AGING SERVICES OF THE UPPER CUMBER… - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

RAY JONES

Phone

9314324210

Tax Period

2022-07-01 to 2023-06-30

AGING SERVICES OF THE UPPER CUMBERLANDS INC is a small nonprofit in the Crime & Legal sector that reported $219K in total revenue in fiscal year 2022. Expenses of $209K left a modest 5% surplus.

Mission

SERVICES TO AGING COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $205,249

TO PROVIDE PROGRAMS AND SERVICES DEALING WITH THE AGING WHICH INCLUDES LEGAL ASSISTANCE, OMBUDSMAN PROGRAMS AND THE PROVISION OF DECENT HOUSING THAT IS AFFORDABLE TO LOW AND MODERATE INCOME PEOPLE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $218,792

Program Service Revenue $0

Investment Income $26

Other Revenue $0

TOTAL REVENUE $218,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,570

Fundraising Expenses $0

Program Expenses $205,249

Other Expenses $45,114

TOTAL EXPENSES $208,684

Year-over-Year Comparison

	2022	2021	Change
Revenue	$218,818	N/A	N/A
Expenses	$208,684	N/A	N/A
Net Income	$10,134	N/A	N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATSY HOUSE	TREASURER	2.00	Officer Director	$0	$0	$0
RAY JONES	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ALICE KIRBY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY ALICE MCCLELLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKY CARVER SR	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA WAGGONER	VICE CHAIRMA	2.00	Officer 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
2023	$218,818	$208,684	$71,352	$10,134
2019	$138,353	$147,216	$15,683	$-8,863
2018	$168,494	$154,515	$14,128	$13,979

AGING SERVICES OF THE UPPER CUMBERLANDS INC