NEWBERRY COUNTY COUNCIL ON AGING (EIN 237079450) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

LYNN STOCKMAN

Phone

8032768266

Tax Period

2024-07-01 to 2025-06-30

NEWBERRY COUNTY COUNCIL ON AGING, founded in 1970, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

PROVISION OF VARIOUS SERVICES FOR THE ELDERLY AND TRANSPORTATION SERVICES FOR THE CITIZENS OF NEWBERRY COUNTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $538,000

Program Service Revenue $1,917,690

Investment Income $12,021

Other Revenue $20,095

TOTAL REVENUE $2,487,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,541,162

Fundraising Expenses $0

Program Expenses $2,161,230

Other Expenses $1,031,896

TOTAL EXPENSES $2,573,058

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,487,806	$2,287,242	+0.1%
Expenses	$2,573,058	$2,564,239	+0.0%
Net Income	$-85,252	$-276,997	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$81,653

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN STOCKMAN	EXECUTIVE DI	40.00	Officer	$81,653	$0	$81,653
JERRY ALEWINE	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILIP ANTLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK PARTRIDGE JR	CHAIRMAN	1.00	Director	$0	$0	$0
MICHELLE LONG	BOARD MEMBER	1.00	Director	$0	$0	$0
WALT MCLEOD	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY SCHUMPERT	VICE CHAIR	1.00	Director	$0	$0	$0
LISA SLIGH	SECRETARY	1.00	Director	$0	$0	$0
DEBBIE S WALDROP	BOARD MEMBER	1.00	Director	$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
2025	$2,487,806	$2,573,058	$2,805,221	$-85,252
2024	$2,287,242	$2,564,239	$2,847,745	$-276,997
2023	$2,322,615	$2,455,939	$2,956,361	$-133,324
2022	$2,106,214	$2,341,962	$3,173,110	$-235,748
2021	$2,006,224	$2,234,864	$3,399,105	$-228,640
2020	$2,559,885	$2,205,959	$3,678,637	$353,926
2019	$3,741,962	$2,087,013	$3,238,162	$1,654,949
2018	$1,934,239	$1,892,523	$1,589,894	$41,716

NEWBERRY COUNTY COUNCIL ON AGING