Southern Maine Agency on Aging (EIN 010360259) - 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

1978

Legal Domicile

Principal Officer

Megan Walton

Phone

2073966500

Tax Period

2023-10-01 to 2024-09-30

Southern Maine Agency on Aging, founded in 1978, is a community nonprofit in the Human Services sector that reported $7.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

To assure senior adults receive the support necessary to maintain independent living.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,337,716

Program Service Revenue $507,846

Investment Income $34,713

Other Revenue $-45,496

TOTAL REVENUE $7,834,779

Expense Breakdown

Grants Paid $1,063,773

Salaries & Benefits $3,256,029

Fundraising Expenses $277,909

Program Expenses $6,553,140

Other Expenses $3,364,511

TOTAL EXPENSES $7,684,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,834,779	$6,677,177	+0.2%
Expenses	$7,684,313	$6,595,923	+0.2%
Net Income	$150,466	$81,254	+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

367

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

$320,641

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Mascari	President	2.00	Officer Director	$0	$0	$0
Stephen Braverman	Vice President	1.00	Officer Director	$0	$0	$0
Anne Dalton	Secretary	1.00	Officer Director	$0	$0	$0
Robert Hunter	Treasurer	2.00	Officer Director	$0	$0	$0
Donna Brassard	Director	1.00	Director	$0	$0	$0
Jim Clark	Director	1.00	Director	$0	$0	$0
Linda Durst MD	Director	1.00	Director	$0	$0	$0
Bill Hall	Director	1.00	Director	$0	$0	$0
Ann Hastings	Director	1.00	Director	$0	$0	$0
John Holland	Director	1.00	Director	$0	$0	$0
Herb Janick	Director	1.00	Director	$0	$0	$0
Susan Keiler	Director	1.00	Director	$0	$0	$0
Nancy Koglemeier	Director	1.00	Director	$0	$0	$0
Alfredo Vergara PhD	Director	1.00	Director	$0	$0	$0
Erin Lally	Past Director	1.00	Director	$0	$0	$0
Megan Walton	CEO	40.00	Officer	$190,573	$9,445	$200,018
Margaret Callan	CFO	40.00	Officer	$107,805	$12,818	$120,623

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	$7,834,779	$7,684,313	$7,203,271	$150,466
2023	$6,677,177	$6,595,923	$6,475,638	$81,254
2022	$5,037,771	$4,868,124	$6,670,044	$169,647
2021	$5,734,011	$4,596,089	$6,278,600	$1,137,922
2020	$5,761,881	$5,661,046	$7,093,169	$100,835
2019	$5,591,745	$6,141,963	$5,871,966	$-550,218
2018	$5,785,890	$6,137,229	$6,481,887	$-351,339

Southern Maine Agency on Aging