PSA 3 AGENCY ON AGING

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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

1974

Legal Domicile

Principal Officer

JACQUELYN LUCKE

Phone

4192227723

Tax Period

2023-01-01 to 2023-12-31

PSA 3 AGENCY ON AGING, founded in 1974, is a mid-sized nonprofit that reported $24.1M in total revenue in fiscal year 2023.

Mission

TO PROMOTE THE HIGHEST QUALITY OF LIFE, AREA AGENCY ON AGING 3 WILL PROVIDE ACCESS TO A NETWORK OF SERVICES, EDUCATION, AND ADVOCACY AS THE REGION'S AGING AND DISABILITY RESOURCE EXPERT.

Program Service Accomplishments

Program 1

Expenses: $14,771,732 Revenue: $70,916

PASSPORT HOME CARE & ASSISTED LIVING MEDICAID WAIVER PROGRAM - UTILIZE STATE AND FEDERAL MEDICAID FUNDS TO OPERATE AND PROVIDE HOME AND COMMUNITY BASED SERVICES TO THE ELDERLY TO DELAY/DETER NURSING FACILITY PLACEMENT. PROVIDE SERVICES TO THE DISABLED AND ELDERLY FOR ASSISTED LIVING EXPENSES.

Program 2

Expenses: $1,930,936 Revenue: $33,443

TITLE III SERVICES OF THE OLDER AMERICANS ACT: FEDERALLY FUNDED SUPPORTIVE SERVICES TO ELDERLY INCLUDING SOCIALIZATION, TRANSPORTATION, NUTRITION, CAREGIVER SUPPORT INFORMATION & REFERRAL, CHORES...

TITLE III SERVICES OF THE OLDER AMERICANS ACT: FEDERALLY FUNDED SUPPORTIVE SERVICES TO ELDERLY INCLUDING SOCIALIZATION, TRANSPORTATION, NUTRITION, CAREGIVER SUPPORT INFORMATION & REFERRAL, CHORES, ETC.

Program 3

Expenses: $3,654,869 Revenue: $134,956

OTHER PROGRAM SERVICES: THE OTHER PROGRAM SERVICES THAT ARE PROVIDED TO OLDER ADULTS THROUGH PSA 3 AGENCY ON AGING'S CONTRACTED SERVICE PROVIDERS INCLUDE: DAILY MEAL PROGRAMS, DAY CARE, HOME...

OTHER PROGRAM SERVICES: THE OTHER PROGRAM SERVICES THAT ARE PROVIDED TO OLDER ADULTS THROUGH PSA 3 AGENCY ON AGING'S CONTRACTED SERVICE PROVIDERS INCLUDE: DAILY MEAL PROGRAMS, DAY CARE, HOME MAKING/PERSONAL CARE, HEALTH SCREENING, TRANSPORTATION, ESCORT, CHORE, HOME REPAIR, CASE MANAGEMENT, AND CARE COORDINATION PROGRAM. THE CARE COORDINATION PROGRAM IS DESIGNED TO LINK HOME CARE SERVICES TO THOSE VULNERABLE OLDER ADULTS WHO ARE AT RISK OF LOSING THEIR INDEPENDENCE DUE TO HAVING MULTIPLE PROBLEMS WITH DAILY LIVING TASKS AND SKILLS.

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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 $23,738,418

Program Service Revenue $239,315

Investment Income $22,722

Other Revenue $105,937

TOTAL REVENUE $24,106,392

Expense Breakdown

Grants Paid $87,406

Salaries & Benefits $8,483,188

Fundraising Expenses $0

Program Expenses $20,357,537

Other Expenses $15,324,646

TOTAL EXPENSES $23,895,240

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,106,392	$22,892,368	+0.1%
Expenses	$23,895,240	$23,154,969	+0.0%
Net Income	$211,152	$-262,601	-1.8%

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

163

Volunteers

172

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

$357,492

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF ALLISON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LANETTE BRILEY	VICE-CHAIRMAN, MEMBER AT L	1.00	Officer Director	$0	$0	$0
SHARON PURDY	SECT/TREAS	1.00	Officer Director	$0	$0	$0
CATHY DODSON	TRUSTEE	1.00	Director	$0	$0	$0
GARTH BEATTY	TRUSTEE	1.00	Director	$0	$0	$0
KRIS SCHROEDER	TRUSTEE	1.00	Director	$0	$0	$0
DAN LEE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JUDY HRUSCHKA	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JACQUELYN LUCKE	EXECUTIVE DIRECTOR	40.00	Officer	$129,133	$6,762	$135,895
LEANN ROLLAND	CHIEF OPERATIONS OFFICER	44.00	Officer	$113,269	$11,628	$124,897
CHRIS KARCZ	CFO	36.00	Officer	$83,149	$13,551	$96,700

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	$24,106,392	$23,895,240	$7,979,077	$211,152
2022	$22,892,368	$23,154,969	$7,431,237	$-262,601
2021	$21,917,488	$22,076,629	$4,941,365	$-159,141
2020	$21,229,331	$20,381,131	$22,881,076	$848,200
2019	$16,634,826	$18,047,175	$2,725,665	$-1,412,349
2018	$17,650,002	$17,405,054	$3,524,723	$244,948