Osceola County Council on Aging Inc
Nonprofit profile at a glance
- EIN
- 591595398
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Kissimmee, FL, USA
- Phone
- 4078468532
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- Senior Centers
Reported finances
- Revenue
- $11,810,687
- Expenses
- $13,735,003
- Assets
- $14,986,636
- Liabilities
- $2,913,303
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
30 people listed
Executive titles in this filing
- SONYA DEESE-BYRNES (President Elect)
- BOB HEALY JR (PAST PRESIDENT)
- WENDY FORD (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- WENDY FORD (CHIEF EXECUTIVE OFFICER): $168,808 total reported compensation
- Terrance Wilson (VP of Finance): $105,776 total reported compensation
- MYLIKA MORTON (CFO): $99,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization's mission is to promote the physical, mental & social well-being of seniors, disadvantaged families, the disabled and their caregivers by providing meals, adult day care, social services, and a variety of other services for the elderly & disabled.
What it reported doing in 2024
Weatherization/chore program - the organization helps low-income homeowners permanently reduce their energy bills by making their homes more energy-efficient, and repair, renovate and maintain homes owned and occupied by elderly and disabled adults.
Operating model
- Revenue model
- Grant-funded. 65% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 93
- Transparency & Controls: 78
- Accountability: 95
- Sustainability: 29
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 91.4%; rating input score 91
- Fundraising efficiency: $26.07 raised per $1 spent on fundraising; rating input score 63; 63rd percentile among comparable filings
Transparency & Controls
- Consistency checks: 95%; rating input score 95; 25th percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -16.3%; rating input score 6; 6th percentile among comparable filings
- Total-asset coverage ratio: 1.09; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0.19; rating input score 59; 59th percentile among comparable filings
- Officer compensation ratio: 2.7%; rating input score 70; 70th percentile among comparable filings
Growth
- Program expense growth: 6.5% per year; rating input score 100; 53rd percentile among comparable filings
- Revenue growth: 4.9% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: -0.4% per year; rating input score 0; 9th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 91.4% of spending went to programs
- Governance: 27 of 27 board members independent · 8 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $12.6M in reported program spending
- Leadership: top reported pay $169K · 30 people listed · 1 of 6 pay-setting controls reported
- Consistency: 37 of 39 current checks pass · 2 findings to review
- Schedules: 9 filed schedules · includes major donors, grants, executive pay, and related organizations
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 6/100.
- High — Growth: Asset growth scored 0/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- Moderate — Transparency & Controls: Schedule D expense reconciliation did not reconcile in the filed values.
- Moderate — Transparency & Controls: Schedule D revenue reconciliation did not reconcile in the filed values.
- Review — Sustainability: Liabilities to assets ratio scored 59/100.