LOCAL OFFICE ON AGING (EIN 540916248) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

RON BOYD

Phone

5403450451

Tax Period

2024-10-01 to 2025-09-30

LOCAL OFFICE ON AGING, founded in 1986, is a community nonprofit in the Human Services sector that reported $3.0M in total revenue in fiscal year 2018. Revenue decreased 5% compared to the prior year. Expenses of $2.8M left a modest 6% surplus.

Mission

LOCAL OFFICE ON AGING ("LOA") IS DEDICATED TO HELPING OLDER PERSONS REMAIN INDEPENDENT FOR AS LONG AS POSSIBLE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,347,543

Program Service Revenue $472,888

Investment Income $67,545

Other Revenue $6,271

TOTAL REVENUE $3,894,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,217,922

Fundraising Expenses $5,844

Program Expenses $3,525,107

Other Expenses $1,894,452

TOTAL EXPENSES $4,112,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,894,247	$3,947,724	0.0%
Expenses	$4,112,374	$4,015,350	+0.0%
Net Income	$-218,127	$-67,626	+2.2%

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

1020

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

$241,821

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID TRINKLE	CHAIR	1.00	Officer Director	$0	$0	$0
EZRA AMISS	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
FREDA SMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
INGRID WALLACE BARBER	TREASURER	1.00	Officer Director	$0	$0	$0
LISA SPRINKEL	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIE FITZPATRICK	DIRECTOR	1.00	Director	$0	$0	$0
SARA LOVERN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SHANER	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE CLARK	DIRECTOR	1.00	Director	$0	$0	$0
HELEN FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE R S TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
RON BOYD	CEO	40.00	Officer	$127,922	$17,041	$144,963
ASHTON KING	CFO	40.00	Officer	$82,514	$14,344	$96,858

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	$3,894,247	$4,112,374	$4,958,295	$-218,127
2024	$3,947,724	$4,015,350	$5,195,596	$-67,626
2023	$4,431,825	$3,796,343	$5,047,990	$635,482
2022	$3,650,288	$3,254,699	$4,182,025	$395,589
2021	$3,275,013	$2,962,830	$4,147,973	$312,183
2020	$3,947,242	$2,908,218	$3,630,659	$1,039,024
2019	$3,026,710	$2,834,795	$2,566,170	$191,915

LOCAL OFFICE ON AGING