Metropolitan Area Agency on Aging Inc

EIN: 411774247 501(c)(3) Human Services

Minneapolis, MN

Total Revenue
$24,583,001
Total Expenses
$23,747,084
Total Assets
$7,340,538
Net Assets
$3,294,451
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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
MN
Principal Officer
Dawn Simonson
Phone
6516418612
Tax Period
2024-01-01 to 2024-12-31

Metropolitan Area Agency on Aging Inc, founded in 1994, is a mid-sized nonprofit in the Human Services sector that reported $24.6M in total revenue in fiscal year 2024. Expenses of $23.7M left a modest 3% surplus.

Mission

Trellis (the Organization) assists individuals to age successfully and develops the capacity of communities to care for an aging population.

Program Service Accomplishments

Program 1
Expenses: $12,990,466

Funding to Community PartnersTrellis manages Older Americans Act funding and other federal and state funding that is awarded to community-based organizations that support older adults to live healthy...

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Funding to Community PartnersTrellis manages Older Americans Act funding and other federal and state funding that is awarded to community-based organizations that support older adults to live healthy and connected lives in their communities. The funding provides services such as home-delivered meals and group dining, caregiver support and respite care services, assisted transportation, health promotion, and chore and homemaker services. In 2024, 952,837 meals were provided in group settings and delivered to individuals in their homes; 20,942 units of counseling, support group, and respite services were provided to caregivers of older adults and grandparents raising grandchildren; 22,693 hours of chores and homemaker services, including 40 home modification projects were completed; 27,087 rides were given to individuals who have difficulties (physical or cognitive) using other forms of transportation. Awarded community-based organizations also provided opportunities for older adults and caregivers to engage in their community by attending plays, learning about legal services, and senior health fairs. 1,070 older adults took steps to stay healthy, manage chronic conditions and prevent falls by taking an evidence-based health promotion class.

Program 2
Expenses: $6,190,695

Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2024, we had 39,143 points of contact...

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Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2024, we had 39,143 points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports.

Program 3
Expenses: $1,691,477 Revenue: $54,015

JuniperThe Juniper network delivers evidence-based health and wellness classes to help Minnesotans improve their health and reduce disease and injury. The Juniper network is comprised of community...

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JuniperThe Juniper network delivers evidence-based health and wellness classes to help Minnesotans improve their health and reduce disease and injury. The Juniper network is comprised of community organizations, healthcare organizations and class leaders. In 2024, Juniper completed 278 classes with 4,134 participants.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $24,476,188
Program Service Revenue $57,515
Investment Income $49,298
Other Revenue $0
TOTAL REVENUE $24,583,001

Expense Breakdown

Grants Paid $13,087,271
Salaries & Benefits $7,879,066
Fundraising Expenses $0
Program Expenses $21,372,149
Other Expenses $2,780,747
TOTAL EXPENSES $23,747,084

Year-over-Year Comparison

2024 2023 Change
Revenue $24,583,001 $23,701,692 +0.0%
Expenses $23,747,084 $24,024,671 0.0%
Net Income $835,917 $-322,979 -3.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
124
Volunteers
68

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
6
$185,928
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dawn Simonson President and CEO 40.00
Officer
$161,300 $24,628 $185,928
Mark Cullen VP of Strategy and Develop 40.00
Highest
$107,502 $12,297 $119,799
Andrew Brown VP of Communications and Engagement 40.00
Highest
$118,233 $26,907 $145,140
Vanne Owens Hayes Chair 7.00
Officer Director
$0 $0 $0
Mike Rothman Vice Chair 3.00
Officer Director
$0 $0 $0
David Van Sant Treasurer 4.50
Officer Director
$0 $0 $0
Barb Blumer Secretary 4.00
Officer Director
$0 $0 $0
Kris Orluck Immediate Past Chair 3.00
Officer Director
$0 $0 $0
Becky Stibbe Board Member 2.00
Director
$0 $0 $0
Jeff Bangsberg Board Member 2.00
Director
$0 $0 $0
Josh Berg Board Member 2.00
Director
$0 $0 $0
Lisbeth Cachima Board Member 2.00
Director
$0 $0 $0
Barbara Champlin Board Member 2.00
Director
$0 $0 $0
Alison Colton Board Member 2.00
Director
$0 $0 $0
Kathleen Dempsey Board Member 2.00
Director
$0 $0 $0
Matthew Koncar Board Member 2.00
Director
$0 $0 $0
Adeel Lari Board Member 2.00
Director
$0 $0 $0
Ram Rajagopalan Board Member 2.00
Director
$0 $0 $0
Sarah Urtel Board Member 2.00
Director
$0 $0 $0
Carla Zbacnik Board Member 2.00
Director
$0 $0 $0
Ellie Zuehlke Board Member 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
2025 No data No data No data No data
2024 $24,583,001 $23,747,084 $7,340,538 $835,917
2023 $23,701,692 $24,024,671 $7,745,784 $-322,979
2022 $23,864,185 $24,552,887 $8,208,699 $-688,702
2021 $24,136,026 $24,558,283 $8,002,435 $-422,257
2020 $25,188,452 $24,746,735 $9,744,379 $441,717
2019 $17,557,550 $18,753,483 $8,048,371 $-1,195,933
2018 $19,363,902 $16,720,563 $7,906,932 $2,643,339
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