ElderSource

Legal name: Northeast Florida Area Agency on Aging Inc

Nonprofit profile at a glance

EIN
591569867
IRS 990 coverage
2011–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Jacksonville, FL, US
Phone
1(888) 242-4464
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$39,867,336
Expenses
$39,192,233
Assets
$9,226,137
Liabilities
$5,768,399

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

Leadership & pay

20 people listed

Executive titles in this filing

  • DR SANDY ROBINSON (PRESIDENT)
  • WALETTE STANDFORD (VICE PRESIDENT)

Highest reported compensation

  • LINDA LEVIN (EXEC DIRECTOR): $173,825 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 ensure that you have a trusted, unbiased place to turn to for help, resources and information.

What it reported doing in 2024

For over 50 years, eldersource has served as northeast Florida's area agency on aging, supporting older adults, adults with disabilities, and caregivers across seven counties. Our mission is to help people live and age with dignity, independence, and connection - right in their communities.with over 5,000 monthly helpline calls and a rapidly growing aging population, our services are more vital than ever. In 2024, eldersource made a measurable impact across seven counties, ensuring every service met the highest standards while prioritizing those most in need:* 10,848 individuals screened for essential services* 4,074 shine contacts for free medicare counseling* 146,802 nutritious meals delivered to homes* 170 caregivers supported through empowerment programswe expanded community partnerships, including caregiver workshops with wjct and dementia-friendly outings at the cummer museum and jacksonville zoo. Notable initiatives included:* the pepper project, a k9 sponsorship aiding in locating missing people with dementia or autism* suppers for seniors, a fundraising campaign that raised $100,000 to reduce the home-delivered meals waitlist* continued growth of the veteran directed care program, now serving 170+ veteranscaregiver support remains central, with thriving virtual groups and burnout prevention programs. Eldersource is more than a service provider - it's a compassionate community committed to ensuring aging is a journey of dignity, purpose, and connection.

Operating model

Revenue model
Grant-funded. 98% of the money available for current operations came from government grants.
Distribution model
Grant intermediary. The nonprofit sent 76% 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. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 79
  • Accountability: 84
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.5%; rating input score 92
  • Program expense ratio: 93.1%; rating input score 93
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.6%; rating input score 100; 35th 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; 66th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.7%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 0.24; rating input score 5; 5th percentile among comparable filings
  • Liabilities to assets ratio: 0.63; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0.4%; rating input score 90; 90th percentile among comparable filings

Growth

  • Program expense growth: 8.2% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 7.6% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: 12.4% per year; rating input score 100; 74th percentile among comparable filings

Details

  • What they do: 10 programs and campaigns described on the official site
  • Where the money goes: 91.5% of revenue deployed · 93.1% of spending went to programs
  • Governance: 19 of 19 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $36.5M in reported program spending
  • Leadership: top reported pay $174K · 20 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 14 filed money-flow records
  • Related organizations: 17 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 5/100.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.