DISTRICT III AREA AGENCY ON AGING

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

Susie Bliss

Phone

6607473107

Tax Period

2024-07-01 to 2025-06-30

DISTRICT III AREA AGENCY ON AGING, founded in 1973, is a community nonprofit in the Human Services sector that reported $7.5M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

Care Connection provides opportunities to create positive aging experience.

Program Service Accomplishments

Program 1

Expenses: $4,657,950 Revenue: $1,642,840

Nutrition: Provide hot, nutritious meals in dining rooms weekdays at lunchtime; hot and frozen meals delivered to seniors who are homebound - all to help person avoid isolation, be well nourished...

Nutrition: Provide hot, nutritious meals in dining rooms weekdays at lunchtime; hot and frozen meals delivered to seniors who are homebound - all to help person avoid isolation, be well nourished, and remain independent.

Program 2

Expenses: $1,193,865 Revenue: $6,437

Supportive services: Provide transportation to medical appointments, senior center activities, or necessary shopping; care management; in-home services; telephone reassurance and recreational...

Supportive services: Provide transportation to medical appointments, senior center activities, or necessary shopping; care management; in-home services; telephone reassurance and recreational activities; assistive items such as consumable supplies, assistive devices, and emergency response devices so that people can remain in their own homes; information and connection to a wide variety of services available in the community; tax preparation for seniors; and limited legal services.

Program 3

Expenses: $837,253 Revenue: $0

Special Projects: Provide one-on-one, unbiased counseling to people who need to enroll or compare plans for Medicare, Medicaid, the Federal Health Insurance Marketplace, and the Supplemental...

Special Projects: Provide one-on-one, unbiased counseling to people who need to enroll or compare plans for Medicare, Medicaid, the Federal Health Insurance Marketplace, and the Supplemental Nutritional Assistance Program; and volunteer opportunities for a variety of agency programs and our communities. Operate a statewide Senior Medicare Patrol (SMP) that empowers seniors to find and report Medicare fraud. Provide case management for Veterans Directed Care services.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,574,160

Program Service Revenue $1,649,277

Investment Income $5,134

Other Revenue $228,979

TOTAL REVENUE $7,457,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,774,096

Fundraising Expenses $17,838

Program Expenses $7,041,538

Other Expenses $3,587,300

TOTAL EXPENSES $7,363,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,457,550	$8,247,001	-0.1%
Expenses	$7,363,421	$7,726,903	0.0%
Net Income	$94,129	$520,098	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

142

Volunteers

2620

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

$248,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wendy Martin	Executive Director	40	Officer	$115,676	$13,058	$128,734
Cheryl Munsterman	Chief Financial Officer	40	Officer	$97,292	$22,340	$119,632
Susie Bliss	Chairperson	0	Officer Director	$0	$0	$0
Pam Fidler	Vice Chairperson	0	Officer Director	$0	$0	$0
Terry Bradley	Treasurer	0	Officer Director	$0	$0	$0
Elaine Paxton	Secretary	0	Officer Director	$0	$0	$0
Stacey Hutton	Director	0	Director	$0	$0	$0
Judith Stephens	Director	0	Director	$0	$0	$0
Martha Berlin	Director	0	Director	$0	$0	$0
Janelle Segari	Director	0	Director	$0	$0	$0
Joe Aull	Director	0	Director	$0	$0	$0
Joy Guymon	Director	0	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	$7,457,550	$7,363,421	$8,437,609	$94,129
2024	$8,247,001	$7,726,903	$8,276,238	$520,098
2023	$8,178,279	$7,472,622	$7,727,326	$705,657
2022	$7,278,364	$6,841,925	$6,617,679	$436,439
2021	$6,386,966	$5,934,340	$6,376,532	$452,626
2020	$6,716,897	$6,152,204	$6,341,580	$564,693