COUNCIL ON AGING FOR SOUTHEASTERN VERMONT INC (EIN 222738766) - 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

MARK BOUTWELL

Phone

8028852655

Tax Period

2023-10-01 to 2024-09-30

COUNCIL ON AGING FOR SOUTHEASTERN VERMONT INC, founded in 1985, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE THE WELL-BEING AND DIGNITY OF OLDER ADULTS.

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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 $3,981,838

Program Service Revenue $958,723

Investment Income $13,542

Other Revenue $29,347

TOTAL REVENUE $4,983,450

Expense Breakdown

Grants Paid $376,927

Salaries & Benefits $2,114,841

Fundraising Expenses $0

Program Expenses $4,280,076

Other Expenses $2,448,973

TOTAL EXPENSES $4,940,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,983,450	$4,153,586	+0.2%
Expenses	$4,940,741	$4,249,620	+0.2%
Net Income	$42,709	$-96,034	-1.4%

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

$102,284

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALYN KOGUT	PRESIDENT (END 03/2024)	2.00	Officer Director	$0	$0	$0
TERESA VOLTA	PRESIDENT (START 03/2024)	2.00	Officer Director	$0	$0	$0
LELAND WILSON	TREASURER	2.00	Officer Director	$0	$0	$0
BETH SPICER	ADVISORY BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH AUSTIN	MEMBER	1.00	Director	$0	$0	$0
ELIZA EAGER	MEMBER (08/24 TO 09/24)	1.00	Director	$0	$0	$0
JOANNE BLANCHARD	MEMBER (START 09/2024)	1.00	Director	$0	$0	$0
MARK BOUTWELL	EXECUTIVE DIRECTOR	40.00	Officer	$97,981	$4,303	$102,284

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	$4,983,450	$4,940,741	$2,020,054	$42,709
2023	$4,153,586	$4,249,620	$1,776,245	$-96,034
2022	$4,483,487	$4,475,507	$1,450,111	$7,980
2021	$4,361,028	$4,294,897	$1,584,219	$66,131

COUNCIL ON AGING FOR SOUTHEASTERN VERMONT INC