Civic Intelligence

Trident Area Agency on Aging Inc.

990 • Fiscal year 2020 • EIN 57-0945716

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

Organization ProfileWWW.TRIDENTAAA.ORG
5895 Core RoadCharleston, SC 29406

(843) 554-2277

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.56x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.07x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

35th percentile

-0.3%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

42nd percentile

3.5%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

9.4%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$690,689

Up $23,338 (+3.5%) from 2019

Net Assets

Down

$301,165

Down $15,355 (-4.9%) from 2019

Liabilities

Up

$389,524

Up $38,693 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin35th percentile

Revenue

Up

$5,468,637

Up $467,825 (+9.4%) from 2019

Expenses

Up

$5,483,992

Up $453,499 (+9.0%) from 2019

Net Income

Up

-$15,355

Up $14,326 (+48%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $623,820Liabilities 2011: $336,969Net Assets 2011: $286,8512011Assets 2012: $667,298Liabilities 2012: $376,698Net Assets 2012: $290,6002012Assets 2013: $633,127Liabilities 2013: $346,005Net Assets 2013: $287,1222013Assets 2014: $653,710Liabilities 2014: $363,172Net Assets 2014: $290,5382014Assets 2015: $624,445Liabilities 2015: $286,371Net Assets 2015: $338,0742015Assets 2016: $614,672Liabilities 2016: $296,761Net Assets 2016: $317,9112016Assets 2017: $703,030Liabilities 2017: $339,187Net Assets 2017: $363,8432017Assets 2018: $697,055Liabilities 2018: $350,854Net Assets 2018: $346,2012018Assets 2019: $667,351Liabilities 2019: $350,831Net Assets 2019: $316,5202019Assets 2020: $690,689Liabilities 2020: $389,524Net Assets 2020: $301,1652020Assets 2021: $804,669Liabilities 2021: $426,249Net Assets 2021: $378,4202021Assets 2022: $3,482,934Liabilities 2022: $3,094,402Net Assets 2022: $388,5322022Assets 2023: $1,232,394Liabilities 2023: $811,827Net Assets 2023: $420,5672023Assets 2024: $807,858Liabilities 2024: $337,859Net Assets 2024: $469,9992024Assets 2025: $873,248Liabilities 2025: $326,941Net Assets 2025: $546,3072025

Highlighted filing

2020

Assets$690,689
Liabilities$389,524
Net Assets$301,165
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $3,234,305Expenses 2011: $3,160,060Net Income 2011: $74,2452011Revenue 2012: $3,198,853Expenses 2012: $3,195,104Net Income 2012: $3,7492012Revenue 2013: $2,848,354Expenses 2013: $2,851,832Net Income 2013: -$3,4782013Revenue 2014: $2,985,906Expenses 2014: $2,982,490Net Income 2014: $3,4162014Revenue 2015: $4,007,345Expenses 2015: $3,959,809Net Income 2015: $47,5362015Revenue 2016: $4,362,291Expenses 2016: $4,382,455Net Income 2016: -$20,1642016Revenue 2017: $4,559,794Expenses 2017: $4,513,862Net Income 2017: $45,9322017Revenue 2018: $4,527,168Expenses 2018: $4,544,810Net Income 2018: -$17,6422018Revenue 2019: $5,000,812Expenses 2019: $5,030,493Net Income 2019: -$29,6812019Revenue 2020: $5,468,637Expenses 2020: $5,483,992Net Income 2020: -$15,3552020Revenue 2021: $5,585,408Expenses 2021: $5,508,153Net Income 2021: $77,2552021Revenue 2022: $6,448,679Expenses 2022: $6,287,396Net Income 2022: $161,2832022Revenue 2023: $6,557,143Expenses 2023: $6,559,881Net Income 2023: -$2,7382023Revenue 2024: $8,467,055Expenses 2024: $8,417,623Net Income 2024: $49,4322024Revenue 2025: $7,640,505Expenses 2025: $7,564,197Net Income 2025: $76,3082025

Highlighted filing

2020

Revenue$5,468,637
Expenses$5,483,992
Net Income-$15,355
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.1
Gross Receipts
$5,468,637
Mission and Program Overview

Mission

To provide services and support that will enhance the quality of life for seniors, adults with physical disabilities, and caregivers residing in berkeley, charleston, and dorchester counties

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$449,689$450,928▲ $1,239
Savings and Temporary Cash Investments$164,093$162,938▼ $1,155
Land, Buildings, and Equipment, Net$15,246$44,449▲ $29,203
Prepaid Expenses and Deferred Charges$28,280$22,331▼ $5,949
Total Assets$667,351$690,689▲ $23,338
Other Assets Total$10,043$10,043→ $0
Liabilities
Accounts Payable and Accrued Expenses$317,115$297,744▼ $19,371
Deferred Revenue$3,983$53,633▲ $49,650
Other Liabilities$29,733$38,147▲ $8,414
Total Liabilities$350,831$389,524▲ $38,693
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$316,520$301,165▼ $15,355
Total Net Assets Fund Balance$316,520$301,165▼ $15,355
Total Liabilities and Net Assets / Fund Balance$667,351$690,689▲ $23,338

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$42,048$8,403$50,451
Other Land Buildings$2,401$39,201$41,602
Other Assets Org$10,043--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Jessica GrassiPresident
Rennie SingletaryPresident Elect
David LoringBoard Member
Donna M GermanBoard Member
Gail HamptonBoard Member
Jeffrey WolcottBoard Member
Theresa FrasierBoard Member
Wesley PerichBoard Member
Stephanie BluntExecutive Director
Rita WorthySecretary
Don NyeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Senior CateringMeals314 MAIN ST, Little Mountain, SC 29075$884,732
Dorchester Seniors INCMeals & Transp312 N LAUREL ST, Summerville, SC 29483$773,781
Charleston Area Senior Citizens INCMeals & Transp259 MEETING ST, Charleston, SC 29401$382,104
Berkeley Seniors INCMeals & Transpor103 GULLEDGE ST, Moncks Corner, SC 29461$322,431
South Santee Community CenterMeals & Transp710 SOUTH SANTEE RD, Mc Clellanville, SC 29458$157,638
Revenue and Support

Revenue Composition

Contributions and Grants
$5,468,598
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$0
All Other Contributions
$68,463
Change in Net Assets
$-15,355

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$46,669Fair Market Value
Other Non Cash Contri Table1$9,232Fair Market Value
Total Noncash Contributions2$55,901-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,468,637
Total Revenue per Audited Statements
$5,468,637
Total Revenue per Form 990
$5,468,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,449,178
Salaries, Compensation, and Employee Benefits$1,034,814
Total Fundraising Expense$34,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$3,912,901$70,578-$3,983,479
Other Salaries and Wages$491,150$122,788-$613,938
Occupancy$94,758$80,470-$175,228
Pension Plan Contributions$100,170$29,383$4,007$133,560
Current Officers, Directors, Trustees, and Key Employees$51,723$51,723$25,862$129,308
Other Employee Benefits$78,214$22,943$3,129$104,286
Fees for Services Accounting$31,448$25,259-$56,707
Payroll Taxes$40,291$11,819$1,612$53,722
Conferences and Meetings$28,235$23,060-$51,295
Office Expenses$12,675$10,794-$23,469
Advertising$11,637$11,184-$22,821
Fees for Services Other$7,366$5,916-$13,282
Depreciation Depletion-$10,690-$10,690
Insurance$6,727$3,310-$10,037
Other Expenses$3,085$2,915-$6,000
Total Functional Expenses$4,920,975$528,407$34,610$5,483,992

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,483,992
Total Expenses per Audited Statements$5,483,992
Total Expenses per Form 990$5,483,992
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Absences$38,147
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 is prepared by an outside accounting firm upon completion of the annual audit. A draft copy of the return is provided to the board after it is completed. The board then reviews the report and proposes changes as necessary.”

Conflict of interest policy compliance Part VI line 12C

“Employees, officers, and board members are required to disclose any conflicts of interest or certify that there are none on an annual basis.”

CEO executive director top management comp Part VI line 15A

“The executive directors salary is determined by the board of directors. The board reviews the sc association of non-profit organizations salary survey on an annual basis in order to determine if the executive directors salary is appropriate and competitive.”

Governing documents etc available to public Part VI line 19

“Governing documents, policies, and financial statements are made available to the public upon telephone or written request.”

Filing and Contact Details

Filer

Filer Name
Trident Area Agency on Aging
EIN
57-0945716
Address
5895 CORE ROAD, CHARLESTON, SC 29406

Signing Officer

Name
Stephanie Blunt
Title
Executive Direc
Phone
8435542277
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Blunt
Formed
1991
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
17

Preparer

Firm
Clark Eustace Wagner PA
Address
3790 Fernandina Road Ste 303, Columbia, SC 29210
Preparer
Caitlynn Packard
Phone
8037984302
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Other program expenses consist of pass through expenses related to the following services:home delivered meals $1,920,325group dining meals $324,463home care services $496,397respite and day care $607,370transportation $383,478all other services $180,868other administrative expenses consist of:loss on asset disposals $330in-kind donations $55,901other contract services $14,347”

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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$690,689
Liabilities
$389,524
Net assets
$301,165
Revenue
$5,468,637
Expenses
$5,483,992
Net income
-$15,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.87$0.33$0.55$7.64$7.56$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.34$0.47$8.47$8.42$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.81$0.42$6.56$6.56$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.48$3.09$0.39$6.45$6.29$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.43$0.38$5.59$5.51$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.39$0.30$5.47$5.48$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.35$0.32$5.00$5.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.35$0.35$4.53$4.54$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.34$0.36$4.56$4.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.30$0.32$4.36$4.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.29$0.34$4.01$3.96$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.36$0.29$2.99$2.98$0.00
2013Summary only. Only limited summary data is available for this year.$0.63$0.35$0.29$2.85$2.85$0.00
2012Summary only. Only limited summary data is available for this year.$0.67$0.38$0.29$3.20$3.20$0.00
2011Summary only. Only limited summary data is available for this year.$0.62$0.34$0.29$3.23$3.16$0.07