CONCORDIA COUNCIL ON AGING INC (EIN 720740054) - 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

1969

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

CONCORDIA COUNCIL ON AGING INC, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 11% surplus.

Mission

To provide services to the elderly age 60 and above in Concordia Parish, La. that enables them to remain at home in their community

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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 $1,201,950

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,201,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $486,591

Fundraising Expenses $0

Program Expenses $721,978

Other Expenses $577,967

TOTAL EXPENSES $1,064,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,201,950	$1,096,285	+0.1%
Expenses	$1,064,558	$1,027,193	+0.0%
Net Income	$137,392	$69,092	+1.0%

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

$55,910

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATSY SMITH	Executive Dir.	30.00	Officer	$55,910	$0	$55,910
DARLA JOHNSON	MEMBER	0.00	Director	$0	$0	$0
CHARLOTTE WHITE	MEMBER	0.00	Director	$0	$0	$0
EDITH CHAUVIN	MEMBER	0.00	Director	$0	$0	$0
KATHY SINGLETON	MEMBER	0.00	Director	$0	$0	$0
CLARA CARTER	MEMBER	0.00	Director	$0	$0	$0
BOBBY SHEPPARD	MEMBER	0.00	Director	$0	$0	$0
LINDA FAYE LONG MILLS	MEMBER	0.00	Director	$0	$0	$0
CHARLOTTE CAIN	MEMBER	0.00	Director	$0	$0	$0
DERRICK TURNER	MEMBER	0.00	Director	$0	$0	$0
CHRISTOPHER LEE	President	0.00	Officer	$0	$0	$0
JENNIFER HAUER	Secretary	0.00	Officer	$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	$1,201,950	$1,064,558	$1,313,380	$137,392
2024	No data	No data	No data	No data
2023	$961,441	$879,208	$1,088,851	$82,233
2022	$855,081	$753,282	$992,381	$101,799
2021	$900,794	$657,931	$892,766	$242,863

CONCORDIA COUNCIL ON AGING INC