LIFESPAN OF GREATER ROCHESTER INC (EIN 160986298) - 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

1971

Legal Domicile

Principal Officer

ANN MARIE COOK

Phone

5852448400

Tax Period

2024-04-01 to 2025-03-31

LIFESPAN OF GREATER ROCHESTER INC, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $19.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $18.7M left a modest 4% surplus.

Mission

LIFESPAN IS THE ONLY COMPREHENSIVE AGENCY IN THE COMMUNITY WHOSE SOLE MISSION IS TO HELP OLDER ADULTS TAKE ON BOTH THE CHALLENGES AND OPPORTUNITIES OF LONGER LIFE. WE ACHIEVE THIS BY PROVIDING A CONTINUUM OF DIRECT SERVICES, ADVOCACY, GUIDANCE, PROFESSIONAL TRAINING AND COMMUNITY EDUCATION.

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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 $2,311,316

Program Service Revenue $16,947,951

Investment Income $112,389

Other Revenue $120,764

TOTAL REVENUE $19,492,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,722,208

Fundraising Expenses $278,759

Program Expenses $16,328,153

Other Expenses $8,027,754

TOTAL EXPENSES $18,749,962

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,492,420	$16,748,601	+0.2%
Expenses	$18,749,962	$16,817,460	+0.1%
Net Income	$742,458	$-68,859	-11.8%

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

235

Volunteers

659

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

$452,577

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN MARIE COOK	PRESIDENT/CEO	36.50	Officer	$178,965	$31,899	$210,864
KARL HAGEN	CHIEF FINANCIAL OFFICER	36.50	Officer	$120,826	$8,015	$128,841
JODY ROWE	CHIEF OPERATING OFFICER	36.50	Officer	$94,636	$18,236	$112,872
LARON ROWE PHD	CHAIR	1.00	Officer Director	$0	$0	$0
DR ROBERT MCCANN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LORI JANSEN	TREASURER	1.00	Officer Director	$0	$0	$0
LIZ VEGA	SECRETARY	1.00	Officer Director	$0	$0	$0
DR MARIE AYDELOTTE	MEMBER	1.00	Director	$0	$0	$0
VITO CARACCIO	MEMBER	1.00	Director	$0	$0	$0
WILLIAM CARROLL PHARMD	MEMBER	1.00	Director	$0	$0	$0
LUCIA CASTILLEJO MS	MEMBER	1.00	Director	$0	$0	$0
JOHN CLARK	MEMBER	1.00	Director	$0	$0	$0
BUZ CODE ESQ	MEMBER	1.00	Director	$0	$0	$0
CARMEN COLEMAN	MEMBER	1.00	Director	$0	$0	$0
TERE DOMINAS	MEMBER	1.00	Director	$0	$0	$0
ERICKA ELLIOTT	MEMBER	1.00	Director	$0	$0	$0
JARRETT FELTON	MEMBER	1.00	Director	$0	$0	$0
JOHN FORNOF MPA	MEMBER	1.00	Director	$0	$0	$0
DR ANKIT GARG	MEMBER	1.00	Director	$0	$0	$0
TRACY GREENE	MEMBER	1.00	Director	$0	$0	$0
BOB HARTMAN	MEMBER	1.00	Director	$0	$0	$0
DR BRIAN HEPPARD MD CMD	MEMBER	1.00	Director	$0	$0	$0
MICHAEL KAUFMAN	MEMBER	1.00	Director	$0	$0	$0
CINDY LOVETRO	MEMBER	1.00	Director	$0	$0	$0
JOHN LYNCH JR	MEMBER	1.00	Director	$0	$0	$0
DAVID MACK	MEMBER	1.00	Director	$0	$0	$0
SUSAN POWELL BYRD	MEMBER	1.00	Director	$0	$0	$0
DR STEPHEN RYAN	MEMBER	1.00	Director	$0	$0	$0
ROBERTA VANWINKLE	MEMBER	1.00	Director	$0	$0	$0
MIGUEL VELAZQUEZ	MEMBER	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	$19,492,420	$18,749,962	$14,948,496	$742,458
2024	$16,748,601	$16,817,460	$11,885,546	$-68,859
2023	$14,432,069	$14,688,411	$10,724,421	$-256,342
2022	$14,510,334	$12,811,051	$9,941,084	$1,699,283
2021	$10,705,802	$11,098,249	$9,725,339	$-392,447
2020	$11,407,370	$11,686,069	$6,973,966	$-278,699
2019	$10,956,324	$10,767,045	$7,004,578	$189,279
2018	$10,284,487	$10,783,032	$6,996,246	$-498,545

LIFESPAN OF GREATER ROCHESTER INC