RAVALLI COUNTY COUNCIL ON AGING

EIN: 810398791 501(c)(3)

HAMILTON, MT

Total Revenue
$1,792,137
Total Expenses
$1,735,363
Total Assets
$5,144,825
Net Assets
$3,806,908
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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
1979
Legal Domicile
MT
Principal Officer
CATHERINE ORR
Phone
4063635690
Tax Period
2024-07-01 to 2025-06-30

RAVALLI COUNTY COUNCIL ON AGING, founded in 1979, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Expenses of $1.7M left a modest 3% surplus.

Mission

PROVIDING THE OPPORTUNITY FOR INDEPENDENCE TO 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,415,761
Program Service Revenue $351,963
Investment Income $24,413
Other Revenue $0
TOTAL REVENUE $1,792,137

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,044,540
Fundraising Expenses $0
Program Expenses $1,490,234
Other Expenses $690,823
TOTAL EXPENSES $1,735,363

Year-over-Year Comparison

2024 2023 Change
Revenue $1,792,137 $1,732,131 +0.0%
Expenses $1,735,363 $1,573,292 +0.1%
Net Income $56,774 $158,839 -0.6%
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

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Governance

Voting Members
8
Independent Members
8
Employees
42
Volunteers
75

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
4
$70,327
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHERINE ORR EXECUTIVE DIRECTOR 40.00
Officer
$62,224 $8,103 $70,327
GLENDA TRAVITZ PRESIDENT 1.00
Officer Director
$0 $0 $0
DEMARIS MOORE VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
LAURA CAPRON SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
MARILEE SHOCKLEY MEMBER 1.00
Director
$0 $0 $0
RICK BUCHEIT MEMBER 1.00
Director
$0 $0 $0
DICK WEBER MEMBER 1.00
Director
$0 $0 $0
LISA SHEPPARD AREA 7 DIRECTOR 1.00
Director
$0 $0 $0
DAN HULS COUNTY COMMISSIONER 1.00
Director
$0 $0 $0
KATHLEEN DRISCOLL FORMER MEMBER 1.00
Director
$0 $0 $0
JULIE FOSTER FORMER MEMBER 1.00
Director
$0 $0 $0
CARMELA BOWNS FORMER MEMBER 1.00
Director
$0 $0 $0
CAROL HINMAN FORMER 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 $1,792,137 $1,735,363 $5,144,825 $56,774
2024 $1,732,131 $1,573,292 $4,591,241 $158,839
2023 $1,721,505 $1,589,978 $4,397,930 $131,527
2022 $1,837,679 $1,532,499 $4,903,155 $305,180
2021 $1,904,727 $1,532,457 $4,237,363 $372,270
2020 $1,709,505 $1,500,708 $3,862,321 $208,797
2019 $1,546,920 $1,384,344 $3,531,776 $162,576
2018 $1,368,813 $1,333,058 $2,806,979 $35,755
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