MERCER COUNTY COUNCIL ON AGING (EIN 620969155) - 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

1976

Legal Domicile

Principal Officer

DAWN DAUGHERTY

Phone

4195861644

Tax Period

2023-04-01 to 2024-03-31

MERCER COUNTY COUNCIL ON AGING, founded in 1976, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $224K, a strong 17% operating margin.

Mission

TO HELP THE ELDERLY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,019,733

Program Service Revenue $169,094

Investment Income $103,251

Other Revenue $0

TOTAL REVENUE $1,292,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $713,608

Fundraising Expenses $11,731

Program Expenses $790,467

Other Expenses $354,197

TOTAL EXPENSES $1,067,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,292,078	$994,888	+0.3%
Expenses	$1,067,805	$947,043	+0.1%
Net Income	$224,273	$47,845	+3.7%

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

133

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

$78,584

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN DAUGHERTY	DIRECTOR	40.00	Director	$78,584	$0	$78,584
GINNY BRYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN CISCO	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL FENNIG	VICE PRESIDE	1.00	Director	$0	$0	$0
MIKE GANT	TREASURER	1.00	Director	$0	$0	$0
RON KRUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
EDNA LANGE	SECRETARY	1.00	Director	$0	$0	$0
JANICE NAGEL	PRESIDENT	1.00	Director	$0	$0	$0
KAREN POST	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	No data	No data	No data	No data
2024	$1,292,078	$1,067,805	$4,107,710	$224,273
2023	$994,888	$947,043	$3,839,789	$47,845
2022	$1,044,876	$784,261	$3,959,795	$260,615
2021	$1,004,170	$753,362	$3,790,079	$250,808
2020	$1,037,534	$867,580	$3,335,485	$169,954
2019	$891,815	$803,001	$3,172,484	$88,814

MERCER COUNTY COUNCIL ON AGING