SOUTH MADISON COALITION OF THE ELD… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

MARCIA HENDRICKSON

Phone

6085120000

Tax Period

2018-01-01 to 2018-12-31

SOUTH MADISON COALITION OF THE ELDERLY INC, founded in 1975, is a small nonprofit that reported $600K in total revenue in fiscal year 2018. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $880K exceeded revenue, resulting in a 47% operating deficit.

Mission

OUR MISSION IS TO ASSURE THE DIGNITY AND INDEPENDENCE OF OLDER ADULTS IN OUR COMMUNITY BY PROVIDING SERVICES THAT RESPOND TO THEIR NEEDS AND BY ENCOURAGING THEIR PARTICIPATION IN HELPING OTHERS. THE COALITION STRIVES TO PROVIDE EDUCATION, SUPPORT, AND ADVOCACY FOR OLDER ADULTS.

Program Service Accomplishments

Program 1

Expenses: $289,149 Revenue: $7,504

THE PRIMARY GOAL OF THE SOUTH MADISON COALITION OF THE ELDERLY'S CASE MANAGEMENT SERVICES IS TO PROVIDE SENIOR ADULTS THE SUPPORT, RESOURCES, AND COMMUNITY SERVICES THEY NEED TO SAFELY REMAIN IN...

THE PRIMARY GOAL OF THE SOUTH MADISON COALITION OF THE ELDERLY'S CASE MANAGEMENT SERVICES IS TO PROVIDE SENIOR ADULTS THE SUPPORT, RESOURCES, AND COMMUNITY SERVICES THEY NEED TO SAFELY REMAIN IN THEIR OWN HOMES. CASE MANAGERS CONDUCT HOME VISITS TO ASSESS THE INDIVIDUAL NEEDS OF EACH SENIOR ADULT AND THEN PROVIDE INFORMATION, REFERRALS, AND ADVOCACY ACCORDING TO THOSE NEEDS. SOME INDIVIDUALS ARE LOOKING FOR SHORT-TERM INFORMATION WHILE OTHERS BENEFIT FROM ONGOING SUPPORT. DURING 2018, THE COALITION PROVIDED 5,209 HOURS OF CASE MANAGEMENT SERVICES TO 608 SENIORS.

Program 2

Expenses: $173,850 Revenue: $0

SOUTH MADISON COALITION OF THE ELDERLY, INC. TOOK ON THE ROLE OF THE LEAD AGENCY OF THE COALITION COLLABORATION PROJECT. THE RESULT OF THE PROJECT WAS THE MERGER OF THE FOUR COALITIONS. AS A RESULT, THE ORGANIZATION CEASED OPERATIONS ON DECEMBER 31, 2018 AND TRANSFERRED ASSETS TO NEWBRIDGE MADISON, INC. FORMERLY KNOWN AS EAST MADISON/MONONA COALITION OF THE AGING, INC.

Program 3

Expenses: $84,213 Revenue: $0

THE SOUTH MADISON COALITION OF THE ELDERLY OVERSEES NUTRITIOUS LUNCHEONS FOR SENIOR ADULTS AT FOUR LOCATIONS ON THE SOUTHSIDE OF MADISON. IN ADDITION TO A DELICIOUS FULL MEAL, SOCIALIZATION...

THE SOUTH MADISON COALITION OF THE ELDERLY OVERSEES NUTRITIOUS LUNCHEONS FOR SENIOR ADULTS AT FOUR LOCATIONS ON THE SOUTHSIDE OF MADISON. IN ADDITION TO A DELICIOUS FULL MEAL, SOCIALIZATION, ENTERTAINMENT, AND EDUCATIONAL PROGRAMS ARE PROVIDED PRIOR TO THE MEAL. GUESTS 60 YEARS OF AGE OR OLDER ARE ASKED TO PROVIDE AN ANONYMOUS DONATION. GUESTS UNDER 60 YEARS OF AGE ARE ASKED TO PAY THE FULL COST OF THE MEAL. IN 2018 3 MEAL SITES SERVED 19,748 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 (2018)

Revenue Breakdown

Contributions & Grants $578,433

Program Service Revenue $7,504

Investment Income $0

Other Revenue $13,705

TOTAL REVENUE $599,642

Expense Breakdown

Grants Paid $94,596

Salaries & Benefits $597,354

Fundraising Expenses $0

Program Expenses $755,742

Other Expenses $187,626

TOTAL EXPENSES $879,576

Year-over-Year Comparison

	2018	2017	Change
Revenue	$599,642	$1,311,684	-0.5%
Expenses	$879,576	$1,235,813	-0.3%
Net Income	$-279,934	$75,871	-4.7%

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

420

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

$60,593

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER DAVIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY KOSSEFF	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE DIETERLE	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHY KELLER	TREASURER	1.00	Officer Director	$0	$0	$0
LYNN MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
JIM SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
CORRINE WIMMER-FETHERSTON	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA HENDRICKSON	EXECUTIVE DIRECTOR	40.00	Officer	$60,593	$0	$60,593

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
2018	$599,642	$879,576	No data	$-279,934

SOUTH MADISON COALITION OF THE ELDERLY INC