LIVING WELL IN WABASH COUNTY COA INC (EIN 351514343) - 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

1974

Legal Domicile

Principal Officer

BEVERLY FERRY

Phone

2605634475

Tax Period

2023-01-01 to 2023-12-31

LIVING WELL IN WABASH COUNTY COA INC, founded in 1974, is a small nonprofit that reported $779K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $866K exceeded revenue, resulting in a 11% operating deficit.

Mission

LIVING WELL IN WABASH COUNTY SERVES ONE IN FOUR WABASH COUNTY RESIDENTS OF ALL AGES WHILE FOSTERING SENIOR INDEPENDENCE WITH THE MISSION TO ASSIST THE CITIZENS OF WABASH COUNTY IN MEETING THEIR SOCIAL, PHYSICAL, ECONOMIC, AND MOBILITY NEEDS WITH AN EMPHASIS ON PERSONS AGE 60 AND OVER.

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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 $704,470

Program Service Revenue $35,194

Investment Income $38,890

Other Revenue $0

TOTAL REVENUE $778,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,320

Fundraising Expenses $2,068

Program Expenses $864,083

Other Expenses $460,831

TOTAL EXPENSES $866,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$778,554	$860,146	-0.1%
Expenses	$866,151	$813,968	+0.1%
Net Income	$-87,597	$46,178	-2.9%

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

$74,878

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY FERRY	CEO	40.00	Officer	$74,878	$0	$74,878
RHONDA CARR	DIRECTOR	2.00	Director	$0	$0	$0
PENNY COLLINS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE GRESSLEY	TREASURER	2.00	Officer Director	$0	$0	$0
PAT LYNN	SECRETARY	2.00	Officer Director	$0	$0	$0
KELLY SMITH	DIRECTOR	2.00	Director	$0	$0	$0
BEN SNYDER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
RICHARD TUCKER	DIRECTOR	2.00	Director	$0	$0	$0
BEV VANDERPOOL	DIRECTOR	2.00	Director	$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	$778,554	$866,151	$749,782	$-87,597
2022	$860,146	$813,968	$863,526	$46,178
2021	$939,153	$762,529	$860,864	$176,624
2020	$921,474	$818,961	$719,386	$102,513
2019	$1,017,938	$769,612	$565,120	$248,326
2018	$719,925	$761,467	$265,034	$-41,542

LIVING WELL IN WABASH COUNTY COA INC