AREA AGENCY ON AGING FOR LINCOLNLAND INC (EIN 370981610) - 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

1974

Legal Domicile

Principal Officer

CAROLYN AUSTIN

Phone

2177879234

Tax Period

2024-10-01 to 2025-09-30

AREA AGENCY ON AGING FOR LINCOLNLAND INC, founded in 1974, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2024.

Mission

FUNDING FOR SERVICES FOR THE ELDERLY.

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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 $7,102,985

Program Service Revenue $0

Investment Income $6,708

Other Revenue $54,607

TOTAL REVENUE $7,164,300

Expense Breakdown

Grants Paid $6,096,900

Salaries & Benefits $633,008

Fundraising Expenses $0

Program Expenses $6,698,842

Other Expenses $424,882

TOTAL EXPENSES $7,154,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,164,300	$7,326,494	0.0%
Expenses	$7,154,790	$7,341,153	0.0%
Net Income	$9,510	$-14,659	-1.6%

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

N/A

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

$93,167

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY BURKHOLDER	DIRECTOR	2.00	Director	$0	$0	$0
TERESA MUNTZ	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA STOLZENBURG	DIRECTOR	2.00	Director	$0	$0	$0
LOIS HESS	DIRECTOR	2.00	Director	$0	$0	$0
BARB OAKES	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
ANNE SMITH	DIRECTOR	2.00	Director	$0	$0	$0
DR DAVID STEWARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN SYLVESTER	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
ROLLIN BARTON II	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
CAROLYN AUSTIN	CEO	38.00	Officer	$93,167	$0	$93,167

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	$7,164,300	$7,154,790	$1,501,497	$9,510
2024	$7,326,494	$7,341,153	$1,245,720	$-14,659
2023	$6,972,445	$6,976,044	$1,463,458	$-3,599
2022	$6,061,004	$6,059,529	$890,914	$1,475
2021	$5,177,758	$5,205,137	$1,218,853	$-27,379
2020	$6,341,362	$6,344,901	$2,725,539	$-3,539
2019	$4,612,610	$4,605,305	$1,123,274	$7,305
2018	$4,408,322	$4,420,867	$1,294,522	$-12,545

AREA AGENCY ON AGING FOR LINCOLNLAND INC