OTSEGO 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

1975

Legal Domicile

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 ENRICH THE LIVES OF THE SENIOR POPULATION OF OTSEGO COUNTY, WITH AN EMPHASIS ON PROVIDING MEALS AND SERVICES, IN ORDER TO MAINTAIN THEIR INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $671,296 Revenue: $71,342

CONGREGATE AND HOME DELIVERED MEALS - OVER 52,000 MEALS WERE SERVED TO SENIORS IN THE OTSEGO COUNTY AREA.

Program 2

Expenses: $1,566,357 Revenue: $65,222

HOMEMAKING, PERSONAL CARE, ADVOCACY AND OTHER SERVICES - OVER 30,000 HOURS OF SERVICES TO HUNDREDS OF SENIORS IN THE OTSEGO COUNTY AREA.

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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 $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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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

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

Total Directors

$96,742

Key Employees

Highest Compensated

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