WOODSTOCK AREA COUNCIL ON AGING (EIN 030295419) - Form 990 Financial Analysis & Trantor Score

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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

1985

Legal Domicile

Principal Officer

BETH HARPER

Phone

8024573277

Tax Period

2023-10-01 to 2024-09-30

WOODSTOCK AREA COUNCIL ON AGING, founded in 1985, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 187% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 68% operating margin.

Mission

THE WOODSTOCK AREA COUNCIL ON AGING OPERATES THE THOMPSON SENIOR CENTER WHICH IS A MULTIGENERATIONAL GATHERING PLACE FOR ITS COMMUNITY. PROGRAMS AND ACTIVITES PROMOTE THE PHYSICAL, INTELLECTUAL AND SOCIAL WELL-BEING OF THE ADULT COMMUNITY.

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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 $2,096,631

Program Service Revenue $303,139

Investment Income $310,618

Other Revenue $27,341

TOTAL REVENUE $2,737,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $476,370

Fundraising Expenses $62,879

Program Expenses $683,489

Other Expenses $397,541

TOTAL EXPENSES $873,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,737,729	$955,225	+1.9%
Expenses	$873,911	$760,066	+0.1%
Net Income	$1,863,818	$195,159	+8.6%

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

250

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

$92,882

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BOURGEOIS	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
BETH HARPER	TREASURER	4.00	Officer Director	$0	$0	$0
KERI COLE	DIRECTOR	1.00	Director	$0	$0	$0
JANET ENGLISH	DIRECTOR	1.00	Director	$0	$0	$0
RICK FISKE	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN FORD	SECRETARY	1.00	Officer Director	$0	$0	$0
JON FULLERTON	DIRECTOR	0.25	Director	$0	$0	$0
DOLORES GILBERT	DIRECTOR	0.50	Director	$0	$0	$0
GREG GREENE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN KIMBELL	DIRECTOR	3.00	Director	$0	$0	$0
LYDIA LOCKE	DIRECTOR	1.00	Director	$0	$0	$0
DAN NOBLE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ROSENE-MONTELLA	PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDRA VON UNWERTH	DIRECTOR	0.50	Director	$0	$0	$0
DICK WACKER	DIRECTOR	0.50	Director	$0	$0	$0
PAULETTE WATSON	DIRECTOR	0.50	Director	$0	$0	$0
DENNIS WRIGHT	DIRECTOR	0.50	Director	$0	$0	$0
DICK ATWOOD	ADVISORY CHAIR	1.00	Director	$0	$0	$0
DEANNA JONES	EXECUTIVE DIRECTOR	40.00	Officer	$90,177	$2,705	$92,882

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	$2,737,729	$873,911	$5,207,015	$1,863,818
2023	$955,225	$760,066	$3,139,500	$195,159
2022	$1,481,131	$676,226	$2,714,900	$804,905
2021	$785,661	$632,573	$2,278,730	$153,088
2020	$613,140	$609,738	$1,875,177	$3,402
2019	$656,819	$633,829	$1,726,667	$22,990
2018	$550,822	$601,862	$1,700,441	$-51,040

WOODSTOCK AREA COUNCIL ON AGING