2026-03-03T12:01:07-06:00 2025-09-30 540504608 BROWN EDWARDS & COMPANY LLP 1909 FINANCIAL DRIVE HARRISONBURG VA 22801 990 2024-10-01 541008875 SHENANDOAH AREA AGENCY ON AGING SHEN 5406357141 207 MOSBY LANE FRONT ROYAL VA 22630 JIMMY ROBERTS EXECUTIVE DIRECTOR 5406357141 2026-03-02 1 1 JAMES R FRIES P01320612 5404346736 2026-03-02 2024 2025-03-06 01:10:19Z JIMMY ROBERTS 207 MOSBY LANE FRONT ROYAL VA 22630 3592609 0 X SENIORSFIRST.INFO X 1975 VA PROVIDING SERVICES DESIGNED TO HELP OLDER AND DISABLED ADULTS REMAIN IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE. 9 9 53 58 0 0 3373446 3522978 56464 29982 29510 19295 -1603 3033 3457817 3575288 0 0 0 0 1764209 1952297 0 0 73099 1715636 1544097 3479845 3496394 -22028 78894 2033839 2309914 280842 283084 1752997 2026830 X THE SHENANDOAH AREA AGENCY ON AGING (SAAA) PROVIDES AND COORDINATESPROGRAMS AND SERVICES WHICH PROMOTE THE INDEPENDENCE, DIGNITY, HEALTHAND WELL BEING OF SENIOR AND DISABLED PERSONS. SAAA SERVES THE COUNTIES OF CLARKE, FREDERICK, PAGE, SHENANDOAH, WARREN AND THE CITY OF WINCHESTER. UNDER THE OLDER AMERICANS ACT, SAAA PROVIDES SERVICE TO THE COMMUNITY FOR PERSONS AGE 60 AND OLDER WITH AN EMPHASIS ON LOW INCOME, FRAIL AND MINORITY OLDER PERSONS. 0 0 3141642 26264 THE SHENANDOAH AREA AGENCY ON AGING SERVES RESIDENTS IN THE COUNTIES OF CLARKE, FREDERICK, PAGE, SHENANDOAH, AND WARREN, AS WELL AS THE CITY OF WINCHESTER, COVERING A SERVICE AREA OF APPROXIMATELY 1,652 SQUARE MILES. DURING FY2025, THE AGENCY'S MEALS ON WHEELS AND CONGREGATE NUTRITION PROGRAMS PROVIDED 96,253 MEALS TO OLDER ADULTS THROUGHOUT THE REGION. WELLTRAN DELIVERED 7,134 TRIPS TO MEDICAL APPOINTMENTS AND 15,620 TRIPS TO SENIOR CENTERS, ENABLING OLDER ADULTS TO PARTICIPATE IN WELLNESS PROGRAMS AND ACTIVITIES, RECEIVE A NUTRITIOUS MEAL MEETING AT LEAST ONE-THIRD OF THE RECOMMENDED DAILY ALLOWANCE FOR SENIORS, AND ATTEND EDUCATIONAL PROGRAMS ADDRESSING LEGAL ISSUES, FRAUD AND SCAM PREVENTION, INSURANCE COUNSELING, AND OTHER TOPICS RELEVANT TO AGING ADULTS. SUPPORTIVE SERVICES PROVIDED BY THE AGENCY INCLUDE COMMUNITY-BASED CARE SUCH AS ADULT DAY CARE, PERSONAL CARE, TRANSPORTATION, HOMEMAKER SERVICES, OPTIONS COUNSELING, RESPITE CARE, HOME REPAIR AND RENOVATION, AND FRIENDLY CHECKING SERVICES. 3141642 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 5406357141 207 MOSBY LANE FRONT ROYAL VA 22630 FRANK CIHLAR CHAIR 1.00 X X 0 0 0 MARTHA WATKINS VICE CHAIR 1.00 X X 0 0 0 EVA MILLER TREASURER 1.00 X X 0 0 0 D'ANN KENNY SECRETARY 1.00 X X 0 0 0 HOLLY RHODENHIZER DIRECTOR 1.00 X 0 0 0 BETSY PRITCHARD DIRECTOR 1.00 X 0 0 0 RUSS MCKELWAY DIRECTOR 1.00 X 0 0 0 CHRISTY MCMILLIN-GOODWIN DIRECTOR 1.00 X 0 0 0 STEVE WOOD DIRECTOR 1.00 X 0 0 0 MICHAEL OVERFELT DIRECTOR 1.00 X 0 0 0 JIMMY ROBERTS EXECUTIVE DIRECTOR 40.00 X 110777 0 19151 CINDY DONALDSON DIRECTOR OF FINANCE 40.00 X 72764 0 14598 183541 0 33749 1 0 0 0 PURFOODS 3210 SE CORPORATE WOODS DRIVE ANKENY IA 50021 HOME DELIVERED MEALS 254090 SCHENCK FOODS INC 3578 VALLEY PIKE WINCHESTER VA 22602 FOOD/SUPPLIES FOR CONGREGATE/HDM MEALS 208018 2 3258058 264920 16000 3522978 FEE FOR SERVICES 624210 29982 29982 29982 23013 23013 12800 16518 -3718 -3718 -3718 3836 803 3033 3033 3575288 26264 0 26046 228250 200860 22825 4565 1342435 1181342 134244 26849 49987 43988 4999 1000 217071 191023 21707 4341 114554 100808 11455 2291 26000 26000 11442 9154 1144 1144 101225 80979 10123 10123 24443 19555 2444 2444 78971 63930 10027 5014 2266 2039 227 4147 3317 415 415 246178 209251 24618 12309 78041 70237 7804 FOOD AND DISPOSABLES 578703 578703 CONTRACTOR EXPENSES 259392 259392 VEHICLE EXPENSE 86172 86172 OTHER 38052 33639 2942 1471 9065 7253 906 906 3496394 3141642 281653 73099 380714 442972 414635 536892 434995 526383 5599 6218 27813 29798 2321525 1578502 738969 743023 31114 24628 2033839 2309914 138272 159777 111456 98679 31114 24628 280842 283084 X 1519647 1795850 233350 230980 1752997 2026830 2033839 2309914 X 78894 194939 X X 0 1 X 1 1 1 X 2432146 2488475 3318321 3373446 3506978 15119366 190530 190530 190530 190952 192216 954758 2622676 2679005 3508851 3564398 3699194 16074124 16074124 36 33 2000 13135 23013 38217 1509 198 1707 16114048 0.99750 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 554897 360193 194704 1711513 1169814 541699 55115 48495 6620 743023 COPIER LEASE LIABILITY 24628 24628 3778895 203607 203607 3575288 0 3575288 3700001 203607 203607 3496394 0 3496394 PART XI, LINE 2D - OTHER ADJUSTMENTS: IN KIND SPECIAL EVENTS EXPENSE NETTED WITH INCOME ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: IN KIND SPECIAL EVENTS EXPENSE NETTED WITH INCOME ROUNDING FORM 990, PART VI, SECTION A, LINE 4 A PARAGRAPH WAS REMOVED FROM THE BY-LAWS IN ARTICLE 10 THAT STATED THE EXECUTIVE DIRECTOR WAS THE ONLY EMPLOYEE OF THE BOD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS CIRCULATED AMONG THE BOARD OF DIRECTORS OR PRESENTED AT A MEETING OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN INDIVIDUAL FORMS ACCEPTING THE CONFLICT OF INTEREST POLICY. EXECUTIVE DIRECTOR MAINTAINS RECORD OF DISCLOSED CONFLICTS. BOARD MEMBERS AND OTHER OFFICERS ARE REQUIRED TO ABSTAIN FROM DISCUSSION AND VOTES ON MATTERS INVOLVING IDENTIFIED INTERESTED PARTIES. SUCH DISCUSSION AND VOTES ARE OPEN TO THE FULL BOARD AND/OR APPLICABLE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAINTAINS A WEBSITE FOR INFORMATION AND MAINTAINS FINANCIAL INFORMATION AT THEIR OFFICE. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT 194,939. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.