,516,826 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | The LOA is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and is not classified as a private foundation. Therefore, no provision for income taxes is necessary. The LOA believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Should any such penalties and interest be incurred, the LOAs policy would be to recognize them as management and general expenses. The income tax returns for the years 2010, 2011, 2012 and 2013 are subject to examination by taxing authorities, generally for three years after they were filed. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | SPECIAL EVENT EXPENSES $19433 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LETS DO LUNCH | NameOfEvent1Amt |
| Gross Receipts Event1 | $66,096 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $27,651 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,445 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,994 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FILL THIS PLATE FUNDRAISER | NameOfEvent2Amt |
| Gross Receipts Event2 | $35,015 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $35,015 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,439 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $101,111 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $27,651 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,460 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,433 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,433 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $54,027 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: SENIOR COMPANION PROGRAM |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | AVAILABLE UPON WRITTEN REQUEST TO THE FINANCE DIRECTOR. |