Elderbridge Agency on Aging

EIN: 421155559 501(c)(3) Human Services

Mason City, IA

Total Revenue
$5,866,338
Total Expenses
$6,508,666
Total Assets
$3,432,844
Net Assets
$2,668,385
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
IA
Principal Officer
Shelly Sindt
Phone
8002430678
Tax Period
2023-07-01 to 2024-06-30

Elderbridge Agency on Aging, founded in 1980, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $6.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

Provides meals, services to maintain independent living, case management, transportation, advocacy, health screenings, assistance with chores and home repair, and

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,790,472
Program Service Revenue $631
Investment Income $56,974
Other Revenue $18,261
TOTAL REVENUE $5,866,338

Expense Breakdown

Grants Paid $2,978,616
Salaries & Benefits $2,528,439
Fundraising Expenses $0
Program Expenses $6,136,018
Other Expenses $1,001,611
TOTAL EXPENSES $6,508,666

Year-over-Year Comparison

2023 2022 Change
Revenue $5,866,338 $7,464,295 -0.2%
Expenses $6,508,666 $7,611,196 -0.1%
Net Income $-642,328 $-146,901 +3.4%
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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Governance

Voting Members
9
Independent Members
9
Employees
28
Volunteers
150

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
4
$0
Total Directors
10
$0
Key Employees
2
$186,195
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Larry Pedley Director/Treasurer 1.50
Officer Director
$0 $0 $0
Stacia Timmer Director of Operations 40.00
Key Emp
$83,687 $0 $83,687
Shelly Sindt CEO 40.00
Key Emp
$102,508 $0 $102,508
Sandra Olson Liason to the board 1.50
Director
$0 $0 $0
Lori Hain Director/Secretary 1.50
Officer Director
$0 $0 $0
Jill Hawkinson Director 1.50
Director
$0 $0 $0
Barry Anderson Director 1.50
Director
$0 $0 $0
Ethan Huizenga Director/President 1.50
Officer Director
$0 $0 $0
Linda Vaudt Director 1.50
Director
$0 $0 $0
Steve Kruse Director/Vice President 1.50
Officer Director
$0 $0 $0
Amanda Kaufman Director 1.50
Director
$0 $0 $0
Gary Caviness Director 1.50
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 $5,866,338 $6,508,666 $3,432,844 $-642,328
2023 $7,464,295 $7,611,196 $3,942,440 $-146,901
2022 $7,425,217 $7,160,703 $4,116,223 $264,514
2021 $5,849,519 $5,796,217 $4,687,674 $53,302
2020 $6,276,340 $6,123,041 $3,716,054 $153,299
2019 $5,824,461 $5,704,534 $3,413,207 $119,927
2018 $5,355,948 $5,398,087 $3,204,736 $-42,139
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