COUNCIL ON AGING OF WEST FLORIDA I… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

JOSH NEWBY

Phone

8504321475

Tax Period

2025-01-01 to 2025-12-31

COUNCIL ON AGING OF WEST FLORIDA INC, founded in 1972, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year.

Mission

DEDICATING EACH DAY TO SERVE, SUPPORT, AND ADVOCATE FOR AGING ADULTS IN ESCAMBIA AND SANTA ROSA COUNTIES.

Program Service Accomplishments

Program 1

Expenses: $1,130,200

IN-HOME RESPITE - PROVIDES THE PRIMARY CAREGIVER RELIEF FOR A SPECIFIED TIME PERIOD FROM THE CONSTANT, CONTINUED CARE OF A FUNCTIONALLY IMPAIRED OLDER PERSON IN THE HOME ENVIROMENT.

Program 2

Expenses: $921,418 Revenue: $19,321

CONGREGATE MEALS - A NEIGHBORHOOD BASED PROGRAM WHICH OFFERS THE OPPORTUNITY FOR ACTIVE ADULTS TO SHARE THEIR NOON MEAL WITH OTHERS THEIR AGE AND TO PARTICIPATE IN THE RECREATIONAL ACTIVITIES...

CONGREGATE MEALS - A NEIGHBORHOOD BASED PROGRAM WHICH OFFERS THE OPPORTUNITY FOR ACTIVE ADULTS TO SHARE THEIR NOON MEAL WITH OTHERS THEIR AGE AND TO PARTICIPATE IN THE RECREATIONAL ACTIVITIES, NUTRITION EDUCATION, ARTS AND CRAFTS, AND OTHER SOCIAL ACTIVITIES.

Program 3

Expenses: $784,522 Revenue: $46,589

HOME DELIVERED MEALS - NUTRITIONALLY BALANCED MEALS DELIVERED TO HOMEBOUND INDIVIDUALS MONDAY THROUGH FRIDAY FROM 10:30 A.M. TO 1:30 P.M.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $6,591,166

Program Service Revenue $432,974

Investment Income $90,153

Other Revenue $-1,614

TOTAL REVENUE $7,112,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,068,403

Fundraising Expenses $172,160

Program Expenses $6,567,286

Other Expenses $4,989,922

TOTAL EXPENSES $7,058,325

Year-over-Year Comparison

	2025	2024	Change
Revenue	$7,112,679	$8,795,918	-0.2%
Expenses	$7,058,325	$9,070,308	-0.2%
Net Income	$54,354	$-274,390	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

254

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

$324,610

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MALCOLM BALLINGER	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
SEAN P MAGERKORTH	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
RABBI JOEL FLEEKOP	FIRST VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LOIS B LEPP	MEMBER	1.00	Director	$0	$0	$0
PC WU	SECRETARY	1.00	Officer Director	$0	$0	$0
MARCELLA BEADEN	MEMBER	1.00	Director	$0	$0	$0
KEITH CARRINGTON	MEMBER	1.00	Director	$0	$0	$0
DEBORAH J CORBIN	SECOND VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ALISON DAVENPORT	MEMBER	1.00	Director	$0	$0	$0
BOBBY DUNN	MEMBER	1.00	Director	$0	$0	$0
MEG PELTIER	MEMBER	1.00	Director	$0	$0	$0
RODNEY GUTTMAN	MEMBER	1.00	Director	$0	$0	$0
MARY E HOXENG	MEMBER	1.00	Director	$0	$0	$0
COMM LUMON MAY	MEMBER	1.00	Director	$0	$0	$0
MARIANNE MCMAHON	MEMBER	1.00	Director	$0	$0	$0
CRYSTAL SCOTT	MEMBER	1.00	Director	$0	$0	$0
CARON SJOBERG	MEMBER	1.00	Director	$0	$0	$0
CHARLIE NICHOLS	MEMBER	1.00	Director	$0	$0	$0
JOSH NEWBY	CEO/PRESIDENT	40.00	Officer	$137,631	$20,463	$158,094
LAURA GARRETT	CHIEF FINANCIAL OFFICER	40.00	Officer	$147,758	$18,758	$166,516

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	$7,112,679	$7,058,325	$1,653,583	$54,354
2024	$8,795,918	$9,070,308	$2,423,685	$-274,390
2023	$6,980,092	$7,335,459	$2,090,856	$-355,367
2022	$7,087,911	$7,159,012	$2,383,448	$-71,101
2021	$5,771,145	$5,996,957	$2,501,377	$-225,812
2020	$6,273,863	$6,453,287	$2,626,074	$-179,424
2019	$6,171,285	$6,478,055	$2,795,100	$-306,770
2018	$5,882,449	$5,950,663	$3,022,935	$-68,214

COUNCIL ON AGING OF WEST FLORIDA INC