NORTHEAST FLORIDA AREA AGENCY ON AGING INC (EIN 591569867) - 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

1974

Legal Domicile

Principal Officer

LINDA LEVIN

Phone

9043916600

Tax Period

2023-01-01 to 2023-12-31

NORTHEAST FLORIDA AREA AGENCY ON AGING INC, founded in 1974, is a mid-sized nonprofit that reported $32.2M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $31.2M left a modest 3% surplus.

Mission

ELDERSOURCE IS A STEWARD, ADVOCATE, AND CONNECTOR OF PEOPLE, INFORMATION AND RESOURCES.

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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 $32,171,680

Program Service Revenue $0

Investment Income $65

Other Revenue $75

TOTAL REVENUE $32,171,820

Expense Breakdown

Grants Paid $21,985,419

Salaries & Benefits $3,803,611

Fundraising Expenses $0

Program Expenses $29,017,563

Other Expenses $5,366,600

TOTAL EXPENSES $31,155,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,171,820	$26,402,838	+0.2%
Expenses	$31,155,630	$26,552,381	+0.2%
Net Income	$1,016,190	$-149,543	-7.8%

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

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

$166,705

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SANDY ROBINSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
WALETTE STANDFORD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDA LEVIN	EXEC DIRECTOR	40.00	Officer	$166,705	$0	$166,705
ED SALEK	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA GILREATH	SECRETARY	1.00	Officer Director	$0	$0	$0
GRADY WILLIAMS	AT LARGE	1.00	Officer Director	$0	$0	$0
DR CYNTHIA GRIFFIN	AT LARGE	1.00	Officer Director	$0	$0	$0
BRENDA EZELL	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA ANN GREENE	DIRECTOR	1.00	Director	$0	$0	$0
JULIET WILIAMS	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER MOORE	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL JEFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY HIRSCH	DIRECTOR	1.00	Director	$0	$0	$0
VIVILE DIETRICH	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$32,171,820	$31,155,630	$10,113,750	$1,016,190
2022	$26,402,838	$26,552,381	$6,246,558	$-149,543
2021	$25,650,557	$25,130,202	$5,702,503	$520,355
2020	$27,221,930	$26,858,846	$5,545,337	$363,084
2019	$21,329,653	$20,994,275	$4,391,316	$335,378
2018	$19,929,596	$19,503,262	$3,321,567	$426,334

NORTHEAST FLORIDA AREA AGENCY ON AGING INC