Elderbridge Agency on Aging

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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

1980

Legal Domicile

Principal Officer

Shelly Sindt

Phone

8002430678

Tax Period

2024-07-01 to 2025-06-30

Elderbridge Agency on Aging, founded in 1980, is a community nonprofit in the Human Services sector that reported $5.8M in total revenue in fiscal year 2024.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $2,230,178 Revenue: $0

In twenty-nine counties, provides at a senior center, dining center or a diners home one hot or other appropriate meal that assures a minimum of one-third of the recommended daily allowance.

Program 2

Expenses: $582,486 Revenue: $0

In twenty nine counties, this program provides services to seniors in their home to help enable them to maintain independent living.

Program 3

Expenses: $412,320 Revenue: $0

In twenty nine counties,this program maintains current information about community services for the elderly and lines those who seek information to the service prvider best meeting their needs.

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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 $5,656,897

Program Service Revenue $50

Investment Income $70,898

Other Revenue $51,240

TOTAL REVENUE $5,779,085

Expense Breakdown

Grants Paid $2,354,679

Salaries & Benefits $2,579,588

Fundraising Expenses $322

Program Expenses $5,701,419

Other Expenses $1,223,194

TOTAL EXPENSES $6,157,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,779,085	$5,866,338	0.0%
Expenses	$6,157,461	$6,508,666	-0.1%
Net Income	$-378,376	$-642,328	-0.4%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

$204,239

Highest Compensated

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	$92,123	$0	$92,123
Shelly Sindt	CEO	40.00	Key Emp	$112,116	$0	$112,116
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
Beth Will	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
2025	$5,779,085	$6,157,461	$2,775,609	$-378,376
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