Metropolitan Area Agency on Aging Inc (EIN 411774247) - 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

1994

Legal Domicile

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

Assist older adults to age in their community with dignity and independence.

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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 $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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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

124

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

$185,928

Total Directors

Key Employees

Highest Compensated

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
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

Metropolitan Area Agency on Aging Inc