BERKELEY COUNTY COMMITTEE ON AGING INC (EIN 237083302) - 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

1978

Legal Domicile

Principal Officer

PATRICK HENRY III

Phone

3042638873

Tax Period

2024-10-01 to 2025-09-30

BERKELEY COUNTY COMMITTEE ON AGING INC, founded in 1978, is a community nonprofit in the Human Services sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $572K, a strong 21% operating margin.

Mission

BERKELEY SENIOR SERVICES MISSION IS TO OFFER A NETWORK OF SERVICES ENABLING SENIORS TO REMAIN INDEPENDENT, PARTICIPATING MEMBERS OF OUR 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 (2024)

Revenue Breakdown

Contributions & Grants $1,294,727

Program Service Revenue $724,909

Investment Income $192,542

Other Revenue $551,402

TOTAL REVENUE $2,763,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,474,646

Fundraising Expenses $10,052

Program Expenses $1,845,241

Other Expenses $716,483

TOTAL EXPENSES $2,191,129

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,763,580	$2,082,352	+0.3%
Expenses	$2,191,129	$2,050,142	+0.1%
Net Income	$572,451	$32,210	+16.8%

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

109

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK HENRY III	PRESIDENT	1.00	Officer Director	$0	$0	$0
GULA ENGLE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CRAIG POTTER	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
ERIC BROWN	MEMBER	1.00	Director	$0	$0	$0
JILL BURKHART	MEMBER	1.00	Director	$0	$0	$0
RALEIGH HAMILTON	MEMBER	1.00	Director	$0	$0	$0
STEVE CATLETT	MEMBER	1.00	Director	$0	$0	$0
TRACY REGALIA	MEMBER	1.00	Director	$0	$0	$0
BECKY LINTON	MEMBER	1.00	Director	$0	$0	$0
KEN COLLINSON	MEMBER	1.00	Director	$0	$0	$0
BOBBI MILLER	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	$2,763,580	$2,191,129	$2,524,868	$572,451
2024	$2,082,352	$2,050,142	$2,052,988	$32,210
2023	$2,086,217	$2,152,303	$2,053,953	$-66,086
2022	$1,982,888	$2,044,461	$2,094,981	$-61,573
2021	$1,815,599	$1,787,884	$2,171,888	$27,715
2020	$1,917,425	$1,762,658	$2,145,553	$154,767
2019	$1,794,926	$1,751,093	$2,088,949	$43,833
2018	$1,682,799	$1,791,797	$1,943,267	$-108,998

BERKELEY COUNTY COMMITTEE ON AGING INC