Montgomery County Council 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

1990

Legal Domicile

Principal Officer

Hannah Mileson

Phone

5735643224

Tax Period

2024-07-01 to 2025-06-30

Montgomery County Council on Aging, founded in 1990, is a small nonprofit in the Human Services sector that reported $258K in total revenue in fiscal year 2024. Expenses of $240K left a modest 7% surplus.

Mission

Provide meals to homebound citizens of Montgomery County, also congregate meals to senior citizens of the county

Program Service Accomplishments

Program 1

Expenses: $240,376 Revenue: $206,536

Provide meals to senior and homebound citizens in the 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 $57,311

Program Service Revenue $195,675

Investment Income $3,460

Other Revenue $1,090

TOTAL REVENUE $257,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,078

Fundraising Expenses $0

Program Expenses $240,376

Other Expenses $131,298

TOTAL EXPENSES $240,376

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,536	$266,064	0.0%
Expenses	$240,376	$235,850	+0.0%
Net Income	$17,160	$30,214	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rebecca Burch	President	5.00	Officer	$0	$0	$0
Phyllis Reagan	Vice President	5.00	Officer	$0	$0	$0
Amanda Burch	Treasurer	5.00	Officer	$0	$0	$0
Joan Andrews	Secretary	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	$257,536	$240,376	$188,706	$17,160
2024	$266,064	$235,850	$175,116	$30,214
2023	$203,755	$274,490	$234,207	$-70,735
2022	$251,614	$253,255	$233,723	$-1,641
2021	$228,553	$167,183	$201,968	$61,370
2020	$195,404	$200,034	$131,755	$-4,630
2019	$219,021	$202,852	$143,288	$16,169