Civic Intelligence

Trident Area Agency on Aging Inc.

990 • Fiscal year 2021 • EIN 57-0945716

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

Organization ProfileWWW.TRIDENTAAA.ORG
5895 Core Road Ste 419Charleston, SC 29406

(843) 554-2277

Siviq Scores

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

Liabilities / Assets

81st percentile

0.53x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.08x

Higher debt load relative to revenue than 34% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

27th percentile

1.4%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

64th percentile

17%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

2.1%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$804,669

Up $113,980 (+17%) from 2020

Net Assets

Up

$378,420

Up $77,255 (+26%) from 2020

Liabilities

Up

$426,249

Up $36,725 (+9.4%) from 2020

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin27th percentile

Revenue

Up

$5,585,408

Up $116,771 (+2.1%) from 2020

Expenses

Up

$5,508,153

Up $24,161 (+0.4%) from 2020

Net Income

Up

$77,255

Up $92,610 (+603%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2021

Assets$804,669
Liabilities$426,249
Net Assets$378,420
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$5,585,408
Expenses$5,508,153
Net Income$77,255
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.1
Gross Receipts
$5,585,408
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
Savings and Temporary Cash Investments$162,938$472,495▲ $309,557
Accounts Receivable$450,928$250,694▼ $200,234
Prepaid Expenses and Deferred Charges$22,331$36,795▲ $14,464
Land, Buildings, and Equipment, Net$44,449$34,642▼ $9,807
Total Assets$690,689$804,669▲ $113,980
Other Assets Total$10,043$10,043→ $0
Liabilities
Accounts Payable and Accrued Expenses$297,744$383,031▲ $85,287
Deferred Revenue$53,633--
Other Liabilities$38,147$43,218▲ $5,071
Total Liabilities$389,524$426,249▲ $36,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$301,165$378,420▲ $77,255
Total Net Assets Fund Balance$301,165$378,420▲ $77,255
Total Liabilities and Net Assets / Fund Balance$690,689$804,669▲ $113,980

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,641$15,810$50,451
Other Land Buildings$1$41,601$41,602
Other Assets Org$10,043--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Jessica GrassiPresident
Rennie SingletaryPresident Elect
David LoringBoard Member
Ethel HarrisonBoard Member
Jeffrey WolcottBoard Member
Karen M Cogswell-eganBoard Member
Rita WorthyBoard Member
Terrell PalmerBoard Member
Timothy CooksonBoard Member
Stephanie BluntExecutive Director
Shelia GermanSecretary
Don NyeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Senior CateringMeals314 MAIN ST, Little Mountain, SC 29075$968,779
Dorchester Seniors INCMeals & Transp312 N LAUREL ST, Summerville, SC 29483$704,900
Charleston Area Senior Citizens INCMeals & Transp259 MEETING ST, Charleston, SC 29401$460,053
Right At HomeHome Care Services884 JOHNNIE DODDS BLVD STE 202, Mount Pleasant, SC 29464$397,653
Berkeley Seniors INCMeals & Transpor103 GULLEDGE ST, Moncks Corner, SC 29461$350,025
Revenue and Support

Revenue Composition

Contributions and Grants
$5,585,325
Program Service Revenue
$0
Investment Income
$83
Other Revenue
$0
All Other Contributions
$123,802
Change in Net Assets
$77,255

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$28,272Fair Market Value
Total Noncash Contributions1$28,272-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,585,408
Total Revenue per Audited Statements
$5,585,408
Total Revenue per Form 990
$5,585,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,477,356
Salaries, Compensation, and Employee Benefits$1,030,797
Total Fundraising Expense$37,851
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$4,081,797$91,943-$4,173,740
Other Salaries and Wages$473,193$118,298-$591,491
Current Officers, Directors, Trustees, and Key Employees$58,052$58,052$29,026$145,130
Pension Plan Contributions$106,586$31,265$4,263$142,114
Occupancy$62,006$57,159-$119,165
Other Employee Benefits$75,545$22,160$3,022$100,727
Payroll Taxes$38,501$11,294$1,540$51,335
Fees for Services Accounting$24,244$22,502-$46,746
Office Expenses$9,945$9,053-$18,998
Advertising$7,401$7,033-$14,434
Travel$5,924$6,079-$12,003
Insurance$6,785$4,105-$10,890
Depreciation Depletion-$9,807-$9,807
Other Expenses$2,354$1,937-$4,291
Fees for Services Other$517$480-$997
Total Functional Expenses$4,988,295$482,007$37,851$5,508,153

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,508,153
Total Expenses per Audited Statements$5,508,153
Total Expenses per Form 990$5,508,153
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$43,218
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 STE 419, CHARLESTON, SC 29406

Signing Officer

Name
Stephanie Blunt
Title
Executive Direc
Phone
8435542277
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Blunt
Formed
1991
Legal Domicile
Sc
Voting Board Members
11
Independent Board Members
11
Employees
15

Preparer

Firm
Eustace Accountancy Group 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 $3,412 of contract services, $28,272 of in-kind donatsions, and pass through expenses related to the following services:home delivered meals $2,657,661group dining meals $51,341home care services $717,774respite and day care $449,299transportation $94,338all other services $79,700other administrative expenses consists of $91,943 of contract services”

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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$804,669
Liabilities
$426,249
Net assets
$378,420
Revenue
$5,585,408
Expenses
$5,508,153
Net income
$77,255
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