NORTH OTTAWA COUNTY COUNCIL ON AGI… - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

AMANDA LONG

Phone

6168429210

Tax Period

2024-10-01 to 2025-09-30

NORTH OTTAWA COUNTY COUNCIL ON AGING is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 12% surplus.

Mission

TO PROMOTE VITALITY, INDEPENDENCE, AND WELL-BEING TO OLDER ADULTS IN NORTH OTTAWA COUNTY BY PROVIDING NEEDED SERVICES, INFORMATION, ENCOURAGING RECREATION AND LIFE LONG LEARNING, AND ADVOCATING FOR SOLUTIONS TO THE ISSUES OF AGING.

Program Service Accomplishments

Program 1

Expenses: $311,632 Revenue: $323,720

SENIOR CENTER: PROVIDED WELLNESS AND SOCIAL ACTIVITIES, EDUCATIONAL PROGRAMING, AND DAILY MEALS TO OLDER ADULTS LIVING THROUGHOUT NORTHERN OTTAWA COUNTY. APPROXIMATELY 688 MEMBERS WERE ENROLLED AT...

SENIOR CENTER: PROVIDED WELLNESS AND SOCIAL ACTIVITIES, EDUCATIONAL PROGRAMING, AND DAILY MEALS TO OLDER ADULTS LIVING THROUGHOUT NORTHERN OTTAWA COUNTY. APPROXIMATELY 688 MEMBERS WERE ENROLLED AT THE CENTER EACH MONTH DURING THE YEAR. THE WELLNESS PROGRAM OFFERED AN AVERAGE OF 50 FITNESS CLASSES AND ENRICHMENT OPPORTUNITIES MONTHLY. CLASS OFFERINGS ARE RESUMED TO PRE-COVID LEVELS.

Program 2

Expenses: $220,296 Revenue: $228,841

CASE COORDINATION AND SUPPORT: CASE COORDINATORS WORKED INDIVIDUALLY AND CONFIDENTIALLY WITH 172 OLDER ADULTS PROVIDING 1,376 HOURS OF DIRECT CASE COORDINATION. THE GOAL BEING FOR ALL SENIORS TO...

CASE COORDINATION AND SUPPORT: CASE COORDINATORS WORKED INDIVIDUALLY AND CONFIDENTIALLY WITH 172 OLDER ADULTS PROVIDING 1,376 HOURS OF DIRECT CASE COORDINATION. THE GOAL BEING FOR ALL SENIORS TO REMAIN LIVING INDEPENDENTLY.

Program 3

Expenses: $160,068 Revenue: $166,277

HOMEMAKING: THE AGENCY PROVIDED HOMEMAKING, PERSONAL CARE, GROCERY SHOPPING, COMPANIONSHIP AND RESPITE ASSISTANCE ALLOWING SENIORS TO REMAIN LIVING IN THEIR HOMES. A TOTAL OF 95 SENIORS BENEFITTED...

HOMEMAKING: THE AGENCY PROVIDED HOMEMAKING, PERSONAL CARE, GROCERY SHOPPING, COMPANIONSHIP AND RESPITE ASSISTANCE ALLOWING SENIORS TO REMAIN LIVING IN THEIR HOMES. A TOTAL OF 95 SENIORS BENEFITTED FROM THIS SUPPORT. DIRECT CARE WORKERS WERE IN THE HOMES OF SENIORS AN AVERAGE OF 6 HOURS PER MONTH PER SENIOR TOTALING 6,840 HOURS ANNUALLY.

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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 $260,698

Program Service Revenue $879,788

Investment Income $78,214

Other Revenue $23,314

TOTAL REVENUE $1,242,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $606,751

Fundraising Expenses $0

Program Expenses $846,937

Other Expenses $485,721

TOTAL EXPENSES $1,092,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,242,014	$1,222,289	+0.0%
Expenses	$1,092,472	$997,764	+0.1%
Net Income	$149,542	$224,525	-0.3%

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

$119,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY FLOREA	BOARD PRESID	2.00	Officer Director	$0	$0	$0
LEAH JOHNSON	BOARD VICE P	2.00	Officer Director	$0	$0	$0
TAMARA VANDENBERG	BOARD TREASU	2.00	Officer Director	$0	$0	$0
JEAN REGESTER	BOARD SECRET	2.00	Officer Director	$0	$0	$0
LISA CHRISTIANSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KARLA MIDDLECAMP	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN THORPE	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT BORG	BOARD MEMBER	2.00	Director	$0	$0	$0
NEAL MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM KROLL	EXECUTIVE DI	40.00	Officer	$107,688	$12,123	$119,811
AMANDA LONG	EXECUTIVE DI	40.00	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
2025	$1,242,014	$1,092,472	$3,072,407	$149,542
2024	$1,222,289	$997,764	$2,795,718	$224,525
2023	$1,129,482	$1,004,191	$1,884,310	$125,291
2022	$1,077,311	$855,369	$1,679,820	$221,942
2021	$1,355,933	$810,675	$1,604,930	$545,258
2020	$1,069,926	$952,148	$1,162,207	$117,778
2019	$1,052,038	$1,057,752	$937,973	$-5,714
2018	$946,435	$957,353	$928,976	$-10,918

NORTH OTTAWA COUNTY COUNCIL ON AGING