EASTERN SHORE AREA AGENCY ON AGING COMMUNITY ACTION AGENCY (EIN 540955528) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

DONNA SMITH

Phone

8004525977

Tax Period

2024-10-01 to 2025-09-30

EASTERN SHORE AREA AGENCY ON AGING COMMUNITY ACTION AGENCY, founded in 1973, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2017.

Mission

SEE PROGRAMS DESCRIBED ON PAGE 2

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,225,723

Program Service Revenue $210,064

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,435,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,052,254

Fundraising Expenses $0

Program Expenses $4,296,358

Other Expenses $1,577,937

TOTAL EXPENSES $4,630,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,435,787	$4,865,552	-0.1%
Expenses	$4,630,191	$4,972,029	-0.1%
Net Income	$-194,404	$-106,477	+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

N/A

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

$117,696

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA BOGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
DRUCILLA MATHEWS BEACH	BOARD MEMBER	1.00	Director	$0	$0	$0
CELESTINE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLYN KELLAM	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXIS CRIPPEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG ROUTZONG	BOARD MEMBER	1.00	Director	$0	$0	$0
NADINE GREENLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
OLIVER BENNETT	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN DOWNING	BOARD MEMBER	1.00	Director	$0	$0	$0
RENETA MAJOR	VICE - PRESIDENT	1.00	Officer Director	$0	$0	$0
SHEILA WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
DELORES LINDSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
WAYNE BURTON	BOARD MEMBER	1.00	Director	$0	$0	$0
RHONDA HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
RON MATTHEWS	PRESIDENT	1.00	Officer Director	$0	$0	$0
WHITSEY BANKS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARVIN GIDDENS	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA SMITH	EXECUTIVE DIRECTOR	40.00	Officer	$117,696	$0	$117,696

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	$4,435,787	$4,630,191	$2,891,891	$-194,404
2024	No data	No data	No data	No data
2023	$4,706,205	$4,702,681	$2,055,984	$3,524
2022	$4,684,076	$4,676,465	$1,805,824	$7,611
2021	$4,632,757	$4,623,081	$1,737,933	$9,676
2020	$3,883,934	$3,922,881	$1,694,792	$-38,947
2019	$3,883,548	$3,865,367	$1,603,485	$18,181
2018	$3,797,133	$3,791,702	$1,655,915	$5,431

EASTERN SHORE AREA AGENCY ON AGING COMMUNITY ACTION AGENCY