SOUTHEASTERN ILLINOIS AGENCY ON AGING (EIN 370961501) - 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

1975

Legal Domicile

Principal Officer

MARIE WINDLE

Phone

6182622306

Tax Period

2023-10-01 to 2024-09-30

SOUTHEASTERN ILLINOIS AGENCY ON AGING, founded in 1975, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 13% surplus.

Mission

ELDER CARE

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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 $4,241,677

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,241,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,129

Fundraising Expenses $0

Program Expenses $2,829,693

Other Expenses $3,584,511

TOTAL EXPENSES $3,707,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,241,677	$3,555,628	+0.2%
Expenses	$3,707,640	$3,393,870	+0.1%
Net Income	$534,037	$161,758	+2.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
MARY WINDLE	PRESIDENT	Officer	$0	$0	$0
ELMER MCDUFFEE	VICE PRESIDENT	Officer	$0	$0	$0
DORA GLENN	SECRETARY/TREASURER	Officer	$0	$0	$0
EVELYN DHOM	DIRECTOR	Director	$0	$0	$0
MARILYN TURNER	DIRECTOR	Director	$0	$0	$0
CHESTER MILES	DIRECTOR	Director	$0	$0	$0
DAVID GREEN	DIRECTOR	Director	$0	$0	$0
KATINA ROTH	DIRECTOR	Director	$0	$0	$0
MICHAEL SEVERNS	DIRECTOR	Director	$0	$0	$0
VICKI LINDSTROM	DIRECTOR	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	$4,241,677	$3,707,640	$1,129,645	$534,037
2023	$3,555,628	$3,393,870	$567,402	$161,758
2022	$2,431,732	$2,468,600	$304,481	$-36,868
2021	$2,666,679	$2,697,825	$323,408	$-31,146
2020	$2,266,855	$2,661,370	$321,440	$-394,515
2019	$2,166,170	$2,082,330	$810,734	$83,840
2018	$2,364,961	$1,993,738	$814,434	$371,223

SOUTHEASTERN ILLINOIS AGENCY ON AGING