Pima Council on Aging (EIN 860251768) - 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

1971

Legal Domicile

Principal Officer

Robert Ojeda

Phone

5207900504

Tax Period

2024-07-01 to 2025-06-30

Mission

Our mission is to promote dignity and respect for aging, and to advocate for independence in the lives of Pima County's older adults and their families, now and for generations to come.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	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

N/A

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
Adaline Klemmedson	Chair	1.00	Director	$0	$0	$0
Agnes C Poore RN	Vice Chair	1.00	Director	$0	$0	$0
Estella R Searcy	Secretary	1.00	Director	$0	$0	$0
Robert V Ramirez	Treasurer	1.00	Director	$0	$0	$0
Robert Bell	Immediate Past Chair	1.00	Director	$0	$0	$0
Karla Bennington	Advisory Council Chair	1.00	Director	$0	$0	$0
Steve Borden	Director	1.00	Director	$0	$0	$0
Ava S Butler	Director	1.00	Director	$0	$0	$0
Elizabeth Davidson	Director	1.00	Director	$0	$0	$0
Maxine Goldstein	Director	1.00	Director	$0	$0	$0
Amy Levin	Director	1.00	Director	$0	$0	$0
Ron Meck	Director	1.00	Director	$0	$0	$0
Christina Noz	Director	1.00	Director	$0	$0	$0
Denise Richerson	Director	1.00	Director	$0	$0	$0
Beth Smith	Director	1.00	Director	$0	$0	$0
R Wayne Wood MD	Director	1.00	Director	$0	$0	$0
David Yarger	Director	1.00	Director	$0	$0	$0
Robert Ojeda	President and CEO	40.00	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	No data	No data	$10,290,205	No data
2024	No data	No data	No data	No data
2023	No data	No data	$10,290,205	No data
2022	No data	No data	$10,290,205	No data
2021	$15,552,044	$17,366,664	$10,290,205	$-1,814,620
2020	$15,278,031	$14,145,159	$10,836,710	$1,132,872
2019	$13,744,665	$13,663,557	$9,328,731	$81,108
2018	$12,336,899	$12,267,891	$8,449,385	$69,008

Pima Council on Aging