Agency on AgingArea 4

EIN: 942897957 501(c)(3)

Sacramento, CA

Total Revenue
$20,709,424
Total Expenses
$20,703,177
Total Assets
$9,278,394
Net Assets
$787,568
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
CA
Principal Officer
Pam Miller
Phone
9164371461
Tax Period
2022-07-01 to 2023-06-30

Agency on AgingArea 4, founded in 1973, is a mid-sized nonprofit that reported $20.7M in total revenue in fiscal year 2022. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

Enriching the lives of older adults and people with disabilities by fostering networks of support, advocating for individual choice, collaborating with others, ensuring equity, and striving to do so with conviction.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $20,708,283
Program Service Revenue $1,247
Investment Income $-876
Other Revenue $770
TOTAL REVENUE $20,709,424

Expense Breakdown

Grants Paid $14,393,973
Salaries & Benefits $4,432,271
Fundraising Expenses $0
Program Expenses $18,778,520
Other Expenses $1,876,933
TOTAL EXPENSES $20,703,177

Year-over-Year Comparison

2022 2021 Change
Revenue $20,709,424 $16,290,899 +0.3%
Expenses $20,703,177 $16,198,524 +0.3%
Net Income $6,247 $92,375 -0.9%
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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Governance

Voting Members
25
Independent Members
25
Employees
72
Volunteers
61

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
7
$300,762
Total Directors
25
$176,386
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Pam Miller Executive Dir. 35.00
Officer Director
$171,718 $4,668 $176,386
Will Tift Assistant Dir. 35.00
$135,012 $4,688 $139,700
Lynda Webb Finance Admin 35.00
Officer
$119,708 $4,668 $124,376
Maggie Borowiak Regional Svs Admin 35.00
$105,002 $15,174 $120,176
Nancy Vasquez Program Admin 35.00
$112,250 $4,688 $116,938
Andy Vasquez Board Member 0.50
Director
$0 $0 $0
Carl Burton Board Member 0.50
Director
$0 $0 $0
Don Blaser Board Member 0.50
Director
$0 $0 $0
Ed Scofield Board Member 0.50
Director
$0 $0 $0
Jim Holmes Board Member 0.50
Director
$0 $0 $0
Jim Provenza Board Member 0.50
Director
$0 $0 $0
Lila Heuer Board Member 0.50
Director
$0 $0 $0
Lisa Swarthout Board Member 0.50
Director
$0 $0 $0
Meghan Rose Chair 0.50
Officer Director
$0 $0 $0
Miko Sawamura Secretary 0.50
Officer Director
$0 $0 $0
Nancy Pennebaker Treasurer-Audit 0.50
Officer Director
$0 $0 $0
Nick Micheli Board Member 0.50
Director
$0 $0 $0
Pat Hume Board Member 0.50
Director
$0 $0 $0
Patrick Kenedy Board Member 0.50
Director
$0 $0 $0
Patti Huston Board Member 0.50
Director
$0 $0 $0
Phil Serna Board Member 0.50
Director
$0 $0 $0
Rebecca Thornton-Sloan Board Member 0.50
Director
$0 $0 $0
Rich Desmond Board Member 0.50
Director
$0 $0 $0
Sharon Dryden 1st Vice Chair 0.50
Officer Director
$0 $0 $0
Sue Frost Board Member 0.50
Director
$0 $0 $0
Suzanne Jones Board Member 0.50
Director
$0 $0 $0
Terry LeBlanc Board Member 0.50
Director
$0 $0 $0
Tonya Beebe 2nd Vice Chair 0.50
Officer Director
$0 $0 $0
William Reed Board Member 0.50
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
2024 No data No data No data No data
2023 $20,709,424 $20,703,177 $9,278,394 $6,247
2022 $16,290,899 $16,198,524 $8,475,972 $92,375
2021 $23,375,918 $23,372,126 $5,422,331 $3,792
2020 $12,976,531 $12,956,428 $4,216,863 $20,103
2019 $11,540,726 $11,385,301 $2,570,424 $155,425
2018 $9,428,719 $9,451,768 $1,611,871 $-23,049
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