MECOSTA COUNTY COUNCIL ON AGING

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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

1969

Legal Domicile

Principal Officer

SHERRI FLOREZ

Phone

2317984848

Tax Period

2024-01-01 to 2024-12-31

MECOSTA COUNTY COUNCIL ON AGING, founded in 1969, is a small nonprofit that reported $185K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $170K left a modest 8% surplus.

Mission

THE COUNCIL/RETIRED AND SENIOR VOLUNTEER PROGRAM IS A NON-PROFIT, NON- POLITICAL ORGANIZATION THAT COORDINATES PROGRAMS, PUBLIC AND PRIVATE, TO PROMOTE AND SAFEGUARD THE INDPENDENCE AND WELL-BEING OF SENIOR CITIZENS IN THE STATE OF MICHIGAN COUNITES MECOSTA, OSCEOLA, AND LAKE.

Program Service Accomplishments

Program 1

Expenses: $119,352

THE RETIRED SENIOR VOLUNTEER PROGRAM ENABLES SENIOR CITIZENS 55 AND OLDER THE OPPORTUNITY TO PARTICIPATE IN COMMUNITY ACTIVITIES WHILE SERVING THEIR NEIGBORS, AGENCIES, AND ORGANIZATIONS WITHIN...

THE RETIRED SENIOR VOLUNTEER PROGRAM ENABLES SENIOR CITIZENS 55 AND OLDER THE OPPORTUNITY TO PARTICIPATE IN COMMUNITY ACTIVITIES WHILE SERVING THEIR NEIGBORS, AGENCIES, AND ORGANIZATIONS WITHIN MECOSTA, OSCEOLA, AND LAKE COUNTIES. THERE IS AN INFORMATIONAL NEWSLETTER MAILING TWICE A YEAR THAT IS A SPECIAL INVITATION. ASSIGNMENTS TO THE VOLUNTEERS ARE COORDINATED AND ASSINGED WITHIN A RADIUS OF 30 MILES FROM THEIR RESIDENCE ASIDE FROM MEDICAL TRANSPORTATION. MEDICAL EMERGENCY TRANSPORTATION, FOOD PANTRIES, KITCHENS, MEDICINE DELIVERES WERE HIGHLY ACTIVE AND NEEDS WERE MET BY THE RSVP VOLUNTEERS. VOLUNTEERS ASSIST WITH GATHERING AND DELIVERING MEALS, DISASTER PREPAREDNESS, MENTORING, LITERACY, HOSPICE CARE, NURSING HOMES, HOMELESS SHELTERS, PET THEREPY, AND MANY MORE TASKS TO HELP THOSE IN NEED. RSVP PARTNERS WITH THE MMAP, SENIOR MEDICATE PROGRAM, AND AARP VOLUNTEERS TO PREPARE LOW-INCOME INDIVIDUALS TAX RETURNS.

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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 $184,699

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $184,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,001

Fundraising Expenses $19,761

Program Expenses $119,352

Other Expenses $80,382

TOTAL EXPENSES $170,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,703	$164,665	+0.1%
Expenses	$170,383	$170,379	+0.0%
Net Income	$14,320	$-5,714	-3.5%

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

N/A

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
KRIS BREMMER	BOARD MEMBER	0.50	Director	$0	$0	$0
BONNIE CLARK	BOARD MEMBER	0.75	Director	$0	$0	$0
LINDA CONNELL	BOARD MEMBER	0.75	Director	$0	$0	$0
JUDY ELLIS	BOARD MEMBER	0.50	Director	$0	$0	$0
JANICE BOROWICZ	SECRETARY	0.75	Officer	$0	$0	$0
DANIEL BREMMER	INTERIM PRES	1.00	Officer	$0	$0	$0
SHERRI FLOREZ	PROGRAM DIRE	0.75	Officer	$0	$0	$0
GERALD W KENWARD	VICE PRESIDE	0.75	Officer	$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
2024	$184,703	$170,383	$40,652	$14,320
2023	$164,665	$170,379	$26,931	$-5,714
2022	$120,860	$123,334	$23,584	$-2,474
2021	$161,539	$149,414	$41,098	$12,125
2020	$120,084	$118,198	$9,295	$1,886