TRIDENT AREA AGENCY ON AGING (EIN 570945716) - Form 990 Financial Analysis & Trantor Score

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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

STEPHANIE BLUNT

Phone

8435542277

Tax Period

2024-07-01 to 2025-06-30

TRIDENT AREA AGENCY ON AGING, founded in 1991, is a community nonprofit in the Human Services sector that reported $7.6M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

TO PROVIDE SERVICES AND SUPPORT THAT WILL ENHANCE THE QUALITY OF LIFE FOR SENIORS, ADULTS WITH PHYSICAL DISABILITIES, AND CAREGIVERS RESIDING IN BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES.

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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 $7,640,416

Program Service Revenue $0

Investment Income $89

Other Revenue $0

TOTAL REVENUE $7,640,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,401,420

Fundraising Expenses $0

Program Expenses $6,736,008

Other Expenses $6,162,777

TOTAL EXPENSES $7,564,197

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,640,505	$8,467,055	-0.1%
Expenses	$7,564,197	$8,417,623	-0.1%
Net Income	$76,308	$49,432	+0.5%

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

$107,776

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE BLUNT	EXECUTIVE DI	40.00	Officer	$107,776	$0	$107,776
THERESA FRASIER	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA GERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA GRASSI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID LORING	BOARD MEMBER	1.00	Director	$0	$0	$0
COLIN MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DON NYE	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH PRICE	BOARD MEMBER	1.00	Director	$0	$0	$0
RENNIE M SINGLETARY	BOARD MEMBER	1.00	Director	$0	$0	$0
RITA WORTHY	BOARD MEMBER	1.00	Director	$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	$7,640,505	$7,564,197	$873,248	$76,308
2024	$8,467,055	$8,417,623	$807,858	$49,432
2023	$6,557,143	$6,559,881	$1,232,394	$-2,738
2022	$6,448,679	$6,287,396	$3,482,934	$161,283
2021	$5,585,408	$5,508,153	$804,669	$77,255
2020	$5,468,637	$5,483,992	$690,689	$-15,355
2019	$5,000,812	$5,030,493	$667,351	$-29,681
2018	$4,527,168	$4,544,810	$697,055	$-17,642

TRIDENT AREA AGENCY ON AGING