PUTNAM COUNTY AGING PROGRAM INC (EIN 311149267) - 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

JENNI SUTHERLAND

Phone

3047552385

Tax Period

2023-10-01 to 2024-09-30

PUTNAM COUNTY AGING PROGRAM INC, founded in 1985, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

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.

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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 $1,996,723

Program Service Revenue $5,184,462

Investment Income $331,090

Other Revenue $0

TOTAL REVENUE $7,512,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,487,394

Fundraising Expenses $44,732

Program Expenses $6,980,292

Other Expenses $4,163,878

TOTAL EXPENSES $7,651,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,512,275	$8,611,981	-0.1%
Expenses	$7,651,272	$8,099,197	-0.1%
Net Income	$-138,997	$512,784	-1.3%

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

234

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

$92,955

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
BRIAN WOOD	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
DENISE SCALPH	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	$92,955	$0	$92,955

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	$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

PUTNAM COUNTY AGING PROGRAM INC