PUTNAM COUNTY AGING PROGRAM INC

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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

JENNI SUTHERLAND

Phone

3047552385

Tax Period

2024-10-01 to 2025-09-30

PUTNAM COUNTY AGING PROGRAM INC, founded in 1985, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $8.5M left a modest 7% surplus.

Mission

BELIEVING THAT SENIORS ARE IMPORTANT, THE MISSION OF PUTNAM AGING IS TO SERVE SENIORS BY PROVIDING NUTRITIONAL, SOCIAL, AND HEALTH-RELATED PROGRAMS DESIGNED TO ENHANCE AND ENRICH THE QUALITY OF THEIR LIVES.

Program Service Accomplishments

Program 1

Expenses: $3,314,775 Revenue: $6,320,593

MEDICAID PROVIDES FUNDS TO ASSIST ELDERLY AND LOW INCOME CITIZENS TO REMAIN INDEPENDENT BY PROVIDING CUSTODIAL AND BASIC MEDICAL NEEDS TO THE PERSON IN THEIR HOME.

Program 2

Expenses: $644,813 Revenue: $86,236

TITLE III - PROVIDES SOCIAL AND NUTRITIONAL SERVICES TO SENIOR CITIZENS FUNDS THROUGH A MIXTURE OF FEDERAL AND STATE GRANTS AS WELL AS PROGRAM INCOME.

Program 3

Expenses: $355,600 Revenue: $21,596

LIGHTHOUSE - PROVIDES IN-HOME ASSISTANCE FOR SENIORS WHO DO NOT QUALIFY FOR OTHER PROGRAMS. THE PROGRAM PROVIDES RELIEF TO CAREGIVERS WHO CARE FOR INDIVIDUALS WITH DEMENTIA AND ALZHEIMER'S...

LIGHTHOUSE - PROVIDES IN-HOME ASSISTANCE FOR SENIORS WHO DO NOT QUALIFY FOR OTHER PROGRAMS. THE PROGRAM PROVIDES RELIEF TO CAREGIVERS WHO CARE FOR INDIVIDUALS WITH DEMENTIA AND ALZHEIMER'S DISEASE.FAIR - THE FAIR PROGRAM OFFERS RELIEF TO FAMILY CAREGIVERS AND, AT THE SAME TIME, PROVIDES ONE-ON-ONE ATTENTION AND INDIVIDUALIZED ACTIVITIES FOR PERSONS WITH A WRITTEN DIAGNOSIS OF ALZHEIMER'S DISEASE OR A RELATED DEMENTIA.

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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 $2,103,453

Program Service Revenue $6,494,397

Investment Income $283,441

Other Revenue $222,400

TOTAL REVENUE $9,103,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,675,405

Fundraising Expenses $46,633

Program Expenses $7,751,677

Other Expenses $4,775,783

TOTAL EXPENSES $8,451,188

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,103,691	$7,512,275	+0.2%
Expenses	$8,451,188	$7,651,272	+0.1%
Net Income	$652,503	$-138,997	-5.7%

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

218

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

$94,308

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSALEE JUBA PLUMLEY	DIRECTOR	2.00	Director	$0	$0	$0
DENISE SCALPH	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL RUST	DIRECTOR	2.00	Director	$0	$0	$0
SANDI SHREWSBURY	DIRECTOR	2.00	Director	$0	$0	$0
JO HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
W REID STUART	DIRECTOR	2.00	Director	$0	$0	$0
DAVE MELTON	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES SMALLWOOD	DIRECTOR	2.00	Director	$0	$0	$0
MARY BOLING	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN WOOD	PRESIDENT	2.00	Officer	$0	$0	$0
DAVID PERRY	VICE PRESIDENT	2.00	Officer	$0	$0	$0
CINDY FARLEY	TREASURER	2.00	Officer	$0	$0	$0
ELLEN MILLS-PAULEY	SECRETARY	2.00	Officer	$0	$0	$0
JENNI SUTHERLAND	EXECUTIVE DIRECTOR	40.00	Officer	$94,308	$0	$94,308

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	$9,103,691	$8,451,188	$10,574,421	$652,503
2024	$7,512,275	$7,651,272	$9,964,164	$-138,997
2023	$8,611,981	$8,099,197	$9,879,093	$512,784
2022	$9,521,489	$7,992,046	$9,890,209	$1,529,443
2021	$9,555,674	$7,817,259	$8,706,780	$1,738,415
2020	$8,395,598	$7,058,094	$6,426,341	$1,337,504
2019	$7,912,702	$7,866,764	$5,274,077	$45,938
2018	$8,790,311	$8,789,139	$5,444,024	$1,172