AGEOPTIONS INC (FKA SUBURBAN AREA AGENCY ON AGING) (EIN 362806193) - 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

1974

Legal Domicile

Principal Officer

DIANE SLEZAK

Phone

7083830258

Tax Period

2022-10-01 to 2023-09-30

AGEOPTIONS INC (FKA SUBURBAN AREA AGENCY ON AGING), founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $35.1M in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

PROVIDES COMPREHENSIVE SERVICES, LEADERSHIP AND ADVOCACY TO OLDER ADULTS AND THEIR CAREGIVERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $34,899,396

Program Service Revenue $0

Investment Income $123,516

Other Revenue $126,545

TOTAL REVENUE $35,149,457

Expense Breakdown

Grants Paid $26,324,989

Salaries & Benefits $6,253,091

Fundraising Expenses $50,008

Program Expenses $31,624,547

Other Expenses $2,686,600

TOTAL EXPENSES $35,264,680

Year-over-Year Comparison

	2022	2021	Change
Revenue	$35,149,457	$30,363,844	+0.2%
Expenses	$35,264,680	$29,989,517	+0.2%
Net Income	$-115,223	$374,327	-1.3%

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

112

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

$776,850

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CANONACO ROSE	CHAIRPERSON	4.00	Officer Director	$0	$0	$0
CAMPBELL LISA	DIRECTOR	2.00	Director	$0	$0	$0
COONDA MARY E	DIRECTOR	2.00	Director	$0	$0	$0
EVANS RICHARD	DIRECTOR	2.00	Director	$0	$0	$0
GORDON MURRAY	DIRECTOR	2.00	Director	$0	$0	$0
HOUSTON FELICIA	DIRECTOR	2.00	Director	$0	$0	$0
KARUTZ FREDERICK	DIRECTOR	2.00	Director	$0	$0	$0
KRICKE GAYLE	DIRECTOR	2.00	Director	$0	$0	$0
KRUSE GENEVIEVE	DIRECTOR	2.00	Director	$0	$0	$0
MAHAJAN DR DHEERAJ	DIRECTOR	2.00	Director	$0	$0	$0
MATSON BRUCE	DIRECTOR	2.00	Director	$0	$0	$0
O'CONNOR JOHN	DIRECTOR	2.00	Director	$0	$0	$0
PEACHEY KIRSTEN	DIRECTOR	2.00	Director	$0	$0	$0
PERRY DR ANTHONY	DIRECTOR	2.00	Director	$0	$0	$0
WADDY JEFFERY	DIRECTOR	2.00	Director	$0	$0	$0
WINICK BRAD	DIRECTOR	2.00	Director	$0	$0	$0
BODDIE TONYA	DIRECTOR	2.00	Director	$0	$0	$0
HUISINGH-SCHEETZ MEGAN	DIRECTOR	2.00	Director	$0	$0	$0
REMBERT RONALD JR MD	DIRECTOR	2.00	Director	$0	$0	$0
PARKER ERIC	DIRECTOR	2.00	Director	$0	$0	$0
SLEZAK DIANE	PRESIDENT & CHIEF EXECUTIVE OFFICER	35.00	Officer	$162,500	$16,013	$178,513
BAUER KIMBERLY	DIRECTOR OF PLANNING & GRANTS	35.00	Officer	$154,400	$17,323	$171,723
GIUNTOLI MICHAEL	DIRECTOR OF FINANCE & ADMINISTRATION	35.00	Officer	$139,875	$13,817	$153,692
MAPES ROBERT	DIRECTOR OF PROGRAM & COMMUNITY SUPPORT	35.00	Officer	$126,564	$21,418	$147,982
MURPHY CAROLE	DIRECTOR OF HUMAN RESOURCES	35.00	Officer	$112,500	$12,440	$124,940

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	$35,149,457	$35,264,680	$10,606,085	$-115,223
2022	$30,363,844	$29,989,517	$7,512,419	$374,327
2021	$30,051,990	$29,652,210	$9,043,942	$399,780
2020	$25,905,280	$25,761,423	$9,412,929	$143,857
2019	$19,490,079	$19,540,353	$4,982,206	$-50,274
2018	$19,382,598	$19,195,779	$5,535,111	$186,819

AGEOPTIONS INC (FKA SUBURBAN AREA AGENCY ON AGING)