LIFEPATH INC (EIN 042542539) - 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

1974

Legal Domicile

Principal Officer

MARY GIANNETTI

Phone

4137735555

Tax Period

2024-07-01 to 2025-06-30

LIFEPATH INC, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $27.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $25.6M left a modest 5% surplus.

Mission

THE MISSION IS TO HELP ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES.

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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 $21,518,708

Program Service Revenue $5,377,351

Investment Income $91,197

Other Revenue $0

TOTAL REVENUE $26,987,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,881,987

Fundraising Expenses $107,648

Program Expenses $23,420,034

Other Expenses $15,670,720

TOTAL EXPENSES $25,552,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,987,256	$24,937,428	+0.1%
Expenses	$25,552,707	$24,262,113	+0.1%
Net Income	$1,434,549	$675,315	+1.1%

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

187

Volunteers

250

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

$430,002

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY GIANNETTI	PRESIDENT	1.50	Officer Director	$0	$0	$0
JOANIE BERNSTEIN	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
JAMES GEISMAN	TREASURER	1.50	Officer Director	$0	$0	$0
JUDITH FONSH	SECRETARY	1.50	Officer Director	$0	$0	$0
MICHELLE DELISIO	DIRECTOR	1.00	Director	$0	$0	$0
HENRY J EAST-TROU	DIRECTOR	1.00	Director	$0	$0	$0
PRUDENCE BLOND	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL BROUDY	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY GODIN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY MAYNARD	DIRECTOR	1.00	Director	$0	$0	$0
SONNYA PETERS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER FERRARA	DIRECTOR	1.00	Director	$0	$0	$0
MARI ROVANG	DIRECTOR	1.25	Director	$0	$0	$0
JAN STIEFEL	DIRECTOR	1.00	Director	$0	$0	$0
PETER WINGATE	DIRECTOR	1.00	Director	$0	$0	$0
GARY YUHAS	EXECUTIVE DIRECTOR	35.00	Officer	$157,966	$15,920	$173,886
PHILIP GILFEATHER-GIRTON	DIRECTOR OF FINANCE	35.00	Officer	$111,026	$5,476	$116,502
LYNNE FELDMAN	ASSOCIATE EXECUTIVE DIRECT	35.00	Officer	$110,058	$29,556	$139,614
DIANE ROBIE	DIRECTOR OF CLIENT SERVICES	35.00	Highest	$101,857	$13,471	$115,328

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	$26,987,256	$25,552,707	$11,081,712	$1,434,549
2024	$24,937,428	$24,262,113	$10,397,201	$675,315
2023	$20,762,491	$21,571,994	$9,882,458	$-809,503
2022	$20,609,552	$20,380,473	$8,547,416	$229,079
2021	$20,317,677	$20,090,567	$7,995,656	$227,110
2020	$20,296,766	$19,237,280	$7,455,585	$1,059,486
2019	$18,719,567	$18,364,883	$6,395,976	$354,684

LIFEPATH INC