SOUTHWESTERN CT AGENCY ON AGING INC (EIN 060916407) - 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

MARIE ALLEN

Phone

2033339288

Tax Period

2024-10-01 to 2025-09-30

SOUTHWESTERN CT AGENCY ON AGING INC, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $17.1M in total revenue in fiscal year 2024.

Mission

SWCAA IS THE TRUSTED SOURCE OF ADVOCACY, INFORMATION, AND ACCESS TO CARE FOR OLDER AND VULNERABLE ADULTS THAT PROVIDES RESOURCES TO STRENGTHEN THE REGIONAL AGING NETWORK. SWCAA ENVISIONS A COMMUNITY WHERE ALL ADULTS HAVE ACCESS TO THE LONG TERM CARE SUPPORTS AND SERVICES THAT HELP THEM THRIVE AND LIVE WITH DIGNITY IN THE SETTING OF THEIR CHOICE.

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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 $7,450,426

Program Service Revenue $9,415,456

Investment Income $66,215

Other Revenue $208,104

TOTAL REVENUE $17,140,201

Expense Breakdown

Grants Paid $3,874,461

Salaries & Benefits $8,454,012

Fundraising Expenses $0

Program Expenses $15,574,683

Other Expenses $4,460,988

TOTAL EXPENSES $16,789,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,140,201	$16,324,350	+0.0%
Expenses	$16,789,461	$15,959,048	+0.1%
Net Income	$350,740	$365,302	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

Governance

Voting Members

Independent Members

Employees

130

Volunteers

122

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

$302,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE ALLEN	PRESIDENT / CEO	40.00	Officer	$164,755	$45,309	$210,064
MARY DONNELLY	DIRECTOR, CARE MANAGEMENT	40.00	Highest	$130,938	$23,593	$154,531
CYNTHIA MAJERSKY	DIRECTOR, COMMUNITY OPTIONS	40.00	Highest	$113,075	$72,375	$185,450
STEPHANIE MINCEY	SYSTEMS ADMINISTRATOR	40.00	Highest	$112,033	$37,727	$149,760
RACHAEL HARVEY	FINANCE DIRECTOR	40.00	Officer	$92,654	$0	$92,654
A MARJOLIJN BAXENDALE	CHAIRMAN THRU 09/30/25	2.00	Officer Director	$0	$0	$0
JEANETTE BOGDAN	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
KATE MAXHAM	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
ELLEN ABEND	TREASURER	2.00	Officer Director	$0	$0	$0
SUE BRANNELLY MARTIN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHLEEN BORDELON	DIRECTOR THRU 09/30/25	1.00	Director	$0	$0	$0
JULIE DEMARCO	DIRECTOR JOINED 10/01/24	1.00	Director	$0	$0	$0
LIZA ESTEVEZ	DIRECTOR	1.00	Director	$0	$0	$0
TERRY GIEGENGACK	DIRECTOR JOINED 10/01/24	1.00	Director	$0	$0	$0
CARL GLAD ESQ	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN GRAMPS	DIRECTOR THRU 09/30/25	1.00	Director	$0	$0	$0
PAMELA HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANN MARIE HYNES ESQ	DIRECTOR	1.00	Director	$0	$0	$0
RANDIE KATZ	DIRECTOR JOINED 10/01/24	1.00	Director	$0	$0	$0
KEVIN KELLY ESQ	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE PAULMENO	DIRECTOR THRU 09/30/25	1.00	Director	$0	$0	$0
STEPHANIE ROSS	DIRECTOR	1.00	Director	$0	$0	$0
ASHA SCHER	DIRECTOR JOINED 10/01/24	1.00	Director	$0	$0	$0
DONNA SPELLMAN	DIRECTOR JOINED 10/01/24	1.00	Director	$0	$0	$0
PENNY YOUNG	DIRECTOR	1.00	Director	$0	$0	$0

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	$17,140,201	$16,789,461	$9,231,179	$350,740
2024	$16,324,350	$15,959,048	$7,177,217	$365,302
2023	$15,398,927	$15,307,010	$6,529,395	$91,917
2022	$14,605,418	$14,194,576	$5,636,957	$410,842
2021	$13,935,523	$12,767,993	$6,265,850	$1,167,530
2020	$13,856,044	$13,650,361	$5,944,423	$205,683
2019	$12,185,649	$12,073,265	$4,128,776	$112,384

SOUTHWESTERN CT AGENCY ON AGING INC