JEFFERSON COUNTY COUNCIL ON AGING INC (EIN 311130408) - 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

1985

Legal Domicile

Principal Officer

Kenneth Andrews

Phone

3047247109

Tax Period

2022-10-01 to 2023-09-30

JEFFERSON COUNTY COUNCIL ON AGING INC, founded in 1985, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2022. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

To provide in home services, para-nursing in home services, nutritional meals, transportation, and other various services to elderly of Jefferson and Berkley Counties in WV.

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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 (2022)

Revenue Breakdown

Contributions & Grants $565,814

Program Service Revenue $404,212

Investment Income $0

Other Revenue $75,641

TOTAL REVENUE $1,045,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $821,319

Fundraising Expenses $0

Program Expenses $863,001

Other Expenses $333,010

TOTAL EXPENSES $1,154,329

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,045,667	$1,606,748	-0.3%
Expenses	$1,154,329	$1,669,854	-0.3%
Net Income	$-108,662	$-63,106	+0.7%

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

Total Directors

Key Employees

$135,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Wellman	Executive Director	40	Key Emp Highest	$85,000	$0	$85,000
Ken Andrews	Finance Director	40	Key Emp	$50,000	$0	$50,000
Charlotte Bennett	Secretary	2	Director	$0	$0	$0
Scott Coulter	Board Member	2	Director	$0	$0	$0
Sarah Pierson	Treasurer	2	Director	$0	$0	$0
Andrea Ward	President	2	Key Emp	$0	$0	$0
Charles Wysong	Vice President	2	Key Emp	$0	$0	$0
Patsy Noland	Board Member	2	Key Emp	$0	$0	$0
Denise De Lisle	Board Member	2	Key Emp	$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	No data	No data	No data	No data
2023	$1,045,667	$1,154,329	$1,637,759	$-108,662
2022	$1,606,748	$1,669,854	$1,659,872	$-63,106
2021	$1,536,395	$1,452,998	$1,660,232	$83,397
2020	$1,537,751	$1,532,640	$1,383,142	$5,111
2019	$1,628,602	$1,812,987	$1,295,010	$-184,385

JEFFERSON COUNTY COUNCIL ON AGING INC