APPALACHIAN 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

1991

Legal Domicile

Principal Officer

REBECCA BIVENS

Phone

3044251147

Tax Period

2023-10-01 to 2024-09-30

APPALACHIAN AREA AGENCY ON AGING, founded in 1991, is a community nonprofit in the Human Services sector that reported $9.0M in total revenue in fiscal year 2023.

Mission

PASS THROUGH AGENCY FOR SENIOR CENTERS IN SOUTHERN WV.

Program Service Accomplishments

Program 1

Expenses: $5,460,002

TITLE III PROGRAMS - PROVIDE ADMINISTRATIVE AND TECHNICAL SUPPORT TO THE LOACAL TITLE III AGING PROGRAMS OF SOUTHERN WV.

Program 2

Expenses: $3,256,391

OTHER SERVICES PROVIDED, INCLUDING HEALTH INSURANCE BENEFITS COUNSELING, NUTRITIONIST, PREVENTATIVE HEALTH SERVICES, ETC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,998,300

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,998,300

Expense Breakdown

Grants Paid $8,533,302

Salaries & Benefits $349,241

Fundraising Expenses $0

Program Expenses $8,716,393

Other Expenses $117,059

TOTAL EXPENSES $8,999,602

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,998,300	$9,112,047	0.0%
Expenses	$8,999,602	$9,019,352	0.0%
Net Income	$-1,302	$92,695	-1.0%

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

$162,012

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDALL WILLIAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
GENEVA PUGH	DIRECTOR	1.00	Director	$0	$0	$0
BRENT BOGGS	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH TURNER	DIRECTOR	1.00	Director	$0	$0	$0
PEARL HAMBY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARGARET MATTHEW	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN ECCLES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CLINTON CAVENDISH	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA MANLEY	DIRECTOR	1.00	Director	$0	$0	$0
WANDA FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA BIVENS	EXECUTIVE DIRECTOR	40.00	Officer	$76,380	$22,932	$99,312
KRISTINE MCKINNEY	FISCAL OFFICER	40.00	Officer	$55,000	$7,700	$62,700

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
2024	$8,998,300	$8,999,602	$1,394,651	$-1,302
2023	$9,112,047	$9,019,352	$998,618	$92,695
2022	$9,375,689	$9,410,987	$1,579,595	$-35,298
2021	$9,615,671	$9,643,089	$1,152,038	$-27,418
2020	$7,187,365	$7,184,646	$972,872	$2,719
2019	$6,916,725	$6,914,065	$956,786	$2,660
2018	$6,916,636	$6,907,446	$958,599	$9,190