WILLIAMSON COUNTY PROGRAMS ON AGING (EIN 371018674) - 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

1976

Legal Domicile

Principal Officer

LORI ELLIOTT

Phone

6189881585

Tax Period

2023-10-01 to 2024-09-30

WILLIAMSON COUNTY PROGRAMS ON AGING, founded in 1976, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE PROGRAMS AND SERVICES IN SUPPORT OF THE DAILY ACTIVITES, INDEPENDENT LIVING, TRAINING AND COUNSELING CENTER, AND AS A CLEARING HOUSE FOR PROBLEMS OF SENIOR CITIZENS. ALSO, TO PROVIDE EDUCATIONAL, CULTURAL, AND RECREATIONAL ACTIVITES.

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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 $1,612,420

Program Service Revenue $710,152

Investment Income $183,032

Other Revenue $200

TOTAL REVENUE $2,505,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,600,055

Fundraising Expenses $0

Program Expenses $2,101,515

Other Expenses $844,653

TOTAL EXPENSES $2,444,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,505,804	$2,869,247	-0.1%
Expenses	$2,444,708	$2,644,644	-0.1%
Net Income	$61,096	$224,603	-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

Governance

Voting Members

Independent Members

Employees

122

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	Role	Reportable Comp	Other Comp	Total
TED SWANNER	PRESIDENT	Officer Director	$0	$0	$0
DORIS HARRISON	TRUSTEE	Director	$0	$0	$0
MARTY HAGAN	TREASURER	Officer Director	$0	$0	$0
KATHY BURNS	SECRETARY	Officer Director	$0	$0	$0
STEVE GOTTSCHALK	VICE PRESIDENT	Officer Director	$0	$0	$0
ROBERT HELLENY	TRUSTEE	Director	$0	$0	$0
RHONDA JACKSON	TRUSTEE	Director	$0	$0	$0
CYNTHIA WOOLSEY	TRUSTEE	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	$2,505,804	$2,444,708	$5,098,255	$61,096
2023	$2,869,247	$2,644,644	$5,028,073	$224,603
2022	$3,376,271	$2,632,770	$4,886,939	$743,501
2021	$2,379,423	$2,262,655	$4,059,786	$116,768
2020	$2,945,033	$2,306,246	$3,951,454	$638,787
2019	$2,112,984	$2,221,258	$3,314,370	$-108,274
2018	$2,255,996	$2,153,499	$3,378,196	$102,497

WILLIAMSON COUNTY PROGRAMS ON AGING