LEE COUNTY COUNCIL ON AGING (EIN 362861690) - 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

SUSIE WELCH

Phone

8152889236

Tax Period

2024-07-01 to 2025-06-30

LEE COUNTY COUNCIL ON AGING, founded in 1974, is a small nonprofit in the Human Services sector that reported $750K in total revenue in fiscal year 2024. The organization ran a surplus of $156K, a strong 21% operating margin.

Mission

TO SERVE ALL LEE COUNTY CITIZENS AND HELP SENIORS MAINTAIN OPTIMAL LEVELS OF FUNCTION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $599,982

Program Service Revenue $60,620

Investment Income $16,251

Other Revenue $72,947

TOTAL REVENUE $749,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,243

Fundraising Expenses $996

Program Expenses $492,062

Other Expenses $298,254

TOTAL EXPENSES $593,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$749,800	$701,651	+0.1%
Expenses	$593,497	$527,893	+0.1%
Net Income	$156,303	$173,758	-0.1%

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

$57,914

Total Directors

$57,914

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSIE WELCH	EXEC. DIRECTOR	40.00	Officer Director	$57,914	$0	$57,914
DIANNE FRYE	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MARCU COX	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DORIE HOFT	TREASURER	2.00	Officer Director	$0	$0	$0
KELLI CHAMBERS	SECRETARY	2.00	Officer Director	$0	$0	$0
AMANDA CARROLL	MEMBER	2.00	Director	$0	$0	$0
TERRY CHRISTIAN	MEMBER	2.00	Director	$0	$0	$0
GREG CURRENS	MEMBER	2.00	Director	$0	$0	$0
JUNE FORDHAM	MEMBER	2.00	Director	$0	$0	$0
ALISA WOLF	MEMBER	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
2025	$749,800	$593,497	$1,140,870	$156,303
2024	No data	No data	No data	No data
2023	$549,751	$427,908	$864,374	$121,843
2022	$428,069	$394,494	$720,969	$33,575
2021	$462,344	$414,185	$690,728	$48,159
2020	$441,825	$496,638	$694,232	$-54,813
2019	$739,368	$645,608	$675,036	$93,760
2018	$707,367	$735,063	$647,342	$-27,696

LEE COUNTY COUNCIL ON AGING