AREA II AGENCY ON AGING

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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

1965

Legal Domicile

Phone

4063231320

Tax Period

2023-07-01 to 2024-06-30

AREA II AGENCY ON AGING, founded in 1965, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

TO ASSIST ALL OLDER CITIZENS WITHIN OUR PLANNING AND SERVICE AREA TO MAINTAIN THEIR FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECEESSARY FOR THE PLANNING AND MANAGEMENT OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.

Program Service Accomplishments

Program 1

Expenses: $2,451,091

Congregate Meal programs provide healthy meals served in a group setting. They aim to keep older adults healthy and independent, offer opportunities for social engagement, and connect people with...

Congregate Meal programs provide healthy meals served in a group setting. They aim to keep older adults healthy and independent, offer opportunities for social engagement, and connect people with other supports and services. These services are contracted to subcontractors.Served 26,521 unduplicated individuals 137,919 units of service (meals)

Program 2

Expenses: $2,072,045 Revenue: $1,966,727

VEREAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY, AND SUPERVICE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CARE COORDINATORS CONDUCT...

VEREAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY, AND SUPERVICE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CARE COORDINATORS CONDUCT ASSESSMENTS TO DETERMINE ELIGIBILITY AND LEVEL OF NEED. THEY REVIEW PROGRAM GUIDELINES TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF A PLAN OF CARE FOR THE VETERAN THAT BEST SUPPORTS THEM IN MEETING THEIR PERSONAL NEEDS.SERVED 91 VETERANS WITH 92,199 UNITS OF SERVICE

Program 3

Expenses: $1,361,044 Revenue: $99,454

Personal Assistance Services/Community First Choice program is designed for Medicaid eligible elderly or disabled individuals in need of in-home personal care to remain in their homes and...

Personal Assistance Services/Community First Choice program is designed for Medicaid eligible elderly or disabled individuals in need of in-home personal care to remain in their homes and independent. Consumers are able to hire, train and supervise personal care attendants that work in their home. Care Coordinators assist consumers with eligibility requirements and developing and managing a long-term supportive care plan.Served 206 clients with 23,824 units of service

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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 $3,739,038

Program Service Revenue $2,123,570

Investment Income $67,858

Other Revenue $0

TOTAL REVENUE $5,930,466

Expense Breakdown

Grants Paid $2,566,352

Salaries & Benefits $1,163,025

Fundraising Expenses $0

Program Expenses $5,884,180

Other Expenses $2,523,450

TOTAL EXPENSES $6,252,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,930,466	$8,205,802	-0.3%
Expenses	$6,252,827	$5,668,378	+0.1%
Net Income	$-322,361	$2,537,424	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

360

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

$90,106

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCY BROOKIE	Executive Dir.	40.00	Officer	$78,135	$11,971	$90,106
ROSS BUTCHER	Secretary	2.00	Officer Director	$0	$0	$0
KELLY GEBHARDT	Chairman	2.00	Officer Director	$0	$0	$0
MELANIE ROE	MEMBER	2.00	Director	$0	$0	$0
BILL KENNEDY	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
JIM MOORE	PRESIDENT	2.00	Officer 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	$5,930,466	$6,252,827	$4,441,115	$-322,361
2023	$8,205,802	$5,668,378	$4,395,929	$2,537,424
2022	$7,172,245	$5,249,381	$2,849,369	$1,922,864
2021	$3,825,060	$5,405,885	$404,633	$-1,580,825
2020	$4,498,602	$4,126,821	$1,989,064	$371,781
2019	$4,647,231	$4,161,422	$1,618,815	$485,809
2018	$6,667,711	$5,936,697	$1,274,854	$731,014