AFTENRO SOCIETY (EIN 410706100) - 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

1920

Legal Domicile

Principal Officer

ERIC EVERSON

Phone

2187286600

Tax Period

2024-01-01 to 2024-09-30

AFTENRO SOCIETY, founded in 1920, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $4.1M left a modest 5% surplus.

Mission

PROVIDE HEALTH AND SUPPORTIVE CARE TO ELDERLY WHO ARE UNABLE TO LIVE INDEPENDENTLY AND REQUIRE THE AVAILABILITY OF PROFESSIONAL NURSING CARE 24 HOURS PER DAY.

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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 $336,482

Program Service Revenue $3,920,275

Investment Income $4,701

Other Revenue $4,950

TOTAL REVENUE $4,266,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,790,438

Fundraising Expenses $0

Program Expenses $3,451,339

Other Expenses $1,265,609

TOTAL EXPENSES $4,056,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,266,408	$5,018,277	-0.1%
Expenses	$4,056,047	$4,878,669	-0.2%
Net Income	$210,361	$139,608	+0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VINCE MAGNUSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA SHEEDY	PRESIDENT - PAST	1.00	Officer Director	$0	$0	$0
MARK DANIELSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN STRANGE	TREASURER	1.00	Officer Director	$0	$0	$0
LORI HUSKA	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK BOYCE	BOARD MEMBER/MEDICAL DIRECTOR	1.00	Director	$0	$0	$0
MARY DONTJE	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE KOLQUIST	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM STARR	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY PORTER	ADMINISTRATOR	40.00	Officer	$0	$0	$0
SHEILA GAST	ASST ADMINISTRATOR/FINANCE MANAGER	40.00	Officer	$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
2024	$4,266,408	$4,056,047	$4,060,655	$210,361
2023	$5,018,277	$4,878,669	$3,919,230	$139,608
2022	$4,307,971	$4,561,870	$3,431,128	$-253,899
2022	$4,307,971	$4,516,125	$3,398,620	$-208,154
2021	$4,402,010	$4,175,937	$3,395,483	$226,073
2020	$4,153,565	$3,741,935	$3,402,827	$411,630
2019	$3,684,329	$3,471,649	$2,727,582	$212,680
2018	$3,452,180	$3,275,805	$2,536,897	$176,375

AFTENRO SOCIETY