MONTGOMERY COUNTY OFFICE FOR AGING INC (EIN 141792216) - 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

1996

Legal Domicile

Principal Officer

DAVID JORDAN

Phone

5188432300

Tax Period

2024-04-01 to 2025-03-31

MONTGOMERY COUNTY OFFICE FOR AGING INC, founded in 1996, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 7% surplus.

Mission

TO SERVE THE COMMUNITY BY ASSISTING THE AGING TO MAINTAIN THEIR INDEPENDENCE WITH DIGNITY.

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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 $2,372,762

Program Service Revenue $35,187

Investment Income $4,643

Other Revenue $0

TOTAL REVENUE $2,412,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $885,347

Fundraising Expenses $27,664

Program Expenses $2,000,881

Other Expenses $1,358,554

TOTAL EXPENSES $2,243,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,412,592	$2,177,680	+0.1%
Expenses	$2,243,901	$2,143,165	+0.0%
Net Income	$168,691	$34,515	+3.9%

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

$96,491

Total Directors

$96,491

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH SLEZAK	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIRSTEN DUNN	1ST VICE PRE	2.00	Officer Director	$0	$0	$0
BRITTANY KOLBE	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
NANCY VERTUCCI	SECRETARY	2.00	Officer Director	$0	$0	$0
JESSICA BATES	TREASURER	2.00	Officer Director	$0	$0	$0
JOAN CIMINO	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP CORTESE	DIRECTOR	1.00	Director	$0	$0	$0
VIC GIULIANELLI	DIRECTOR	1.00	Director	$0	$0	$0
NERISSA HANLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA HELD	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE SO	DIRECTOR	1.00	Director	$0	$0	$0
FRED VAN DE BOGART	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WINSMAN	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS YACOBUCCI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JORDAN	EXECUTIVE DI	37.50	Officer Director	$83,150	$13,341	$96,491

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	$2,412,592	$2,243,901	$2,187,167	$168,691
2024	$2,177,680	$2,143,165	$1,742,551	$34,515
2023	$2,230,392	$2,148,394	$1,679,536	$81,998
2022	$2,191,698	$2,030,421	$1,549,591	$161,277
2021	$2,125,770	$2,120,077	$1,349,396	$5,693
2020	$2,031,536	$1,958,706	$1,407,270	$72,830
2019	$1,974,309	$1,783,427	$1,098,435	$190,882

MONTGOMERY COUNTY OFFICE FOR AGING INC