White River Council on Aging

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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

1989

Legal Domicile

Principal Officer

Mark Bradley

Phone

8022959068

Tax Period

2023-10-01 to 2024-09-30

White River Council on Aging, founded in 1989, is a small nonprofit in the Human Services sector that reported $713K in total revenue in fiscal year 2023.

Mission

White River Council on Aging invites older adults in the Upper Valley to age well through food, friendship, participation, and purpose.

Program Service Accomplishments

Program 1

Expenses: $332,076

Provide older adults and their guests with congregate meals, provide meals to homebound older adults with Meals on Wheels program. For the fiscal year ending 9/30/24 the Council served a total of...

Provide older adults and their guests with congregate meals, provide meals to homebound older adults with Meals on Wheels program. For the fiscal year ending 9/30/24 the Council served a total of 29,949 meals, including 21,155 home delivered meals.

Program 2

Expenses: $237,975

Enrichment and wellness activities, exercise programs, classes, trips, presentations, clinics, and social events. Attendance for these programs and activities was 12,734 for the fiscal year ending...

Enrichment and wellness activities, exercise programs, classes, trips, presentations, clinics, and social events. Attendance for these programs and activities was 12,734 for the fiscal year ending 9/30/24.

Program 3

Expenses: $41,783

Social services, including durable medical equipment loans, counseling appointments, medical transportation services, and food assistance. 806 service units were recorded during the fiscal year...

Social services, including durable medical equipment loans, counseling appointments, medical transportation services, and food assistance. 806 service units were recorded during the fiscal year ending 9/30/24.

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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 (2023)

Revenue Breakdown

Contributions & Grants $654,143

Program Service Revenue $0

Investment Income $18,908

Other Revenue $40,040

TOTAL REVENUE $713,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $335,177

Fundraising Expenses $13,278

Program Expenses $611,834

Other Expenses $374,855

TOTAL EXPENSES $710,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$713,091	$736,021	0.0%
Expenses	$710,032	$659,057	+0.1%
Net Income	$3,059	$76,964	-1.0%

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

N/A

Employees

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emily Santaw	Chairperson	1.00	Director	$0	$0	$0
Diane Romano	Vice Chair	0.50	Director	$0	$0	$0
Patricia Crimmin-Greenan	Secretary	0.50	Director	$0	$0	$0
Patricia Taylor	Treasurer	1.00	Director	$0	$0	$0
Ann Greenwald	Director	0.50	Director	$0	$0	$0
Barbara Duclos	Director	0.50	Director	$0	$0	$0
Donald Blake	Director	0.50	Director	$0	$0	$0
Gaal Shepherd Crowl	Director	0.50	Director	$0	$0	$0
Mary Booth-Benton	Director	0.50	Director	$0	$0	$0
Sheila Bean	Director	0.50	Director	$0	$0	$0
Steve Tofel	Director	0.50	Director	$0	$0	$0
Mark Bradley	Executive Dir.	40.00	Officer	$0	$0	$0

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
2024	$713,091	$710,032	$647,300	$3,059
2023	$736,021	$659,057	$641,543	$76,964
2023	$736,021	$659,057	$641,543	$76,964
2022	$583,681	$621,024	$554,157	$-37,343
2021	$759,187	$549,200	$639,769	$209,987
2020	$502,693	$493,301	$485,411	$9,392
2019	$505,638	$515,769	$422,921	$-10,131
2018	$511,060	$508,782	$430,929	$2,278