MID FLORIDA AREA AGENCY ON AGING INC (EIN 591777567) - 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

1977

Legal Domicile

Principal Officer

KATINA MUSTIPHER

Phone

3523786649

Tax Period

2024-01-01 to 2024-12-31

MID FLORIDA AREA AGENCY ON AGING INC, founded in 1977, is a mid-sized nonprofit that reported $35.4M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE AGENCY IS TO PLAN, COORDINATE AND ADVOCATE FOR THE DEVELOPMENT OF A COORDINATED SERVICE DELIVERY SYSTEM TO SERVE THE NEEDS OF OLDER PERSONS LIVING IN MID-FLORIDA.

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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 $35,363,635

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $35,363,635

Expense Breakdown

Grants Paid $23,918,875

Salaries & Benefits $5,068,984

Fundraising Expenses $0

Program Expenses $33,143,554

Other Expenses $5,951,390

TOTAL EXPENSES $34,939,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,363,635	$34,231,009	+0.0%
Expenses	$34,939,249	$33,657,182	+0.0%
Net Income	$424,386	$573,827	-0.3%

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

117

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

$351,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIRLEY GREEN BROWN	PRESIDENT	0.00	Officer Director	$0	$0	$0
ROQUE PEREZ-VELEZ	PAST PRESIDE	0.00	Officer Director	$0	$0	$0
RICHARD ESSECK	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
MILDRED MILLIGAN	SECRETARY	0.00	Officer Director	$0	$0	$0
JEFF GREENSPAN	TREASURER	0.00	Officer Director	$0	$0	$0
CHERYL DANLEY	BOARD MEMBER	0.00	Director	$0	$0	$0
MARCIA BURR	BOARD MEMBER	0.00	Director	$0	$0	$0
MARY DUKES	BOARD MEMBER	0.00	Director	$0	$0	$0
MARY MITCHELL	BOARD MEMBER	0.00	Director	$0	$0	$0
PHYLLIS MCKNIGHT	BOARD MEMBER	0.00	Director	$0	$0	$0
SALVIE ANDREOLA	BOARD MEMBER	0.00	Director	$0	$0	$0
VICTORIA CONKLIN	BOARD MEMBER	0.00	Director	$0	$0	$0
KATINA MUSTIPHER	CHIEF EXEC O	40.00	Officer	$167,282	$0	$167,282
LISA KANAREK	COO	40.00	Officer	$87,665	$0	$87,665
CHRISTOPHER JOHNSON	DIR. OF FINA	40.00	Officer	$96,157	$0	$96,157

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	$35,363,635	$34,939,249	$11,477,055	$424,386
2023	$34,231,009	$33,657,182	$11,435,262	$573,827
2022	$28,944,341	$28,000,419	$9,391,987	$943,922
2021	$25,273,511	$25,032,084	$7,911,620	$241,427
2020	$27,248,408	$26,432,575	$8,017,200	$815,833
2019	$21,622,167	$21,612,036	$6,459,875	$10,131
2018	$20,152,402	$20,134,085	$6,160,636	$18,317

MID FLORIDA AREA AGENCY ON AGING INC