MARION COUNTY COUNCIL ON AGING INC (EIN 310858691) - 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

1972

Legal Domicile

Principal Officer

CASANDRA GREGORY

Phone

7403873788

Tax Period

2024-01-01 to 2024-12-31

MARION COUNTY COUNCIL ON AGING INC, founded in 1972, is a small nonprofit in the Human Services sector that reported $936K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

SERVICES FOR THE ELDERLY

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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 $887,933

Program Service Revenue $0

Investment Income $47,759

Other Revenue $0

TOTAL REVENUE $935,692

Expense Breakdown

Grants Paid $75,736

Salaries & Benefits $99,201

Fundraising Expenses $0

Program Expenses $878,447

Other Expenses $789,037

TOTAL EXPENSES $963,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$935,692	$1,144,987	-0.2%
Expenses	$963,974	$869,845	+0.1%
Net Income	$-28,282	$275,142	-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

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

$68,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASANDRA GREGORY	Executive Dir.	40.00	Officer	$68,900	$0	$68,900
JAN PERSINGER	BOARD MEMBER	0.50	Director	$0	$0	$0
KATHY WINK	BOARD MEMBER	0.50	Director	$0	$0	$0
DOUGLAS DIEQUEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
SYLVIA ALMENDER	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG CLARK	CHAIRPERSON	1.00	Officer	$0	$0	$0
MICHAEL RING	VICE CHAIRPERSO	1.00	Officer	$0	$0	$0
LISA BUSH	Treasurer	1.00	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	$935,692	$963,974	$1,683,113	$-28,282
2023	$1,144,987	$869,845	$1,711,542	$275,142
2022	$843,678	$729,630	$1,443,865	$114,048
2021	$835,915	$614,742	$1,307,033	$221,173
2020	$813,959	$601,489	$1,080,997	$212,470
2019	$806,506	$749,180	$876,052	$57,326
2018	$797,728	$703,212	$809,864	$94,516

MARION COUNTY COUNCIL ON AGING INC