AGE WELL INC (EIN 222474636) - 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

1983

Legal Domicile

Principal Officer

AMY AHERN

Phone

8028650360

Tax Period

2023-10-01 to 2024-09-30

AGE WELL INC, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $10.6M in total revenue in fiscal year 2023.

Mission

TO SUPPORT AND GUIDE OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.

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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 $8,296,875

Program Service Revenue $2,151,284

Investment Income $68,296

Other Revenue $110,680

TOTAL REVENUE $10,627,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,764,944

Fundraising Expenses $428,872

Program Expenses $9,076,000

Other Expenses $5,177,916

TOTAL EXPENSES $10,942,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,627,135	$10,538,785	+0.0%
Expenses	$10,942,860	$10,510,886	+0.0%
Net Income	$-315,725	$27,899	-12.3%

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

1083

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

$195,388

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN MURRAY RAMSAY MD FACP	PRESIDENT	2.00	Officer Director	$0	$0	$0
SARAH GENTRY TISCHLER	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
LEAH ZEIGLER	TREASURER	2.00	Officer Director	$0	$0	$0
MEAGAN BUCKLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN DAVIS CPA CFP CVA	DIRECTOR	2.00	Director	$0	$0	$0
JOAN LENES	DIRECTOR	2.00	Director	$0	$0	$0
LIZ GAMACHE	DIRECTOR	2.00	Director	$0	$0	$0
LYNDA ULRICH DMD	DIRECTOR	2.00	Director	$0	$0	$0
RUTH WALLMAN	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE BEATO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HAMMER	DIRECTOR	2.00	Director	$0	$0	$0
SARAH RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK BROWN	DIRECTOR	2.00	Director	$0	$0	$0
DAN MCLEAN	DIRECTOR	2.00	Director	$0	$0	$0
GLENN MCRAE	DIRECTOR	2.00	Director	$0	$0	$0
JANE CATTON	CEO	40.00	Officer	$193,888	$1,500	$195,388

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	$10,627,135	$10,942,860	$4,910,754	$-315,725
2023	$10,538,785	$10,510,886	$4,989,243	$27,899
2022	$9,247,074	$8,890,588	$4,872,185	$356,486
2021	$7,728,758	$7,672,844	$4,778,126	$55,914
2020	$7,330,294	$7,232,255	$4,922,745	$98,039
2019	$6,499,676	$6,483,127	$3,861,494	$16,549
2018	$6,688,845	$6,104,619	$3,248,624	$584,226

AGE WELL INC