MONTGOMERY AREA COUNCIL ON AGING (EIN 630634950) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

MARTHA FURR

Phone

3342630532

Tax Period

2024-10-01 to 2025-09-30

MONTGOMERY AREA COUNCIL ON AGING, founded in 1972, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2017. Expenses of $1.3M left a modest 10% surplus.

Mission

TO PROVIDE SERVICES TO THE AGING POPULATION

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,839,288

Program Service Revenue $27,970

Investment Income $59,039

Other Revenue $53,425

TOTAL REVENUE $1,979,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $834,263

Fundraising Expenses $117,750

Program Expenses $1,518,971

Other Expenses $1,100,770

TOTAL EXPENSES $1,935,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,979,722	$1,876,659	+0.1%
Expenses	$1,935,033	$1,860,916	+0.0%
Net Income	$44,689	$15,743	+1.8%

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

2552

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

$221,367

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA MARIETTA	CEO (THRU DEC 2024)	40.00	Officer	$91,467	$15,018	$106,485
CHRISTOPHER TURMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$65,554	$2,561	$68,115
MARTHA FURR	CHIEF FINANCIAL OFFICER	22.50	Officer	$16,267	$30,500	$46,767
BOB FROESE	CHAIR	1.00	Officer Director	$0	$0	$0
AIMEE STEINEKER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SHERRY WEEKS	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIS TEEL	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
LARRY CARTER	MEMBER AT LARGE/EX OFFICIO	1.00	Director	$0	$0	$0
LASHANDRA WARREN BARNES	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ALLISON GUICE	BOARD MEMBER	1.00	Director	$0	$0	$0
NIKITA MCCLAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
REV RICHARD WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA MCCAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH DROLLETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
KERON FORTE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIE B MCENERNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CASSANDRA CROSBY	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE HART	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MCWILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA NIX MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD SPEAR	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE STROWD	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM SCOGGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON GARDNER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN MATHIS	BOARD MEMBER (THRU JAN 2025)	1.00	Director	$0	$0	$0
ANGELA CROSBY	BOARD MEMBER (THRU OCT 2024)	1.00	Director	$0	$0	$0
LEWIS GILLIS	BOARD MEMBER (THRU JAN 2025)	1.00	Director	$0	$0	$0
CHARYL PAYSON	BOARD MEMBER (THRU OCT 2024)	1.00	Director	$0	$0	$0
SHERON ROSE	BOARD MEMBER (THRU APR 2025)	1.00	Director	$0	$0	$0
DR TONDA WEST	BOARD MEMBER (THRU APR 2025)	1.00	Director	$0	$0	$0
DOTTIE BLAIR	EX OFFICIO	1.00	Director	$0	$0	$0
PETE KNIGHT	EX OFFICIO	1.00	Director	$0	$0	$0
CATHY CADDELL	EX OFFICIO	1.00	Director	$0	$0	$0
SUE GROCE	EX OFFICIO	1.00	Director	$0	$0	$0
SIEU TANG WOOD	EX OFFICIO	1.00	Director	$0	$0	$0
ROY MCAULEY	EX OFFICIO	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	$1,979,722	$1,935,033	$2,726,267	$44,689
2024	$1,876,659	$1,860,916	$2,634,971	$15,743
2023	$1,540,822	$1,438,012	$2,418,027	$102,810
2022	$1,644,153	$1,646,639	$2,366,820	$-2,486
2021	$1,696,988	$1,515,745	$2,451,917	$181,243
2020	$1,811,498	$1,508,403	$2,296,663	$303,095
2019	$1,505,373	$1,390,763	$1,962,348	$114,610
2018	$1,434,932	$1,290,260	$1,876,645	$144,672

MONTGOMERY AREA COUNCIL ON AGING