MARSHALL COUNTY COUNCIL ON AGING

EIN: 351522711 501(c)(3)

PLYMOUTH, IN

Total Revenue
$806,079
Total Expenses
$775,165
Total Assets
$925,387
Net Assets
$867,782
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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
Phone
5749369904
Tax Period
2024-01-01 to 2024-12-31

MARSHALL COUNTY COUNCIL ON AGING, founded in 1974, is a small nonprofit that reported $806K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $775K left a modest 4% surplus.

Mission

CARE FOR SENIOR CITIZENS

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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 $789,336
Program Service Revenue $0
Investment Income $16,243
Other Revenue $500
TOTAL REVENUE $806,079

Expense Breakdown

Grants Paid $0
Salaries & Benefits $489,190
Fundraising Expenses $0
Program Expenses $689,498
Other Expenses $285,975
TOTAL EXPENSES $775,165

Year-over-Year Comparison

2024 2023 Change
Revenue $806,079 $979,426 -0.2%
Expenses $775,165 $677,357 +0.1%
Net Income $30,914 $302,069 -0.9%
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

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Governance

Voting Members
15
Independent Members
15
Employees
20
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
2
$0
Total Directors
1
$69,208
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANIS HOLIDAY EXECUTIVE DIRECTOR 40.00
Director
$69,208 $0 $69,208
ROB MOHNACKY VICE PRESIDENT 1.00
Officer
$0 $0 $0
BRYAN ZEHR PRESIDENT 2.00
Officer
$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 $806,079 $775,165 $925,387 $30,914
2023 $979,426 $677,357 $906,721 $302,069
2022 $678,049 $574,334 $581,858 $103,715
2021 $644,836 $548,447 $478,842 $96,389
2020 $652,356 $529,599 $351,846 $122,757
2019 $580,588 $622,210 $236,147 $-41,622
2018 $647,876 $628,945 $277,122 $18,931
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