Aging and Community Services of South Central Indiana Inc (EIN 311017271) - 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

1977

Legal Domicile

Principal Officer

Teresa Lorenz

Phone

8123726918

Tax Period

2023-07-01 to 2024-06-30

Aging and Community Services of South Central Indiana Inc, founded in 1977, is a mid-sized nonprofit in the Human Services sector that reported $10.8M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

The agency was organized to provide services to elderly and disabled persons in the state of Indiana.

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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 $7,718,093

Program Service Revenue $3,103,026

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,821,119

Expense Breakdown

Grants Paid $1,587,912

Salaries & Benefits $7,811,894

Fundraising Expenses $0

Program Expenses $9,327,475

Other Expenses $1,310,659

TOTAL EXPENSES $10,710,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,821,119	$8,128,652	+0.3%
Expenses	$10,710,465	$8,440,847	+0.3%
Net Income	$110,654	$-312,195	-1.4%

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

139

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

$295,708

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Catherine Wichman	Prior President - Exit(12/2023)	2.00	Officer Director	$0	$0	$0
Maria Rodriguez	Director	1.00	Director	$0	$0	$0
Blake Reed	Secretary	2.00	Officer Director	$0	$0	$0
Grace Kestler	Current President	2.00	Officer Director	$0	$0	$0
Jasmine O'Conner	Prior Vice President - Exit(12/2023)	2.00	Officer Director	$0	$0	$0
Megan Cherry	Vice President	2.00	Officer Director	$0	$0	$0
Maci Baurle	Director	1.00	Director	$0	$0	$0
Brandi Johnson	Director - Exit(12/2023)	1.00	Director	$0	$0	$0
Mark Lindenlaub	Executive Dir. - Retired	37.50	Officer	$134,800	$27,268	$207,610
Teresa Lorenz	Deputy Director	37.50	Officer	$87,005	$1,093	$88,098

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	No data	No data	No data	No data
2024	$10,821,119	$10,710,465	$2,827,318	$110,654
2023	$8,128,652	$8,440,847	$2,348,847	$-312,195
2022	$7,766,878	$8,008,936	$2,250,512	$-242,058
2021	$8,836,932	$8,713,620	$2,562,772	$123,312
2020	$8,014,397	$8,145,702	$2,256,642	$-131,305
2019	$7,210,268	$7,003,722	$2,301,464	$206,546
2018	$6,633,194	$6,584,743	$2,260,145	$48,451

Aging and Community Services of South Central Indiana Inc