SENIORAGE AREA AGENCY ON AGING (EIN 431018538) - 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

1974

Legal Domicile

Principal Officer

Becca Fields

Phone

4178620762

Tax Period

2024-07-01 to 2025-06-30

SENIORAGE AREA AGENCY ON AGING, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $19.9M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $19.0M left a modest 5% surplus.

Mission

A federally designated Area Agency on Aging whose mission is to bring independence enhancing supportive services to the 60+ population and their caregivers in our 17 county-wide service area.

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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 $13,163,847

Program Service Revenue $6,633,522

Investment Income $86,176

Other Revenue $0

TOTAL REVENUE $19,883,545

Expense Breakdown

Grants Paid $2,555,936

Salaries & Benefits $7,931,817

Fundraising Expenses $0

Program Expenses $18,275,013

Other Expenses $8,480,860

TOTAL EXPENSES $18,968,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,883,545	$23,621,779	-0.2%
Expenses	$18,968,613	$21,495,959	-0.1%
Net Income	$914,932	$2,125,820	-0.6%

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

273

Volunteers

1104

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

$504,292

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rebecca Fields	Co-CEO	45	Officer	$90,767	$0	$90,767
Lizabeth McClelland	Co-CEO	50	Officer	$88,374	$0	$88,374
Katrina Hunt	Senior Financial Controller	41	Officer	$69,463	$0	$69,463
Janice Piper	Chief Special Programs Officer	46	Officer	$67,934	$0	$67,934
Amanda Kilian	Chief Administrative Officer	39	Officer	$65,435	$0	$65,435
Kendall Prall	Silverplate Director	40	Officer	$61,805	$0	$61,805
Kevin Rusenstrom	Chief Operating Officer	41	Officer	$60,514	$0	$60,514
Rich Meyerkord	President	3	Officer Director	$0	$0	$0
Judy Warren	Vice-President	2	Officer Director	$0	$0	$0
Peggy Don Yates	Treasurer	3	Officer Director	$0	$0	$0
Kathleen Hensley	Secretary	2	Officer Director	$0	$0	$0
Mae Burtin	Director	1	Director	$0	$0	$0
Terry Sanders	Director	0.5	Director	$0	$0	$0
Sam Herkelman	Director	3	Director	$0	$0	$0
Paul Brockman	Director	0.5	Director	$0	$0	$0
Paul Fockler	Director	1	Director	$0	$0	$0
Sharon Eveland	Director	1	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	$19,883,545	$18,968,613	$8,180,435	$914,932
2024	$23,621,779	$21,495,959	$9,220,848	$2,125,820
2023	$19,526,370	$18,960,911	$7,279,598	$565,459
2022	$16,732,131	$16,263,761	$4,839,400	$468,370
2021	$15,876,451	$15,219,428	$4,400,202	$657,023
2020	$12,594,265	$12,583,443	$3,508,044	$10,822

SENIORAGE AREA AGENCY ON AGING