Mercer County Area Agency on Aging Inc

Nonprofit profile at a glance

EIN
251296209
IRS 990 coverage
2019–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Mercer, PA, USA
Phone
7246626222
Rating
87
Verdict
STRONG
Rating confidence
Standard
Sector
Senior Centers

Official website

Reported finances

Revenue
$7,558,340
Expenses
$4,629,254
Assets
$7,758,309
Liabilities
$610,555

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • TERESA HALL (VICE PRESIDENT)
  • KATHY MASTRAIN (PRESIDENT)
  • SANDRA SWOGGER (CEO)

Highest reported compensation

  • SANDRA SWOGGER (CEO): $119,916 total reported compensation
  • PATRICIA HOFFACKER (CFO): $106,280 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To enrich the quality of life of older adults in mercer county and enable them to maintain their independence as long as possible.

What it reported doing in 2024

Aging services: in-home services- coordinated staff activities are provided by trained care managers to determine with the client what services are needed and to coordinate their provision. Clients are carefully evaluated to determine types and levels of services needed. Clients and services are monitored regularly and adjustments in services are made when appropriate. Services provided following assessment by a care manager: adult day carecaregiver support programhome delivered mealshome support servicespersonal care servicesprotective servicesassessmentpersonal emergency response systemspersonal careguardianship serviceshome supportenvironmental modificationsadult day carecare managementhome delivered mealsconsumer reimbursementmedical equipment, supplies, and assistive devices# of consumers served 2024-2025 - 872# of units provided 2024-2025 - 120,260the agency also provides services to people 60 years and older at four senior community centers located throughout mercer county-greenville, grove city, sandy lake, and hermitage. These senior centers provide an array of services to the senior population which include, but are not limited to: congregate mealssocialization/recreational activities/opportunitieslife skills education-health & safety, consumer education/protection, nutrition education, self-enrichment educationcrime preventionarts & craftscomputer classesexercise programsvolunteer opportunitieshealth promotion activities# of people served in 2024-2025 - 3569units of service provided 2024-2025 - 99,650

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 100
  • Accountability: 100
  • Sustainability: 72
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.3%; rating input score 56
  • Program expense ratio: 91%; rating input score 91
  • Fundraising efficiency: $503.54 raised per $1 spent on fundraising; rating input score 96; 96th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • 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: 38.8%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 1.68; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 63; 63rd percentile among comparable filings
  • Officer compensation ratio: 4.9%; rating input score 54; 54th percentile among comparable filings

Growth

  • Program expense growth: 2.9% per year; rating input score 100; 27th percentile among comparable filings
  • Revenue growth: 9.8% per year; rating input score 100; 68th percentile among comparable filings
  • Asset growth: 9.6% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 56.3% of revenue deployed · 91% of spending went to programs
  • Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $4.2M in reported program spending
  • Leadership: top reported pay $120K · 11 people listed
  • Highest-paid contractors: 5 contractors listed · $1.8M reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • Review — Sustainability: Officer compensation ratio scored 54/100.