Bay Aging
5306 Old Virginia Street
P.O. Box 610
Urbanna VA 23175
Mission Statement
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.
 
Mission and Vision are achieved through a large menu of services: home and nursing care, coaching, care management, coordinated care, prevention education, meals on wheels, veteran-directed home and community based services, adult day health services, senior centers, senior employment, ombudsman, public transportation, mobility management for seniors and people with disabilities, Medicare Part D insurance counseling, section 8 housing, service enriched senior apartment communities, weatherization, emergency home repair, indoor plumbing rehabilitation, neighborhood revitalization through community development block grant partnerships with towns and counties, community action services, safety net, retired and senior volunteer program and more.
Leadership
CEO/Executive Director Mrs. Kathy Vesley
Board Chair Mr. Stanley Clarke
Board Chair Company Affiliation Sheriff Essex County
Contact Information
Address 5306 Old Virginia Street
P.O. Box 610
Urbanna, VA 23175
Telephone 804 758-1260 1318
Fax 804 758-5773
E-mail devdirector@bayaging.org
History and Background
Year of Incorporation 1979
Former Names
NameYear
Chesapeake Bay Area Agency on Aging1978
Financial Summary
Revenue vs Expense Bar Graph - All Years
Expense Breakdown Bar Chart - All Years
 
 
Projected Revenue $16,036,166.00
Projected Expenses $15,705,817.00
Statements
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.
 
Mission and Vision are achieved through a large menu of services: home and nursing care, coaching, care management, coordinated care, prevention education, meals on wheels, veteran-directed home and community based services, adult day health services, senior centers, senior employment, ombudsman, public transportation, mobility management for seniors and people with disabilities, Medicare Part D insurance counseling, section 8 housing, service enriched senior apartment communities, weatherization, emergency home repair, indoor plumbing rehabilitation, neighborhood revitalization through community development block grant partnerships with towns and counties, community action services, safety net, retired and senior volunteer program and more.
Impact
2016-2017 ACCOMPLISHMENTS:
  • 1,323 seniors are living healthier and safer in their own homes because volunteers provided friendly visits while delivering 168,774 meals;
  • 1,143 people of all ages are effectively addressing their wellness, care and chronic disease management, staying out of the hospital longer and saving money on health care costs by receiving 145,717 hours of care services;
  • 15,023 people were able to make better decisions and improve their lives through counseling, care coordination, prevention education, employment training and other services
  • 138,487 rides throughout the region gave people of all ages a variety of ways to access work, health care services within the Middle Peninsula and Northern Neck; access to health care services in Richmond, Norfolk, Hampton, Newport News, Yorktown, and Williamsburg; education; training; and a wide array of consumer goods and services;
  • 270 seniors call one of nine senior apartment communities located on the Middle Peninsula and Northern Neck home where they live in comfortable, energy efficient homes; residents also benefit from receiving service supports such as meals, home care and transportation to ensure they can continue living on their own longer;
  • 67 seniors call Parker View, another Bay Aging operated senior apartment community that is located in James City County (outside of Bay Aging's service region); these seniors receive the same benefits from living in communities managed by Bay Aging;
  • 137 people (55% are 62+ years old) now live in 79 homes made safer through home repairs, weatherized for energy efficiency or rehabilitated/reconstructed;
  • 387 families of all ages are living in safe, affordable housing through the Housing Choice Voucher Program (Section 8); this program also ensures leaders and residents that there is an attractive housing stock in their communities;
  • 863 dedicated volunteers donated 31,304 hours of service to improve the lives of home bound seniors through friendly visits, meals deliveries and personalized transportation to reach health care services.
 GOALS:
  1. Access to safe and affordable housing for all ages
  2. Access to transportation
  3. Access to health services
  4. Access to employment 
Needs
  1. Funding support for home delivered meals and meals served at senior centers.
  2. Funding support for emergency home repairs for seniors. Bay Aging has a 2-year backlog of repair requests because there isn't enough funding.
  3. Funding support for non-emergency medical transportation for seniors, people with disabilities, and veterans who need to travel outside Bay Transit's service area and outside normal operating hours. 
  4. Scholarships for caregivers who provide 24-hour care of a loved one. Adult day care centers are excellent community investments and although less expensive than other facilities, some families just don't have the resources to pay for a few hours of respite time - a badly needed break from providing intense, ongoing care. The ability to provide scholarships would give these caregivers a better chance to get a break, knowing their loved one is being cared for in a safe, loving environment.
  5. VOLUNTEERS for Meals on Wheels and one-on-one transportation to carry seniors and people with disabilities to their health care appointments.
Background
Established in June 1978, Bay Aging (BA) serves people of all ages in the ten counties of the Middle Peninsula and Northern Neck region of eastern Virginia.  Bay Aging has several very important designations - Agency on Aging, Community Action and Aging and Disability Resource Center (ADRC).  BA is governed by a tripartite 15 member Board of Directors - 5 represent the public officials sector, 5 represent the low-income sector and 5 represent the private sector.  BA also has an ADRC Advisory Council comprised of health care professionals, businesses, the faith community and consumers of services.  Services are provided through 3 major divisions - Community Living (health, social), Bay Transit (public transportation); Bay Family Housing.  BA is known among its peers as consistently being a leader and innovator for delivering the services people need to live independently for as long as possible.
CEO Statement
   Being a service provider in today’s environment is challenging as things come down the line faster than we are prepared to deal with them! What’s changed? For many years service providers had strong support and partnerships at state and national levels, but the financial environment has changed. Several budget cuts and sequestration mean loss of revenue and fewer services. 
   The Bay Aging Board of Directors and staff are setting the future direction for the organization by developing a strategic performance-based plan where we position ourselves for future relevance. 
   Future positioning makes us evaluate programs and our evaluations lead us to focusing on integrating community needs with transportation, accessible housing and many other areas where we have years of expertise. We have market expertise with the 60+ population. The Middle Peninsula and Northern Neck’s population growth for the under 60 age group will show little increase from 2010. Not so for the 60+ group, which is estimated to increase by at least 20,000 seniors from 2010 to 2040! Bay Aging is taking steps to position itself for the future through award winning innovative programs, partnering with community groups, and tapping into regional, state and national resources.
   Bay Aging is proud of its accomplishments within traditional programs and how we are becoming innovators for the future by providing what people need to age in place—one person at a time.

 

Board Chair Statement
   Bay Aging staff and Board of Directors are committed to excellence and being the organization of choice that people can turn to for education, assistance and referral.  Over 20,000 people received access to services last year!
   Like all other nonprofits, Bay Aging has to do more with far less funding coming in from federal, state and local government.  Innovation will continue to be the key for future success.  Partnerships are not only critical to the success of an organization, but more importantly, people are able to gain access to the services they need to live independent, healthy lives.
   I continue to be amazed and always very proud to be part of an organization that is strong not only in character, but aslo fiscally responsible in all their programs.
 
Areas of Service
Areas Served
Area
Charles City County
Gloucester County
King and Queen County
Lancaster County
Mathews County
Middlesex County
New Kent County
Northumberland County
Northern Neck
Other
Hampton Roads
Richmond County
Westmoreland County
Essex County
- Middle Peninsula and Northern Neck - all services (counties of Essex, Gloucester, King and Queen, King William, Lancaster, Mathews, Middlesex, Northumberland, Richmond and Westmoreland)
- New Kent and Charles City Counties - public transportation only
James City and York Counties, and the cities of Hampton, Newport News, Poquoson and Williamsburg - insurance counseling and ombudsman services
- James City County - senior apartments with supportive services
Board Chair
Board Chair Mr. Stanley Clarke
Company Affiliation Sheriff Essex County
Term Sept 2016 to Sept 2020
Email sclarke@essex-virginia.org
Board of Directors
Board Members
NameAffiliation
Charles Adkins EsquireKing and Queen County Commonwealth's Attorney; active community volunteer.
Mr. James Carter Jr.Foundation Director for Rappahannock General Hospital; very active community volunteer.
Mr. Stanley Clarke SheriffSheriff of Essex County; volunteers through his church community and civic groups.
Mr. Ed Clayton U.S. Army (Ret.)Retired Command Sergeant Major, US Army; very active through civic organizations.
Mr. Bruce Craig Retired; Community Volunteer
Reverend Athilla Maria Harris Associate Minister; active in her church community; strong advocate for people with disabilities.
Belinda Johnson Department of Social Services
Mrs. Marcia Jones Assistant County Administrator for Middlesex; active in the community.
Mrs. Karen Lewis Assistant County Administrator for Westmoreland; community volunteer; advocate for seniors and people with disabilities.
Mr. Bill Reisner Retired businessman; volunteers through numerous civic organizations.
Mr. Ron Saunders Dominion Power (Retired)
Mrs. Cynthia Talcott Retired, worked with adults with disabilities in supported employment programs; active community volunteer.
Mrs. Gracie Tiggle Retired; Community Volunteer
Lt. General C. Norman Wood USAF (Ret.)Retired military officer; active through numerous civic and community groups; advocates for seniors and veterans.
Board Demographics - Ethnicity
African American/Black 4
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 8
Female 6
Unspecified 0
Governance
Board Term Lengths 5
Board Term Limits 2
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Percentage Making In-Kind Contributions 100
Number of Full Board Meetings Annually 6
Risk Management Provisions
Directors and Officers Policy
Automobile Insurance
Automobile Insurance and Umbrella or Excess Insurance
Accident and Injury Coverage
Blanket Personal Property
Business Income
Commercial General Liability
Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional
Computer Equipment and Software
Crime Coverage
Directors and Officers Policy
Employee Benefits Liability
Employee Dishonesty
Disability Insurance
Fiduciary Liability
Inland Marine and Mobile Equipment
General Property Coverage and Professional Liability
Life Insurance
Medical Health Insurance
Professional Liability
Workers Compensation and Employers' Liability
Property in Transit and Off Premises
Risk Management Provisions
Standing Committees
Advisory Board / Advisory Council
Executive
Finance
Endowment
Audit, Compliance and Controls
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Advisory Board Members
NameAffiliation
Gladys Barkley Representative - Older Consumers of Services
Beth Barry DirectorGloucester Social Services
Angela Beachy DirectorMiddlesex Social Services
Stephanie Brown Department of Rehabilitative Services
Hope Bunch Rappahannock Legal Services
Theo Collins Veterans Administration
Jo Crockett Discharge PlannerRappahannock General Hospital
Edna Davenport DirectorLancaster Social Services
Dixie Deihl Representative of Older Consumers of Services
Ray Doggett Representative of a person who has disabilities
Betty Dougherty DirectorKing and Queen Social Services
Blanche Edwards Representative of older consumers of services
Keith Everett Dischare/Care NurseRiverside Tappahannock Hospital
Sharon Fisher DirectorNorthumberland Social Services
Dot Fitchett Representative of older consumers of services
Martha Hall Program DirectorBrain Injury Association of Virginia
Barbara Harling Insight Enterprises, Inc. Peninsula Center for Independent Living
Liz Hayes SCNEPVirginia Cooperative Extension
Claudette Henderson DirectorRichmond County Social Services
Linda Lee Middle Peninsula-Northern Neck Community Services Board
Martha Mahieu Representative of older consumers of services
Anne Mitchell Representative of older consumers of services
Athena Neblitt Director, BridgesOutpatient Services, Rappahannock General Hospital
Arnold Nye ChairGloucester Older Adults Committee
Paul Oswell DirectorEssex Social Services
Waldo Scheid Representative of older consumers of services
Kittie Scott Social WorkerMathews Social Services
Jackie Sears DirectorHands Across Middlesex
Rhoda Jo Stress ChairGloucester Resource Council
Tina Vencill Social WorkerEssex Social Services
Kathy Vesley CEOBay Aging
Lisa Walker Vice PresidentAging & Disability Resources - Bay Aging
Carstella West Representative of older consumers of services
Alice West Discharge PlannerRiverside Walter Reed Hospital
Helen Wilkins DirectorWestmoreland Social Services
Comments
Strategic planning to 1) manage scarcity instead of chasing a fairer distribution of fewer funds is very challenging; 2) with staff, re-evaluating programs and services for the "new reality" of our non-profit world; 3) educate potential community partners and businesses, and encourage them to invest in Bay Aging; 4) maintain active and vested Board members to ensure the ongoing viability of the organization. 
Executive Director
Executive Director Mrs. Kathy Vesley
Experience
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.
Former CEOs
NameTerm
Allyn Gemerek June 1978 - Apr 2011
Senior Staff
NameTitle
Jennifer Beck Director, Community Living
Melissa Blake Director, Veteran-Directed Home and Community Based Services
Bob Butler Director, Information Technology
Jean Duggan Development Director
Cathey Eades Director, Care Transitions Intervention
Patrick Frere Director, Planning and Development
Joshua Gemerek Senior Vice President, Bay Family Housing
Tinsley Goad Chief Financial Officer
Ken Pollock Bay Transit Director
Tiffany Robins RNDirector Home and Community Services
Mary Simpson Deputy Chief Financial Officer
Bill Smith Deputy Chief Financial Officer
Ozena Thurston R.N. Supervisor and EEOC Compliance Officer
Bobby Vassar EsquireSenior Councel to the CEO
Lisa Walker Vice President, Advocacy Services
Staff
Full Time Staff 90
Part Time Staff 250
Volunteers 863
Contractors 0
Retention Rate 81
Plans
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Mar 2013
Management Succession Plan? Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Collaborations
Bay Aging's collaborations are extensive and include: three local hospitals, clinics, county governments, regional telemedicine consortium, Three Rivers Health District, departments of social services, Middle Peninsula-Northern Neck Community Services Board, Middle Peninsula and Northern Neck's planning district commissions, Veterans Administration, McGuire Veterans Medical Center, Hampton VA Hospital and their rural initiative, Virginia Office of Community Services, Virginia Department of Rehabilitative Services, Alzheimer's Association, Brain Injury Association, resource councils, Department of Rail and Public Transportation, Salvation Army, Red Cross, many local community and civic groups, food pantries, communities of faith and ministerial associations, schools, government agencies, local businesses, foundations, indviduals, united way organizations and others.
Affiliations
AffiliationYear
Community Foundations of Virginia2004
ConnectRappahanock2005
Older Dominion Partnership2009
United Way of Greater Richmond & Petersburg Partnership Agency2009
Combined Federal Campaign2005
Middle Peninsula Safety Net Coalition2010
United Way of Greater Richmond & Petersburg Partnership Agency2009
Programs
Description
Includes - Coaching, Options Counseling, Bay Home Care (fee for service), In-Home and Personal Care, Transitional Care, Alzheimer's Support Groups, Legal Aid, Insurance Counseling, Ombudsman, Senior Employment Training, Veteran-Directed Home and Community Based Services, Adult Day Health Services (day care), Active Lifestyle Centers (senior centers), Meals on Wheels, RSVP, Care Coordination, Advance Care Planning, Prevention Education, Information and Referral.
Budget $8,299,485.00
Long Term Success
Creating healthy communities. What influences health? The places where we live, learn, work and play, the choices we make and the opportunities that are available influences our physical, mental, and social well-being. 
 
Bay Aging programs and services focus on access to health care services, transportation, and having safe and affordable homes. 
Description
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. To meet unmet needs for transportation, services have diversified to include deviated fixed-routes such as in-town West Point, in-and around-town Tappahannock, in and around the Gloucester courthouse area and down town, the Route 17 corridor from Gloucester Point to Gloucester courthouse area. The newest such service carries people who live in Colonial Beach and surrounding area to Tappahannock for health care services. 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.
Budget $3,877,182.00
Description
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 over 600 seniors seeking 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.
Budget $1,537,485.00
CEO/ED/Board Comments
Bay Aging, like other non-profits, has had to do more with less funding for the past few years.  The Board of Directors and lead staff have stepped to the plate and are strategizing and developing ways to increase funding from other sources to continue to provide some of life's basic needs - food, shelter, transportation, health services.
Fiscal Year
Projected Revenue $16,036,166.00
Projected Expenses $15,705,817.00
Endowment Value $815,776.00
Spending Policy Percentage
Percentage (if selected) 5
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
------
Government Contributions$7,377,451$7,997,590$9,850,432
Federal$5,038,926$2,620,821--
State$1,339,191$4,315,927--
Local$999,334$1,060,842--
Unspecified----$9,850,432
Individual Contributions$84,186$79,979$39,427
------
$5,304,843$7,149,001$2,968,643
Investment Income, Net of Losses$78,515$28,512$92,145
Membership Dues------
Special Events------
Revenue In-Kind------
Other$2,046,131--$1,283,413
Expense Allocation
Fiscal Year201620152014
Program Expense$12,589,885$11,399,123$8,444,486
Administration Expense$1,742,156$1,754,675$1,708,782
Fundraising Expense$2,669$2,669$2,669
Payments to Affiliates------
Total Revenue/Total Expenses1.041.161.40
Program Expense/Total Expenses88%87%83%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$19,536,758$18,443,583$17,230,662
Current Assets$7,226,758$6,849,478$5,721,632
Long-Term Liabilities$346,082$401,764$455,289
Current Liabilities$1,701,143$1,861,691$1,916,396
Total Net Assets$17,489,533$16,180,128$14,858,977
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities4.253.682.99
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets2%2%3%
Capital Campaign
Currently in a Capital Campaign? No
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit ExemptionView
Comments
Foundation Comments
  • Financial information provided from IRS 990s.
  • IRS 990 and audited financial statements for FY 2011 prepared by Cherry, Bekaert & Holland, LLP.
  • IRS 990s and audited financial statements for FY 2010 and 2009 prepared by Robinson, Farmer Cox Associates.
  • Revenue from "Individuals" also includes support from corporations and foundations.