AGING AHEAD FOUNDATION (EIN 431833987) - 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

1998

Legal Domicile

Principal Officer

Lisa Knoll

Phone

6362070847

Tax Period

2020-07-01 to 2021-06-30

AGING AHEAD FOUNDATION, founded in 1998, is a micro nonprofit in the Human Services sector that reported $31K in total revenue in fiscal year 2020. Revenue fell 86% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 83% operating margin.

Mission

To provide services to persons 60+ years old.

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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 (2020)

Revenue Breakdown

Contributions & Grants $31,120

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $31,120

Expense Breakdown

Grants Paid $5,284

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,284

Other Expenses $0

TOTAL EXPENSES $5,284

Year-over-Year Comparison

	2020	2019	Change
Revenue	$31,120	$216,952	-0.9%
Expenses	$5,284	$209,744	-1.0%
Net Income	$25,836	$7,208	+2.6%

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
Nash Anwar	Board Member	0.25	Director	$0	$0	$0
Dennis Cooper	Board Member	0.25	Director	$0	$0	$0
Yvonnda Ford	Board Member	0.25	Director	$0	$0	$0
Ted Gottlieb	Board Member	0.25	Director	$0	$0	$0
Michael Graham	Board Member	0.25	Director	$0	$0	$0
Alice Handelman	Board Member	0.25	Director	$0	$0	$0
Joel Kamil	Board Member	0.25	Director	$0	$0	$0
Laura Kemp	Board Member	0.25	Director	$0	$0	$0
Mary Kerr	Board Member	0.25	Director	$0	$0	$0
Eileen Lambert	board Member	0.25	Director	$0	$0	$0
Timothy McCurdy	Board Member	0.25	Director	$0	$0	$0
Pam Pieper	Board Member	0.25	Director	$0	$0	$0
Allen Serfas	Board Member	0.25	Director	$0	$0	$0
Bob Snyder	Board Member	0.25	Director	$0	$0	$0
Steve Stillman	Board Member	0.25	Director	$0	$0	$0
Steven Stork	Board Member	0.25	Director	$0	$0	$0
Edward Fitzhency	President	0.5	Officer	$0	$0	$0
Kent Ansorge	Executive Vice President	0.25	Officer	$0	$0	$0
Beth Box	VP of Marketing	0.25	Officer	$0	$0	$0
Danielle Moskop	VP of Communication	0.25	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
2021	$31,120	$5,284	$41,737	$25,836

AGING AHEAD FOUNDATION