Area Agency on Aging for North Florida

Nonprofit profile at a glance

EIN
591844633
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Tallahassee, FL, USA
Phone
8504880055
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$12,274,352
Expenses
$12,267,054
Assets
$3,080,686
Liabilities
$1,614,710

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • ANITA CLARKE (PRESIDENT)
  • CHERRY SMITH - THRU 325 (IMMEDIATE PAST PRESIDENT)
  • WILLIE ANN DICKEY (1ST VICE PRESIDENT)
  • DOROTHY ALEXANDER - THRU 325 (1ST VICE PRESIDENT)
  • SHIRLEY OWENS (2ND VICE PRESIDENT)

Highest reported compensation

  • LISA BRETZ (EXECUTVIE DIRECTOR): $139,185 total reported compensation
  • DAVID GAUSS (DIRECTOR OF ADMINISTRATION): $110,078 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to enhance the quality of life for older adults, persons with disabilities, and caregivers through advocacy, education, and support. We want to ensure that older adults and adults with disabilities are valued and have the resources they need to live life with dignity. We coordinate a variety of home and community-based services through contracts with local providers in fourteen Florida counties to assist seniors, people with disabilities, and their caregivers. All programs are designed to maximize our clients' independence and security while they age in place.

What it reported doing in 2025

Other program services included: home care for the elderly, agingresource center, vha home care, low-income home energy assistance, medicaid waiver, serving health insurance needs of elders, and localservice programs

Operating model

Revenue model
Grant-funded. 99% of the money available for current operations came from government grants.
Distribution model
Grant intermediary. The nonprofit sent 87% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 25
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.6%; rating input score 92
  • Program expense ratio: 91.6%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 13th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 97.8%; rating input score 98; 38th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.1%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.25; rating input score 5; 5th percentile among comparable filings
  • Liabilities to assets ratio: 0.52; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 2%; rating input score 80; 80th percentile among comparable filings

Growth

  • Program expense growth: 5.4% per year; rating input score 100; 42nd percentile among comparable filings
  • Revenue growth: 4.2% per year; rating input score 100; 34th percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 17th percentile among comparable filings

Details

  • Where the money goes: 91.6% of revenue deployed · 91.6% of spending went to programs
  • Governance: 12 of 12 board members independent · 8 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $11.2M in reported program spending
  • Leadership: top reported pay $139K · 17 people listed
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 20 filed money-flow records
  • Related organizations: 18 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 24/100.
  • High — Sustainability: Total-asset coverage ratio scored 5/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.