Council on Aging of Southwestern Ohio (EIN 310807186) - 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

1971

Legal Domicile

Principal Officer

Suzanne Burke

Phone

5137211025

Tax Period

2023-10-01 to 2024-09-30

Council on Aging of Southwestern Ohio, founded in 1971, is a major nonprofit in the Human Services sector that reported $129.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

To enhance the lives of adults by assisting them to remain independent at home through a range of quality services.

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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 $110,521,411

Program Service Revenue $17,936,848

Investment Income $506,220

Other Revenue $8,329

TOTAL REVENUE $128,972,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,008,768

Fundraising Expenses $3,555

Program Expenses $116,954,295

Other Expenses $96,827,074

TOTAL EXPENSES $128,835,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$128,972,808	$115,466,364	+0.1%
Expenses	$128,835,842	$110,269,259	+0.2%
Net Income	$136,966	$5,197,105	-1.0%

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

473

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

$622,952

Total Directors

Key Employees

$870,814

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eyad Musallam	Trustee	1.00	Director	$0	$0	$0
Mike Carroll	Trustee	1.00	Director	$0	$0	$0
Angela Curl	Trustee	1.00	Director	$0	$0	$0
Carl Stich	Trustee	1.00	Director	$0	$0	$0
Karen Brown	Chair	1.00	Officer Director	$0	$0	$0
Linda Holmes	Trustee	1.00	Director	$0	$0	$0
Sarah Boehle	Trustee	1.00	Director	$0	$0	$0
Cathy Cain	Secretary - Exited 3/24	1.00	Officer Director	$0	$0	$0
Kay Bolden	Secretary	1.00	Officer Director	$0	$0	$0
Leonard Wagers	Treasurer	1.00	Officer Director	$0	$0	$0
Karen Bankston	Vice Chairman	1.00	Officer Director	$0	$0	$0
James Cowan	Trustee	1.00	Director	$0	$0	$0
Valarie Boykins	Trustee	1.00	Director	$0	$0	$0
Matthew Durban	Trustee	1.00	Director	$0	$0	$0
Jeff Rhein	Trustee	1.00	Director	$0	$0	$0
Jane Ripberger	Trustee	1.00	Director	$0	$0	$0
Matthew Worth	Trustee - Started 8/24	1.00	Director	$0	$0	$0
Rose Stertz	Trustee - Started 2/24	1.00	Director	$0	$0	$0
Suzanne Burke	CEO	37.50	Officer	$370,898	$49,910	$420,808
Ronnell Spears	CFO	37.50	Officer	$160,477	$41,667	$202,144
Ken Wilson	VP Program Ops	37.50	Key Emp	$167,000	$60,939	$227,939
Terri Bunting	VP of Managed Care	37.50	Key Emp	$179,928	$50,850	$230,778
Jacqueline Hutsell	VP of People Services	37.50	Key Emp	$168,135	$33,701	$201,836
Judith Eschmann	VP Community & Business	37.50	Key Emp	$168,000	$42,261	$210,261
Kimberly Clark	Director Community and Bus	37.50	Highest	$127,079	$35,596	$162,675
Carl McCullough	Controller	37.50	Highest	$105,832	$32,549	$138,381
Lisa Portune	Manager, Compliance & Prov	37.50	Highest	$114,483	$7,144	$121,627
Brooke Gully	Director of Medicaid	37.50	Highest	$105,126	$15,419	$120,545
Christel Thomas-Stanton	Case Manager	37.50	Highest	$103,523	$6,486	$110,009

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	$128,972,808	$128,835,842	$31,743,062	$136,966
2023	$115,466,364	$110,269,259	$28,713,912	$5,197,105
2022	$95,809,985	$95,292,792	$25,338,812	$517,193
2021	$94,817,577	$90,404,283	$23,191,204	$4,413,294
2020	$87,994,694	$87,447,651	$23,159,503	$547,043
2019	$80,076,232	$79,582,166	$16,208,399	$494,066
2018	$81,120,049	$79,866,261	$16,399,592	$1,253,788

Council on Aging of Southwestern Ohio