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, education, meals on wheels, veterans home and community based services, adult day health services, senior centers, senior employment, ombudsman, public transportation, mobility management for people with disabilities, non-emergency medical transportation for underinsured and seniors, Medicare Part D insurance counseling, section 8 housing, service enriched senior apartment communities, weatherization, emergency home repair, community development block grant substantial rehabilitation, retired and senior volunteer program and more.
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 804 758-2386
Fax 804 758-5773
History and Background
Year of Incorporation 1979
Former Names
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
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, education, meals on wheels, veterans home and community based services, adult day health services, senior centers, senior employment, ombudsman, public transportation, mobility management for people with disabilities, non-emergency medical transportation for underinsured and seniors, Medicare Part D insurance counseling, section 8 housing, service enriched senior apartment communities, weatherization, emergency home repair, community development block grant substantial rehabilitation, retired and senior volunteer program and more.
  • Together we reduced or eliminated hunger for over 1,415 seniors who received 163,845 meals through Meals on Wheels.
  • Through referrals from Hunter Holmes McGuire Veterans Medical Center, 28 area veterans received 42,720 hours of care. Home and personal care services helped 120 seniors receive 95,496 hours of care keeping them home and independent longer and out of more costly nursing care. .
  • Over 146,200 Bay Transit trips means people access jobs, health services, businesses, stores, education and more. 
  • Hundreds of people (818 people/537 homes/3,096 hours of care planning services) live in safe, affordable housing through weatherization, emergency home repairs, extensive home rehabilitation, housing choice voucher program and senior apartment communities. In addition to housing, seniors and people with disabilities receive other home and community services that enables them to live healthier and independent longer.
  • Care Transitions Intervention, a pay for performance transitional care service, reduced the 2015 baseline hospital readmission rate for chronically ill patients to an average of 7.9%. Over 1,430 patients participated in transitional care received 8,580 hours of coaching. This program continues to demonstrate a positive trend toward further readmission rate reductions, lower health care costs, and higher rates of health self-management leading to increasing successful health outcomes.
  • One hundred sixty-three (163) seniors benefitted from receiving cooling fans or air conditioners to avoid heat related illnesses.
  • Another 4,960 people received assistance through insurance counseling, education, safety net and other services.
  • Dedicated volunteers - 1,573 people to be exact - donated 41,683 hours to deliver meals and lend their expertise to provide program assistance.
  1. Access to safe and affordable housing for all ages
  2. Access to transportation
  3. Access to health services
  4. Access to employment 
  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.
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 15 member Board of Directors; ten appointed by their respective counties; 5 elected by their community peers.  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 providing 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
Charles City County
Gloucester County
King and Queen County
Lancaster County
Mathews County
Middlesex County
New Kent County
Northumberland County
Northern Neck
Hampton Roads
Prince George County
Richmond County
Westmoreland County
- Middle Peninsula and Northern Neck - all services
- 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
- Other localities served through Care Transitions Coaching through the Eastern Virginia Care Transitions Partnership (20% of eastern Virginia)
Board Chair
Board Chair Mr. Stanley Clarke
Company Affiliation Sheriff Essex County
Term Sept 2016 to Sept 2017
Board of Directors
Board Members
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. Joe Curry Businessman; active volunteer through numerous organizations; advocate for disadvantage youth and families.
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. Terrence McGregor ChiefChief of Lancaster County EMS; volunteer assistant chief of EMS for Gloucester County; educator; business owner.
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.
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 9
Female 5
Unspecified 0
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
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
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
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
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
Allyn Gemerek June 1978 - Apr 2011
Senior Staff
Jennifer Beck Vice President, Community Living
Bob Butler Director, Information Technology
Jean Duggan Senior Vice President, Development
Cathey Eades Program Manager, Care Transitions Intervention
Patrick Frere Director, Single Family Housing
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
Kay Sheldon Vice President, Administration
Bill Smith Deputy Chief Financial Officer
Ozena Thurston R.N. Supervisor and EEOC Compliance Officer
Bobby Vassar EsquireAssistant to the CEO
Lisa Walker Vice President, Aging and Disability Resources
Full Time Staff 90
Part Time Staff 250
Volunteers 1573
Contractors 0
Retention Rate 81
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
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.
Community Foundations of Virginia2004
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
Includes - Coaching, Options Counseling, CareMatch Personal Assistant, Home Care, Alzheimer's Support Groups, Legal Aid, Insurance Counseling, Ombudsman, Senior Employment, Veterans Independence Program, Adult Day Health Services (day care), Active Lifestyle Centers (senior centers), Meals on Wheels, RSVP, MedCarry, education, information and referral, Nursing Care.
Budget $5,200,863.00
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. $2 per ride or $12 for a book of ten tickets.  Primary usage is for employment and employment support. 
Budget $6,091,455.00
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.  
Single Family Housing - offers many significant opportunities for people who own their homes and for those who desire to become homeowners:  Indoor Plumbing Rehabilitation, Weatherization, Housing and Financial Counseling, First Time Home Buyers Classes, Energy Conservation, Housing Choice Voucher Program (section 8 housing).
Budget $3,493,162.00
Care Transitions Intervention (CTI) is a Medicare pay for performance Coaching service in partnership with 4 health systems, 11 hospitals, 5 Area Agencies on Aging and 69 skilled nursing facilities.  Coaches use evidence-based techniques in their work with Medicare chronically ill patients at-risk of hospital readmission within 30 days post discharge, increase positive health outcomes and lower healthcare costs.  
New Freedom provides transportation services for people with disabilities to access services beyond the region Bay Transit serves and times that Bay Transit operates.  New Freedom can be accessed for health services, consumer needs, going to church, visiting a friend, going to a movie and more.
Budget $220,000.00
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
Individual Contributions$84,186$79,979$39,427
Investment Income, Net of Losses$78,515$28,512$92,145
Membership Dues------
Special Events------
Revenue In-Kind------
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
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.