AGING IN AMERICA (EIN 136126508) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

DR WILLIAM T SMITH PH

Phone

9175392952

Tax Period

2023-01-01 to 2023-12-31

AGING IN AMERICA, founded in 1963, is a small nonprofit in the Human Services sector that reported $760K in total revenue in fiscal year 2023. Revenue surged 263% from the prior year, signaling strong growth momentum. Expenses of $1.2M exceeded revenue, resulting in a 52% operating deficit.

Mission

AGING IN AMERICA, INC. PROVIDES INDIVIDUALS, FAMILIES, AND CAREGIVERS THE ASSISTANCE AND SUPPORT THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES. AIA ACCOMPLISHES ITS MISSION BY PROVIDING GRANTS TO OUTSIDE ORGANIZATIONS TO PROVIDE ITS MISSION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $556,196

Program Service Revenue $0

Investment Income $203,810

Other Revenue $0

TOTAL REVENUE $760,006

Expense Breakdown

Grants Paid $104,337

Salaries & Benefits $654,149

Fundraising Expenses $0

Program Expenses $104,337

Other Expenses $396,650

TOTAL EXPENSES $1,155,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$760,006	$209,267	+2.6%
Expenses	$1,155,136	$1,132,004	+0.0%
Net Income	$-395,130	$-922,737	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$620,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHARINE M WEISS	CHAIR	1.00	Officer Director	$0	$0	$0
DOUGLAS H HOFFMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NEAL J BAUMANN	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD H ALTERI PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
CARLTON MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN KENNELLY PRITCHARD	DIRECTOR	1.00	Director	$0	$0	$0
DR LYNN M TEPPER	DIRECTOR	1.00	Director	$0	$0	$0
DR WILLIAM T SMITH PHD	CEO	26.25	Officer	$506,483	$113,923	$620,406

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
2023	$760,006	$1,155,136	$32,035,715	$-395,130
2022	$209,267	$1,132,004	$28,616,694	$-922,737
2021	$1,992,327	$1,108,350	$35,503,050	$883,977
2020	$1,364,355	$1,269,370	$32,152,462	$94,985
2019	$2,024,197	$1,138,122	$29,562,034	$886,075
2018	$1,867,459	$1,243,968	$25,118,777	$623,491

AGING IN AMERICA