FORT MYERS, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)AREA AGENCY ON AGING FOR, founded in 1978, is a mid-sized nonprofit that reported $29.7M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $28.1M left a modest 5% surplus.
THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.
OLDER AMERICAN ACT (OAA)- TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE...
OLDER AMERICAN ACT (OAA)- TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE, ACCESS) ALONG WITH SERVICES TO CAREGIVERS. THIS ALSO INCLUDES MEETING NUTRITIONAL NEEDS OF THE SENIORS UNDER TITLE C1 AND C2 BY PROVIDING NUTRITIONAL SERVICES IN A CONGREGATE MEAL SITE OR BY MEALS DELIVERED TO THE SENIORS HOME. 2,735 CLIENTS WERE SERVED.
GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND...
GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS. 5,852 SENIORS WERE ABLE TO REMAIN IN THEIR OWN HOMES LONGER BY PARTICIPATING IN THESE PROGRAMS. BY HELPING A SENIOR REMAIN AT HOME THEIR QUALITY OF LIFE IS BETTER AND THE COST OF SUPPORT CARE IS LESS COSTLY.
VDC PROGRAM - THE NATIONWIDE VDC PROGRAM ALLOWS FOR VETERANS TO MANAGE THEIR OWN FLEXIBLE BUDGETS AND MAINTAIN LIVING AT HOME WITH DIGNITY. THE ADRC PROVIDES COUNSELING AND SUPPORT, CARE SERVICE...
VDC PROGRAM - THE NATIONWIDE VDC PROGRAM ALLOWS FOR VETERANS TO MANAGE THEIR OWN FLEXIBLE BUDGETS AND MAINTAIN LIVING AT HOME WITH DIGNITY. THE ADRC PROVIDES COUNSELING AND SUPPORT, CARE SERVICE PLANNING, AND FISCAL MANAGEMENT SERVICES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $29,670,770 | $23,649,863 | +0.3% |
| Expenses | $28,113,249 | $23,174,662 | +0.2% |
| Net Income | $1,557,521 | $475,201 | +2.3% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MARCIELA MORADO | EXEC DIR AFT | 40.00 |
Officer
|
$124,629 | $0 | $124,629 |
| RICHARD COCCHIERI | CFO | 40.00 |
Officer
|
$95,283 | $0 | $95,283 |
| GARRETT ANDERSON | OFFICER | 5.00 |
Director
|
$0 | $0 | $0 |
| SUSAN BERGER | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| WENDY BOAZ-HAYES | CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| DAVE BOERKOEL | TREASURER | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| DR LESLEY CLACK | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| JAHA CUMMINGS | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| DAN KATZ | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| PAM KELLER | SECRETARY | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| DR DENISE MCNULTY | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| DEREK ROONEY PA | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| BETH PRATHER | VICE CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| VICTORIA STARYK | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| CHRISTINA STEWART | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| MERIAM JACKIE WALKER | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $29,670,770 | $28,113,249 | $12,835,866 | $1,557,521 |
| 2022 | $23,649,863 | $23,174,662 | $10,470,596 | $475,201 |
| 2021 | $21,154,051 | $20,529,408 | $7,137,092 | $624,643 |
| 2020 | $20,333,231 | $19,612,995 | $5,583,211 | $720,236 |
| 2019 | $20,170,306 | $19,719,708 | $5,034,429 | $450,598 |
| 2018 | $18,346,048 | $18,060,899 | $3,672,174 | $285,149 |
Compare AREA AGENCY ON AGING FOR with other nonprofits in Florida and across the country.