Union County Council on Aging

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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

1981

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Union County Council on Aging, founded in 1981, is a small nonprofit in the Human Services sector that reported $904K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $829K left a modest 8% surplus.

Mission

Provide Low Cost Services to Senior Citizens to Ensure a Healthier Safer Environment forThem

Program Service Accomplishments

Program 1

Expenses: $829,196 Revenue: $952,000

Transit Provides Transportation to the Elderly and Others In the County for Medical Purposes and Essential Needs. Itis a Demand Responsive Service with Wheelchair Lift Vehicles and Other Services...

Transit Provides Transportation to the Elderly and Others In the County for Medical Purposes and Essential Needs. Itis a Demand Responsive Service with Wheelchair Lift Vehicles and Other Services Include Adult Day Care and HomeHealth Services.

Program 2

Tri Home Provides Home Health Services to Assist Those Who are Unable to Do Complete Care for themselves Because they are physically unable.

Program 3

Lifestream Services to Provide Meal Delivery to the Door for Those Who are Unable to Prepare Their Meals or Leave the Building to Purchase Food

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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 $561,853

Program Service Revenue $324,864

Investment Income $22,403

Other Revenue $-5,416

TOTAL REVENUE $903,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $475,048

Fundraising Expenses $0

Program Expenses $829,196

Other Expenses $342,810

TOTAL EXPENSES $829,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$903,704	$757,670	+0.2%
Expenses	$829,196	$799,479	+0.0%
Net Income	$74,508	$-41,809	-2.8%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Sayne	President	0.00	Officer	$0	$0	$0
Trisha Persinger	Director	0.00	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	$903,704	$829,196	$1,734,762	$74,508
2022	$757,670	$799,479	$1,653,556	$-41,809
2021	$846,589	$831,922	$1,722,981	$14,667
2020	$857,053	$768,743	$1,680,476	$88,310
2019	$810,782	$787,497	$1,596,834	$23,285
2018	$861,415	$850,580	$1,563,665	$10,835