ACTIVE AGING FOUNDATION (EIN 251757257) - 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

1994

Legal Domicile

Principal Officer

CHARLES ANDERSON

Phone

8143361792

Tax Period

2023-07-01 to 2024-06-30

ACTIVE AGING FOUNDATION, founded in 1994, is a small nonprofit in the Community Improvement sector that reported $625K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $195K, a strong 31% operating margin.

Mission

TO PROVIDE SUPPORT AND ASSISTANCE TO ADVANCE THE INTERESTS OF ACTIVE AGING, INC. A RELATED 501 (C) (3) EXEMPT ORGANIZATION.

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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 $248,996

Program Service Revenue $0

Investment Income $83,931

Other Revenue $291,627

TOTAL REVENUE $624,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $409,754

Other Expenses $429,076

TOTAL EXPENSES $429,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$624,554	$1,371,791	-0.5%
Expenses	$429,076	$500,860	-0.1%
Net Income	$195,478	$870,931	-0.8%

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

N/A

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

$142,108

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTA GEER MGMT CO	EXECUTIVE DI	1.00	Officer	$0	$16,158	$142,108
CHARLES ANDERSON	PRESIDENT	1.00	Director	$0	$0	$0
BRIAN BAIR	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY MANGILO BITTNER	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY DESANTIS	TREASURER	1.00	Officer Director	$0	$0	$0
KEN KUHN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RENA MINMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA PETERS	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
ROYCE REICHEL	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN RITCHEY	SECRETARY	1.00	Officer 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	No data	No data	No data	No data
2024	$624,554	$429,076	$4,189,296	$195,478
2023	$1,371,791	$500,860	$3,928,572	$870,931
2022	$746,528	$589,004	$3,181,847	$157,524
2021	$520,283	$510,087	$3,281,478	$10,196
2020	$542,164	$535,909	$3,283,319	$6,255
2019	$680,936	$513,098	$3,201,567	$167,838
2018	$619,437	$473,505	$2,718,850	$145,932

ACTIVE AGING FOUNDATION