NORTHEAST IOWA AREA AGENCY ON AGIN… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

GREG ZARS

Phone

3192722244

Tax Period

2024-07-01 to 2025-06-30

NORTHEAST IOWA AREA AGENCY ON AGING INC, founded in 1988, is a community nonprofit in the Human Services sector that reported $8.8M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

WE EMPOWER OLDER INDIVIDUALS TO AGE WITH DIGNITY AND INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $1,959,867 Revenue: $384,483

CONGREGATE AND HOME-DELIVERED MEALS: MEALS WERE PROVIDED TO SENIORS IN THE 18 COUNTY SERVICE AREA.

Program 2

Expenses: $674,400

SENIOR MEDICARE PATROL PROJECT: SMP NATIONAL RESOURCE CENTER (SMP CENTER) SERVES THE SMP PROJECTS NATIONALLY AND PROMOTES NATIONAL VISIBILITY FOR THE SMP PROGRAM TO ASSIST THE GENERAL PUBLIC IN...

SENIOR MEDICARE PATROL PROJECT: SMP NATIONAL RESOURCE CENTER (SMP CENTER) SERVES THE SMP PROJECTS NATIONALLY AND PROMOTES NATIONAL VISIBILITY FOR THE SMP PROGRAM TO ASSIST THE GENERAL PUBLIC IN LOCATING THEIR STATE SMP PROJECT. THE SMP CENTER HELPS STATES WITH RECRUITING AND TRAINING VOLUNTEERS TO EDUCATE CONSUMERS ON HOW TO PROTECT THEIR INFORMATION AS WELL AS HOW TO DETECT AND REPORT DISCREPANCIES IN THEIR HEALTHCARE BILLING NOTICES.

Program 3

Expenses: $1,573,352

STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) PROVIDES FREE PERSONALIZED COUNSELING, EDUCATION, AND OUTREACH TO ASSIST AGING AND DISABLED MEDICARE BENEFICIARIES AND THEIR FAMILIES NAVIGATE THE...

STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) PROVIDES FREE PERSONALIZED COUNSELING, EDUCATION, AND OUTREACH TO ASSIST AGING AND DISABLED MEDICARE BENEFICIARIES AND THEIR FAMILIES NAVIGATE THE HEALTH AND LONG-TERM SERVICES AND SUPPORT SYSTEMS.

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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 $7,655,626

Program Service Revenue $1,129,939

Investment Income $6,592

Other Revenue $0

TOTAL REVENUE $8,792,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,774,730

Fundraising Expenses $0

Program Expenses $7,598,157

Other Expenses $4,968,968

TOTAL EXPENSES $8,743,698

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,792,157	$9,644,759	-0.1%
Expenses	$8,743,698	$9,487,660	-0.1%
Net Income	$48,459	$157,099	-0.7%

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

4194

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

$175,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL DONOHUE	EXECUTIVE DI	40.00	Officer	$106,839	$33,550	$140,389
HEATHER LEIBOLD	FINANCE DIRE	40.00	Officer	$31,651	$2,988	$34,639
LES ASKELSON	DIRECTOR	1.00	Director	$0	$0	$0
JACOB BATES	PRESIDENT	1.00	Officer Director	$0	$0	$0
SALLY DAVIES	DIRECTOR	1.00	Director	$0	$0	$0
DIANE DAWLEY	DIRECTOR	1.00	Director	$0	$0	$0
KARI HARBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
JULIE HINDERS	DIRECTOR	1.00	Director	$0	$0	$0
JANELL MCLREE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
GREG ORWOLL	TREASURER	1.00	Officer Director	$0	$0	$0
CHELSEA PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
KAYLA REYES	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE SCHWAGER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
AMANDA STAHLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATIE THORNTON-LANG	DIRECTOR	1.00	Director	$0	$0	$0
JESSIE TIBBOTT	DIRECTOR	1.00	Director	$0	$0	$0
GREG ZARS	EXECUTIVE DI	40.00	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	$8,792,157	$8,743,698	$4,111,684	$48,459
2024	$9,644,759	$9,487,660	$4,040,786	$157,099
2023	$9,469,697	$9,447,753	$3,739,230	$21,944
2022	$9,481,257	$9,478,408	$3,520,816	$2,849
2021	$9,721,406	$9,869,400	$4,394,837	$-147,994
2020	$8,578,340	$8,635,342	$3,989,190	$-57,002
2019	$7,229,628	$7,407,319	$4,138,652	$-177,691
2018	$8,291,633	$8,429,090	$3,492,660	$-137,457

NORTHEAST IOWA AREA AGENCY ON AGING INC