HEALTH ADVOCATES FOR OLDER PEOPLE … - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

GARY G HEINZE

Phone

2129801700

Tax Period

2023-01-01 to 2023-12-31

HEALTH ADVOCATES FOR OLDER PEOPLE INC, founded in 1985, is a small nonprofit in the Human Services sector that reported $719K in total revenue in fiscal year 2023. Expenses of $655K left a modest 9% surplus.

Mission

THE MISSION OF HEALTH ADVOCATES IS TO PROMOTE SAFE AND HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENT LIVING, PHYSICAL WELLBEING AND GREATER SOCIAL INTERACTION FOR BOTH WOMEN AND MEN.

Program Service Accomplishments

Program 1

Expenses: $577,619

SOCIAL ENGAGEMENT OPPORTUNITIES AND FRIENDSHIP: WEEKLY PRESENTATIONS AND ACTIVITIES INCLUDING: NUTRITION FOR AGING, HEALTH SEMINARS, WRITING WORKSHOPS, ONE-ON-ONE TECHNOLOGY TUTORING, DANCE, TRIPS TO CULTURAL INSTITUTIONS AND MUSEUMS, TED TALK PRESENTATIONS WITH DISCUSSION, POKER/BRIDGE/SCRABBLE//RUMMIKUB GATHERINGS, MEET THE AUTHOR PRESENTATIONS, HARMONICA LESSONS, AND WALKING GROUPS ALL PROVIDE OPPORTUNITIES TO BE WITH OTHER PEOPLE AND ENJOY ACTIVITIES TOGETHER. THESE PROGRAMS BUILD FRIENDSHIPS AND ENGAGEMENT AND HELP ALLEVIATE LONELINESS.

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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 $463,171

Program Service Revenue $0

Investment Income $116,481

Other Revenue $139,536

TOTAL REVENUE $719,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $440,853

Fundraising Expenses $0

Program Expenses $577,619

Other Expenses $214,131

TOTAL EXPENSES $654,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$719,188	$729,428	0.0%
Expenses	$654,984	$590,188	+0.1%
Net Income	$64,204	$139,240	-0.5%

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

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

$107,215

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY HEINZE	PRESIDENT	10.00	Officer Director	$0	$0	$0
KIMBERLY WITTMER	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT SCHAEFFER	2ND VP	2.00	Officer Director	$0	$0	$0
JEPHTHA TAUSIG-EDWARDS	3RD VP	2.00	Officer Director	$0	$0	$0
LINDA HARTLEY	TREASURER	2.00	Officer Director	$0	$0	$0
LAURA REID	SECRETARY	3.00	Officer Director	$0	$0	$0
BEATRICE BARDIN	BOARD MEMBER	1.00	Director	$0	$0	$0
PEGGY ANNE DINEEN	BOARD MEMBER	4.00	Director	$0	$0	$0
DANIELLE DINEEN EARLS	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA GIRARDI	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD KROHN	BOARD MEMBER	3.00	Director	$0	$0	$0
GEORGE MCKINLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA RICHARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID ROWE	BOARD MEMBER	6.00	Director	$0	$0	$0
NICHOLAS SORENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
LEONARD VAN LOWE	BOARD MEMBER	2.00	Director	$0	$0	$0
CESAR VERA	BOARD MEMBER	2.00	Director	$0	$0	$0
GWENDOLEN WADE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGUERITE YATES	BOARD MEMBER	3.00	Director	$0	$0	$0
NANCY HOUGHTON	EXECUTIVE DIRECTOR	60.00	Officer	$107,215	$0	$107,215

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	No data	No data	No data	No data
2023	$719,188	$654,984	$3,069,170	$64,204
2022	$729,428	$590,188	$2,858,247	$139,240
2021	$874,249	$526,721	$3,162,118	$347,528
2020	$377,851	$474,916	$2,721,882	$-97,065
2019	$411,878	$364,853	$2,568,957	$47,025
2018	$1,001,320	$358,711	$2,183,619	$642,609

HEALTH ADVOCATES FOR OLDER PEOPLE INC