OREGON ASSOCIATION OF AREA AGENCIE… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

PHIL WARNOCK

Phone

5034638692

Tax Period

2022-07-01 to 2023-06-30

OREGON ASSOCIATION OF AREA AGENCIES ON AGING AND DISABILITIES, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $625K in total revenue in fiscal year 2022. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $122K, a strong 20% operating margin.

Mission

THE OREGON ASSOCIATION OF AREA AGENCIES ON AGING AND DISABILITIES IS COMMITTED TO PROMOTING THE INDEPENDENCE, DIGNITY, CHOICE, QUALITY AND SAFETY OF OREGON'S SENIORS AND PEOPLE WITH DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $243,524 Revenue: $413,423

TRAINING AND MEETINGS PROVIDED SEVERAL TIMES A YEAR THROUGHOUT THE STATE TO CARE PROVIDERS, CASE MANAGERS, NUTRITIONISTS, AND PROGRAM MANAGERS CONCERNING SENIOR ISSUES. ADVOCACY AND EDUCATION ON...

TRAINING AND MEETINGS PROVIDED SEVERAL TIMES A YEAR THROUGHOUT THE STATE TO CARE PROVIDERS, CASE MANAGERS, NUTRITIONISTS, AND PROGRAM MANAGERS CONCERNING SENIOR ISSUES. ADVOCACY AND EDUCATION ON ISSUES AFFECTING SENIORS AND PERSONS WITH DISABILITIES.

Program 2

Expenses: $30,622

DISTRIBUTION OF TRUST PRINCIPAL TO ELDERLY BENEFICIARIES PER SPECIFIC CRITERIA. ALSO, EXPENSES DIRECTLY RELATED TO THIS PURPOSE AS DETAILED BY THE MCCOMAS TRUST.

Program 3

Expenses: $157,648 Revenue: $128,242

OWN (OREGON WELLNESS NETWORK) SERVES AS A NETWORK HUB FOR THE 16 AREA AGENCIES ON AGING (AAA) IN OREGON. OWN WAS DEVELOPED TO HELP THE INDIVIDUAL AAA'S CREATE A VALUE PROPOSITION FOR THE SOCIAL...

OWN (OREGON WELLNESS NETWORK) SERVES AS A NETWORK HUB FOR THE 16 AREA AGENCIES ON AGING (AAA) IN OREGON. OWN WAS DEVELOPED TO HELP THE INDIVIDUAL AAA'S CREATE A VALUE PROPOSITION FOR THE SOCIAL SERVICES THEY PROVIDE. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO HOME DELIVERED MEALS, CASE MANAGEMENT AND IN HOME CARE, FALL PREVENTION SERVICES, DIABETES PREVENTION AND CHRONIC DISEASE SELF-MANAGEMENT EDUCATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $82,134

Program Service Revenue $541,665

Investment Income $1,334

Other Revenue $0

TOTAL REVENUE $625,133

Expense Breakdown

Grants Paid $30,872

Salaries & Benefits $126,057

Fundraising Expenses $0

Program Expenses $431,794

Other Expenses $345,972

TOTAL EXPENSES $502,901

Year-over-Year Comparison

	2022	2021	Change
Revenue	$625,133	$814,497	-0.2%
Expenses	$502,901	$317,385	+0.6%
Net Income	$122,232	$497,112	-0.8%

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

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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

160

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

$112,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TANYA DEHART	CHAIR	1.00	Officer Director	$0	$0	$0
DAN BROWN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RANDI MOORE	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA DOVENSPIKE	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE GUENTERT	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA DURBIN	DIRECTOR	1.00	Director	$0	$0	$0
SANDY SHELTON	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE WILKERSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM ESTES	DIRECTOR	1.00	Director	$0	$0	$0
DAN CURTIS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SHEELER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA LAMBORN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ROTELLA	DIRECTOR	1.00	Director	$0	$0	$0
IRMA JIMENEZ	DIRECTOR	1.00	Director	$0	$0	$0
PHIL WARNOCK	EXECUTIVE DIR	40.00	Officer	$112,148	$0	$112,148

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	No data	No data	No data	No data
2023	$625,133	$502,901	$1,711,639	$122,232
2022	$814,497	$317,385	$1,590,935	$497,112
2021	$370,544	$369,461	$1,107,714	$1,083
2020	$646,887	$457,116	$1,106,539	$189,771
2019	$458,244	$338,879	$918,328	$119,365
2018	$361,322	$246,994	$798,777	$114,328

OREGON ASSOCIATION OF AREA AGENCIES ON AGING AND DISABILITIES