AREA AGENCY ON AGING REGION X (EIN 431159115) - 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

1978

Legal Domicile

Principal Officer

Jennifer Shotwell

Phone

4177817562

Tax Period

2024-07-01 to 2025-06-30

AREA AGENCY ON AGING REGION X, founded in 1978, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

Enable Missourians in Jasper, Newton, McDonald, and Barton counties to remain in their homes as long as possible and enhance their quality of life through social and nutritional services.

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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 $3,770,532

Program Service Revenue $1,231,384

Investment Income $9,095

Other Revenue $0

TOTAL REVENUE $5,011,011

Expense Breakdown

Grants Paid $476,085

Salaries & Benefits $2,197,700

Fundraising Expenses $0

Program Expenses $4,809,895

Other Expenses $2,214,568

TOTAL EXPENSES $4,888,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,011,011	$5,330,282	-0.1%
Expenses	$4,888,353	$4,742,543	+0.0%
Net Income	$122,658	$587,739	-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

Volunteers

300

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

$158,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Shotwell	Chief Executive Officer	40	Officer	$92,529	$3,791	$96,320
Kelly Samuel	Chief Financial Officer	40	Officer	$52,667	$595	$53,262
Carolyn Stapelkamp	Fiscal Director	40	Officer	$9,230	$0	$9,230
David Johnson	Secretary	5	Officer Director	$0	$0	$0
John Bartosh	Chairman	5	Officer Director	$0	$0	$0
Bryan Hall	Director	5	Director	$0	$0	$0
Daniel Swem	Director	5	Director	$0	$0	$0
William Chase	Fiscal Director	40	Officer	$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	$5,011,011	$4,888,353	$2,269,818	$122,658
2024	$5,330,282	$4,742,543	$2,795,154	$587,739
2023	$4,606,818	$4,255,537	$1,958,509	$351,281
2022	$3,302,483	$3,369,066	$1,508,216	$-66,583
2021	$3,090,057	$2,979,153	$1,438,316	$110,904
2020	$3,389,753	$3,282,569	$1,619,079	$107,184

AREA AGENCY ON AGING REGION X