THE CAPITAL AREA AGENCY ON AGING

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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

SARAH SNEAD

Phone

8043433000

Tax Period

2024-10-01 to 2025-09-30

THE CAPITAL AREA AGENCY ON AGING, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $11.4M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $10.2M left a modest 11% surplus.

Mission

EMPOWERING SENIORS TO LIVE WITH DIGNITY AND CHOICE.

Program Service Accomplishments

Program 1

Expenses: $9,038,806 Revenue: $9,086,660

HOME AND COMMUNITY BASED SERVICES, SUCH AS CONGREGATE AND HOME DELIVERED MEALS, TRANSPORTATION, HOME CARE AND ELDER ABUSE FOR OLDER ADULTS, CAREGIVERS AND PERSONS WITH DISABILITIES UNDER THE OLDER...

HOME AND COMMUNITY BASED SERVICES, SUCH AS CONGREGATE AND HOME DELIVERED MEALS, TRANSPORTATION, HOME CARE AND ELDER ABUSE FOR OLDER ADULTS, CAREGIVERS AND PERSONS WITH DISABILITIES UNDER THE OLDER AMERICANS ACT AND OTHER RELATED FUNDING.

Program 2

Expenses: $430,913 Revenue: $383,072

PROGRAMS THROUGH AMERICORPS SENIORS (FORMERLY THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICES): FOSTER GRANDPARENTS - FOSTER GRANDPARENTS ARE ROLE MODELS, MENTORS, AND FRIENDS TO CHILDREN WITH...

PROGRAMS THROUGH AMERICORPS SENIORS (FORMERLY THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICES): FOSTER GRANDPARENTS - FOSTER GRANDPARENTS ARE ROLE MODELS, MENTORS, AND FRIENDS TO CHILDREN WITH EXCEPTIONAL NEEDS. THE PROGRAM PROVIDES A WAY FOR VOLUNTEERS AGE 55 AND OVER TO STAY ACTIVE BY SERVING CHILDREN AND YOUTH IN THEIR COMMUNITIES. RETIRED SENIOR AND VOLUNTEER PROGRAM (RSVP) - PROMOTES AND MAINTAINS SENIOR VOLUNTEERISM IN THE SERVICE AREA OF THE AGENCY.

Program 3

Expenses: $406,976 Revenue: $406,963

TITLE V - SENIOR EMPLOYMENT PROGRAM PROVIDES JOB TRAINING & PLACEMENT SERVICES FOR OLDER AMERICANS.

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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 $11,059,329

Program Service Revenue $284,991

Investment Income $31,293

Other Revenue $70,110

TOTAL REVENUE $11,445,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,144,088

Fundraising Expenses $24,367

Program Expenses $9,876,695

Other Expenses $5,011,961

TOTAL EXPENSES $10,156,049

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,445,723	$12,114,708	-0.1%
Expenses	$10,156,049	$11,890,788	-0.1%
Net Income	$1,289,674	$223,920	+4.8%

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

158

Volunteers

219

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

$191,636

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY DUNEVANT	DIRECTOR	1.00	Director	$0	$0	$0
NAM FRIDDLE	DIRECTOR	1.00	Director	$0	$0	$0
FRED KARNAS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM NELSON	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN NETTING	DIRECTOR	1.00	Director	$0	$0	$0
FRANK PETROV	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER N SIMON JD	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
AMY POPOVICH	DIRECTOR	1.00	Director	$0	$0	$0
BETTY JO ZARRIS	DIRECTOR	1.00	Director	$0	$0	$0
WILL HAGY	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
JELISA TURNER	DIRECTOR	1.00	Director	$0	$0	$0
RODNEY HATHAWAY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH SNEAD	CHAIR	1.00	Officer Director	$0	$0	$0
R LARRY LYONS	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES WORSLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIMBERLY JEFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
PATTY SLATTUM	DIRECTOR	1.00	Director	$0	$0	$0
PAUL IZZO	DIRECTOR	1.00	Director	$0	$0	$0
DANNY GREEN	DIRECTOR	1.00	Director	$0	$0	$0
AMY STRITE	CEO/PRESIDENT	40.00	Officer	$151,017	$40,619	$191,636

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	$11,445,723	$10,156,049	$8,413,630	$1,289,674
2024	$12,114,708	$11,890,788	$7,255,066	$223,920
2023	$10,739,408	$10,119,351	$7,187,996	$620,057
2022	$8,738,746	$8,370,755	$3,890,692	$367,991
2021	$7,557,221	$7,455,753	$3,576,543	$101,468
2020	$7,476,086	$6,981,329	$3,282,519	$494,757
2019	$6,905,025	$6,641,643	$2,695,388	$263,382
2018	$6,395,371	$6,275,505	$2,161,945	$119,866