CAPITAL AREA AGENCY ON AGING INC (EIN 720738045) - 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

KRISTIN ZATTA

Phone

2259222525

Tax Period

2023-07-01 to 2024-06-30

CAPITAL AREA AGENCY ON AGING INC, founded in 1974, is a community nonprofit in the Human Services sector that reported $6.9M in total revenue in fiscal year 2023.

Mission

ADVOCATE AND PROVIDE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS.

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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 $6,894,939

Program Service Revenue $0

Investment Income $3,237

Other Revenue $13,004

TOTAL REVENUE $6,911,180

Expense Breakdown

Grants Paid $1,981,200

Salaries & Benefits $1,491,930

Fundraising Expenses $0

Program Expenses $6,671,828

Other Expenses $3,577,559

TOTAL EXPENSES $7,050,689

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,911,180	$6,643,794	+0.0%
Expenses	$7,050,689	$6,734,773	+0.0%
Net Income	$-139,509	$-90,979	+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

126

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

$149,921

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULA OUDER	BOARD MEMBER	2.55	Director	$0	$0	$0
ESSIE KENNERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
THERESA CHARLES	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY MARTIN	BOARD MEMBER	2.50	Director	$0	$0	$0
CRAIG KABERLINE	EXECUTIVE DI	40.00	Officer	$72,550	$0	$72,550
MELODIE LEGGETT	CFO	40.00	Officer	$77,371	$0	$77,371
TONYA AIKEN	BOARD MEMBER	2.55	Director	$0	$0	$0
KRISTIN ZATTA	PRESIDENT	2.55	Officer Director	$0	$0	$0
CARLESIA BIBBINS	BOARD MEMBER	2.25	Director	$0	$0	$0
PAT GLEESON	VICE PRESIDE	2.50	Officer Director	$0	$0	$0
LILLY ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CANDICE CARPENTER	SECRETARY	2.00	Officer Director	$0	$0	$0
DELORES HURST	TREASURER	2.50	Officer Director	$0	$0	$0
STACIE JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY LYONS	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA WILKINSON	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$6,911,180	$7,050,689	$1,260,092	$-139,509
2023	$6,643,794	$6,734,773	$1,325,005	$-90,979
2022	$6,524,338	$6,092,306	$1,547,142	$432,032
2021	$6,605,197	$6,464,000	$994,415	$141,197
2020	$5,560,095	$5,507,748	$1,144,954	$52,347
2019	$4,909,529	$4,952,092	$513,737	$-42,563

CAPITAL AREA AGENCY ON AGING INC