WHATCOM COUNCIL ON AGING

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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

1964

Legal Domicile

Principal Officer

CHRIS ORR

Phone

3607334030

Tax Period

2024-01-01 to 2024-12-31

WHATCOM COUNCIL ON AGING, founded in 1964, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Net assets of $9.2M represent 31 months of operating reserves.

Mission

WHATCOM COUNCIL ON AGING PROVIDES NUTRITIONAL, SOCIAL, RECREATIONAL, AND EDUCATIONAL PROGRAMS THAT PROMOTE WELLNESS OF MIND AND BODY FOR COMMUNITY MEMBERS AS THEY AGE.

Program Service Accomplishments

Program 1

Expenses: $2,330,598 Revenue: $330,950

THE SENIOR NUTRITION PROGRAM'S GOAL IS TO ENSURE THAT SENIORS - ESPECIALLY THOSE WITH LOW TO VERY LOW INCOMES - ARE EATING WELL AND HAVE THE NUTRITIONAL AND SOCIAL SUPPORT THEY NEED FOR HEALTHY...

THE SENIOR NUTRITION PROGRAM'S GOAL IS TO ENSURE THAT SENIORS - ESPECIALLY THOSE WITH LOW TO VERY LOW INCOMES - ARE EATING WELL AND HAVE THE NUTRITIONAL AND SOCIAL SUPPORT THEY NEED FOR HEALTHY, ACTIVE AGING AND INDEPENDENT LIVING IN ADDITION TO DELIVERING MEALS ON WHEELS TO HOMEBOUND SENIORS, THE COUNCIL ON AGING SERVES HOT LUNCHES IN SENIOR CENTERS THROUGHOUT WHATCOM AND SAN JUAN COUNTIES AND PUBLIC HOUSING FOR LOW- INCOME SENIORS IN BELLINGHAM.

Program 2

Expenses: $12,397 Revenue: $8,724

BELLINGHAM AT HOME TO EMPOWER SENIORS TO STAY ACTIVE AND ENGAGED WHILE CONTINUING TO LIVE IN THEIR OWN HOMES AND NEIGHBORHOODS.

Program 3

Expenses: $444,741 Revenue: $51,478

THE BELLINGHAM SENIOR ACTIVITY CENTER IS THE ONLY WHATCOM COUNTY CENTER DIRECTLY MANAGED BY WCOA. THE CENTER OFFERS A WIDE RANGE OF CLASSES, ACTIVITIES AND SERVICES FOR PERSONS 50 YEARS OF AGE AND...

THE BELLINGHAM SENIOR ACTIVITY CENTER IS THE ONLY WHATCOM COUNTY CENTER DIRECTLY MANAGED BY WCOA. THE CENTER OFFERS A WIDE RANGE OF CLASSES, ACTIVITIES AND SERVICES FOR PERSONS 50 YEARS OF AGE AND OVER, ALL OF WHICH ARE DESIGNED TO ENCOURAGE EMOTIONAL, MENTAL AND PHYSICAL WELLNESS FOR A HEALTHY, ACTIVE AND INDEPENDENT LIFESTYLE. A MEMBER CAN PARTICIPATE IN WEIGHT TRAINING IN THE GYM, TAKE A LINE DANCING CLASS, PLAY CARDS OR POOL, LEARN HOW TO USE COMPUTERS OR READ IN OUR LIBRARY AS WELL AS ENJOY A VARIETY OF PRESENTATIONS. ALL OF THESE ACTIVITIES PROMOTE PHYSICAL, MENTAL AND EMOTIONAL HEALTH.

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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 $3,082,408

Program Service Revenue $391,152

Investment Income $0

Other Revenue $101,927

TOTAL REVENUE $3,575,487

Expense Breakdown

Grants Paid $154,695

Salaries & Benefits $1,716,210

Fundraising Expenses $159,381

Program Expenses $2,787,736

Other Expenses $1,612,381

TOTAL EXPENSES $3,483,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,575,487	$3,801,584	-0.1%
Expenses	$3,483,286	$2,942,586	+0.2%
Net Income	$92,201	$858,998	-0.9%

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

175

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
CHRIS ORR	EXECUTIVE DI	40.00	Highest	$125,341	$0	$125,341
PAT ATKINSON	BOARD MEMBER	N/A	Director	$0	$0	$0
LOUISE BJORNSON	BOARD MEMBER	N/A	Director	$0	$0	$0
SANDEEP BARHA	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTI BURLING	BOARD MEMBER	N/A	Director	$0	$0	$0
RUSS CHITTOCK	BOARD MEMBER	N/A	Director	$0	$0	$0
GURPREET DHILLON	CHAIR	N/A	Officer Director	$0	$0	$0
TOM DORR	PRESIDENT	N/A	Officer Director	$0	$0	$0
GEORGIANN DUSTIN	BOARD MEMBER	N/A	Director	$0	$0	$0
TRACEY JAEGER	BOARD MEMEBR	N/A	Director	$0	$0	$0
JEFF VANDER LINDEN	VICE CHAIR	N/A	Director	$0	$0	$0
GREG MARTINEAU	BOARD MEMBER	N/A	Director	$0	$0	$0
BRANDON NELSON	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID NEUBACK	SECRETARY	N/A	Officer Director	$0	$0	$0
KEN REINSCHMIDT	BOARD MEMBER	N/A	Director	$0	$0	$0
BEN RYAN	TREASURER	N/A	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
2024	$3,575,487	$3,483,286	$12,567,561	$92,201
2023	$3,801,584	$2,942,586	$8,704,515	$858,998
2022	$3,639,385	$2,408,607	$6,999,411	$1,230,778
2021	$5,963,085	$2,162,906	$6,602,512	$3,800,179
2020	$2,983,083	$2,638,041	$3,122,824	$345,042
2019	$2,535,034	$2,505,418	$2,777,085	$29,616
2018	$2,560,283	$2,429,588	$2,830,698	$130,695