LIFESPAN INC (EIN 237319621) - 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

1973

Legal Domicile

Principal Officer

JOE ANGELELLI PHD

Phone

4124641300

Tax Period

2024-07-01 to 2025-06-30

LIFESPAN INC, founded in 1973, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2024.

Mission

LIFESPAN'S MISSION IS TO OFFER RESOURCES, PROGRAMS AND SERVICES THAT PROMOTE HEALTHY AND DIGNIFIED AGING.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $5,545,954

Program Service Revenue $595,705

Investment Income $6,040

Other Revenue $35,847

TOTAL REVENUE $6,183,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,129,247

Fundraising Expenses $0

Program Expenses $6,112,655

Other Expenses $2,150,406

TOTAL EXPENSES $6,279,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,183,546	$5,958,693	+0.0%
Expenses	$6,279,653	$6,078,061	+0.0%
Net Income	$-96,107	$-119,368	-0.2%

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

106

Volunteers

108

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

$222,447

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN HALL NHA	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARYGRACE REDER	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT DODDATO	TREASURER	1.00	Officer Director	$0	$0	$0
LISA DALENA	SECRETARY	1.00	Officer Director	$0	$0	$0
RANDALL HOUGH	DIRECTOR	1.00	Director	$0	$0	$0
BECKIE LEMLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHANNA SHOLDER	DIRECTOR	1.00	Director	$0	$0	$0
RANJANA MANDAR JOSHI	DIRECTOR	1.00	Director	$0	$0	$0
JILL CLARK	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BROCHETTI	DIRECTOR	1.00	Director	$0	$0	$0
NEIL MCNEIL	DIRECTOR	1.00	Director	$0	$0	$0
JANET MEUB	DIRECTOR	1.00	Director	$0	$0	$0
JOE ANGELELLI	CHIEF EXECUTIVE OFFICER BEGIN JUNE	40.00	Officer	$0	$0	$0
JULIA HUBER	FISCAL DIRECTOR	40.00	Officer	$81,126	$11,563	$92,689
VIRGINIA JUROFCIK	CHIEF EXECUTIVE OFFICER THRU JUNE	1.00	Officer	$126,653	$3,105	$129,758

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	$6,183,546	$6,279,653	$3,544,191	$-96,107
2024	$5,958,693	$6,078,061	$4,282,102	$-119,368
2023	$5,678,108	$5,727,595	$4,439,150	$-49,487
2022	$5,335,041	$5,007,762	$3,450,592	$327,279
2021	$4,616,449	$4,499,928	$3,181,697	$116,521
2020	$4,431,163	$4,583,789	$3,036,892	$-152,626
2019	$4,059,791	$4,146,607	$2,981,426	$-86,816
2018	$3,942,626	$4,067,426	$2,803,349	$-124,800

LIFESPAN INC