OTSEGO COUNTY COMMISSION ON AGING

EIN: 382058876 501(c)(3)

GAYLORD, MI

Total Revenue
$2,489,885
Total Expenses
$2,450,127
Total Assets
$3,937,233
Net Assets
$1,332,897
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
MI
Principal Officer
DONA WISHART
Phone
9897321122
Tax Period
2024-10-01 to 2025-09-30

OTSEGO COUNTY COMMISSION ON AGING, founded in 1975, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE THE INDEPENDENCE AND WELL-BEING OF OLDER ADULTS AND SUPPORT FAMILY CAREGIVERS. THIS IS ACCOMPLISHED BY PROVIDING A DIVERSE RANGE OF SERVICES: CONGREGATE AND HOME DELIVERED MEALS, NUTRITION EDUCATION, IN-HOME SERVICES THAT INCLUDE BASIC HOMEMAKING, PERSONAL CARE ASSISTANCE AND RESPITE, A COMBINED SOCIAL-MEDICAL MODEL OF ADULT DAY SERVICES, ADVOCACY, SPECIAL EVENTS ADDRESSING THE IMPORTANCE AND VALUE OF SOCIALIZATION TO GOOD HEALTH, AND VOLUNTEER PROGRAM OPPORTUNITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,178,149
Program Service Revenue $277,321
Investment Income $34,415
Other Revenue $0
TOTAL REVENUE $2,489,885

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,445,056
Fundraising Expenses $30,185
Program Expenses $2,237,653
Other Expenses $1,005,071
TOTAL EXPENSES $2,450,127

Year-over-Year Comparison

2024 2023 Change
Revenue $2,489,885 $2,227,509 +0.1%
Expenses $2,450,127 $2,324,182 +0.1%
Net Income $39,758 $-96,673 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
N/A

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
4
$0
Total Directors
6
$96,742
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONA WISHART EXECUTIVE DIRECTOR 40.00
Director
$96,742 $0 $96,742
LARRY PLATTE MEMBER 2.00
Director
$0 $0 $0
RACHEL SMITH MEMBER 2.00
Director
$0 $0 $0
CONSTANCE MESSINA MEMBER 2.00
Director
$0 $0 $0
DAWN HALLECK MEMBER 2.00
Director
$0 $0 $0
JAMES HELLER MEMBER 2.00
Director
$0 $0 $0
MARY SANDERS PRESIDENT 2.00
Officer
$0 $0 $0
NANCY RAGAN VICE PRESIDENT 2.00
Officer
$0 $0 $0
TIM HALL MEMBER 2.00
Officer
$0 $0 $0
BRETT BOWEN TREASURER 2.00
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 $2,489,885 $2,450,127 $3,937,233 $39,758
2024 $2,227,509 $2,324,182 $3,925,479 $-96,673
2023 $2,146,095 $2,287,400 $4,081,431 $-141,305
2022 $2,130,543 $2,130,824 $4,456,456 $-281
2021 $2,477,154 $1,797,010 $4,390,617 $680,144
2020 $2,017,427 $1,960,618 $1,193,820 $56,809
2019 $2,062,004 $2,066,848 $853,997 $-4,844
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