UNIVERSITY OF KENTUCKY CENTER ON AGING FOUNDATION INC (EIN 311496128) - 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

1979

Legal Domicile

Principal Officer

SUSAN KRAUSS

Phone

8592574758

Tax Period

2017-07-01 to 2018-06-30

UNIVERSITY OF KENTUCKY CENTER ON AGING FOUNDATION INC, founded in 1979, is a micro nonprofit that reported $65K in total revenue in fiscal year 2017. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $24K, a strong 37% operating margin.

Mission

TO SUPPORT THE EDUCATION, RESEARCH, AND CLINICAL ACTIVITIES OF MULTI-DISCIPLINARY GERONTOLOGY PROGRAMS OF THE UNIVERSITY OF KENTUCKY.

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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 (2017)

Revenue Breakdown

Contributions & Grants $61,348

Program Service Revenue $0

Investment Income $3,583

Other Revenue $0

TOTAL REVENUE $64,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,840

Other Expenses $40,840

TOTAL EXPENSES $40,840

Year-over-Year Comparison

	2017	2016	Change
Revenue	$64,931	$151,944	-0.6%
Expenses	$40,840	$42,050	0.0%
Net Income	$24,091	$109,894	-0.8%

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

N/A

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

$283,503

Total Directors

$4,055,098

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARNETT DONNA	DIRECTOR	1.0	Director	$0	$52,650	$440,224
BORKOWSKI RON	DIRECTOR	1.0	Director	$0	$0	$0
BROWN III JOHN Y	DIRECTOR	1.0	Director	$0	$0	$0
CEREL JANET	DIRECTOR	1.0	Director	$0	$0	$0
COTTER MARY JANET	DIRECTOR	1.0	Director	$0	$0	$0
COWGILL NORWOOD BUDDY	DIRECTOR	1.0	Director	$0	$0	$0
DIPAOLA ROBERT	DIRECTOR	1.0	Director	$0	$76,494	$772,610
GROSSMAN STEVE	DIRECTOR	1.0	Director	$0	$0	$0
HANSON PAULA	DIRECTOR	1.0	Director	$0	$0	$0
KARPF MICHAEL	DIRECTOR	1.0	Director	$0	$149,497	$1,842,482
KRAUSS SUSAN	TREASURER	1.0	Officer Director	$0	$40,953	$283,503
KURZ CAROLYN	DIRECTOR	1.0	Director	$0	$0	$0
LAKIN AMBER	DIRECTOR	1.0	Director	$0	$0	$0
LEMASTER JIM	VICE CHAIR	1.0	Officer Director	$0	$0	$0
LYONS DEIDRE	DIRECTOR	1.0	Director	$0	$0	$0
MATHERLY STEVE	IMMEDIATE PAST CHAIR	1.0	Officer Director	$0	$0	$0
MOSSMAN CHRIS	DIRECTOR	1.0	Director	$0	$0	$0
MULLINS GREG	DIRECTOR	1.0	Director	$0	$0	$0
NEAL CHARLOTTE	SECRETARY	1.0	Officer Director	$0	$0	$0
NELSON PETER	DIRECTOR	1.0	Director	$0	$40,385	$310,237
NOONAN JACQUELINE	DIRECTOR	1.0	Director	$0	$0	$0
PIKE DENNIS	DIRECTOR	1.0	Director	$0	$0	$0
PRICHARD BENNETT	DIRECTOR	1.0	Director	$0	$0	$0
REECE GALE	DIRECTOR	1.0	Director	$0	$0	$0
VAN ELDIK LINDA	DIRECTOR	1.0	Director	$0	$35,916	$406,042
VAUGHN JONATHAN	CHAIR	1.0	Officer Director	$0	$0	$0
DE BEER FREDERICK	FORMER DIRECTOR	0.0		$0	$55,857	$572,769
MARTIN ANGELA S	FORMER TREASURER	0.0		$0	$60,052	$334,695
TRACY TIMOTHY	FORMER DIRECTOR	0.0		$0	$59,774	$521,503
WYATT STEPHEN	FORMER DIRECTOR	0.0		$0	$23,684	$260,715

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
2018	$64,931	$40,840	$300,646	$24,091

UNIVERSITY OF KENTUCKY CENTER ON AGING FOUNDATION INC