SOUTHEAST MISSOURI AREA AGENCY ON AGING INC (EIN 431020886) - 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

LANA JOHNSON

Phone

5733353331

Tax Period

2022-07-01 to 2023-06-30

SOUTHEAST MISSOURI AREA AGENCY ON AGING INC, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $13.2M in total revenue in fiscal year 2022. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $12.3M left a modest 7% surplus.

Mission

DEVELOP A COORDINATED DELIVERY SYSTEM OF SERVICES TO ASSIST AND ENABLE OLDER MISSOURIANS TO REMAIN IN THEIR HOMES AND ENHANCE THEIR QUALITY OF LIFE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $13,027,244

Program Service Revenue $211,227

Investment Income $3,786

Other Revenue $0

TOTAL REVENUE $13,242,257

Expense Breakdown

Grants Paid $6,135,440

Salaries & Benefits $2,701,930

Fundraising Expenses $0

Program Expenses $11,635,208

Other Expenses $3,412,877

TOTAL EXPENSES $12,250,247

Year-over-Year Comparison

	2022	2021	Change
Revenue	$13,242,257	$10,458,607	+0.3%
Expenses	$12,250,247	$10,150,882	+0.2%
Net Income	$992,010	$307,725	+2.2%

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

673

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

$207,307

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANA JOHNSON	EXECUTIVE DI	40.00	Officer	$99,009	$14,917	$113,926
MARSHA STUBBS	FISCAL OFFIC	40.00	Officer	$79,275	$14,106	$93,381
SHERRI SNIDER	PRESIDENT	2.00	Officer Director	$0	$0	$0
RON BIRMINGHAM	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JACOB YOUNT	SECRETARY	2.00	Officer Director	$0	$0	$0
CANDY WILFONG	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN FULLER	DIRECTOR	2.00	Director	$0	$0	$0
DESMA RENO	DIRECTOR	1.00	Director	$0	$0	$0
BETTY NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
DALE BEATY	DIRECTOR	1.00	Director	$0	$0	$0
SANDY TRIPP	DIRECTOR	1.00	Director	$0	$0	$0
ROSEMARY PRUDE	DIRECTOR	1.00	Director	$0	$0	$0
BECKY BRANUM	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HARPER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY JENKS	DIRECTOR	1.00	Director	$0	$0	$0
HELEN SANDER	DIRECTOR	1.00	Director	$0	$0	$0
SANDY LERCZAK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SCHENCK	DIRECTOR	1.00	Director	$0	$0	$0
LIANA JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH DUNCAN	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$13,242,257	$12,250,247	$5,513,211	$992,010
2022	$10,458,607	$10,150,882	$2,940,488	$307,725
2021	$10,668,134	$10,412,750	$2,784,530	$255,384
2020	$10,836,773	$10,614,679	$2,428,111	$222,094
2019	$10,423,279	$10,110,878	$1,806,533	$312,401
2018	$9,765,330	$9,733,264	$1,696,393	$32,066

SOUTHEAST MISSOURI AREA AGENCY ON AGING INC