AGING FORWARD F/K/A SHEPHERDS CENTERS OF AMERICA (EIN 431056482) - 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

OREN RENICK THM JD

Phone

8169602022

Tax Period

2023-01-01 to 2023-12-31

AGING FORWARD F/K/A SHEPHERDS CENTERS OF AMERICA, founded in 1974, is a small nonprofit in the Human Services sector that reported $350K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF AGING FORWARD IS FOCUSED ON CREATING MEANINGFUL OPPORTUNITIES FOR SERVICE, LIFELONG LEARNING, INDIVIDUAL WELL-BEING AND INDEPENDENT LIVING DESIGNED BY, WITH AND FOR OLDER ADULTS THROUGH AN INTERFAITH NETWORK OF COMMUNITY-BASED ORGANIZATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $340,763

Program Service Revenue $6,076

Investment Income $1,992

Other Revenue $1,634

TOTAL REVENUE $350,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,521

Fundraising Expenses $17,766

Program Expenses $237,742

Other Expenses $157,555

TOTAL EXPENSES $350,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$350,465	$282,889	+0.2%
Expenses	$350,076	$262,425	+0.3%
Net Income	$389	$20,464	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM AKINS	DIRECTOR	1.00	Director	$0	$0	$0
JANET CARLSON BAKER	DIRECTOR	1.00	Director	$0	$0	$0
JULIA BURROWES	DIRECTOR	1.00	Director	$0	$0	$0
JULIE ADAMS-BUCHANAN MS CVA	DIRECTOR	1.00	Director	$0	$0	$0
OREN RENICK THM JD	CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL C MICKENS BA MDIV	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL A STIFF MA	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLAM HINMAN CFRE MBA	DIRECTOR	1.00	Director	$0	$0	$0
JANET SECKEL-CERROTTI MSW	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY WHITFIELD PHD	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK SMITHERS	TREASURER	2.00	Officer Director	$0	$0	$0
BETSY SOLOMON	PAST CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL STANFILL	DIRECTOR	1.00	Director	$0	$0	$0
ALESSANDRA ZONARI	DIRECTOR	1.00	Director	$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	No data	No data	No data	No data
2023	$350,465	$350,076	$498,117	$389
2022	$282,889	$262,425	$438,929	$20,464
2021	$318,357	$210,531	$415,402	$107,826
2020	$250,959	$183,180	$310,733	$67,779
2019	$205,836	$146,528	$239,972	$59,308
2018	$192,495	$145,019	$185,472	$47,476

AGING FORWARD F/K/A SHEPHERDS CENTERS OF AMERICA