Civic Intelligence

Agency on Agingarea 4

EIN 94-2897957 • 501(c)3 • Sacramento, CA

View Organization Page

Profile

Enriching the lives of older adults and people with disabilities by fostering networks of support, advocating for individual choice, collaborating with others, ensuring equity, and striving to do so with conviction.

1401 El Camino Avenue 4th FloorSacramento, CA 95815

www.agencyonaging4.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

177.67x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.64x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-69%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

1st percentile

-99%

Faster asset growth than 1% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$57,839

Down $9,220,555 (-99%) from 2023

Liabilities

Up

$10,276,202

Up $1,785,376 (+21%) from 2023

Net Assets

Down

-$10,218,363

Down $11,005,931 (-1397%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin4th percentile

Revenue

Down

$16,171,507

Down $4,537,917 (-22%) from 2023

Expenses

Up

$27,362,248

Up $6,659,071 (+32%) from 2023

Net Income

Down

-$11,190,741

Down $11,196,988 (-179238%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth1st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$10M$0-$10M-$20MAssets 2011: $2,135,172Liabilities 2011: $1,607,090Net Assets 2011: $528,0822011Assets 2012: $1,953,566Liabilities 2012: $1,398,200Net Assets 2012: $555,3662012Assets 2013: $2,151,346Liabilities 2013: $1,636,919Net Assets 2013: $514,4272013Assets 2014: $2,194,999Liabilities 2014: $1,741,988Net Assets 2014: $453,0112014Assets 2015: $1,752,369Liabilities 2015: $1,267,303Net Assets 2015: $485,0662015Assets 2016: $1,563,116Liabilities 2016: $1,052,029Net Assets 2016: $511,0872016Assets 2017: $2,124,386Liabilities 2017: $1,657,225Net Assets 2017: $467,1612017Assets 2018: $1,611,871Liabilities 2018: $1,167,759Net Assets 2018: $444,1122018Assets 2019: $2,570,424Liabilities 2019: $1,970,887Net Assets 2019: $599,5372019Assets 2020: $4,216,863Liabilities 2020: $3,597,223Net Assets 2020: $619,6402020Assets 2021: $5,422,331Liabilities 2021: $4,798,899Net Assets 2021: $623,4322021Assets 2022: $8,475,972Liabilities 2022: $7,747,511Net Assets 2022: $728,4612022Assets 2023: $9,278,394Liabilities 2023: $8,490,826Net Assets 2023: $787,5682023Assets 2024: $57,839Liabilities 2024: $10,276,202Net Assets 2024: -$10,218,3632024

Highlighted filing

2024

Assets$57,839
Liabilities$10,276,202
Net Assets-$10,218,363
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10M-$20MExpenses 2011: $9,514,9222011Expenses 2012: $9,151,7702012Expenses 2013: $9,188,6992013Revenue 2014: $8,837,972Expenses 2014: $8,927,158Net Income 2014: -$89,1862014Revenue 2015: $9,429,130Expenses 2015: $9,494,534Net Income 2015: -$65,4042015Revenue 2016: $9,637,066Expenses 2016: $9,674,086Net Income 2016: -$37,0202016Revenue 2017: $9,875,718Expenses 2017: $9,919,644Net Income 2017: -$43,9262017Revenue 2018: $9,428,719Expenses 2018: $9,451,768Net Income 2018: -$23,0492018Revenue 2019: $11,540,726Expenses 2019: $11,385,301Net Income 2019: $155,4252019Revenue 2020: $12,976,531Expenses 2020: $12,956,428Net Income 2020: $20,1032020Revenue 2021: $23,375,918Expenses 2021: $23,372,126Net Income 2021: $3,7922021Revenue 2022: $16,290,899Expenses 2022: $16,198,524Net Income 2022: $92,3752022Revenue 2023: $20,709,424Expenses 2023: $20,703,177Net Income 2023: $6,2472023Revenue 2024: $16,171,507Expenses 2024: $27,362,248Net Income 2024: -$11,190,7412024

Highlighted filing

2024

Revenue$16,171,507
Expenses$27,362,248
Net Income-$11,190,741
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,839
Liabilities
$10,276,202
Net assets
-$10,218,363
Revenue
$16,171,507
Expenses
$27,362,248
Net income
-$11,190,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$10.3$10.2$16.2$27.4$11.2
2023Detailed filing. Detailed filing data is available for this year.$9.28$8.49$0.79$20.7$20.7$0.01
2022Detailed filing. Detailed filing data is available for this year.$8.48$7.75$0.73$16.3$16.2$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.42$4.80$0.62$23.4$23.4$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.22$3.60$0.62$13.0$13.0$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.57$1.97$0.60$11.5$11.4$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.61$1.17$0.44$9.43$9.45$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.12$1.66$0.47$9.88$9.92$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.56$1.05$0.51$9.64$9.67$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.75$1.27$0.49$9.43$9.49$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.19$1.74$0.45$8.84$8.93$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$1.64$0.51$9.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$1.40$0.56$9.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$1.61$0.53$9.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$16,171,507
Mission and Program Overview

Mission

To provide leadership on issues which affect the quality of life for older persons, and to promote citizen involvement in the planning and delivery of programs and services necessary to ensure maximum independence and dignity for older individuals and functionally impaired adults.

Enriching the lives of older adults and people with disabilities by fostering networks of support, advocating for individual choice, collaborating with others, ensuring equity, and striving to do so with conviction.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,690,957$3,140,878▼ $550,079
Land, Buildings, and Equipment, Net$141,512$294,488▲ $152,976
Prepaid Expenses and Deferred Charges$-1,014$110,822▲ $111,836
Accounts Receivable$155,581$21,683▼ $133,898
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Cash and Non-Interest-Bearing Accounts$157,400$-772,998▼ $930,398
Pledges and Grants Receivable$5,133,958$-2,733,104▼ $7,867,062
Rtn Earn Endowment Incm Other Fnds$787,568$-10,218,363▼ $11,005,931
Total Assets$9,278,394$57,839▼ $9,220,555
Other Assets Total-$-3,930-
Liabilities
Other Liabilities$4,836,935$5,268,361▲ $431,426
Accounts Payable and Accrued Expenses$3,605,523$4,801,524▲ $1,196,001
Deferred Revenue$48,368$206,317▲ $157,949
Total Liabilities$8,490,826$10,276,202▲ $1,785,376
Net Assets / Fund Balance
Total Net Assets Fund Balance$787,568$-10,218,363▼ $11,005,931
Total Liabilities and Net Assets / Fund Balance$9,278,394$57,839▼ $9,220,555

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$294,488$149,524$444,012
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pam MillerExecutive DirectorFT$168,600$37,787$206,387
Will TiftAssistant DirectorFT$136,149$9,914$146,063
Lynda WebbFinance AdminFT$130,798$9,894$140,692
Nancy VasquezProgram AdminFT$109,882$9,057$118,939
Maggie BorowiakProgram AdminFT$109,882$1,648$111,530
Becky StilesIt AdministratorFT$104,103$6,223$110,326

Board Members and Trustees

NameTitle
Meghan RoseChair
Sharon Dryden1st Vice Chair
Tonya Beebe2nd Vice Chair
Andy VasquezBoard Member
Carl BurtonBoard Member
Don BlaserBoard Member
Ed ScofieldBoard Member
Jim HolmesBoard Member
Jim ProvenzaBoard Member
Lila HeuerBoard Member
Lisa SwarthoutBoard Member
Nick MicheliBoard Member
Pat HumeBoard Member
Patrick KenedyBoard Member
Patti HustonBoard Member
Phil SernaBoard Member
Rebecca Thornton-SloanBoard Member
Rich DesmondBoard Member
Sue FrostBoard Member
Suzanne JonesBoard Member
Terry LeBlancBoard Member
William ReedBoard Member
Miko SawamuraSecretary
Nancy PennebakerTreasurer-Audit
Revenue and Support

Revenue Composition

Contributions and Grants
$16,106,723
Program Service Revenue
$1,397
Investment Income
$404
Other Revenue
$62,983
All Other Contributions
$28,049
Change in Net Assets
$-11,190,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,218,816
Salaries, Compensation, and Employee Benefits$5,635,632
Other Expenses$3,507,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,218,816--$18,218,816
Other Salaries and Wages$2,717,118$1,299,160-$4,016,278
Information Technology$1,349,169$28,868-$1,378,037
Other Employee Benefits$506,301$243,523-$749,824
All Other Expenses$502,036$73,572-$575,608
Payroll Taxes$243,236$116,856-$360,092
Current Officers, Directors, Trustees, and Key Employees$235,392$112,595-$347,987
Occupancy$184,948$101,354-$286,302
Other Expenses$152,891$16,627-$169,518
Pension Plan Contributions$109,182$52,269-$161,451
Travel$94,188$14,742-$108,930
Office Expenses$44,838$17,312-$62,150
Fees for Services Other$37,013$20,712-$57,725
Fees for Services Accounting$7,638$10,121-$17,759
Insurance$12,232$5,299-$17,531
Conferences and Meetings$5,567$1,769-$7,336
Fees for Services Legal-$1,232-$1,232
Total Functional Expenses$24,961,989$2,400,259$0$27,362,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MOW by ACCSacramento, CA501 (c) 3Area Plan, CAA, CARES$7,017,198
Seniors FirstAuburn, CA501 (c) 3Area Plan, ADRC, Vaccines, CAA$2,133,029
LsncSacramento, CAGovernment OrgArea Plan, CARES, HICAP, MIPPA$1,516,420
Del OroCitrus Heights, CA501 (c) 3Area Plan, CARES, ADRC CARES$1,131,982
MOWS by PRIWoodland, CA501 (c) 3Area Plan, CAA, CARES$1,051,530
Gold County Community ServiceGrass Valley, CA501 (c) 3Area Plan, CAA, CARES$873,819
ACC Senior ServicesSacramento, CA501 (c) 3Area Plan, CARES$627,880
2 Bits Express CafYuba City, CA501 (c) 3Meals/Nutrition Programs$454,295
Sierra Senior ServicesTruckee, CA501 (c) 3Area Plan, CAA, CARES$432,540
FREED Center for IndependentNevada City, CA501 (c) 3Area Plan, CARES, MIPPA, Vaccines$402,117
Inc SeniorsLoyalton, CA501 (c) 3Area Plan, CARES$313,510
Resources for Independent LivSacramento, CA501 (c) 3Area Plan, ADRC CARES$293,673
DrewskisSacramento, CA501 (c) 3Meals/Nutrition Programs$288,417
Las BrasasYuba City, CA501 (c) 3Meals/Nutrition Programs$237,707
YubaSutter Legal CenterMarysville, CA-Area Plan, CARES$223,818
YhaaDavis, CA-Area Plan, ADRC, Vaccines, CARES$206,260
Rebuilding TogetherSacramento, CA501 (c) 3Area Plan, Dignity Falls$190,465
Community LinkSacramento, CA501 (c) 3Area Plan, CARES$180,314
Hospitality HouseGrass Valley, CA501 (c) 3Area plan$125,788
Stanford SettlementSacramento, CA-Area Plan, CARES$95,512
Peoples Ind Resource CenterAuburn, CA501 (c) 3Area Plan, CARES$77,960
Nevada-Sierra Regional IHSSGrass Valley, CA501 (c) 3Area Plan$73,423
Dignity Community CareWoodland, CA501 (c) 3Area Plan, CARES$64,700
Petes RestaurantYuba City, CA501 (c) 3Meals/Nutrition Programs$61,776
Society for the BlindSacramento, CA-Pearls$56,341
El Hogar Community ServicesSacramento, CA501 (c) 3Pearls$52,931
Placer People of FaithAuburn, CA501 (c) 3Area Plan$35,411
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances Frpm CDA$5,268,361
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Part VI, Section B, Line 11B

“A draft copy of the 990 is provided to the governing board and discussed at a board meeting prior to being filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“If any issue comes up where there is a potential conflict, it is brought to the board of directors' attention. The executive director is responsible for reviewing the matter and may take appropriate action if necessary to protect the interests of the organization.annually, the office administrator collects and files each member's conflict of interest form 700.”

Form 990, Part VI, Section B, Line 15A

“The executive director has an annual review conducted by the executive committee of the governing board. Key employees are evaluated annually by their supervisor.”

Form 990, Part VI, Section C, Line 19

“The governing documents, policies, and financial statements of the agency are available upon request at the agency's corporate offices.”

Filing and Contact Details

Filer

Filer Name
Agency on AgingArea 4
EIN
94-2897957
Phone
9164371461
Address
1401 El Camino Avenue 4th Floor, Sacramento, CA 95815

Signing Officer

Name
Pam Miller
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Miller
Formed
1973
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
87
Volunteers
70

Preparer

Firm
MUN CPAs LLP
Address
2901 Douglas Blvd, Roseville, CA 95661
Preparer
Erica Pastor
Phone
9167744208
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 3B

“The organization has engaged a public accounting firm to conduct the audit for FYE 6/30/2024, but it hasn't commenced yet due to needing to finish the FYE 6/30/2023 audits.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Agency is a nonprofit organization exempt from Federal and State Income Taxes under the Internal Revenue Code (IRC) section 501(C)(3).”

Raw XML AppendixShowing 400 of 938 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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