AgeWays Nonprofit Senior Services (EIN 382729505) - 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

Laura Gruczelak

Phone

2483572255

Tax Period

2024-10-01 to 2025-09-30

AgeWays Nonprofit Senior Services, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $80.8M in total revenue in fiscal year 2024. Expenses of $76.7M left a modest 5% surplus.

Mission

The AgeWays Nonprofit Senior Services enhances the lives of older adults and adults with disabilities.

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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 $67,766,611

Program Service Revenue $12,608,110

Investment Income $412,488

Other Revenue $0

TOTAL REVENUE $80,787,209

Expense Breakdown

Grants Paid $9,483,547

Salaries & Benefits $12,204,848

Fundraising Expenses $0

Program Expenses $74,256,735

Other Expenses $55,030,014

TOTAL EXPENSES $76,718,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,787,209	$74,912,618	+0.1%
Expenses	$76,718,409	$74,757,969	+0.0%
Net Income	$4,068,800	$154,649	+25.3%

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

177

Volunteers

100

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

$1,068,989

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Hann	Chairperson	1.00	Officer Director	$0	$0	$0
Ronald Borngesser	1st Vice Chair	1.00	Officer Director	$0	$0	$0
Kelli Dobner	2nd Vice Chair	1.00	Officer Director	$0	$0	$0
Michelle Hodges	Secretary	1.00	Officer Director	$0	$0	$0
Dawn Asper	Director	1.00	Director	$0	$0	$0
Jorja Baldwin	Director	1.00	Director	$0	$0	$0
Jeff Chang	Director	1.00	Director	$0	$0	$0
Howard Collens	Director	1.00	Director	$0	$0	$0
Justin Hodge	Director	1.00	Director	$0	$0	$0
John Erich	Director	1.00	Director	$0	$0	$0
Don VanSyckel	Director	1.00	Director	$0	$0	$0
Thomas Matthews	Director	1.00	Director	$0	$0	$0
Tom Miree	Director	1.00	Director	$0	$0	$0
Jay Gross	Director	1.00	Director	$0	$0	$0
Sue-Anne Sweeney	Director	1.00	Director	$0	$0	$0
Barbara Turner	Director	1.00	Director	$0	$0	$0
Marc Zwick	Director	1.00	Director	$0	$0	$0
Barbara Green-McKissack	Director	1.00	Director	$0	$0	$0
Penny Luebs	Director	1.00	Director	$0	$0	$0
Caroline Sanders	Director	1.00	Director	$0	$0	$0
Felicia Wells	Director	1.00	Director	$0	$0	$0
Michael Karson	CEO	40.00	Officer	$301,621	$21,435	$323,056
Laura Gruczelak	CFO	40.00	Officer	$155,556	$25,435	$180,991
Aimee Page	Chief Clinical Off	40.00	Officer	$179,839	$29,150	$208,989
Jenny Jarvis	Chief Stratefy Off	40.00	Officer	$152,777	$29,144	$181,921
Angela Rutterbush	Chief Human Resource	40.00	Officer	$147,190	$26,842	$174,032
Susan Miller	Director of Aging/Community Living Services	40.00	Highest	$116,989	$10,303	$127,292
Brock Varner	Senior HR Manager	40.00	Highest	$110,186	$4,681	$114,867
Pamela Moffitt	Director of Operations & Tech	40.00	Highest	$101,604	$29,549	$131,153
Sarah Jacobs	Chief Compliance and Clinical Officer	40.00	Highest	$112,173	$23,077	$135,250
Margaret Oullette	Director of Clinical Operations	40.00	Highest	$108,562	$26,224	$134,786

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	$80,787,209	$76,718,409	$23,499,741	$4,068,800
2024	$74,912,618	$74,757,969	$18,523,769	$154,649
2023	$70,468,422	$71,545,574	$19,627,986	$-1,077,152
2022	$75,725,711	$75,001,938	$19,448,085	$723,773
2021	$70,220,472	$69,226,751	$19,000,335	$993,721
2020	$60,199,320	$59,282,304	$16,093,847	$917,016
2019	$58,230,115	$57,608,645	$13,598,896	$621,470
2018	$54,897,603	$54,128,329	$11,450,263	$769,274

AgeWays Nonprofit Senior Services