MERCER COUNTY AREA AGENCY ON AGING INC

EIN: 251296209 501(c)(3) Human Services

MERCER, PA

Total Revenue
$4,739,062
Total Expenses
$4,594,487
Total Assets
$4,641,414
Net Assets
$3,833,204
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
PA
Principal Officer
SANDRA SWOGGER
Phone
7246626222
Tax Period
2022-07-01 to 2023-06-30

MERCER COUNTY AREA AGENCY ON AGING INC, founded in 1976, is a community nonprofit in the Human Services sector that reported $4.7M in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $4.6M left a modest 3% surplus.

Mission

THE MISSION OF THE AGENCY IS TO PROVIDE COMPREHENSIVE SOCIAL SERVICES TO THE AGING POPULATION OF MERCER COUNTY. THE AGENCY PROVIDES VARIOUS PROGRAMS AND SERVICES THROUGH THE ADMINISTRATIVE OFFICES, WHICH ARE LOCATED IN MERCER, PENNSYLVANIA. THE AGENCY OPERATES A NETWORK OF SENIOR SERVICE CENTERS LOCATED IN, THE SHENANGO VALLEY, GREENVILLE, GROVE CITY, AND SANDY LAKE. THE AGENCY'S GOALS INCLUDE ADDRESSING THE UNMET NEEDS OF OLDER ADULTS AND FAMILIES; HELPING SENIORS MAINTAIN THE HIGHEST LEVEL OF INDEPENDENCE POSSIBLE; EMPHASIZING THE DELIVERY OF PREVENTATIVE HEALTH SERVICES AND THE PROMOTION OF HEALTHY LIFESTYLES; AND, EMPHASIZING ACCESS TO AND DELIVERY OF CARE TO OLDER ADULTS OF GREATEST SOCIAL AND ECONOMIC NEED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $4,198,058
Program Service Revenue $474,420
Investment Income $30,124
Other Revenue $36,460
TOTAL REVENUE $4,739,062

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,612,185
Fundraising Expenses $5
Program Expenses $4,209,076
Other Expenses $2,982,302
TOTAL EXPENSES $4,594,487

Year-over-Year Comparison

2022 2021 Change
Revenue $4,739,062 $4,332,454 +0.1%
Expenses $4,594,487 $4,068,036 +0.1%
Net Income $144,575 $264,418 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
39
Volunteers
122

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$205,432
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILL ROMINE ASSISTANT SECRETARY/TREASU 1.00
Officer Director
$0 $0 $0
PETER COSTAR BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL BUCHANAN BOARD MEMBER 1.00
Director
$0 $0 $0
ROCCO RUSSO JR PRESIDENT 1.00
Officer Director
$0 $0 $0
JIM EPSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY MASTRAIN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
TERESA HALL SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
KAREN MILLER BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICIA HOFFACKER CFO 37.50
Officer
$71,415 $24,385 $95,800
SANDRA SWOGGER CEO 37.50
Officer
$85,448 $24,184 $109,632
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $4,739,062 $4,594,487 $4,641,414 $144,575
2022 $4,332,454 $4,068,036 $4,959,066 $264,418
2021 $4,282,140 $3,987,997 $4,937,963 $294,143
2020 $4,501,951 $4,360,293 $4,196,936 $141,658
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