POLK 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

1981

Legal Domicile

Principal Officer

NELDA C DARNELL

Phone

4173265570

Tax Period

2017-07-01 to 2018-06-30

POLK COUNTY COUNCIL ON AGING, founded in 1981, is a small nonprofit in the Human Services sector that reported $116K in total revenue in fiscal year 2017. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 31% operating margin.

Mission

PROVIDING HTE ELDERLY SERVICES AT LITTLE OR NOT COST

Program Service Accomplishments

Program 1

Expenses: $75,251

PROVIDED OVER 25,000 MEALS FOR HOMEBOUND PEOPLE PER YEAR AND HOMEMAKER SERVICES FOR AS MANY AS 30 PEOPLE PER MONTH.

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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 (2017)

Revenue Breakdown

Contributions & Grants $111,076

Program Service Revenue $0

Investment Income $138

Other Revenue $5,018

TOTAL REVENUE $116,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,359

Fundraising Expenses $0

Program Expenses $75,251

Other Expenses $71,382

TOTAL EXPENSES $79,865

Year-over-Year Comparison

	2017	2016	Change
Revenue	$116,232	$67,345	+0.7%
Expenses	$79,865	$92,461	-0.1%
Net Income	$36,367	$-25,116	-2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY DOOLEY	DIRECTOR	1.00	Director	$0	$0	$0
DIANE DENTON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
LANA GILLETT	PAST PRESIDE	2.00	Officer	$0	$0	$0
LOU HIGNIGHT	VICE PRESIDE	1.00	Officer	$0	$0	$0
NANCY CROWELL	CENTER TREAS	2.00	Officer	$0	$0	$0
NANCY MYERS-SEVERNS	SECRETARY	1.00	Officer	$0	$0	$0
MARY SEBADE	COUNCIL TREA	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
2018	$116,232	$79,865	$484,310	$36,367