Shenandoah Area Agency on Aging
Nonprofit profile at a glance
- EIN
- 541008875
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Front Royal, VA, USA
- Phone
- 5406357141
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $3,575,288
- Expenses
- $3,496,394
- Assets
- $2,309,914
- Liabilities
- $283,084
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- JIMMY ROBERTS (EXECUTIVE DIRECTOR)
Highest reported compensation
- JIMMY ROBERTS (EXECUTIVE DIRECTOR): $129,928 total reported compensation
- CINDY DONALDSON (DIRECTOR OF FINANCE): $87,362 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Grant-funded. 91% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 92
- Accountability: 91
- Sustainability: 39
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.9%; rating input score 88
- Program expense ratio: 89.9%; rating input score 90
- Fundraising efficiency: $48.19 raised per $1 spent on fundraising; rating input score 78; 78th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.2%; rating input score 42; 42nd percentile among comparable filings
- Total-asset coverage ratio: 0.66; rating input score 24; 24th percentile among comparable filings
- Liabilities to assets ratio: 0.12; rating input score 55; 55th percentile among comparable filings
- Officer compensation ratio: 6.2%; rating input score 46; 46th percentile among comparable filings
Growth
- Program expense growth: 4.4% per year; rating input score 100; 36th percentile among comparable filings
- Revenue growth: 3.5% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 11.3% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 87.9% of revenue deployed · 89.9% of spending went to programs
- Governance: 9 of 9 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $3.1M in reported program spending
- Leadership: top reported pay $130K · 12 people listed
- Highest-paid contractors: 2 contractors listed · $462K reported
- Consistency: 30 of 31 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- Moderate — Sustainability: Operating margin scored 42/100.
- High — Sustainability: Total-asset coverage ratio scored 24/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 46/100.
- Review — Sustainability: Liabilities to assets ratio scored 55/100.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.