Home for the Aged

EIN: 010211512 501(c)(3) Human Services

Portland, ME

Total Revenue
$9,416,838
Total Expenses
$9,884,746
Total Assets
$32,351,853
Net Assets
$5,258,660
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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
1881
Legal Domicile
ME
Principal Officer
Lorri Sommer
Phone
2077977710
Tax Period
2024-07-01 to 2025-06-30

Home for the Aged, founded in 1881, is a community nonprofit in the Human Services sector that reported $9.4M in total revenue in fiscal year 2024.

Mission

To provide high quality housing and services to those 60 years of age and older.

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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 $8,995
Program Service Revenue $9,083,118
Investment Income $324,725
Other Revenue $0
TOTAL REVENUE $9,416,838

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,229,681
Fundraising Expenses $0
Program Expenses $7,853,644
Other Expenses $5,655,065
TOTAL EXPENSES $9,884,746

Year-over-Year Comparison

2024 2023 Change
Revenue $9,416,838 $8,847,471 +0.1%
Expenses $9,884,746 $9,315,230 +0.1%
Net Income $-467,908 $-467,759 +0.0%
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
15
Independent Members
15
Employees
136
Volunteers
267

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
8
$326,933
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Victoria Powers President 0.50
Officer Director
$0 $0 $0
Melissa Murphy Vice President 0.50
Officer Director
$0 $0 $0
Janice McCormick Treasurer 0.50
Officer Director
$0 $0 $0
Jeannine Lefevre Secretary 0.50
Officer Director
$0 $0 $0
Kathleen Coyne Trustee 0.50
Director
$0 $0 $0
Robert Davis Trustee 0.50
Director
$0 $0 $0
Joseph Gray Trustee 0.50
Director
$0 $0 $0
Jennifer Gordon Hutchins Trustee 0.50
Director
$0 $0 $0
Ruchir Jaipuriyar Trustee 0.50
Director
$0 $0 $0
Ann Magner Trustee 0.50
Director
$0 $0 $0
Michael McGovern Trustee 0.50
Director
$0 $0 $0
Thomas Michael Meuser Trustee 0.50
Director
$0 $0 $0
Kimberly Snow Trustee 0.50
Director
$0 $0 $0
Jason Straetz Director/Past President 0.50
Officer Director
$0 $0 $0
Todd Zukowsi Trustee 0.50
Director
$0 $0 $0
Lorri Sommer CEO 40.00
Officer
$171,739 $25,846 $197,585
Diane Bernier Director of Finance 40.00
Officer
$0 $0 $0
Bruce Rutter Past Director of Finance 40.00
Officer
$111,210 $18,138 $129,348
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 $9,416,838 $9,884,746 $32,351,853 $-467,908
2024 $8,847,471 $9,315,230 $32,783,055 $-467,759
2023 $8,364,698 $9,082,391 $33,166,139 $-717,693
2022 $7,432,134 $8,586,934 $34,196,065 $-1,154,800
2021 $7,577,034 $8,389,539 $36,502,674 $-812,505
2020 $7,023,381 $8,330,875 $38,157,597 $-1,307,494
2019 $7,370,848 $8,151,778 $39,169,022 $-780,930
2018 $7,827,580 $8,113,305 $40,599,804 $-285,725
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