OCONTO COUNTY COMMISSION ON AGING INC (EIN 391346216) - 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

1979

Legal Domicile

Principal Officer

CHAR MEIER

Phone

9203731485

Tax Period

2024-01-01 to 2024-12-31

OCONTO COUNTY COMMISSION ON AGING INC, founded in 1979, is a small nonprofit in the Human Services sector that reported $700K in total revenue in fiscal year 2024.

Mission

PLAN, INITIATE, AND PROMOTE AVAILABLE SUPPORT SYSTEMS TO BENEFIT THE ELDERLY IN OCONTO COUNTY.

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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 $553,128

Program Service Revenue $107,397

Investment Income $23,980

Other Revenue $15,231

TOTAL REVENUE $699,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $420,815

Fundraising Expenses $0

Program Expenses $579,910

Other Expenses $323,817

TOTAL EXPENSES $744,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$699,736	$673,555	+0.0%
Expenses	$744,632	$745,047	0.0%
Net Income	$-44,896	$-71,492	-0.4%

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

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

$71,995

Total Directors

$160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARL BALLESTAD	CHAIRMAN	0.50	Officer Director	$0	$0	$0
CHARLENE MEIER	VICE CHAIRMAN	0.50	Officer Director	$0	$0	$0
BRUCE GILLIS	SECRETARY/TREASURER	0.50	Officer Director	$160	$0	$160
FRAN WRANOSKY	DIRECTOR	0.50	Director	$0	$0	$0
JOHANNA BLAHNIK	DIRECTOR	0.50	Director	$0	$0	$0
JOEL LAVARDA	DIRECTOR	0.50	Director	$0	$0	$0
BART SCHINDEL	DIRECTOR	0.50	Director	$0	$0	$0
TRICIA HURLEY	EXECUTIVE DIRECTOR	40.00	Officer	$71,835	$0	$71,835

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	$699,736	$744,632	$201,020	$-44,896
2023	$673,555	$745,047	$231,978	$-71,492
2022	$708,954	$682,827	$279,055	$26,127
2021	$664,597	$640,911	$215,355	$23,686
2020	$474,355	$593,320	$247,311	$-118,965
2019	$606,748	$601,873	$316,694	$4,875
2018	$686,771	$622,226	$293,271	$64,545

OCONTO COUNTY COMMISSION ON AGING INC