Northwest Florida Area Agency on Aging Inc

Nonprofit profile at a glance

EIN
591912803
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Pensacola, FL, USA
Phone
8504947101
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Senior Centers

Official website

Reported finances

Revenue
$11,852,635
Expenses
$11,777,296
Assets
$3,285,014
Liabilities
$1,780,027

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

Leadership & pay

11 people listed

Executive titles in this filing

  • John Clark (President)
  • Grover Brown (Vice President)
  • Anna Dyess (Executive Director)

Highest reported compensation

  • Anna Dyess (Executive Director): $119,024 total reported compensation
  • Jeanne Griffin (Fiscal Director): $109,458 total reported compensation

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

Overview

Mission

The Agency serves the community as your "One Stop Shop" aging and disability resource center for information and referral. The Agency serves the aging population as well as persons with developmental disabilities in Escambia, Santa Rosa, Walton and Okaloosa Counties comprising the program service area (PSA 1).The Agency collaborates with community-based service providers in the planning, coordination, development and evaluation of programs and services currently available for those residents who are 60 years old and older. The Aging and Disability Resource Center provides information and referral services to the aging population and well as persons with developmental disabilities.

What it reported doing in 2024

The Northwest Florida Area Agency on Aging, Inc. is a private non-profit corporation funded by the Federal Older Americans Act and State General Revenue through the Department of Elder Affairs (DOEA), serving senior residents 60 years old and older of Escambia, Santa Rosa, Walton and Okaloosa Counties. The Northwest Florida Area Agency on Aging, Inc., serves as the designated Aging and Disability Resource Center for our four county planning and service area (PSA 1).

Operating model

Revenue model
Grant-funded. 100% of the money available for current operations came from government grants.
Distribution model
Grant intermediary. The nonprofit sent 81% 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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 94
  • Accountability: 91
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 98.5%; rating input score 99
  • Program expense ratio: 99.1%; rating input score 99
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 43rd 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: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • 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: 0.6%; rating input score 36; 36th percentile among comparable filings
  • Total-asset coverage ratio: 0.28; rating input score 7; 7th percentile among comparable filings
  • Liabilities to assets ratio: 0.54; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 1.9%; rating input score 77; 77th percentile among comparable filings

Growth

  • Program expense growth: 8.1% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 6.6% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 35th percentile among comparable filings

Details

  • Where the money goes: 98.5% of revenue deployed · 99.1% of spending went to programs
  • Governance: 7 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $11.7M in reported program spending
  • Leadership: top reported pay $119K · 11 people listed
  • Consistency: 32 of 32 current checks pass
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 6 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: 2 of 9 not reported.
  • Moderate — Sustainability: Operating margin scored 36/100.
  • High — Sustainability: Total-asset coverage ratio scored 7/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.