MONTGOMERY COUNTY OFFICE FOR AGING INC

EIN: 141792216 501(c)(3) Human Services

AMSTERDAM, NY

Total Revenue
$2,412,592
Total Expenses
$2,243,901
Total Assets
$2,187,167
Net Assets
$1,401,305
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
NY
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.

Program Service Accomplishments

Program 1
Expenses: $2,000,881 Revenue: $35,187

PROGRAMS - CONSIST OF 17 DISTINCT FUNCTIONS PROVIDING CONGREGATE MEALS AND HOME DELIVERD MEALS, NUTRITION COUNSELING, EDUCATION, PERSONAL CARE AND HOUSEKEEPING,HEALTH INSURANCE INFORMATION...

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PROGRAMS - CONSIST OF 17 DISTINCT FUNCTIONS PROVIDING CONGREGATE MEALS AND HOME DELIVERD MEALS, NUTRITION COUNSELING, EDUCATION, PERSONAL CARE AND HOUSEKEEPING,HEALTH INSURANCE INFORMATION, EMPLOYMENT, AND OTHER SERVICES TO SENIOR CITIZENS AND OTHER QUALIFIED RESIDENTS OF MONTGOMERY COUNTY, NEW YORK.

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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%)

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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

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Governance

Voting Members
14
Independent Members
14
Employees
18
Volunteers
75

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
6
$96,491
Total Directors
15
$96,491
Key Employees
0
$0
Highest Compensated
0
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
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