Action for Older Persons Inc (EIN 237060657) - 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

1967

Legal Domicile

Principal Officer

Lucia Esposito

Phone

6077221251

Tax Period

2023-01-01 to 2023-12-31

Action for Older Persons Inc, founded in 1967, is a small nonprofit in the Human Services sector that reported $707K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $679K left a modest 4% surplus.

Mission

Action for Older Persons provides unbiased information, personalized guidance, and client-centered advocacy to improve the quality of life of older adults and their families.

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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 $701,496

Program Service Revenue $0

Investment Income $1,812

Other Revenue $4,090

TOTAL REVENUE $707,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $541,025

Fundraising Expenses $21,835

Program Expenses $591,844

Other Expenses $137,971

TOTAL EXPENSES $678,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$707,398	$595,296	+0.2%
Expenses	$678,996	$546,915	+0.2%
Net Income	$28,402	$48,381	-0.4%

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

$69,388

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessie Stone He	Executive Dir.	37.50	Officer	$69,388	$0	$69,388
Curtis Mills	Director	1.00	Director	$0	$0	$0
Lakshmi G Poranki	Director	1.00	Director	$0	$0	$0
Lucia Esposito	Director	1.00	Director	$0	$0	$0
Jacqueline McGinley	Director	1.00	Director	$0	$0	$0
Greg Catarella	Director	1.00	Director	$0	$0	$0
Maria Motsavage	Director	1.00	Director	$0	$0	$0
Jean Westcott	Director	1.00	Director	$0	$0	$0
Amanda Giannone	Director	1.00	Director	$0	$0	$0
Kimberly Brady	Director	1.00	Director	$0	$0	$0
Nate Nosel	Director	1.00	Director	$0	$0	$0
Ann McNichols	President	1.00	Officer	$0	$0	$0
Mark Johnson	Fmr. Treasurer	1.00	Officer	$0	$0	$0
Megan McClure	Secretary	1.00	Officer	$0	$0	$0
Colleen Hunt	Vice President	1.00	Officer	$0	$0	$0
Ellen McNulty	Interim Treas	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$707,398	$678,996	$757,926	$28,402
2023	$707,398	$678,996	$757,926	$28,402
2022	$595,296	$546,915	$457,493	$48,381
2021	$557,249	$517,796	$421,860	$39,453
2020	$512,604	$557,102	$403,671	$-44,498
2020	$512,604	$557,102	$403,671	$-44,498
2019	$508,268	$497,678	$364,463	$10,590
2018	$468,737	$418,235	$344,088	$50,502

Action for Older Persons Inc