OKALOOSA COUNTY COUNCIL ON AGING (EIN 591356076) - 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

1971

Legal Domicile

Principal Officer

KIMBERLY A FRALEY

Phone

8508339165

Tax Period

2024-01-01 to 2024-12-31

OKALOOSA COUNTY COUNCIL ON AGING, founded in 1971, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

ELDER CARE AND ELDER CARE SERVICES

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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 $163,351

Program Service Revenue $1,510,538

Investment Income $12,636

Other Revenue $600

TOTAL REVENUE $1,687,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $526,502

Fundraising Expenses $0

Program Expenses $1,645,715

Other Expenses $1,255,551

TOTAL EXPENSES $1,782,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,687,125	$1,155,548	+0.5%
Expenses	$1,782,053	$1,076,465	+0.7%
Net Income	$-94,928	$79,083	-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

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

$60,008

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Muntzner	President	5.00	Officer Director	$0	$0	$0
Mary Blackwell	Vice President	2.00	Officer Director	$0	$0	$0
Debra Riley-Broadnax	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
Barry Gray	Director	2.00	Director	$0	$0	$0
Jacqueline Spencer	Director	2.00	Director	$0	$0	$0
Gayle Carmichael	Director	2.00	Director	$0	$0	$0
Dana Topel	Director	2.00	Director	$0	$0	$0
Commisioner Mel Ponder	Director	2.00	Director	$0	$0	$0
Teresa Denney	Director	2.00	Director	$0	$0	$0
Renita White	Director	2.00	Director	$0	$0	$0
Kimberly Fraley	Executive Director	40.00	Key Emp	$60,008	$0	$60,008

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
2024	No data	No data	No data	No data
2024	$1,687,125	$1,782,053	$532,122	$-94,928
2023	$1,155,548	$1,076,465	$555,652	$79,083
2022	$1,155,397	$1,214,774	$423,420	$-59,377
2021	$1,027,546	$975,342	$480,577	$52,204
2020	$938,464	$908,352	$413,207	$30,112
2019	$800,819	$935,437	$379,506	$-134,618
2018	$537,281	$457,367	$506,148	$79,914

OKALOOSA COUNTY COUNCIL ON AGING