Bay Aging

Dignity at Every Age

Urbanna, VA | www.bayaging.org

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GuideStar Charity Check

Bay Aging

EIN: 54-1085032

Contributions tax deductible
as of November 2023

IRS BMF 509(a)(1)
as of November 13, 2023

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Charity Check report

Mission

MISSION: To deliver the programs and services people of all ages need to live independently in their own communities for as long as possible. VISION: Every neighbor in our region will have a CHOICE and range of services that will assist them to remain independent in their chosen home.

Ruling year info

1979

President & CEO

Mrs. Kathy Vesley

Main address

P.O. Box 610

Urbanna, VA 23175 USA

Show more contact info

Formerly known as

Chesapeake Bay Area Agency on Aging

EIN

54-1085032

Subject area info

Medical support services

Housing development

Paratransit

Senior services

Population served info

Adults

Caregivers

Economically disadvantaged people

People with disabilities

NTEE code info

Transportation (Free or Subsidized) (P52)

Health Support Services (E60)

Housing Development, Construction, Management (L20)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Affiliations

See related organizations info

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Bay Aging's service region includes 10 rural counties. Four of the ten counties are characterized as the "grayest" in the state of Virginia - Lancaster, Northumberland, Mathews and Middlesex. By 2030 it is estimated that between 30-40% of the population will be 60 and older. This brings to light the need to help people live independently with dignity for as long as they can. Some of the major issues include: 1) affordable housing for seniors; 2) transportation; and 3) healthcare services.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Community Living

Includes - Coaching, Options Counseling, Bay Home Care (fee for service), In-Home and Personal Care, Transitional Care, Respite Care, Legal Aid, Insurance Counseling, Ombudsman, Senior Employment Training, Veteran Directed Care, Adult Day Care, Senior Centers, Meals on Wheels, Retired and Senior Volunteer Program, Care Coordination, Advance Care Planning, Prevention Education, Information and Referral.

Population(s) Served

Adults

Seniors

Bay Transit

Public transportation services for people of all ages and for all reasons. Operates in 12 rural counties. Is the ONLY public transportation provider in the region. New Freedom Mobility Management is designed to give seniors and people with disabilities access to health care services outside the Bay Transit service region and operating times. Many need access to care that is not available locally so they travel to Richmond, Norfolk, Newport News, Yorktown, and Williamsburg.

Population(s) Served

Adults

Bay Family Housing

Senior Apartments - HUD 202 senior housing with supportive services. Attractive, well designed, energy efficient homes that offer aging adults (62 years and older) an alternative in housing and maintaining their independence. Ten apartment communities are managed by Bay Aging. There is a waiting list of 800 seniors seeking safe, affordable housing.
Single Family Housing - offers many significant opportunities for people: Emergency Home Repair, Indoor Plumbing Rehabilitation, Weatherization, Housing Choice Voucher Program (section 8 housing). Single Family Housing staff partner with planning district commissions, counties and towns to develop successful community revitalization projects utilizing Community Development Block Grants.

Where we work

External reviews

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of meals delivered

Totals By Year

Population(s) Served

Related Program

Community Living

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Number of homeless participants engaged in housing services

Totals By Year

Population(s) Served

Related Program

Bay Family Housing

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

Goals & Strategy

SOURCE: Self-reported by organization

Reports and documents

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

What is the organization aiming to accomplish?

A very brief outline includes:

1) develop low-income tax credit housing for seniors
2) provide emergency home repairs and other housing services so seniors can live in their own homes safely
3) provide different transportation opportunities - demand/response, mobility management for healthcare access, deviated direct-route services; regardless of the opportunities, providing public transportation in a large 2600 square mile region is very challenging
4) delivering exceptional home and community services from home delivered meals to in-home care and dementia respite services and health services for veterans

What are the organization's key strategies for making this happen?

1) develop low-income tax credit housing for seniors
2) provide emergency home repairs and other housing services so seniors can live in their own homes safely
3) provide different transportation opportunities - demand/response, mobility management for healthcare access, deviated direct-route services; regardless of the opportunities, providing public transportation in a large 2600 square mile region is very challenging
4) delivering exceptional home and community services from home delivered meals to in-home care and dementia respite services and health services for veterans

What are the organization's capabilities for doing this?

Bay Aging is one of region's largest employers with 100 full-time staff and 200+ part-time. Offices are located in six different locations throughout the 10 counties. Partnerships are important to successful service delivery. Bay Aging is proud to have successful partnerships with 12 counties (transportation services are available in two other counties outside of the traditional Bay Aging service area) 4 towns and 2 planning district commissions. Bay Aging also values partnerships with federal, state and local organizations to provide some of the funding needed to deliver services. Partnerships also include community and civic groups, health systems, insurers, the faith community and local businesses. Bay Aging is the lead organization in a statewide coalition of Area Agencies on Aging (VAAACares - Virginia Area Agencies on Aging Caring for the Commonwealth) to deliver transitional care services across Virginia. Bay Aging contracts with health systems and insurers to provide services to their members. Bay Aging is also the only Area Agency on Aging in Virginia to provide award winning Veteran Directed Care services to veterans of any age deemed to be nursing home eligible. As an extension of that Bay Aging provides Financial Management Services for veterans in the program. These services are available to veterans referred to Bay Aging from a Veterans Administration Medical Center in Virginia, Maryland, North Carolina and South Carolina. The multi-family housing division is well respected and sought after by commercial companies to manage their properties throughout Virginia.

What have they accomplished so far and what's next?

Financials

Bay Aging

Fiscal year: Oct 01 - Sep 30

Financial documents

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022

SOURCE: IRS Form 990

1.45

Average of 2.37 over 10 years

Months of cash in 2022

SOURCE: IRS Form 990

2.8

Average of 4.3 over 10 years

Fringe rate in 2022

SOURCE: IRS Form 990

15%

Average of 16% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

Bay Aging

Revenue & expenses

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$70,958
Government Grants	$7,856,521
Program Services	$2,681,927
Investments	$64,760
Special Events	$0
Sales	$0
Other	$407,174
Total Revenue	$11,081,340

Expenses
Program Services	$8,016,423
Administration	$1,506,525
Fundraising	$7,184
Total Expenses	$9,530,132
Net Gain/Loss	$1,551,208

Functional expenses
Accounting Fees	$15,500
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$155,344
Interest Expenses	$33,204
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$46,448
Professional Fundraising Expenses	$0

Revenue
Contributions	$78,395
Government Grants	$10,584,478
Program Services	$2,732,107
Investments	$44,728
Special Events	$0
Sales	$0
Other	$276,705
Total Revenue	$13,716,413

Expenses
Program Services	$9,883,716
Administration	$1,555,342
Fundraising	$2,669
Total Expenses	$11,441,727
Net Gain/Loss	$2,274,686

Functional expenses
Accounting Fees	$22,923
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$283,840
Interest Expenses	$44,716
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$63,062
Professional Fundraising Expenses	$0

Revenue
Contributions	$50,883
Government Grants	$7,701,690
Program Services	$3,688,067
Investments	($7,023)
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$11,433,617

Expenses
Program Services	$9,164,929
Administration	$1,430,828
Fundraising	$2,669
Total Expenses	$10,598,426
Net Gain/Loss	$835,191

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$218,135
Interest Expenses	$44,716
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$48,491
Professional Fundraising Expenses	$0

Revenue
Contributions	$48,542
Government Grants	$8,259,804
Program Services	$3,611,185
Investments	$49,817
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$11,969,348

Expenses
Program Services	$9,571,829
Administration	$1,459,059
Fundraising	$2,669
Total Expenses	$11,033,557
Net Gain/Loss	$935,791

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$116,452
Interest Expenses	$37,410
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$68,078
Professional Fundraising Expenses	$0

Revenue
Contributions	$43,927
Government Grants	$7,873,687
Program Services	$3,268,123
Investments	$29,348
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$11,215,085

Expenses
Program Services	$8,528,525
Administration	$1,619,271
Fundraising	$2,669
Total Expenses	$10,150,465
Net Gain/Loss	$1,064,620

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$123,022
Interest Expenses	$21,869
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$67,393
Professional Fundraising Expenses	$0

Revenue
Contributions	$39,327
Government Grants	$9,850,432
Program Services	$4,223,260
Investments	$26,635
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$14,139,654

Expenses
Program Services	$8,444,486
Administration	$1,654,224
Fundraising	$2,669
Total Expenses	$10,101,379
Net Gain/Loss	$4,038,275

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$120,275
Interest Expenses	$19,514
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$96,337
Professional Fundraising Expenses	$0

Revenue
Contributions	$79,979
Government Grants	$7,997,590
Program Services	$7,149,001
Investments	$28,512
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$15,255,082

Expenses
Program Services	$11,399,123
Administration	$1,754,675
Fundraising	$2,669
Total Expenses	$13,156,467
Net Gain/Loss	$2,098,615

Functional expenses
Accounting Fees	$36,262
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$150,764
Interest Expenses	$17,394
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$124,577
Professional Fundraising Expenses	$0

Revenue
Contributions	$84,186
Government Grants	$7,377,451
Program Services	$7,329,135
Investments	$35,637
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$14,826,409

Expenses
Program Services	$12,559,270
Administration	$1,742,156
Fundraising	$2,669
Total Expenses	$14,304,095
Net Gain/Loss	$522,314

Functional expenses
Accounting Fees	$37,191
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$159,945
Interest Expenses	$15,428
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$134,035
Professional Fundraising Expenses	$0

Revenue
Contributions	$56,799
Government Grants	$7,255,653
Program Services	$7,871,642
Investments	$46,370
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$15,230,464

Expenses
Program Services	$14,279,547
Administration	$1,300,768
Fundraising	$3,500
Total Expenses	$15,583,815
Net Gain/Loss	($353,351)

Functional expenses
Accounting Fees	$44,556
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$151,351
Interest Expenses	$12,902
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$141,728
Professional Fundraising Expenses	$0

Revenue
Contributions	$70,874
Government Grants	$7,164,346
Program Services	$9,047,329
Investments	$52,926
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$16,335,475

Expenses
Program Services	$15,444,151
Administration	$1,333,806
Fundraising	$4,000
Total Expenses	$16,781,957
Net Gain/Loss	($446,482)

Functional expenses
Accounting Fees	$38,000
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$147,457
Interest Expenses	$10,716
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$152,356
Professional Fundraising Expenses	$0

Revenue
Contributions	$123,769
Government Grants	$7,640,859
Program Services	$9,768,785
Investments	$78,957
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$17,612,370

Expenses
Program Services	$16,410,615
Administration	$1,297,858
Fundraising	$72,328
Total Expenses	$17,780,801
Net Gain/Loss	($168,431)

Functional expenses
Accounting Fees	$39,000
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$167,623
Interest Expenses	$8,089
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$169,889
Professional Fundraising Expenses	$0

Revenue
Contributions	$238,328
Government Grants	$8,362,637
Program Services	$12,258,383
Investments	$79,803
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$20,939,151

Expenses
Program Services	$19,344,478
Administration	$1,467,530
Fundraising	$49,839
Total Expenses	$20,861,847
Net Gain/Loss	$77,304

Functional expenses
Accounting Fees	$30,000
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$194,532
Interest Expenses	$5,603
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$178,944
Professional Fundraising Expenses	$0

Revenue
Contributions	$249,287
Government Grants	$11,010,526
Program Services	$17,088,737
Investments	$36,094
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$28,384,644

Expenses
Program Services	$25,317,141
Administration	$1,501,600
Fundraising	$29,932
Total Expenses	$26,848,673
Net Gain/Loss	$1,535,971

Functional expenses
Accounting Fees	$48,968
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$311,160
Interest Expenses	$60,275
Investment Management Fees	$0
Legal Fees	$80
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,076,892
Government Grants	$10,254,670
Program Services	$23,599,549
Investments	$37,043
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$34,968,154

Expenses
Program Services	$31,833,112
Administration	$1,679,485
Fundraising	$67,398
Total Expenses	$33,579,995
Net Gain/Loss	$1,388,159

Functional expenses
Accounting Fees	$37,250
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$358,717
Interest Expenses	$119,068
Investment Management Fees	$0
Legal Fees	$5,452
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Bay Aging

Balance sheet

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Oct 01, 2008	Sep 30, 2009	Change
Contributions	$70,958
Cash & Equivalents	$2,858,005	$2,012,231	($845,774)
Accounts Receivable	$1,152,499	$2,497,221	$1,344,722
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,983,908	$3,417,966	$1,434,058
Other	$313,262	$331,191	$17,929
Total Assets	$6,307,674	$8,258,609	$1,950,935

Liabilities	Oct 01, 2008	Sep 30, 2009	Change
Accounts Payable	$931,108	$1,749,142	$818,034
Grants Payable	$0	$0	$0
Deferred Revenue	$1,335,720	$928,413	($407,307)
Loans and Notes	$648,104	$648,104	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$2,914,932	$3,325,659	$410,727

Fund balance	Oct 01, 2008	Sep 30, 2009	Change
Temporarily Restricted Net Assets	$785,272	$889,878	$104,606
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$785,272	$889,878	$104,606
Unrestricted Net Assets	$2,607,470	$4,043,072	$1,435,602
Net Assets	$3,392,742	$4,932,950	$1,540,208

Assets	Oct 01, 2009	Sep 30, 2010	Change
Contributions	$78,395
Cash & Equivalents	$2,012,231	$2,206,871	$194,640
Accounts Receivable	$2,497,221	$1,968,091	($529,130)
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$3,417,966	$5,503,842	$2,085,876
Other	$331,191	$378,842	$47,651
Total Assets	$8,258,609	$10,057,646	$1,799,037

Liabilities	Oct 01, 2009	Sep 30, 2010	Change
Accounts Payable	$1,749,142	$1,116,040	($633,102)
Grants Payable	$0	$0	$0
Deferred Revenue	$928,413	$1,104,474	$176,061
Loans and Notes	$648,104	$629,496	($18,608)
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$3,325,659	$2,850,010	($475,649)

Fund balance	Oct 01, 2009	Sep 30, 2010	Change
Temporarily Restricted Net Assets	$889,878	$916,160	$26,282
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$889,878	$916,160	$26,282
Unrestricted Net Assets	$4,043,072	$6,291,476	$2,248,404
Net Assets	$4,932,950	$7,207,636	$2,274,686

Assets	Oct 01, 2010	Sep 30, 2011	Change
Contributions	$50,883
Cash & Equivalents	$2,206,871	$3,138,030	$931,159
Accounts Receivable	$1,968,091	$1,098,056	($870,035)
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$5,503,842	$5,697,688	$193,846
Other	$378,842	$604,673	$225,831
Total Assets	$10,057,646	$10,538,447	$480,801

Liabilities	Oct 01, 2010	Sep 30, 2011	Change
Accounts Payable	$1,116,040	$967,920	($148,120)
Grants Payable	$0	$0	$0
Deferred Revenue	$1,104,474	$928,298	($176,176)
Loans and Notes	$629,496	$599,402	($30,094)
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$2,850,010	$2,495,620	($354,390)

Bay Aging

Financial trends analysis Glossary & formula definitions

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

This snapshot of Bay Aging’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Oct 01 - Sep 30 View full report Download data

Business model indicators

Profitability	2018	2019	2020	2021	2022
Unrestricted surplus (deficit) before depreciation	$763,992	$963,483	$1,203,315	$2,639,136	$2,542,122
As % of expenses	4.9%	5.8%	6.1%	10.3%	7.8%
Unrestricted surplus (deficit) after depreciation	-$329,180	-$110,375	$125,804	$1,533,334	$1,371,907
As % of expenses	-2.0%	-0.6%	0.6%	5.7%	4.1%

Revenue composition
Total revenue (unrestricted & restricted)	$16,335,475	$17,612,370	$20,939,151	$28,384,644	$34,968,154
Total revenue, % change over prior year	7.3%	7.8%	18.9%	35.6%	23.2%
Program services revenue	55.4%	55.5%	58.5%	60.2%	67.5%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	0.3%	0.4%	0.3%	0.1%	0.1%
Government grants	43.9%	43.4%	39.9%	38.8%	29.3%
All other grants and contributions	0.4%	0.7%	1.1%	0.9%	3.1%
Other revenue	0.0%	0.0%	0.1%	0.0%	0.0%

Expense composition
Total expenses before depreciation	$15,688,785	$16,706,943	$19,784,336	$25,742,871	$32,409,780
Total expenses, % change over prior year	8.1%	6.5%	18.4%	30.1%	25.9%
Personnel	47.0%	42.7%	38.6%	34.7%	33.2%
Professional fees	28.1%	36.7%	40.3%	45.3%	50.4%
Occupancy	1.7%	1.6%	1.2%	1.4%	1.1%
Interest	0.1%	0.0%	0.0%	0.2%	0.4%
Pass-through	0.0%	0.0%	0.0%	0.0%	0.0%
All other expenses	23.2%	18.9%	19.8%	18.3%	14.9%

Full cost components (estimated)	2018	2019	2020	2021	2022
Total expenses (after depreciation)	$16,781,957	$17,780,801	$20,861,847	$26,848,673	$33,579,995
One month of savings	$1,307,399	$1,392,245	$1,648,695	$2,145,239	$2,700,815
Debt principal payment	$59,840	$60,550	$0	$0	$0
Fixed asset additions	$0	$0	$2,387,540	$2,862,104	$2,565,917
Total full costs (estimated)	$18,149,196	$19,233,596	$24,898,082	$31,856,016	$38,846,727

Capital structure indicators

Liquidity	2018	2019	2020	2021	2022
Months of cash	4.2	3.1	5.0	2.3	2.8
Months of cash and investments	4.2	3.3	5.2	2.5	2.9
Months of estimated liquid unrestricted net assets	4.0	3.9	4.1	3.7	3.3

Balance sheet composition	2018	2019	2020	2021	2022
Cash	$5,493,750	$4,358,580	$8,304,847	$5,007,980	$7,494,557
Investments	$50,645	$170,930	$291,876	$459,206	$428,976
Receivables	$2,184,763	$3,714,641	$1,888,974	$5,981,233	$4,759,131
Gross land, buildings, equipment (LBE)	$16,493,872	$16,941,464	$18,515,892	$21,377,996	$23,495,190
Accumulated depreciation (as a % of LBE)	37.3%	41.8%	39.6%	39.5%	39.0%
Liabilities (as a % of assets)	14.2%	15.9%	32.1%	30.3%	30.9%
Unrestricted net assets	$15,280,847	$15,170,472	$15,296,276	$16,829,610	$18,201,517
Temporarily restricted net assets	$469,003	$410,947	N/A	N/A	N/A
Permanently restricted net assets	$0	$0	N/A	N/A	N/A
Total restricted net assets	$469,003	$410,947	$362,447	$365,084	$861,005
Total net assets	$15,749,850	$15,581,419	$15,658,723	$17,194,694	$19,062,522

Key data checks

Key data checks	2018	2019	2020	2021	2022
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

President & CEO

Mrs. Kathy Vesley

Former positions: Deputy Commissioner of the Virginia Department for the Aging, Director of the Virginia Office of Volunteerism, Acting & Deputy Director of the Virginia Department of the Deaf and Hard of Hearing, appointee to 7 local housing boards and volunteers time by serving on a varity of community organizations. Graduate of the College of William and Mary with a BA in History and Sociology. Completed graduate work at Virginia Commonwealth University, Marshall-Wythe School of Law, and Galluadet University.

Number of employees

Source: IRS Form 990

Bay Aging

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

Bay Aging

Highest paid employees

SOURCE: IRS Form 990

Compensation

Other

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Compensation data

Download up to 5 most recent years of highest paid employee data for this organization

Bay Aging

Board of directors
as of 11/13/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Mr. James Carter, Jr.

Rappahannock General Hospital

Term: 2022 - 2024

Cynthia Talcott

Retired, worked with adults with disabilities in supported employment programs; active community volunteer.

Karen Lewis

Assistant County Administrator for Westmoreland; community volunteer; advocate for seniors and people with disabilities.

James Carter

Foundation Director for Rappahannock General Hospital; very active community volunteer.

Stanley Clarke

Retired Sheriff of Essex County; volunteers through his church community and civic groups.

Athilla Harris

Associate Minister; active in her church community; strong advocate for people with disabilities.

Charles Adkins

Retired King and Queen County Commonwealth's Attorney; active community volunteer.

Ron Saunders

Dominion Power (Retired)

Belinda Johnson

Works for Westmoreland Co.; advocate for the disenfranchised; volunteers through several civic organizations

Bruce Craig

Retired; Community Volunteer

Barry Gross

Practicing physician; Former 17yr CMO and EVP for Riverside Health System; very active in many health care related organizations

James Dudley

Retired Director of McGuire Veterans Medical Center; Retired Director of Medical Services for the Paralyzed Veterans of America; Vestry governing board of his Church

Bill Doyle

Retired from a career in banking; Retired Vice President of Finance and Admin Services at Rappahannock Community College; Active in civic organizations and LEAD River Counties

Vera Lee

Retired assistant to Children’s Library Director in Lancaster; Previous Director of Wellness, Child Care/Teen Center at Northern Neck YMCA; worked in Oncology at Rappahannock General Hospital for 20 years.

Sieglende Smith

Retired IT professional on Wall Street; Active member of Mathews Co. CERT and active community volunteer.

Robert Wilbanks

VP of IT at LifeSpire of Virginia; non-profit board/volunteerism experience; interested in the betterment of the community.

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 11/13/2023

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Decline to state

Race & ethnicity

No data

Gender identity

No data

Sexual orientation

No data

Disability

No data

Contractors

Fiscal year ending

There are no fundraisers recorded for this organization.

Related organizations & associated domestic grants

Show data for fiscal year

Related organization	Primary activity	Subsection	PC status	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
BAY AGING APARTMENTS JCC INC PO BOX 622 URBANNA, VA 23175 11-3749025	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING FOUNDATION PO BOX 610 URBANNA, VA 23175 13-4232354	SUPPORT	501(C)(3)	LINE 10	N	$0.00	$0.00
CHESAPEAKE BAY HOUSING INC PO BOX 622 URBANNA, VA 23175 54-1687853	HOUSIGN	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING APARTMENTS COLONIAL BEACH PO BOX 622 URBANNA, VA 23175 54-1788168	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING APARTMENTS WEST POINT PO BOX 622 URBANNA, VA 23175 54-1837951	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING APARTMENTS GLOUCESTER PO BOX 622 URBANNA, VA 23175 54-1933696	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING APARTMENTS MONTROSS PO BOX 622 URBANNA, VA 23175 54-1974574	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING APARTMENTS WESTMORELAND PO BOX 622 URBANNA, VA 23175 57-1206469	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING APARTMENTS MIDDLESEX PO BOX 622 URBANNA, VA 23175 73-1676722	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00
BAY AGING APARTMENTS KILMARNOCK PO BOX 622 URBANNA, VA 23175 75-2985080	HOUSING	501(C)(3)	LINE 10	N	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
BAY AGING APARTMENTS COLONIAL BEACH PO BOX 622 URBANNA, VA 23175 54-1788168	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING APARTMENTS WEST POINT PO BOX 622 URBANNA, VA 23175 54-1837951	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING APARTMENTS GLOUCESTER PO BOX 622 URBANNA, VA 23175 54-1933696	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING APARTMENTS MONTROSS PO BOX 622 URBANNA, VA 23175 54-1974574	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING APARTMENTS KILMARNOCK PO BOX 622 URBANNA, VA 23175 75-2985080	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING APARTMENTS MIDDLESEX PO BOX 622 URBANNA, VA 23175 73-1676722	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING APARTMENTS JCC INC PO BOX 622 URBANNA, VA 23175 11-3749025	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING APARTMENTS WESTMORELAND PO BOX 622 URBANNA, VA 23175 57-1206469	HOUSING	501C3	10	N	$0.00	$0.00
BAY AGING FOUNDATION PO BOX 610 URBANNA, VA 23175 13-4232354	SUPPORT	501C3	12B	N	$0.00	$0.00
CHESAPEAKE BAY HOUSING INC PO BOX 622 URBANNA, VA 23175 54-1687853	HOUSING	501C3	10	N	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
BAY AGING APARTMENTS COLONIAL BEACH INC PO BOX 622 URBANNA, VA 23175 54-1788168	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS WEST POINT INC PO BOX 622 URBANNA, VA 23175 54-1837951	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS GLOUCESTER INC PO BOX 622 URBANNA, VA 23175 54-1933696	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS MONTROSS INC PO BOX 622 URBANNA, VA 23175 54-1974574	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS KILMARNOCK INC PO BOX 622 URBANNA, VA 23175 75-2985080	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS MIDDLESEX INC PO BOX 622 URBANNA, VA 23175 73-1676722	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS JCC INC PO BOX 622 URBANNA, VA 23175 11-3749025	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS WESTMORELAND INC PO BOX 622 URBANNA, VA 23175 57-1206469	LOW INCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING FOUNDATION PO BOX 610 URBANNA, VA 23175 13-4232354	SUPPORT FOR SERVICES TO SENIOR CITIZENS	501(C)(3)	LINE 7	N	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
BAY AGING APARTMENTS COLONIAL BEACH INC PO BOX 622 URBANNA, VA 23175 54-1788168	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS GLOUCESTER INC PO BOX 622 URBANNA, VA 23175 54-1933696	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS KILMARNOCK INC PO BOX 622 URBANNA, VA 23175 75-2985080	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS MIDDLESEX INC PO BOX 622 URBANNA, VA 23175 73-1676722	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS MONTROSS INC PO BOX 622 URBANNA, VA 23175 54-1974574	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS JCC INC PO BOX 622 URBANNA, VA 23175 11-3749025	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS WESTMORELAND INC PO BOX 622 URBANNA, VA 23175 57-1206469	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS WEST POINT INC PO BOX 622 URBANNA, VA 23175 54-1837951	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING FOUNDATION PO BOX 610 URBANNA, VA 23175 13-4232354	SUPPORT FOR SERVICES TO SENIOR CITIZENS	501(C)(3)	LINE 7	N	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
BAY AGING APARTMENTS COLONIAL BEACH INC PO BOX 622 URBANNA, VA 23175 54-1788168	LOWINCOME HOUSING FORTHE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS GLOUCESTER INC PO BOX 622 URBANNA, VA 23175 54-1933696	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS KILMARNOCK INC PO BOX 622 URBANNA, VA 23175 75-2985080	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS MIDDLESEX INC PO BOX 622 URBANNA, VA 23175 73-1676722	LOWINCOME HOUSING FORTHE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS MONTROSS INC PO BOX 622 URBANNA, VA 23175 54-1974574	LOWINCOME HOUSING FORTHE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS JCC INC PO BOX 622 URBANNA, VA 23175 11-3749025	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS WESTMORELAND INC PO BOX 622 URBANNA, VA 23175 57-1206469	LOWINCOME HOUSING FOR THE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING APARTMENTS WEST POINT INC PO BOX 622 URBANNA, VA 23175 54-1837951	LOWINCOME HOUSING FORTHE ELDERLY	501(C)(3)	LINE 9	N	$0.00	$0.00
BAY AGING FOUNDATION PO BOX 610 URBANNA, VA 23175 13-4232354	SUPPORT FOR SERVICESTO SENIOR CITIZENS	501(C)(3)	LINE 7	N	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	Cash grants paid	Non-cash assistance
Bay Aging Apartments Colonial Beach, Inc. P.O. Box 622 Urbanna, VA 23175 54-1788168	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Apartments Gloucester, Inc. P.O. Box 622 Urbanna, VA 23175 54-1933696	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Apartments Kilmarnock, Inc. P.O. Box 622 Urbanna, VA 23175 75-2985080	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Apartments Middlesex, Inc. P.O. Box 622 Urbanna, VA 23175 73-1676722	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Apartments Montross, Inc. P.O. Box 622 Urbanna, VA 23175 54-1974574	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Apartments West Point, Inc. P.O. Box 622 Urbanna, VA 23175 54-1837951	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Apartments Westmoreland, Inc. P.O. Box 622 Urbanna, VA 23175 57-1206469	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Apartments JCC, Inc. P.O. Box 622 Urbanna, VA 23175 11-3749025	Low income housing for the elderly	501(c)(3)	9	$0.00	$0.00
Bay Aging Foundation P.O. Box 622 Urbanna, VA 23175 13-4232354	Low income housing for the elderly	501(c)(3)	7	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	Cash grants paid	Non-cash assistance
Bay Aging Apartments Colonial Beach, Inc. P.O. Box 622 Urbanna, VA 23175 54-1788168	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Apartments Gloucester, Inc. P.O. Box 622 Urbanna, VA 23175 54-1933696	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Apartments Kilmarnock, Inc. P.O. Box 622 Urbanna, VA 23175 75-2985080	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Apartments Middlesex, Inc. P.O. Box 622 Urbanna, VA 23175 73-1676722	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Apartments Montross, Inc. P.O. Box 622 Urbanna, VA 23175 54-1974574	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Apartments West Point, Inc. P.O. Box 622 Urbanna, VA 23175 54-1837951	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Apartments Westmoreland, Inc. P.O. Box 622 Urbanna, VA 23175 11-3749025	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Apartments JCC, Inc. P.O. Box 622 Urbanna, VA 23175 11-3749025	Low income housing for the elderly	501 (c) (3)	9	$0.00	$0.00
Bay Aging Foundation P.O. Box 622 Urbanna, VA 23175 13-4232354	Support for services to senior citizens	501 (c) (3)	7	$0.00	$0.00

Bay Aging

Dignity at Every Age

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

Our programs

Community Living

Bay Transit

Bay Family Housing

Where we work

Our results

Evaluation documents

Number of meals delivered

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Number of homeless participants engaged in housing services

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Goals & Strategy

Reports and documents

Charting impact

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

What have they accomplished so far and what's next?

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2022 info

1.45

Months of cash in 2022 info

2.8

Fringe rate in 2022 info

15%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Bay Aging

Bay Aging

Bay Aging

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

President & CEO

Mrs. Kathy Vesley

Number of employees

Bay Aging

Compensation data

Bay Aging

Compensation data

Bay Aging

Board of directors data

Mr. James Carter, Jr.

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Contractors

Related organizations & associated domestic grants

Liquidity in 2022

Months of cash in 2022

Fringe rate in 2022

Funding sources

Assets & liabilities