CLEARFIELD COUNTY AREA AGENCY ON AGING INC (EIN 251336855) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

Kathleen Gillespie

Phone

8147652696

Tax Period

2024-07-01 to 2025-06-30

CLEARFIELD COUNTY AREA AGENCY ON AGING INC, founded in 1977, is a community nonprofit in the Human Services sector that reported $4.6M in total revenue in fiscal year 2024.

Mission

Program Services to Aging Population in Clearfield County

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,509,027

Program Service Revenue $102,025

Investment Income $24,030

Other Revenue $0

TOTAL REVENUE $4,635,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,633,656

Fundraising Expenses $0

Program Expenses $4,400,144

Other Expenses $2,080,717

TOTAL EXPENSES $4,714,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,635,082	$4,793,977	0.0%
Expenses	$4,714,373	$5,041,301	-0.1%
Net Income	$-79,291	$-247,324	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$122,114

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Gillespie	CEO	37.5	Highest	$109,197	$0	$109,197
Ethen Tarner	COO	37.5	Officer	$73,591	$0	$73,591
Nathan Knepp	CFO	37.5	Officer	$48,523	$0	$48,523
Bill Mendat	Board Member	0	Director	$0	$0	$0
Tim Winters	Board Member	0	Director	$0	$0	$0
Christine Neeper	Board Member	0	Director	$0	$0	$0
Wilson Fisher	President	0	Director	$0	$0	$0
Katie Penoyer	Secretary	0	Director	$0	$0	$0
Jim Moyer	Vice-President	0	Director	$0	$0	$0
Darlene Ardary	Treasurer	0	Director	$0	$0	$0
Mark Hoffer	Board Member	0	Director	$0	$0	$0

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	$4,635,082	$4,714,373	$3,220,109	$-79,291
2024	$4,793,977	$5,041,301	$3,330,484	$-247,324
2023	$5,968,710	$6,149,494	$3,667,628	$-180,784
2022	$5,757,261	$5,687,844	$4,249,930	$69,417
2021	$6,119,740	$5,013,734	$4,552,112	$1,106,006
2020	$4,346,926	$4,796,650	$3,838,189	$-449,724
2019	$4,542,407	$4,586,207	$3,222,948	$-43,800

CLEARFIELD COUNTY AREA AGENCY ON AGING INC