NEWTON AT HOME INC (EIN 263604771) - 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

2009

Legal Domicile

Principal Officer

JEAN WOOD

Phone

6177952560

Tax Period

2024-07-01 to 2025-06-30

NEWTON AT HOME INC, founded in 2009, is a small nonprofit in the Human Services sector that reported $254K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $243K left a modest 4% surplus.

Mission

TO ENABLE OLDER NEWTON RESIDENTS TO AGE-IN-PLACE WITH INDEPENDENCE AND DIGNITY THROUGH COMMUNITY SUPPORT.

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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 $245,388

Program Service Revenue $0

Investment Income $3,752

Other Revenue $5,103

TOTAL REVENUE $254,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,277

Fundraising Expenses $0

Program Expenses $103,344

Other Expenses $45,064

TOTAL EXPENSES $243,341

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,243	$295,653	-0.1%
Expenses	$243,341	$249,979	0.0%
Net Income	$10,902	$45,674	-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

Volunteers

101

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

$48,820

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SAX	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES F SMITH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ED FRANKENBERRY	SECRETARY	5.00	Officer Director	$0	$0	$0
JEAN WOOD	TREASURER	5.00	Officer Director	$0	$0	$0
CHERYL ALPERT	DIRECTOR	2.00	Director	$0	$0	$0
ELLEN BASSUK	DIRECTOR	2.00	Director	$0	$0	$0
DON FREEDMAN	DIRECTOR	2.00	Director	$0	$0	$0
ARTHUR GLASGOW	DIRECTOR	2.00	Director	$0	$0	$0
MARCIA HERRERA	DIRECTOR	2.00	Director	$0	$0	$0
BOB LARNER	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA PILL	DIRECTOR	2.00	Director	$0	$0	$0
GHAZWAN TAPPONI	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN RAPOPORT	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDRA JOHNSON	EXECUTIVE DIRECTOR	40.00	Officer	$48,820	$0	$48,820

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	$254,243	$243,341	$165,693	$10,902
2024	$295,653	$249,979	$156,275	$45,674
2023	$286,405	$256,740	$124,932	$29,665
2022	$254,953	$234,963	$94,199	$19,990
2021	$238,123	$232,343	$86,455	$5,780
2020	$247,844	$257,182	$92,358	$-9,338
2019	$258,613	$260,239	$69,728	$-1,626

NEWTON AT HOME INC