Nonprofit · EIN 54-1008875
SHENANDOAH AREA AGENCY ON AGING INC
Tax-exempt · FRONT ROYAL, VA 22630
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,575,288 | $3,496,394 | $78,894 | $2,309,914 | $283,084 | $2,026,830 |
| September 30, 2024 | 990 | $3,457,817 | $3,479,845 | -$22,028 | $2,033,839 | $280,842 | $1,752,997 |
| September 30, 2023 | 990 | $3,379,431 | $2,915,866 | $463,565 | $2,161,580 | $386,555 | $1,775,025 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,522,978
- of which government grants
- $3,258,058
- Program service revenue
- $29,982
- Investment income
- $19,295
- Net gain from sales of assets
- -$3,718
- Net income from fundraising events
- $3,033
- Other revenue
- $3,033
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $228,250
- Other salaries and wages
- $1,342,435
- Salaries, compensation and benefits (total)
- $1,952,297
- Professional fundraising fees
- $0
- Accounting fees
- $26,000
- Occupancy
- $78,971
- Travel
- $2,266
- Depreciation
- $246,178
- Program services (functional)
- $3,141,642
- Management and general (functional)
- $281,653
- Fundraising (functional)
- $73,099
Balance sheet and other
- Total assets, start of year
- $2,033,839
- Total assets, end of year
- $2,309,914
- Total liabilities, end of year
- $283,084
- Net assets, end of year
- $2,026,830
- Land, buildings and equipment
- $743,023
- Net assets without donor restrictions
- $1,795,850
- Net assets with donor restrictions
- $230,980
- Gross receipts
- $3,592,609
- Employees
- 53
- Volunteers
- 58
- Year formed
- 1975
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIMMY ROBERTS | EXECUTIVE DIRECTOR Officer | 40 | $110,777 | $19,151 |
| CINDY DONALDSON | DIRECTOR OF FINANCE Officer | 40 | $72,764 | $14,598 |
| FRANK CIHLAR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARTHA WATKINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EVA MILLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| D'ANN KENNY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| HOLLY RHODENHIZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETSY PRITCHARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUSS MCKELWAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTY MCMILLIN-GOODWIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE WOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL OVERFELT | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIMMY ROBERTS | EXECUTIVE DIRECTOR Officer | 40 | $98,132 | $17,035 |
| CINDY DONALDSON | DIRECTOR OF FINANCE Officer | 40 | $57,964 | $8,090 |
| CHRISTY MCMILLEN-GOODWIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARTHA WATKINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EVA MILLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BETSY PRITCHARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAUREN GWINN | ADVISORY COUNCIL LIAISON Trustee or director | 1 | $0 | $0 |
| FRANK CIHLAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUSS MCKELWAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| D'ANN KENNY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE WOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL OVERFELT | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIMMY ROBERTS | EXECUTIVE DIRECTOR Officer | 40 | $87,939 | $15,333 |
| MARY JO MILLS | DIR OF FINANCE UNTIL 2/12/23 Officer | 40 | $17,310 | $122 |
| CHRISTY MCMILLEN-GOODWIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARTHA WATKINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EVA MILLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BETSY PRITCHARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAUREN GWINN | ADVISORY COUNCIL LIAISON Trustee or director | 1 | $0 | $0 |
| FRANK CIHLAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUSS MCKELWAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| D'ANN KENNY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE WOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY DONALDSON | DIR OF FINANCE STARTING 2/13/23 Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 207 MOSBY LN, FRONT ROYAL, VA 22630-3029
- Principal officer (990 for 2024)
- JIMMY ROBERTS, 207 MOSBY LANE, FRONT ROYAL, VA 22630
- Signed the 990
- JIMMY ROBERTS, EXECUTIVE DIRECTOR
- Phone
- (540) 635-7141
- Website
- SENIORSFIRST.INFO
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
Mission
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.
Program accomplishments
- 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.Expenses $3,141,642 · revenue $26,264
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 54-1008875
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $2,309,914
- Income (IRS master file)
- $3,592,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,575,288 | $3,496,394 | $2,309,914 | XML |
| 990 | September 2024 | $3,457,817 | $3,479,845 | $2,033,839 | XML |
| 990 | September 2023 | $3,379,431 | $2,915,866 | $2,161,580 | XML |
| 990 | September 2022 | $2,560,710 | $2,544,485 | $1,599,959 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1008875).
Questions about SHENANDOAH AREA AGENCY ON AGING INC
- What is the EIN of SHENANDOAH AREA AGENCY ON AGING INC?
- The employer identification number (EIN) of SHENANDOAH AREA AGENCY ON AGING INC is 54-1008875.
- Is SHENANDOAH AREA AGENCY ON AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to SHENANDOAH AREA AGENCY ON AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHENANDOAH AREA AGENCY ON AGING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHENANDOAH AREA AGENCY ON AGING INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHENANDOAH AREA AGENCY ON AGING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SHENANDOAH AREA AGENCY ON AGING INC?
- The 990 for the year ended September 30, 2025 names JIMMY ROBERTS.
- Who are the officers and directors of SHENANDOAH AREA AGENCY ON AGING INC?
- The 990 for the year ended September 30, 2025 lists 12 people; 2 received compensation from the organization, the highest $110,777 (JIMMY ROBERTS, EXECUTIVE DIRECTOR).
- How much revenue does SHENANDOAH AREA AGENCY ON AGING INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,575,288, expenses of $3,496,394 and total assets of $2,309,914 at year end.
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