INDIANA ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC (EIN 351844985) - 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

1972

Legal Domicile

Principal Officer

ERIC J ESSLEY

Phone

3177332380

Tax Period

2024-01-01 to 2024-12-31

INDIANA ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC, founded in 1972, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 3% surplus.

Mission

TO ASSIST MEMBERS IN PROVIDING THE HIGHEST QUALITY OF LIFE FOR THOSE THEY SERVE, TO PROVIDE INFORMATION ON PUBLIC POLICY ISSUES, AND TO PROVIDE EDUCATION AND INFORMATION TO EMPLOYEES OF MEMBER FACILITIES.

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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 $0

Program Service Revenue $954,016

Investment Income $52,200

Other Revenue $127,897

TOTAL REVENUE $1,134,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $557,374

Fundraising Expenses $0

Program Expenses $934,183

Other Expenses $537,131

TOTAL EXPENSES $1,094,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,134,113	$1,087,837	+0.0%
Expenses	$1,094,505	$1,118,050	0.0%
Net Income	$39,608	$-30,213	-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

$380,619

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH HARPE	CHAIR	1.00	Officer Director	$0	$0	$0
JACK MUELLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ROGER WEIDEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
SHELLEY RAUCH	PAST CHAIR - END 3/2024	1.00	Officer Director	$0	$0	$0
JOSH BOWMAN	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
ALEX KIEFER	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA LAMBERT	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH DORAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNI FLOWERS	DIRECTOR	1.00	Director	$0	$0	$0
MANDY LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
EVAN LUBLINE	DIRECTOR	1.00	Director	$0	$0	$0
MARK PRIFOGLE	DIRECTOR	1.00	Director	$0	$0	$0
TIM DELUCA	DIRECTOR - END 1/2024	1.00	Director	$0	$0	$0
LINDA O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
SARAH STARCHER	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN MORROW	DIRECTOR	1.00	Director	$0	$0	$0
JEAN JOHANNINGSMEIER	DIRECTOR	1.00	Director	$0	$0	$0
KARYN FLEETWOOD	DIRECTOR	1.00	Director	$0	$0	$0
KARA OWEN	DIRECTOR	1.00	Director	$0	$0	$0
BARRETT WAY	DIRECTOR - END 1/2024	1.00	Director	$0	$0	$0
CHOD BOXELL	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE DARROW	DIRECTOR	1.00	Director	$0	$0	$0
TINA BOWMAN	VP OF OPERATIONS	40.00	Officer	$127,721	$5,091	$132,812
ERIC J ESSLEY	PRESIDENT/CEO	40.00	Officer	$223,305	$24,502	$247,807

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	$1,134,113	$1,094,505	$2,690,438	$39,608
2023	$1,087,837	$1,118,050	$2,581,743	$-30,213
2022	$1,086,933	$1,111,046	$2,494,481	$-24,113
2022	$1,086,933	$1,111,046	$2,494,481	$-24,113
2021	$1,231,833	$1,127,013	$2,615,928	$104,820
2020	$948,172	$948,075	$2,494,020	$97
2018	$1,430,885	$1,423,008	$2,629,105	$7,877

INDIANA ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC