MYSTIC VALLEY AGING SERVICES INC (EIN 042562646) - 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

1975

Legal Domicile

Principal Officer

JANICE T HOUGHTON

Phone

7813247705

Tax Period

2024-07-01 to 2025-06-30

MYSTIC VALLEY AGING SERVICES INC, founded in 1975, is a major nonprofit in the Human Services sector that reported $133.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

MYSTIC VALLEY AGING SERVICES IS AN ORGANIZATION THAT IS SET UP TO ASSIST ELIGIBLE OLDER RESIDENTS AND ADULTS LIVING WITH DISABILITIES WITH A RANGE OF SERVICES THAT WILL ENHANCE THEIR QUALITY OF LIFE AND ALLOW THEM TO LIVE WITH DIGNITY AND RESPECT.

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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 $110,070,685

Program Service Revenue $23,095,652

Investment Income $716,328

Other Revenue $762

TOTAL REVENUE $133,883,427

Expense Breakdown

Grants Paid $207,053

Salaries & Benefits $26,131,587

Fundraising Expenses $364,684

Program Expenses $128,197,221

Other Expenses $106,253,254

TOTAL EXPENSES $132,591,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,883,427	$121,950,045	+0.1%
Expenses	$132,591,894	$120,375,135	+0.1%
Net Income	$1,291,533	$1,574,910	-0.2%

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

418

Volunteers

179

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

$815,579

Total Directors

Key Employees

$790,019

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN C SNELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAMELA L KELLY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SARITIN E RIZZUTO	TREASURER	1.00	Officer Director	$0	$0	$0
JANICE DONATELLI	CLERK	1.00	Officer Director	$0	$0	$0
KRISTIN AHLMAN	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN I ALPERT	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN M BEAULIEU	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN BUCKLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN L DIXON	DIRECTOR	1.00	Director	$0	$0	$0
JANICE T HOUGHTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN E LIGHTBURN	DIRECTOR	1.00	Director	$0	$0	$0
JON E NORTON	DIRECTOR	1.00	Director	$0	$0	$0
TRACY NOWICKI	DIRECTOR	1.00	Director	$0	$0	$0
JAMES E OOSTERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE M PUOPOLO	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES W RANDALL	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD ROCHA	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN SPENCE	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH A WHATLEY	DIRECTOR	1.00	Director	$0	$0	$0
LISA GURGONE	CHIEF EXECUTIVE OFFICER	35.00	Officer	$285,479	$10,564	$296,043
SEAN HUBACZ	CHIEF FINANCIAL OFFICER	35.00	Officer	$230,648	$53,247	$283,895
LESLEY NOLAN	CHIEF OPERATING OFFICER	35.00	Officer	$218,017	$17,624	$235,641
JOANNE SOLAZZO	DIRECTOR OF CLIENT SERVICES	35.00	Key Emp	$200,716	$10,487	$211,203
ELIZABETH CRIMMINS	MASS AGING ACCESS ED	35.00	Key Emp	$168,542	$40,131	$208,673
ALEX JURKEVICH	IT MANAGER	35.00	Key Emp	$160,698	$44,618	$205,316
BRIAN MCDONALD	PROTECTIVE SERVICES DIRECTOR	35.00	Key Emp	$154,297	$10,530	$164,827
AMY CATALDO	DIRECTOR OF INTEGRATED CARE	35.00	Highest	$134,712	$19,923	$154,635
JENNIFER VANASSE	DIRECTOR OF DEVELOPMENT	35.00	Highest	$120,599	$42,832	$163,431
LISA JIMENEZ	DIRECTOR OF NURSING & CLINICAL CARE	35.00	Highest	$124,638	$15,425	$140,063
CLARITZA BATISTA	HUMAN RESOURCES DIRECTOR	35.00	Highest	$127,917	$15,651	$143,568
ROZA BUDILOVSKY	NURSE MANAGER	35.00	Highest	$121,936	$19,808	$141,744

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	$133,883,427	$132,591,894	$48,521,801	$1,291,533
2024	No data	No data	No data	No data
2023	$101,453,073	$102,086,441	$36,654,620	$-633,368
2022	$94,729,966	$91,544,231	$29,641,909	$3,185,735
2021	$79,691,071	$78,294,870	$29,895,171	$1,396,201
2020	$78,921,723	$78,363,380	$24,598,970	$558,343
2019	$74,715,430	$75,234,146	$20,235,906	$-518,716
2018	$70,140,415	$70,082,964	$19,835,922	$57,451

MYSTIC VALLEY AGING SERVICES INC