MARLBORO COUNTY COUNCIL ON AGING (EIN 570570665) - 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

1974

Legal Domicile

Principal Officer

LESLIE BOLYARD

Phone

8434799951

Tax Period

2024-07-01 to 2025-06-30

MARLBORO COUNTY COUNCIL ON AGING, founded in 1974, is a small nonprofit in the Human Services sector that reported $321K in total revenue in fiscal year 2024.

Mission

TO EMPHASIZE THE SPIRITUAL, MENTAL, PHYSICAL AND SOCIAL WELL-BEING OF THE SENIOR CITIZENS OF MARLBORO COUNTY.

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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 $50,012

Program Service Revenue $270,519

Investment Income $0

Other Revenue $0

TOTAL REVENUE $320,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,432

Fundraising Expenses $50

Program Expenses $194,476

Other Expenses $155,858

TOTAL EXPENSES $328,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,531	$320,574	0.0%
Expenses	$328,290	$317,901	+0.0%
Net Income	$-7,759	$2,673	-3.9%

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

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

$55,767

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM WILLIS	MEMBER	1.00	Director	$0	$0	$0
ALMA QUICK	MEMBER	1.00	Director	$0	$0	$0
BARBARA L STEPHENS	MEMBER	1.00	Director	$0	$0	$0
DORIS SUMPTER	MEMBER	1.00	Director	$0	$0	$0
LISA PERKINS	EXECUTIVE DIRECTOR	40.00	Officer	$55,767	$0	$55,767
LESLIE BOLYARD	PRESIDENT	4.00	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
2025	$320,531	$328,290	$59,115	$-7,759
2024	$320,574	$317,901	$67,929	$2,673
2023	$284,066	$279,760	$66,289	$4,306
2022	$273,716	$294,096	$61,948	$-20,380
2021	$251,510	$248,619	$81,572	$2,891
2020	$327,235	$292,637	$80,092	$34,598
2019	$245,223	$272,796	$44,276	$-27,573

MARLBORO COUNTY COUNCIL ON AGING