CATAWBA COUNTY COUNCIL ON AGING INC

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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

1976

Legal Domicile

Principal Officer

VICKIE BLEVINS

Tax Period

2023-07-01 to 2024-06-30

CATAWBA COUNTY COUNCIL ON AGING INC, founded in 1976, is a small nonprofit in the Human Services sector that reported $515K in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $300K, a strong 58% operating margin.

Mission

COA IS A NONPROFIT ORGANIZATION WHICH PROVIDES A FOCAL POINT FOR RESOURCES AND OPPORTUNITIES TO EXTEND INDEPENDENT LIVING AND ENRICH THE QUALITY OF LIFE FOR SENIOR ADULTS.

Program Service Accomplishments

Program 1

Expenses: $11,591 Revenue: $8,799

EDUCATION AND ADVOCACY PROMOTING HEALTH AND WELLNESS SERVICES INCLUDING INFORMATION AND REFERRAL, WELLNESS, HEALTH INSURANCE INFORMATION AND OTHER PROGRAMS TO PROMOTE BETTER HEALTH FOR SENIOR ADULT...

Program 2

Expenses: $1,824 Revenue: $1,910

GROUP TRAVEL AND OTHER OPPORTUNITIES FOR SENIOR ADULTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $481,949

Program Service Revenue $10,709

Investment Income $22,741

Other Revenue $0

TOTAL REVENUE $515,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,725

Fundraising Expenses $0

Program Expenses $13,415

Other Expenses $40,377

TOTAL EXPENSES $215,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$515,399	$253,842	+1.0%
Expenses	$215,517	$224,686	0.0%
Net Income	$299,882	$29,156	+9.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT HENSLEY	DIRECTOR	0.00	Director	$0	$0	$0
NANCY FARR	DIRECTOR	0.00	Director	$0	$0	$0
JUDITH RAY	DIRECTOR	0.00	Director	$0	$0	$0
DEBBIE LONG	DIRECTOR	0.00	Director	$0	$0	$0
LIZZIE MUSCARELLO	DIRECTOR	0.00	Director	$0	$0	$0
JAMES MAUNEY	DIRECTOR	0.00	Director	$0	$0	$0
TYRAN HEARD	DIRECTOR	0.00	Director	$0	$0	$0
ALLEN BIGGERSTAFF	DIRECTOR	0.00	Director	$0	$0	$0
ALLEN BARWICK	DIRECTOR	0.00	Director	$0	$0	$0
SUSANNAH BROWN	DIRECTOR	0.00	Director	$0	$0	$0
RON DOWNS	DIRECTOR	0.00	Director	$0	$0	$0
WAYNE CASHION	PRESIDENT	1.00	Officer Director	$0	$0	$0
VICKIE BLEVINS	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
RICHARD SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
JUDY KAUFMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE SCIPIONE	VICE PRESIDENT	1.00	Officer Director	$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	No data	No data	No data	No data
2024	$515,399	$215,517	$559,350	$299,882
2023	$253,842	$224,686	$259,468	$29,156
2022	$139,023	$179,285	$230,335	$-40,262
2021	$215,640	$165,484	$270,574	$50,156
2020	$217,894	$205,387	$224,308	$12,507
2019	$279,557	$210,856	$213,491	$68,701