LAKE COUNTRY AREA AGENCY ON AGING (EIN 541506078) - 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

1974

Legal Domicile

Principal Officer

MARVALENE JOHNSON

Phone

4344477661

Tax Period

2024-10-01 to 2025-09-30

LAKE COUNTRY AREA AGENCY ON AGING, founded in 1974, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2017.

Mission

SUPPORT ACTIVITIES UNDER THE OLDER AMERICANS ACT

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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 $2,929,881

Program Service Revenue $456,666

Investment Income $238,025

Other Revenue $0

TOTAL REVENUE $3,624,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,007,064

Fundraising Expenses $0

Program Expenses $3,424,094

Other Expenses $1,441,831

TOTAL EXPENSES $3,448,895

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,624,572	$3,034,450	+0.2%
Expenses	$3,448,895	$3,231,329	+0.1%
Net Income	$175,677	$-196,879	-1.9%

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

103

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
DR STEVE BAILEY	VICE CHAIRPE	N/A	Officer Director	$0	$0	$0
DR ELIZABETH BURNS	DIRECTOR	N/A	Director	$0	$0	$0
HERCULE CLARK	CHAIRMAN	N/A	Director	$0	$0	$0
BEVERLY CROWDER	DIRECTOR	N/A	Director	$0	$0	$0
GRACE HAWK	DIRECTOR	N/A	Director	$0	$0	$0
RANDOLPH HITE	TREASURER	N/A	Director	$0	$0	$0
BRIANA JEFFRESS	DIRECTOR	N/A	Director	$0	$0	$0
JUANITA JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
PHYLLIS SPEEDE	SECRETARY	N/A	Officer Director	$0	$0	$0
BRIELLE HICKS	VICE PRESIDE	N/A	Officer	$0	$0	$0
MARVALENE JOHNSON	PRESIDENT	N/A	Officer	$0	$0	$0
CRYSTAL WASHBURN	FINANCE MANA	N/A	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	$3,624,572	$3,448,895	$1,258,589	$175,677
2024	No data	No data	No data	No data
2023	$3,583,653	$3,106,437	$1,425,068	$477,216
2022	$2,834,593	$2,737,839	$712,652	$96,754
2021	$2,590,398	$2,781,364	$642,630	$-190,966
2020	$2,781,974	$2,741,136	$820,568	$40,838
2019	$3,138,237	$3,167,957	$781,339	$-29,720
2018	$3,434,393	$3,433,072	$814,048	$1,321

LAKE COUNTRY AREA AGENCY ON AGING