New Jersey Advocates for Aging Well Inc (EIN 223569599) - 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

1998

Legal Domicile

Principal Officer

Cathy Rowe

Phone

6094210206

Tax Period

2024-01-01 to 2024-12-31

New Jersey Advocates for Aging Well Inc, founded in 1998, is a small nonprofit in the Civil Rights & Advocacy sector that reported $373K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 35% operating margin.

Mission

Provide leadership in public policy and education to enable New Jersey older adults to live with independence and dignity in their communities.

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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 $311,960

Program Service Revenue $58,593

Investment Income $2,712

Other Revenue $0

TOTAL REVENUE $373,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,609

Fundraising Expenses $0

Program Expenses $218,682

Other Expenses $134,371

TOTAL EXPENSES $242,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$373,265	$211,308	+0.8%
Expenses	$242,980	$171,585	+0.4%
Net Income	$130,285	$39,723	+2.3%

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

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

Total Directors

Key Employees

$95,785

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michele Kent	Chair	2.00	Officer Director	$0	$0	$0
Andrea Lubin MS	Vice-Chair	1.00	Officer Director	$0	$0	$0
John Pascal Mostello	Treasurer	1.00	Officer Director	$0	$0	$0
Charisse Smith PhD	Secretary	1.00	Officer Director	$0	$0	$0
Carl Archer	Trustee	1.00	Director	$0	$0	$0
Steve Leone	Trustee	1.00	Director	$0	$0	$0
Bill ODonnell	Trustee	1.00	Director	$0	$0	$0
Joshua Raymond	Trustee	1.00	Director	$0	$0	$0
Celeste Roberts	Trustee	1.00	Director	$0	$0	$0
Vikranta Sharma MD	Trustee	1.00	Director	$0	$0	$0
Cathy Rowe DrPH	Executive Director	35.00	Key Emp	$95,785	$0	$95,785

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	$373,265	$242,980	$342,997	$130,285
2023	$211,308	$171,585	$211,595	$39,723
2022	$205,670	$225,384	$164,475	$-19,714
2021	$164,320	$205,378	$187,402	$-41,058
2020	$205,648	$234,009	$225,579	$-28,361

New Jersey Advocates for Aging Well Inc