SHENANDOAH 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

1975

Legal Domicile

Principal Officer

JIMMY ROBERTS

Phone

5406357141

Tax Period

2024-10-01 to 2025-09-30

SHENANDOAH AREA AGENCY ON AGING, founded in 1975, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2024.

Mission

THE SHENANDOAH AREA AGENCY ON AGING (SAAA) PROVIDES AND COORDINATESPROGRAMS AND SERVICES WHICH PROMOTE THE INDEPENDENCE, DIGNITY, HEALTHAND WELL BEING OF SENIOR AND DISABLED PERSONS. SAAA SERVES THE COUNTIES OF CLARKE, FREDERICK, PAGE, SHENANDOAH, WARREN AND THE CITY OF WINCHESTER. UNDER THE OLDER AMERICANS ACT, SAAA PROVIDES SERVICE TO THE COMMUNITY FOR PERSONS AGE 60 AND OLDER WITH AN EMPHASIS ON LOW INCOME, FRAIL AND MINORITY OLDER PERSONS.

Program Service Accomplishments

Program 1

Expenses: $3,141,642 Revenue: $26,264

THE SHENANDOAH AREA AGENCY ON AGING SERVES RESIDENTS IN THE COUNTIES OF CLARKE, FREDERICK, PAGE, SHENANDOAH, AND WARREN, AS WELL AS THE CITY OF WINCHESTER, COVERING A SERVICE AREA OF APPROXIMATELY...

THE SHENANDOAH AREA AGENCY ON AGING SERVES RESIDENTS IN THE COUNTIES OF CLARKE, FREDERICK, PAGE, SHENANDOAH, AND WARREN, AS WELL AS THE CITY OF WINCHESTER, COVERING A SERVICE AREA OF APPROXIMATELY 1,652 SQUARE MILES. DURING FY2025, THE AGENCY'S MEALS ON WHEELS AND CONGREGATE NUTRITION PROGRAMS PROVIDED 96,253 MEALS TO OLDER ADULTS THROUGHOUT THE REGION. WELLTRAN DELIVERED 7,134 TRIPS TO MEDICAL APPOINTMENTS AND 15,620 TRIPS TO SENIOR CENTERS, ENABLING OLDER ADULTS TO PARTICIPATE IN WELLNESS PROGRAMS AND ACTIVITIES, RECEIVE A NUTRITIOUS MEAL MEETING AT LEAST ONE-THIRD OF THE RECOMMENDED DAILY ALLOWANCE FOR SENIORS, AND ATTEND EDUCATIONAL PROGRAMS ADDRESSING LEGAL ISSUES, FRAUD AND SCAM PREVENTION, INSURANCE COUNSELING, AND OTHER TOPICS RELEVANT TO AGING ADULTS. SUPPORTIVE SERVICES PROVIDED BY THE AGENCY INCLUDE COMMUNITY-BASED CARE SUCH AS ADULT DAY CARE, PERSONAL CARE, TRANSPORTATION, HOMEMAKER SERVICES, OPTIONS COUNSELING, RESPITE CARE, HOME REPAIR AND RENOVATION, AND FRIENDLY CHECKING 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 $3,522,978

Program Service Revenue $29,982

Investment Income $19,295

Other Revenue $3,033

TOTAL REVENUE $3,575,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,952,297

Fundraising Expenses $73,099

Program Expenses $3,141,642

Other Expenses $1,544,097

TOTAL EXPENSES $3,496,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,575,288	$3,457,817	+0.0%
Expenses	$3,496,394	$3,479,845	+0.0%
Net Income	$78,894	$-22,028	-4.6%

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

$217,290

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK CIHLAR	CHAIR	1.00	Officer Director	$0	$0	$0
MARTHA WATKINS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
EVA MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
D'ANN KENNY	SECRETARY	1.00	Officer Director	$0	$0	$0
HOLLY RHODENHIZER	DIRECTOR	1.00	Director	$0	$0	$0
BETSY PRITCHARD	DIRECTOR	1.00	Director	$0	$0	$0
RUSS MCKELWAY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY MCMILLIN-GOODWIN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WOOD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL OVERFELT	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY ROBERTS	EXECUTIVE DIRECTOR	40.00	Officer	$110,777	$19,151	$129,928
CINDY DONALDSON	DIRECTOR OF FINANCE	40.00	Officer	$72,764	$14,598	$87,362

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	$3,575,288	$3,496,394	$2,309,914	$78,894
2024	$3,457,817	$3,479,845	$2,033,839	$-22,028
2023	$3,379,431	$2,915,866	$2,161,580	$463,565
2022	$2,560,710	$2,544,485	$1,599,959	$16,225
2021	$2,487,782	$2,279,639	$1,553,845	$208,143
2020	$2,474,990	$2,294,705	$1,527,205	$180,285
2019	$2,685,500	$2,305,850	$1,373,807	$379,650
2018	$2,462,322	$2,327,513	$1,001,356	$134,809