REGION II COMMISSION ON SERVICES TO THE AGING (EIN 382056030) - 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

KARA LORENZ-GOINGS

Phone

5175921682

Tax Period

2023-10-01 to 2024-09-30

REGION II COMMISSION ON SERVICES TO THE AGING, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $27.5M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE LOCAL SERVICES FOR THE BENEFIT OF OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES.

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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 $5,175,482

Program Service Revenue $22,023,394

Investment Income $347,152

Other Revenue $0

TOTAL REVENUE $27,546,028

Expense Breakdown

Grants Paid $2,875,785

Salaries & Benefits $5,956,535

Fundraising Expenses $70,580

Program Expenses $25,913,202

Other Expenses $18,940,750

TOTAL EXPENSES $27,773,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,546,028	$24,254,532	+0.1%
Expenses	$27,773,070	$23,826,621	+0.2%
Net Income	$-227,042	$427,911	-1.5%

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

$173,491

Total Directors

$12,410

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN WYATT	BOARD MEMBER	2.00	Director	$540	$0	$540
CURTIS GALE	BOARD MEMBER	2.00	Director	$1,950	$0	$1,950
DEBORAH SHEPARD	BOARD MEMBER	2.00	Director	$970	$0	$970
CHRIS WITTENBACH	BOARD MEMBER	2.00	Director	$1,350	$0	$1,350
MEGAN KISER END APR 2023	BOARD MEMBER	2.00	Director	$1,230	$0	$1,230
TONY BAIR	BOARD TREASURER	2.00	Officer Director	$240	$0	$240
KEITH WILLIAMS	BOARD VICE CHAIR	2.00	Officer Director	$2,840	$0	$2,840
AIMRIE REAM-TAYLOR BEG JAN 2024	BOARD MEMBER	2.00	Director	$180	$0	$180
BRENT LEININGER	BOARD CHAIR	2.00	Officer Director	$360	$0	$360
BILL RICHARDSON END APR 2024	BOARD TREASURER	2.00	Officer Director	$1,400	$0	$1,400
BOB HARVEY BEG MAY 2024	BOARD MEMBER	2.00	Director	$0	$0	$0
CYNTHIA RICHARDSON BEG MAY 2024	BOARD MEMBER	2.00	Director	$0	$0	$0
MARCIA BOYNTON END AUG 2023	BOARD MEMBER	2.00	Director	$450	$0	$450
STEPHEN RAJZER END MAY 2023	BOARD MEMBER	2.00	Director	$900	$0	$900
JULIE WETHERBY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$129,642	$39,009	$168,651

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	$27,546,028	$27,773,070	$18,825,460	$-227,042
2023	$24,254,532	$23,826,621	$17,447,938	$427,911
2022	$23,752,574	$22,029,519	$17,635,120	$1,723,055
2021	$24,253,208	$21,411,086	$15,232,514	$2,842,122
2020	$22,008,010	$20,405,532	$13,952,167	$1,602,478
2019	$20,501,452	$20,476,642	$11,037,067	$24,810
2018	$20,192,350	$20,377,856	$11,068,963	$-185,506

REGION II COMMISSION ON SERVICES TO THE AGING