AREA IV AGENCY ON AGING AND COMMUN… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

ELVA JAMES

Phone

7654477683

Tax Period

2023-01-01 to 2023-12-31

AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS INC, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $14.2M in total revenue in fiscal year 2023. Expenses of $13.5M left a modest 4% surplus.

Mission

ENABLING LOW-INCOME & DISADVANTAGED FAMILIES & INDIVIDUALS OF ALL AGES TO ATTAIN THE SKILLS, KNOWLEDGE, MOTIVATION & TO SECURE THE OPPORTUNITY NEEDED FOR THEM TO BECOME FULLY SELF-SUFFICIENT, OR IN THE CASE OF DISABILITY, INDEPENDENT & SELF-SUFFICIENT TO THE EXTENT FEASIBLE; TO INTERVENE AT CRITICAL POINTS IN THE CAUSES OF POVERTY; ENABLE LOW-INCOME & DISADVANTAGED FAMILIES & INDIVIDUALS TO WORK TO IMPROVE THEIR SELF- SUFFICIENCY; ASSIST OLDER & DISABLED PERSONS TO MAINTAIN THEIR INDEPENDENCE & DIGNITY & TO PROVIDE CONTINUING RESEARCH RELATED TO THE PROBLEMS OF AGING AND POVERTY.

Program Service Accomplishments

Program 1

Expenses: $4,779,560

ENERGY ASSISTANCE - PROVIDES ASSISTANCE FOR ELDERLY AND LOW-INCOME HOUSEHOLDS TO MEET ENERGY BILLS TO ASSURE THAT THEY HAVE HEAT THROUGH THE WINTER. IN 2023, 10,000 HOUSEHOLDS WERE SERVED.

Program 2

Expenses: $3,583,203 Revenue: $181,030

AREA AGENCY ON AGING - THIS PROGRAM PROVIDES A WIDE VARIETY OF SERVICES TO OLDER INDIVIDUALS, INCLUDING PREPARATION AND SERVING OF MEALS (97,294 MEALS), PROVISION OF IN-HOME HEALTH AND HOME...

AREA AGENCY ON AGING - THIS PROGRAM PROVIDES A WIDE VARIETY OF SERVICES TO OLDER INDIVIDUALS, INCLUDING PREPARATION AND SERVING OF MEALS (97,294 MEALS), PROVISION OF IN-HOME HEALTH AND HOME MAINTENANCE SERVICES (75,298 HOURS), ACCESS TO SENIOR ACTIVITY CENTER (3,918 HOURS), AND 4,690 INDIVIDUALS RECEIVED INFORMATION AND ASSISTANCE. THE TOTAL NUMBER OF SENIOR CITIZENS 60+ SERVED WAS 13,071.

Program 3

Expenses: $1,570,868

CARE MANAGEMENT - PROVIDES A SYSTEM THAT ENSURES DELIVERY OF APPROPRIATE SERVICES TO SENIOR AND DISABLED INDIVIDUALS. IN 2023, 1,925 INDIVIDUALS WERE SERVED.

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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 $13,980,511

Program Service Revenue $181,030

Investment Income $0

Other Revenue $0

TOTAL REVENUE $14,161,541

Expense Breakdown

Grants Paid $6,724,665

Salaries & Benefits $4,054,224

Fundraising Expenses $0

Program Expenses $12,438,999

Other Expenses $2,757,251

TOTAL EXPENSES $13,536,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,161,541	$13,232,168	+0.1%
Expenses	$13,536,140	$12,878,863	+0.1%
Net Income	$625,401	$353,305	+0.8%

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

Volunteers

119

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

$153,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELVA JAMES	EXECUTIVE DI	47.00	Officer	$139,655	$13,726	$153,381
JULIA LEAHY	PRESIDENT	3.00	Officer Director	$0	$0	$0
SANA BOOKER	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
KATHY ELMORE	SECRETARY	3.00	Officer Director	$0	$0	$0
CHRIS COHEE	TREASURER	3.00	Officer Director	$0	$0	$0
MICHAEL CRUZ	DIRECTOR	2.00	Director	$0	$0	$0
MONICA DOERR	DIRECTOR	2.00	Director	$0	$0	$0
SHERRY FISCHER	DIRECTOR	2.00	Director	$0	$0	$0
CATHY GROSS	DIRECTOR	2.00	Director	$0	$0	$0
ANNE GULBRANSEN	DIRECTOR	2.00	Director	$0	$0	$0
CINDY MASON	DIRECTOR	2.00	Director	$0	$0	$0
ADAM MEYER	DIRECTOR	2.00	Director	$0	$0	$0
CINDY MURRAY	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS OVERMAN	DIRECTOR	2.00	Director	$0	$0	$0
JAMI PRATT	DIRECTOR	2.00	Director	$0	$0	$0
YVONNE RENZ	DIRECTOR	2.00	Director	$0	$0	$0
CENIA SNEDEKER	DIRECTOR	2.00	Director	$0	$0	$0
YARITZA SANCHEZ-FLORES	DIRECTOR	2.00	Director	$0	$0	$0
JORETTA TINSMAN	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$14,161,541	$13,536,140	$3,531,428	$625,401
2022	$13,232,168	$12,878,863	$2,597,276	$353,305
2021	$11,411,192	$11,218,652	$2,168,785	$192,540
2020	$10,498,754	$10,362,229	$2,157,471	$136,525
2019	$10,688,479	$10,509,623	$1,931,561	$178,856
2018	$10,759,775	$10,584,563	$1,666,185	$175,212

AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS INC