Lucas County Area Agency on Aging Inc

EIN: 421217091 501(c)(3) Human Services

Chariton, IA

Total Revenue
$81,681
Total Expenses
$63,410
Total Assets
$230,477
Net Assets
$230,027
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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
1978
Legal Domicile
IA
Phone
6417742821
Tax Period
2022-01-01 to 2022-12-31

Lucas County Area Agency on Aging Inc, founded in 1978, is a micro nonprofit in the Human Services sector that reported $82K in total revenue in fiscal year 2022. The organization ran a surplus of $18K, a strong 22% operating margin.

Mission

Provide a congregate meal site for serving 1 hot meal per day, 5 days a week. Provide a transit bus for the elderly for local transportation in Lucas County, IA. Provide office space for various agencies which provide medical, mental health, and other various services to the elderly in Lucas County, IA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $22,773
Program Service Revenue $45,422
Investment Income $-1,861
Other Revenue $15,347
TOTAL REVENUE $81,681

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,904
Fundraising Expenses $0
Program Expenses $63,410
Other Expenses $57,506
TOTAL EXPENSES $63,410

Year-over-Year Comparison

2022 2021 Change
Revenue $81,681 N/A N/A
Expenses $63,410 N/A N/A
Net Income $18,271 N/A N/A
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

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Governance

Voting Members
100
Independent Members
100
Employees
3
Volunteers
N/A

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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Don Garrett Chairman 5.00
Officer
$0 $0 $0
Helen Enos Director 2.00
Officer
$0 $0 $0
Helen Enos Secretary 5.00
Officer
$0 $0 $0
Stacy Smyser Treasurer 5.00
Officer
$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
2022 $81,681 $63,410 $230,477 $18,271
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