Northwest Florida Area Agency on Aging Inc (EIN 591912803) - 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

1979

Legal Domicile

Principal Officer

Anna Dyess

Phone

8504947101

Tax Period

2023-01-01 to 2023-12-31

Northwest Florida Area Agency on Aging Inc, founded in 1979, is a community nonprofit in the Human Services sector that reported $9.7M in total revenue in fiscal year 2023.

Mission

To provide information and referral services to the aging population and well as persons with developmental disabilities.

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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 $9,722,885

Program Service Revenue $0

Investment Income $1,389

Other Revenue $748

TOTAL REVENUE $9,725,022

Expense Breakdown

Grants Paid $7,522,628

Salaries & Benefits $1,705,726

Fundraising Expenses $0

Program Expenses $9,581,658

Other Expenses $456,630

TOTAL EXPENSES $9,684,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,725,022	$9,882,700	0.0%
Expenses	$9,684,984	$9,855,458	0.0%
Net Income	$40,038	$27,242	+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

$218,158

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hunter Walker	President	1.00	Officer Director	$0	$0	$0
Elizabeth Rambow	Vice President	1.00	Officer Director	$0	$0	$0
Grover Brown	Treasurer	1.00	Officer Director	$0	$0	$0
Ryan Mims	Secretary	1.00	Director	$0	$0	$0
John Clark	Member	1.00	Director	$0	$0	$0
Jennifer Piver	Member	1.00	Director	$0	$0	$0
Charles Hoffman	Member	1.00	Director	$0	$0	$0
Lannie Corbin	Member	1.00	Director	$0	$0	$0
Anna Dyess	Executive Director	40.00	Officer	$81,400	$34,450	$115,850
Jeanne Griffin	Fiscal Director	40.00	Officer	$72,529	$29,779	$102,308
David Hawkins	Member	1.00	Officer	$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	$9,725,022	$9,684,984	$2,688,853	$40,038
2022	$9,882,700	$9,855,458	$2,804,663	$27,242
2021	$7,201,012	$7,122,482	$2,361,311	$78,530
2020	$7,844,334	$7,744,411	$2,289,214	$99,923
2018	$6,595,548	$6,524,534	$1,958,940	$71,014

Northwest Florida Area Agency on Aging Inc