REGION 3B AREA AGENCY ON AGING

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

STACY WINES

Phone

2699662450

Tax Period

2023-10-01 to 2024-09-30

REGION 3B AREA AGENCY ON AGING, founded in 1990, is a mid-sized nonprofit in the Human Services sector that reported $23.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROMOTE HEALTH, INDEPENDENCE AND CHOICE

Program Service Accomplishments

Program 1

Expenses: $15,987,673 Revenue: $16,763,725

PROVIDED CARE MANAGEMENT AND IN-HOME SERVICES TO SUPPORT OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES IN THEIR GOAL OF REMAINING OR RETURNING TO THEIR OWN HOME THROUGH HOME AND COMMUNITY BASED...

PROVIDED CARE MANAGEMENT AND IN-HOME SERVICES TO SUPPORT OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES IN THEIR GOAL OF REMAINING OR RETURNING TO THEIR OWN HOME THROUGH HOME AND COMMUNITY BASED SERVICES. ASSISTED OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES PREVIOUSLY INSTITUITIONALIZED WITH TRANSITION SUPPORT TO ALLOW THEM TO RETURN TO A COMMUNITY SETTING (THEIR HOME, HOME OF CAREGIVER, AFC, HOME FOR THE AGED). PROVIDED 219,533 DAYS OF CARE SERVING 821 CLIENTS PURCHASING SERVICES VALUED AT 13,280,474.

Program 2

PROVIDED MEDICARE/MEDICAID BENEFICIARIES WITH FREE, ONE-ON-ONE COUNSELING RELATED TO THEIR BENEFITS AND AVAILABLE PUBLIC BENEFITS IN BARRY & CALHOUN COUNTIES THROUGH 1390 HOURS OF TIME SPENT BY 15...

PROVIDED MEDICARE/MEDICAID BENEFICIARIES WITH FREE, ONE-ON-ONE COUNSELING RELATED TO THEIR BENEFITS AND AVAILABLE PUBLIC BENEFITS IN BARRY & CALHOUN COUNTIES THROUGH 1390 HOURS OF TIME SPENT BY 15 TRAINED COUNSELORS/VOLUNTEERS.

Program 3

Expenses: $7,982,102 Revenue: $2,456,278

FUNDING OF OTHER COMMUNITY BASED SERVICES TO OLDER ADULTS SERVICED BY AREA AGENCIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,192,460

Program Service Revenue $19,220,003

Investment Income $275,014

Other Revenue $15,766

TOTAL REVENUE $23,703,243

Expense Breakdown

Grants Paid $13,280,474

Salaries & Benefits $4,401,502

Fundraising Expenses $0

Program Expenses $23,969,775

Other Expenses $6,685,328

TOTAL EXPENSES $24,367,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,703,243	$21,507,638	+0.1%
Expenses	$24,367,304	$22,965,939	+0.1%
Net Income	$-664,061	$-1,458,301	-0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$260,659

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BALDWIN	CHAIR FINANC	1.00	Officer	$0	$0	$0
ALLEN BYAM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DEANA SPENCER	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
CORALLY O'DELL	DIRECTOR	1.00	Director	$0	$0	$0
JOSE OROZCO JR	DIRECTOR	1.00	Director	$0	$0	$0
SHERII SHERBAN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA WHITFIELD	DIRECTOR	1.00	Director	$0	$0	$0
MARY FRISBY	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY TUGGLE	DIRECTOR	1.00	Director	$0	$0	$0
CLARE TANNER	DIRECTOR	1.00	Director	$0	$0	$0
MEG FAIRCHILD	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MAUPIN	DIRECTOR	1.00	Director	$0	$0	$0
STACY WINES	CHIEF EXECUT	40.00	Officer	$128,175	$14,285	$142,460
GLIN WINSOR	CHIEF FINANC	40.00	Officer	$113,285	$4,914	$118,199

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	$23,703,243	$24,367,304	$9,469,559	$-664,061
2023	$21,507,638	$22,965,939	$9,559,651	$-1,458,301
2022	$20,469,456	$21,972,293	$10,453,792	$-1,502,837
2021	$21,229,876	$19,918,736	$12,282,051	$1,311,140
2020	$20,457,056	$19,963,236	$10,815,277	$493,820
2019	$18,934,887	$18,683,861	$9,990,146	$251,026
2018	$19,410,718	$19,204,462	$9,830,150	$206,256