KEARSARGE AREA COUNCIL ON AGING INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

ROBERT PROHL

Phone

6035266368

Tax Period

2024-01-01 to 2024-12-31

KEARSARGE AREA COUNCIL ON AGING INC, founded in 1993, is a small nonprofit in the Human Services sector that reported $277K in total revenue in fiscal year 2024. Net assets of $1.2M represent 51 months of operating reserves.

Mission

TO PROMOTE, DEVELOP, AND REINFORCE PROGRAMS THAT SUPPORT AND ENHANCE THE HEALTH, WELL-BEING, DIGNITY, AND INDEPENDENCE OF OLDER PEOPLE IN THE NINE TOWNS OF THE GREATER KEARSARGE AREA.

Program Service Accomplishments

Program 1

Expenses: $148,935 Revenue: $23,949

SENIOR CENTER ACTIVITIES: MEETING CURRENT AND EMERGING NEEDS OF SENIORS THROUGH PROGRAMMING AND ACTIVITIES INCLUDING BUT NOT LIMITED TO EXERCISE, MEDITATION, MASSAGE, REIKI, BRIDGE, FOREIGN LANGUAGE, COMPUTER CLASSES, MOVIES, CURRENT EVENT DISCUSSIONS, LONG TERM PLANNING, TRANSPORTATION SERVICES, AND MOBILITY LENDING. COA HAS OVER 2,900 MEMBERS.

Program 2

Expenses: $3,399

VOLUNTEER COORDINATION: DURING 2024, COA HAD 70 VOLUNTEERS WHO VOLUNTEERED 2,247 HOURS OF THEIR TIME TO COA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $232,631

Program Service Revenue $23,949

Investment Income $16,809

Other Revenue $4,049

TOTAL REVENUE $277,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,293

Fundraising Expenses $35,499

Program Expenses $152,334

Other Expenses $102,117

TOTAL EXPENSES $276,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,438	$263,685	+0.1%
Expenses	$276,410	$273,607	+0.0%
Net Income	$1,028	$-9,922	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$96,538

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TALLY JONES	TRUSTEE	1.25	Director	$0	$0	$0
DONNA RUEL	TRUSTEE	1.25	Director	$0	$0	$0
PAULA WYETH	TREASURER	2.50	Officer Director	$0	$0	$0
JANE HOPWOOD	TRUSTEE	1.25	Director	$0	$0	$0
DANIEL PARISH	VICE CHAIR	1.25	Officer Director	$0	$0	$0
ROBERT PROHL	CHAIR	1.25	Officer Director	$0	$0	$0
MARY MILLS	TRUSTEE	1.25	Director	$0	$0	$0
JAY BOYNTON	TRUSTEE	1.25	Director	$0	$0	$0
KELLEY KEITH	EXECUTIVE DIRECTOR	40.00	Officer	$94,138	$2,400	$96,538

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$277,438	$276,410	$1,187,383	$1,028
2023	$263,685	$273,607	$1,149,387	$-9,922
2022	$280,017	$276,781	$1,153,666	$3,236
2021	$272,036	$268,023	$1,216,327	$4,013
2020	$302,978	$252,608	$1,157,925	$50,370
2019	$262,258	$252,495	$1,075,795	$9,763