2026-02-06T12:00:53-06:00 2025-09-30 540504608 BROWN EDWARDS & COMPANY LLP 1909 FINANCIAL DRIVE HARRISONBURG VA 22801 990 2024-10-01 540916248 LOCAL OFFICE ON AGING LOCA 5403450451 PO BOX 14205 ROANOKE VA 240384205 RON BOYD CEO 5403450451 2026-02-04 1 1 JAMES R FRIES P01320612 5404346736 2026-02-04 2024 2025-03-06 01:10:19Z RON BOYD PO BOX 14205 ROANOKE VA 240384205 3910700 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. 12 12 49 1020 0 0 3745168 3347543 73039 472888 68443 67545 61074 6271 3947724 3894247 0 0 0 0 1908115 2217922 0 0 5844 2107235 1894452 4015350 4112374 -67626 -218127 5195596 4958295 577470 407968 4618126 4550327 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 1050050 HOME DELIVERED MEALS - PREPARATION OF MEALS AND COST OF MEALS SERVED TO HOMEBOUND OLDER PERSONS IN NEED. FOR FY25 WE SERVED 88,654 SENIORS DELIVERING 218,693 SERVICES. 356275 CONGREGATE MEALS - PROVISION OF NUTRITIOUS MEALS TO OLDER PERSONS IN NEED, PROVISION OF SOCIALIZATION AND RECREATION TO THE SAME PERSONS. 2118782 472888 SUPPORTIVE SERVICES - PROVISION OF COMMUNITY BASED CARE TO SENIOR CITIZENS SUCH AS ADULT DAYCARE, PERSONAL CARE, TRANSPORTATION, HOMEMAKER, AND EMERGENCY SERVICES. 3525107 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 12 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 MARIE FITZPATRICK DIRECTOR 1.00 X 0 0 0 SARA LOVERN 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 127922 0 17041 ASHTON KING CFO 40.00 X 82514 0 14344 210436 0 31385 1 0 0 0 COMPASS GROUP USA INC PO BOX 417632 BOSTON MA 02241 CLIENT MEAL PROVIDER 535948 KARIS CARE SERVICES 6349 PETERS CREEK ROAD ROANOKE VA 24019 PERSONAL CARE, HOMEMAKER AND TRANSPORT S 136501 2 45376 2637963 664204 18410 3347543 OTHER PROGRAM REVENUE 624210 472888 472888 472888 67545 67545 22724 45376 16453 6271 6271 3894247 472888 0 73816 X 279869 111948 167921 1528085 1480626 47459 38436 33857 4579 238135 209766 28369 133397 117505 15892 23794 8684 15110 33697 12299 21398 15688 15688 58840 28104 30736 26409 10760 12578 3071 59573 36060 23513 21855 19499 2356 36634 29134 7377 123 3901 3901 184482 184482 38452 4426 34026 CLIENT MEALS 623502 623502 SERVICE CONTRACTS 146169 58550 87619 CLIENT HOMEMAKER 91021 91021 CLIENT PERSONAL CARE 86654 86654 443781 362542 78589 2650 4112374 3525107 581423 5844 922884 130143 276462 136930 34170 31435 128013 332354 39587 53819 2602755 966300 1796659 1636455 1837222 2322269 160599 314890 5195596 4958295 375767 407968 0 201703 0 577470 407968 X 4382240 4122692 235886 427635 4618126 4550327 5195596 4958295 X -218127 153884 -3556 X X 0 1 X 1 1 1 X 3126736 3538505 4293921 3745168 3347543 18051873 3126736 3538505 4293921 3745168 3347543 18051873 18051873 46192 33194 45415 68443 67545 260789 18312662 105872 0.98580 0.98780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 238912 238912 940690 183053 757637 630154 295404 334750 634874 444382 190492 158125 43461 114664 1636455 FUNDS HELD IN TRUST 314890 314890 4247332 153884 189644 9557 353085 3894247 0 3894247 4315131 189644 13113 202757 4112374 0 4112374 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 13,114. CHANGE IN FUNDS HELD IN TRUST BY OTHERS -3,556. ROUNDING -1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 13,114. ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING LET'S GIVE LUNCH 68100 45376 22724 2160 3340 9743 1210 68100 45376 22724 2160 3340 9743 1210 16453 6271 ROBBIE BOYD SON OF RON BOYD, PRESIDENT OF LOA 71508 EMPLOYEE COMPENSATION AS LOA'S DIRECTOR OF ELDER RIGHTS 0 ROBBIE BOYD SON OF RON BOYD, PRESIDENT OF LOA 12546 EMPLOYEE BENEFITS AS LOA'S DIRECTOR OF ELDER RIGHTS.LIST 75 _ 3MSTONER - 01/28/25 15:06 PM WORKSHEET SCHEDULE L - TRANSACTIONS WITH INTERESTED PERSONSRETIREMENT PER WP 8402 _ 2463INSURANCE _ 7614 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 PROGRAM SUPPLIES: PROGRAM SERVICE EXPENSES 73,488. MANAGEMENT AND GENERAL EXPENSES 9,304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,792. CLIENT TRANSPORTATION: PROGRAM SERVICE EXPENSES 54,132. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,132. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 27,113. MANAGEMENT AND GENERAL EXPENSES 14,888. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,001. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 30,012. MANAGEMENT AND GENERAL EXPENSES 10,072. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,084. FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 19,293. MANAGEMENT AND GENERAL EXPENSES 15,069. FUNDRAISING EXPENSES 2,505. TOTAL EXPENSES 36,867. TRAINING: PROGRAM SERVICE EXPENSES 21,450. MANAGEMENT AND GENERAL EXPENSES 14,639. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,089. BAD DEBT: PROGRAM SERVICE EXPENSES 30,898. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,898. OTHER TAXES: PROGRAM SERVICE EXPENSES 25,730. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,730. DUES AND MEMBERSHIPS: PROGRAM SERVICE EXPENSES 19,052. MANAGEMENT AND GENERAL EXPENSES 5,942. FUNDRAISING EXPENSES 145. TOTAL EXPENSES 25,139. CLIENT SERVICES- LEGAL: PROGRAM SERVICE EXPENSES 21,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,870. EQUIPMENT: PROGRAM SERVICE EXPENSES 17,162. MANAGEMENT AND GENERAL EXPENSES 4,322. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,484. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 16,066. MANAGEMENT AND GENERAL EXPENSES 3,546. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,612. VOLUNTEER RECOGNITION: PROGRAM SERVICE EXPENSES 4,681. MANAGEMENT AND GENERAL EXPENSES 807. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,488. ADDITIONAL CLIENT SERVICES: PROGRAM SERVICE EXPENSES 995. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 995. IN-KIND EXPENSE: PROGRAM SERVICE EXPENSES 600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 600. FORM 990, PART XI, LINE 9: CHANGE IN FUNDS HELD IN TRUST BY OTHERS -3,556. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.