Area Agency on Aging of Palm Beach- Treasure Coast Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
THE AREA AGENCY ON AGING OF PALM BEACH/TREASURE COAST IS A PRIVATE, NON-PROFIT, REGIONAL AGENCY WHOSE MISSION IS TO ADVOCATE, PLAN AND PROMOTE THE INDEPENDENCE, DIGNITY, HEALTH AND WELL-BEING OF SENIORS AND THEIR CAREGIVERS IN A MANNER THAT EMBRACES DIVERSITY AND REFLECTS THE COMMUNITIES WE SERVE ESTABLISHED BY THE OLDER AMERICANS ACT. THE AGENCY ADMINISTERS A NETWORK OF SERVICES FOR THE AGING POPULATION IN PALM BEACH, MARTIN, ST. LUCIE, INDIAN RIVER AND OKEECHOBEE COUNTIES. THE GOAL OF THE AGENCY IS TO MEET THE NUTRITIONAL AND SOCIAL NEEDS OF THE AGING POPULATION. TO CARRY OUT THIS GOAL, THE AGENCY CONDUCTS ANNUAL ASSESSMENTS OF THE NEEDS OF THE ELDERLY POPULATION, DETERMINES RESOURCES AVAILABLE TO SATISFY THESE NEEDS, AND THEN PLANS AND COORDINATES PROGRAMS AVAILABLE TO ALLEVIATE THE IDENTIFIED NEEDS. THE AGENCY AWARDS SERVICE PROVIDER CONTRACTS TO THE APPROPRIATE LOCAL AGENCIES, WHICH PROVIDE THE SERVICE TO THE AGING POPULATION.
- Income
- $38.9 million
- Spending
- $37.6 million
- Spent on programs
- 95%
- Reserves
- 1.7 months of spending
- Largest source of income
- government grants, 95%
- Employees
- 91
- Volunteers
- 105
- Highest pay
- $232,080, ceo
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 60 out of 100. Higher than 44% of charities in its peer group (human services, $10m to $100m).
Reserves
10 of 35Spendable reserves would cover 1.7 months of spending.
Debt
5 of 20It owes 61% of what it owns.
Living within its means
15 of 15Income exceeded spending by 3% of income.
Income trend
15 of 15Income rose 2% on the year before.
Spending floor
15 of 1595% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 90 out of 100. Higher than 16% of charities in its peer group (human services, $10m to $100m).
Independent board
25 of 258 of 8 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $33.7 million spent. DEPARTMENT OF ELDER AFFAIRS PROGRAMS: 732,540 ELDERS HAD ACCESS TO THE AREA AGENCY WITHIN THE FIVE COUNTY REGION. DURING 2024 THERE WERE 7,117 CLIENTS SERVED WITH HOME AND COMMUNITY BASED SERVICES, ADULT DAY CARE, COUNSELING, EDUCATION, CONGREGATE MEALS, HOME DELIVERED MEALS, HOMEMAKING, AND TRANSPORTATION. ADDITIONALLY, DURING 2024 SHINE VOLUNTEERS PROVIDED ONE-ON-ONE COUNSELING TO 2,013 SENIORS. THE AGENCY PROVIDED INFORMATION TO 1,314 ELDERS ON ELDER ABUSE PREVENTION. THE HELPLINE ASSISTED 99,536 CLIENTS WITH INFORMATION AND REFERRALS. 11,583 CLIENT ASSESSMENTS COMPLETED.
- $1.5 million spent. VETERANS CHOICE PROGRAM: IN PARTNERSHIP WITH THE VETERANS ADMINISTRATION MEDICAL CENTER, THE AGENCY ASSISTED 81 VETERANS TO DIRECT THEIR OWN SERVICES AND SUPPORTS. ALLOWS VETERANS TO LIVE MORE INDEPENDENTLY IN THEIR COMMUNITIES, AVOIDING COSTLY NURSING HOME PLACEMENT.
- $549,687 spent. FOSTER GRANDPARENTS PROGRAM: THROUGH THE AMERICORPS FOSTER GRANDPARENT PROGRAM, 100 FOSTER GRANDPARENT SENIOR VOLUNTEERS MENTORED AND TUTORED 814 AT-RISK CHILDREN.
- $77,109 spent. OTHER NON-DOEA PROGRAMS: THE AREA AGENCY ON AGING ENGAGES SENIORS IN COMMUNITY SERVICE AND CIVIC ENGAGEMENT, HEALTHY AGING, AND EVIDENCED BASED WORKSHOP. DURING 2024, HEALTHY LIVING COORDINATED 45 WORKSHOPS REACHING 509 PARTICIPANTS
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 1990.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.