AREA AGENCY ON AGING FOR NORTH FLORIDA INC

EIN: 591844633 501(c)(3)

TALLAHASSEE, FL

Total Revenue
$11,946,756
Total Expenses
$12,006,942
Total Assets
$3,071,183
Net Assets
$1,591,428
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
FL
Principal Officer
LISA BRETZ
Phone
8504880055
Tax Period
2023-01-01 to 2023-12-31

AREA AGENCY ON AGING FOR NORTH FLORIDA INC, founded in 1978, is a mid-sized nonprofit that reported $11.9M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES, AND CAREGIVERS THROUGH ADVOCACY, EDUCATION, AND SUPPORT. WE WANT TO ENSURE THAT OLDER ADULTS AND ADULTS WITH DISABILITIES ARE VALUED AND HAVE THE RESOURCES THEY NEED TO LIVE LIFE WITH DIGNITY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,944,944
Program Service Revenue $0
Investment Income $1,812
Other Revenue $0
TOTAL REVENUE $11,946,756

Expense Breakdown

Grants Paid $9,369,322
Salaries & Benefits $1,534,443
Fundraising Expenses $0
Program Expenses $10,546,696
Other Expenses $1,103,177
TOTAL EXPENSES $12,006,942

Year-over-Year Comparison

2023 2022 Change
Revenue $11,946,756 $10,893,748 +0.1%
Expenses $12,006,942 $10,339,429 +0.2%
Net Income $-60,186 $554,319 -1.1%
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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Governance

Voting Members
10
Independent Members
10
Employees
29
Volunteers
28

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
7
$206,911
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHERRY SMITH PRESIDENT 3.00
Officer Director
$0 $0 $0
HARRIET RICH 2ND VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
DOROTHY ALEXANDER 1ST VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
ANITA CLARKE TREASURER 3.00
Officer Director
$0 $0 $0
WILLIE ANN DICKEY BOARD MEMBER 3.00
Director
$0 $0 $0
SHIRLEY OWENS SECRETARY 3.00
Officer Director
$0 $0 $0
ROBERT PRESNELL BOARD MEMBER 3.00
Director
$0 $0 $0
ARZELLA SMITH BOARD MEMBER 3.00
Director
$0 $0 $0
JANICE WISE BOARD MEMBER 3.00
Director
$0 $0 $0
BRENDA CARLTON BOARD MEMBER 3.00
Director
$0 $0 $0
LISA BRETZ EXECUTIVE DIRECTOR 40.00
Officer
$108,459 $8,752 $117,211
DAVID GAUSS DIRECTOR OF ADMINISTRATION 40.00
Officer
$75,983 $13,717 $89,700
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 No data No data No data No data
2023 $11,946,756 $12,006,942 $3,071,183 $-60,186
2022 $10,893,748 $10,339,429 $3,038,250 $554,319
2021 $9,162,793 $9,110,831 $2,078,235 $51,962
2020 $10,208,497 $10,202,673 $2,411,867 $5,824
2019 $7,994,205 $7,956,299 $2,102,408 $37,906
2018 $7,926,971 $7,875,529 $2,132,218 $51,442
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