MISSOURI ASSOCIATION OF AREA AGENCIES ON AGING (EIN 431101962) - 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

1981

Legal Domicile

Principal Officer

Julie Peetz

Phone

5736688824

Tax Period

2024-07-01 to 2025-06-30

MISSOURI ASSOCIATION OF AREA AGENCIES ON AGING, founded in 1981, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

Serve as a statewide entity to focus public and private attention on the changing needs and concerns of Missouri's elder population and establish a network for consumer outreach and assistance for public benefits.

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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 $2,676,792

Program Service Revenue $0

Investment Income $0

Other Revenue $2,500

TOTAL REVENUE $2,679,292

Expense Breakdown

Grants Paid $1,758,820

Salaries & Benefits $117,953

Fundraising Expenses $0

Program Expenses $2,319,638

Other Expenses $743,843

TOTAL EXPENSES $2,620,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,679,292	$3,541,678	-0.2%
Expenses	$2,620,616	$3,388,607	-0.2%
Net Income	$58,676	$153,071	-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

Volunteers

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

$108,392

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Peetz	Executive Director	40	Officer	$108,392	$0	$108,392
Lana Johnson	Director	2	Director	$0	$0	$0
Kristi Bohling-DaMetz	Board President	5	Officer Director	$0	$0	$0
Becca Fields	Vice-President	2	Officer Director	$0	$0	$0
Jennifer Shotwell	Treasurer	2	Officer Director	$0	$0	$0
Rebecca Nowlin	Secretary	2	Officer Director	$0	$0	$0
Penny Crawford	Director	2	Director	$0	$0	$0
Debbie Blessing	Director	2	Director	$0	$0	$0
Anneliese Stoever	Director	2	Director	$0	$0	$0
Christine Hustedde	Director	2	Director	$0	$0	$0
Wendy Martin	Director	2	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	$2,679,292	$2,620,616	$1,081,094	$58,676
2024	$3,541,678	$3,388,607	$1,134,774	$153,071
2023	$2,211,196	$2,138,424	$1,027,227	$72,772
2022	$1,306,311	$1,062,403	$579,615	$243,908
2021	$1,373,009	$1,315,767	$401,936	$57,242

MISSOURI ASSOCIATION OF AREA AGENCIES ON AGING