SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC DBA SWIRCA & MORE

EIN: 351330782 501(c)(3) Human Services

EVANSVILLE, IN

Total Revenue
$7,693,327
Total Expenses
$7,159,768
Total Assets
$10,622,698
Net Assets
$7,121,742
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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
1974
Legal Domicile
IN
Principal Officer
RHONDA ZUBER
Phone
8124647800
Tax Period
2024-07-01 to 2025-06-30

SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC DBA SWIRCA & MORE, founded in 1974, is a community nonprofit in the Human Services sector that reported $7.7M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $7.2M left a modest 7% surplus.

Mission

THE SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING (SWIRCA & MORE) IS A NOT FOR PROFIT ORGANIZATION WHOSE MISSION IS ENHANCING OPPORTUNITIES FOR INDEPENDENT LIVING. SWIRCA & MORE ASSISTS OLDER ADULTS AND INDIVIDUALS WHO ARE DISABLED OF ALL AGES THROUGHOUT A SIX COUNTY AREA INCLUDING GIBSON, PERRY, POSEY, SPENCER, VANDERBURGH, AND WARRICK. SWIRCA & MORE HAS DEVELOPED A COMPREHENSIVE ARRAY OF SERVICES INTENDED TO PREVENT INSTITUTIONALIZATION AND FOSTER A SAFE HOME ENVIRONMENT FOR EACH CLIENT WE SERVE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,219,879
Program Service Revenue $1,252,495
Investment Income $118,384
Other Revenue $102,569
TOTAL REVENUE $7,693,327

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,585,350
Fundraising Expenses $130,265
Program Expenses $6,130,801
Other Expenses $3,574,418
TOTAL EXPENSES $7,159,768

Year-over-Year Comparison

2024 2023 Change
Revenue $7,693,327 $9,468,216 -0.2%
Expenses $7,159,768 $7,825,877 -0.1%
Net Income $533,559 $1,642,339 -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

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Governance

Voting Members
20
Independent Members
20
Employees
141
Volunteers
246

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
8
$284,793
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WENDY CHINN DIRECTOR 1.00
Director
$0 $0 $0
DUNNING CHRIS DIRECTOR 1.00
Director
$0 $0 $0
SANDY LASHER DIRECTOR 1.00
Director
$0 $0 $0
ADAMS KATY DIRECTOR 1.00
Director
$0 $0 $0
CINDY LEDBETTER DIRECTOR 1.00
Director
$0 $0 $0
JONATHAN ESTES DIRECTOR 1.00
Director
$0 $0 $0
KELSEY SELLERS DIRECTOR 1.00
Director
$0 $0 $0
VICKI J SIMMONS SECRETARY 1.00
Officer Director
$0 $0 $0
MICHELLE GEORGETTE DIRECTOR 1.00
Director
$0 $0 $0
SHELBY BASS PAST CHAIR 1.00
Officer Director
$0 $0 $0
BASHAR HAMAMI DIRECTOR 1.00
Director
$0 $0 $0
DENISE JOHNSON-KINCAID DIRECTOR 1.00
Director
$0 $0 $0
LINNZI BAUMANN VICE CHAIR 1.00
Officer Director
$0 $0 $0
JANCIE RICHARDSON DIRECTOR 1.00
Director
$0 $0 $0
BRAD ELPERS CHAIR 1.00
Officer Director
$0 $0 $0
ALAN VAN CLEEF DIRECTOR 1.00
Director
$0 $0 $0
LISA MELLIFF DIRECTOR 1.00
Director
$0 $0 $0
ANDREW WURDEMAN DIRECTOR 1.00
Director
$0 $0 $0
DILLON MULHERIN TREASUER 1.00
Officer Director
$0 $0 $0
BREANNA WYMAN DIRECTOR 1.00
Director
$0 $0 $0
RHONDA ZUBER PRESIDENT 38.00
Officer
$106,307 $0 $106,307
KEITH PATTERSON VP FINANCE 38.00
Officer
$83,439 $3,237 $86,676
MICHAEL HALLING VP OPERATIONS 38.00
Officer
$87,830 $3,980 $91,810
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 $7,693,327 $7,159,768 $10,622,698 $533,559
2024 No data No data No data No data
2023 $7,718,192 $6,733,024 $6,077,752 $985,168
2022 $6,951,853 $6,439,949 $4,727,589 $511,904
2021 $6,889,068 $6,207,006 $4,341,747 $682,062
2020 $6,377,391 $6,091,743 $4,317,020 $285,648
2019 $6,263,895 $5,542,567 $3,608,226 $721,328
2018 $5,732,711 $5,597,561 $2,878,919 $135,150
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