AREA AGENCY ON AGING REGION 9 INC (EIN 310887396) - 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

1976

Legal Domicile

Principal Officer

JEDIAH LOVE

Phone

8009454250

Tax Period

2023-01-01 to 2023-12-31

AREA AGENCY ON AGING REGION 9 INC, founded in 1976, is a mid-sized nonprofit in the Human Services sector that reported $55.7M in total revenue in fiscal year 2023.

Mission

THE AGENCY PROVIDES ASSISTANCE TO MEET THE NEEDS OF THE AGING AND THOSE CONCERNED ABOUT THEM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $50,755,938

Program Service Revenue $4,505,610

Investment Income $298,175

Other Revenue $90,611

TOTAL REVENUE $55,650,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,235,486

Fundraising Expenses $0

Program Expenses $51,561,251

Other Expenses $41,950,200

TOTAL EXPENSES $55,185,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,650,334	$53,136,022	+0.0%
Expenses	$55,185,686	$52,243,335	+0.1%
Net Income	$464,648	$892,687	-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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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

173

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

$728,709

Total Directors

$229,572

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES A ENDLY	PRESIDENT-CEO	45.00	Officer Director	$176,502	$53,070	$229,572
GWEN MORGENSTERN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON JACKSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOYCE KLINGLER	SECRETARY	1.00	Officer Director	$0	$0	$0
PEGGY PRITZ	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM HARDING	RAC CHAIR	1.00	Director	$0	$0	$0
LEISHA TRIGG	MEMBER	1.00	Director	$0	$0	$0
DANIEL ATKINSON	MEMBER	1.00	Director	$0	$0	$0
CONNIE HAWTHORNE	MEMBER	1.00	Director	$0	$0	$0
DR MICHAEL DUNDR	MEMBER	1.00	Director	$0	$0	$0
NAN MATTERN	MEMBER	1.00	Director	$0	$0	$0
KAREN SHILLING	MEMBER	1.00	Director	$0	$0	$0
JEANIE BLAKE	MEMBER	1.00	Director	$0	$0	$0
GLENN ENSLEN	MEMBER	1.00	Director	$0	$0	$0
MICHELE BATES	VP OF CONSUMER & EMPLOYEE	45.00	Officer	$133,627	$25,026	$158,653
VAL SAMPSON	VP OF DEV. & COMM. OPTIONS	45.00	Officer	$144,461	$34,914	$179,375
RANDY NELSON	CFO-VP OF BUSINESS OPERATIONS	45.00	Officer	$147,599	$13,510	$161,109
BROOKE CAMPBELL	DIRECTOR OF DEV. & COMM. O	45.00	Highest	$113,926	$23,699	$137,625
DONNA ESCHBAUGH	DIRECTOR OF CONSUMER SERVICES	45.00	Highest	$106,009	$37,769	$143,778
JEDIAH LOVE	DIRECTOR OF FINANCE	45.00	Highest	$105,890	$49,541	$155,431
JUSTIN GRAVES	DIRECTOR OF IT	45.00	Highest	$112,541	$37,818	$150,359
AMBER CLAUSS	DIRECTOR OF ASSESSMENT & MANAGED CARE PROGRAMS	45.00	Highest	$111,931	$10,430	$122,361

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
2024	No data	No data	No data	No data
2023	$55,650,334	$55,185,686	$19,574,053	$464,648
2022	$53,136,022	$52,243,335	$15,568,580	$892,687
2021	$51,033,578	$50,535,324	$11,899,039	$498,254
2020	$51,819,045	$50,224,239	$9,881,284	$1,594,806
2019	$49,063,939	$48,254,335	$7,253,199	$809,604
2018	$47,086,295	$46,974,666	$6,758,449	$111,629

AREA AGENCY ON AGING REGION 9 INC