ALCONA COUNTY COMMISSION ON AGING

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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

PHIL POTTER

Phone

9897368879

Tax Period

2023-10-01 to 2024-09-30

ALCONA COUNTY COMMISSION ON AGING, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $10.2M in total revenue in fiscal year 2023. Revenue surged 350% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.0M, a strong 89% operating margin.

Mission

TO PROMOTE INDEPENDENCE, WELL-BEING, AND DIGNITY TO THE AGING POPULATION OF ALCONA COUNTY, BY COORDINATING AND INITIATING PROGRAMS THAT MEET THE NEEDS OF OUR COMMUNITY AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $344,766 Revenue: $26,074

HOME DELIVERED MEAL WAIVER (29,885 MEALS SERVED)

Program 2

Expenses: $113,561 Revenue: $8,514

STATE IN-HOME SERVICES (1,720.75 UNITS)

Program 3

Expenses: $76,250 Revenue: $12,364

CONGREGATE DINING (4,999 MEALS)

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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 $9,676,935

Program Service Revenue $76,142

Investment Income $300,468

Other Revenue $115,030

TOTAL REVENUE $10,168,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $700,825

Fundraising Expenses $0

Program Expenses $713,575

Other Expenses $440,592

TOTAL EXPENSES $1,141,417

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,168,575	$2,258,631	+3.5%
Expenses	$1,141,417	$1,411,263	-0.2%
Net Income	$9,027,158	$847,368	+9.7%

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

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

$25,825

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL POTTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DELORIS SCHLICKER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DR ROBERT TUREK	SECRETARY	2.00	Officer Director	$0	$0	$0
ROLLAND LYNCH	TREASURER	2.00	Officer Director	$0	$0	$0
PAM MACKINNON	DIRECTOR	2.00	Director	$0	$0	$0
LEROY PINDER	DIRECTOR	2.00	Director	$0	$0	$0
KELLY VON FINTEL	DIRECTOR	2.00	Director	$0	$0	$0
WENDY BAIN	EXECUTIVE DI	40.00	Director	$25,825	$0	$25,825

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	No data	No data	No data	No data
2024	$10,168,575	$1,141,417	$15,292,643	$9,027,158
2023	$2,258,631	$1,411,263	$8,070,696	$847,368
2022	$1,398,533	$1,450,197	$1,566,515	$-51,664
2021	$1,671,333	$1,278,359	$1,593,080	$392,974
2020	$2,164,789	$1,960,538	$1,297,986	$204,251
2019	$757,444	$642,463	$817,355	$114,981
2018	$674,247	$643,413	$706,699	$30,834