SC INSTITUTE ON AGING (EIN 570857545) - 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

2004

Legal Domicile

Principal Officer

VICKIE L MOODY

Phone

8039880005

Tax Period

2019-01-01 to 2019-12-31

SC INSTITUTE ON AGING, founded in 2004, is a small nonprofit that reported $263K in total revenue in fiscal year 2019. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $240K left a modest 9% surplus.

Mission

TO PROMOTE INTEREST OF MEMBER ORGANIZATIONS THROUGH LEADERSHIP, ADVOCACY, EDUCATION AND OTHER SERVICES IN ORDER TO ENHANCE OUR MEMBERS' ABILITIES TO SERVE THEIR CONSTITUENCIES. TO REPRESENT NON-PROFIT ORGANIZATIONS THAT PROVIDE HIGH-QUALITY HEALTH CARE, DAILY LIVING SERVICES AND HOUSING FOR OLDER ADULTS IN SOUTH 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 (2019)

Revenue Breakdown

Contributions & Grants $184,224

Program Service Revenue $79,075

Investment Income $0

Other Revenue $0

TOTAL REVENUE $263,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,286

Fundraising Expenses $0

Program Expenses $213,187

Other Expenses $198,863

TOTAL EXPENSES $240,149

Year-over-Year Comparison

	2019	2018	Change
Revenue	$263,299	$595,210	-0.6%
Expenses	$240,149	$567,685	-0.6%
Net Income	$23,150	$27,525	-0.2%

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

N/A

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

$119,447

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BUCKSHORN	DIRECTOR	0.50	Director	$0	$0	$0
SANDY GRIFFIN BUKOSKEY	DIRECTOR	0.50	Director	$0	$0	$0
PAUL PRIDMORE	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY BORTS	DIRECTOR	0.50	Director	$0	$0	$0
PETER MARSHALL	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN ROBINSON	DIRECTOR	0.50	Director	$0	$0	$0
VICKIE L MOODY	PRESIDENT	8.00	Officer	$22,169	$4,604	$119,447
RUSS BELL	CHAIR	0.50	Officer	$0	$0	$0
BOB BENSON	CHAIR-ELECT	0.50	Officer	$0	$0	$0
KATIE JAYNE	SECRETARY	0.50	Officer	$0	$0	$0
CAROLYN TWISDALE	TREASURER	0.50	Officer	$0	$0	$0
CONNIE HIRSCH	PAST CHAIR	0.50	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
2019	$263,299	$240,149	$306,127	$23,150
2018	$595,210	$567,685	$358,729	$27,525

SC INSTITUTE ON AGING