Public Charity

AREA AGENCY ON AGING FOR

Based in FORT MYERS, FL, AREA AGENCY ON AGING FOR operates as a Public Charity. The organization reported $32.0M in revenue, $32.2M in expenses, $13.2M in total assets for fiscal year 2024. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $631K.

EIN: 591854441 FORT MYERS, FL Latest filing: 2024
Total Revenue$32.0M
Total Expenses$32.2M
Total Assets$13.2M
Grant Records3
Funding Total$631K
Filing Years2019–2024

Mission

THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.

Where $100 goes at Area Agency on Aging For

How Area Agency on Aging For divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$93 Programs the work itself
$7 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $93 for programs

$38
General revenue - cce, hce, adi, respite relief
41% of program spending · Reported in the filing: 6,412 seniors
$28
Older american act (oaa)- title 3b, c1, c2, 3e
30% of program spending · Reported in the filing: 2,760 clients
$16
Additional programs include shine program, wellness and medication management, home energy assistance, info and intake and other programs that assist the elderly
17% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

VICE CHAIR Beth Prather
DIRECTOR Christina Stewart
VICE CHAIR Dan Katz
TREASURER Dave Boerkoel
DIRECTOR Dr Denise Mcnulty
CHAIR Dr Lesley Clack

Officer compensation and complete director data available with membership.

Top Grant Purposes

Public Safety & Disaster Relief
$625,000 2 grants
Human & Social Services
$6,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $32.0M $32.2M $13.2M
2023 $29.7M $28.1M $12.8M
2022 $23.6M $23.2M $10.5M
2020 $20.3M $19.6M $5.6M
2019 $20.2M $19.7M $5.0M

Between 2019 and 2024, reported annual revenue grew from $20.2M to $32.0M (+59%), with total assets most recently reported at $13.2M.

Interactive year-over-year charts and full filing details available with membership.

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