COUNCIL ON AGING IN UNION COUNTY (EIN 561081558) - Form 990 Financial Analysis & Trantor Score

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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

1973

Legal Domicile

Principal Officer

ANDREW FRIEND

Phone

7042921797

Tax Period

2024-07-01 to 2025-06-30

COUNCIL ON AGING IN UNION COUNTY, founded in 1973, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024.

Mission

TO PROVIDE SUPPORT PROGRAMS FOR OLDER ADULTS IN UNION COUNTY, NORTH CAROLINA.

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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 $1,253,935

Program Service Revenue $92,131

Investment Income $31,525

Other Revenue $391,973

TOTAL REVENUE $1,769,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,408,391

Fundraising Expenses $92,157

Program Expenses $1,636,918

Other Expenses $453,299

TOTAL EXPENSES $1,861,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,769,564	$1,848,184	0.0%
Expenses	$1,861,690	$1,911,277	0.0%
Net Income	$-92,126	$-63,093	+0.5%

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

150

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

$98,095

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW FRIEND	EXECUTIVE DI	40.00	Officer	$98,095	$0	$98,095
BJ MISSICK	CHAIRPERSON	1.00	Director	$0	$0	$0
HEATHER BOSTIC	VICE CHAIRPE	1.00	Director	$0	$0	$0
JR HAYES	TREASURER	1.00	Director	$0	$0	$0
MONIQUE HOLT	SECRETARY	1.00	Director	$0	$0	$0
ANNE ARP	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY BRAGG	BOARD MEMBER	1.00	Director	$0	$0	$0
RENEE BREAZEALE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHANDLER CATHEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TANGELA COLLINS-MYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK CORIGLIANO	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN GOGATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
VICKI HELMS	BOARD MEMBER	1.00	Director	$0	$0	$0
CARROLL JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
TEE LEITNER	BOARD MEMBER	1.00	Director	$0	$0	$0
NOLAN MCBRIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SCHOOLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS THOMPKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTA TYSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RON VILAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JANICE WINSTEAD	BOARD MEMBER	1.00	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	$1,769,564	$1,861,690	$1,514,150	$-92,126
2024	$1,848,184	$1,911,277	$1,610,151	$-63,093
2023	$1,649,256	$1,500,439	$1,539,835	$148,817
2022	$1,150,187	$1,057,574	$1,339,388	$92,613
2021	$1,002,716	$956,698	$1,289,163	$46,018
2020	$736,230	$726,867	$1,289,772	$9,363
2019	$639,086	$606,824	$1,170,526	$32,262

COUNCIL ON AGING IN UNION COUNTY