COLES COUNTY COUNCIL ON AGING (EIN 237414779) - 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

1974

Legal Domicile

Principal Officer

KIM EDWARDS

Phone

2176395150

Tax Period

2024-07-01 to 2025-06-30

COLES COUNTY COUNCIL ON AGING, founded in 1974, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HELP AND SERVICES FOR ELDERLY INDIVIDUALS AND PUBLIC TRANSPORTATION

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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 $2,326,496

Program Service Revenue $301,242

Investment Income $59,214

Other Revenue $11,068

TOTAL REVENUE $2,698,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,333,758

Fundraising Expenses $0

Program Expenses $2,274,951

Other Expenses $1,333,331

TOTAL EXPENSES $2,667,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,698,020	$2,284,551	+0.2%
Expenses	$2,667,089	$2,663,072	+0.0%
Net Income	$30,931	$-378,521	-1.1%

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

$71,738

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM EDWARDS	EXEC. DIRECT	37.50	Officer	$71,738	$0	$71,738
SHERRI BRANSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROB FEARS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LAUREL ALLENBAUGH	SECRETARY	1.00	Officer Director	$0	$0	$0
TAMI KNIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID WHITE	DIRECTOR	1.00	Director	$0	$0	$0
LINDA PODESCHI	DIRECTOR	1.00	Director	$0	$0	$0
JANET GROVE	DIRECTOR	1.00	Director	$0	$0	$0
LARRY LILLY	DIRECTOR	1.00	Director	$0	$0	$0
DEAN WILLAREDT	DIRECTOR	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	$2,698,020	$2,667,089	$3,465,869	$30,931
2024	$2,284,551	$2,663,072	$3,397,989	$-378,521
2023	$2,358,432	$2,315,049	$3,720,358	$43,383
2022	$2,129,476	$2,072,672	$3,578,847	$56,804
2021	$2,073,801	$1,833,810	$3,937,767	$239,991
2020	$1,765,748	$1,863,104	$3,747,277	$-97,356
2019	$1,753,038	$1,887,445	$3,806,514	$-134,407
2018	$1,689,368	$1,979,423	$3,715,890	$-290,055

COLES COUNTY COUNCIL ON AGING