DISTRICT III AREA AGENCY ON AGING (EIN 431015585) - 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

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 experiences.

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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 $5,574,160

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

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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

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

DISTRICT III AREA AGENCY ON AGING