Pointe Coupee Council on Aging Inc (EIN 720770070) - Form 990 Financial Analysis & Trantor Score

🔒

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

1975

Legal Domicile

Phone

2256384402

Tax Period

2024-07-01 to 2025-06-30

Pointe Coupee Council on Aging Inc, founded in 1975, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $174,140

Program Service Revenue $1,247,942

Investment Income $73,296

Other Revenue $6,767

TOTAL REVENUE $1,502,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $966,529

Fundraising Expenses $0

Program Expenses $1,036,354

Other Expenses $513,977

TOTAL EXPENSES $1,480,506

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,502,145	$1,483,016	+0.0%
Expenses	$1,480,506	$1,492,621	0.0%
Net Income	$21,639	$-9,605	-3.3%

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

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

$83,546

Total Directors

$83,546

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Becky Bergeron	Executive Director	40.00	Officer Director	$80,346	$3,200	$83,546
Kathleen David	Director	2.00	Director	$0	$0	$0
Terri Jarreau	Director	1.00	Director	$0	$0	$0
Billy Soulier	Director	1.00	Director	$0	$0	$0
Rene Thibodeaux	Director	1.00	Director	$0	$0	$0
Rose ORear	Director	1.00	Director	$0	$0	$0
Brandon Bergeron	Director	1.00	Director	$0	$0	$0
Theron Smith	Director	1.00	Director	$0	$0	$0
Rosalie Griffin	Director	1.00	Director	$0	$0	$0
Paula Lambert	Dirctor	1.00	Director	$0	$0	$0
Janet Vosburg	Treasurer	2.00	Officer Director	$0	$0	$0
Brock Vosburg	Vice-President	1.00	Officer Director	$0	$0	$0
Jenny Settoon	President	1.00	Officer Director	$0	$0	$0
Fonda McNeely	Secretary	1.00	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
2025	$1,502,145	$1,480,506	$2,172,674	$21,639
2024	$1,483,016	$1,492,621	$2,156,267	$-9,605
2023	$1,681,174	$1,445,191	$2,153,613	$235,983
2022	$1,609,560	$1,344,917	$1,897,140	$264,643
2021	$1,353,012	$1,109,916	$1,630,617	$243,096
2020	$1,297,247	$1,232,583	$1,418,639	$64,664
2019	$1,138,896	$1,159,571	$1,326,245	$-20,675
2018	$1,120,890	$989,899	$1,355,291	$130,991

Pointe Coupee Council on Aging Inc