EMBRACING AGE INC

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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

2012

Legal Domicile

Principal Officer

STEVEN HANKS

Phone

3154485111

Tax Period

2021-07-01 to 2022-06-30

Mission

WE, EMBRACING AGE AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.EMBRACING AGE IS A MEMBER OF ST. JOSEPH'S HEALTH AND TRINITY HEALTH.

Program Service Accomplishments

Program 1

EMBRACING AGE WAS A PREMIER SENIOR HOME CARE AGENCY, PROVIDING PERSONAL AND SPIRITUAL SUPPORT TO SENIORS TO ENABLE THEM TO LIVE AT HOME FOR AS LONG AS POSSIBLE. THE EMBRACING AGE TEAM FOCUSED ON...

EMBRACING AGE WAS A PREMIER SENIOR HOME CARE AGENCY, PROVIDING PERSONAL AND SPIRITUAL SUPPORT TO SENIORS TO ENABLE THEM TO LIVE AT HOME FOR AS LONG AS POSSIBLE. THE EMBRACING AGE TEAM FOCUSED ON ELDER CARE, SOCIAL WORK, MEDICAL AND NON-MEDICAL SERVICES, AND SENIOR ADVOCACY ISSUES, WITH THE GOAL OF THESE SUPPORT SERVICES BEING TO ALLOW ELDERLY CLIENTS TO MAINTAIN THEIR DIGNITY AND INDEPENDENCE. EMBRACING AGE'S DIRECT SERVICES WERE DISCONTINUED ON APRIL 30, 2017. THE ORGANIZATION HAD STILL INVESTED INDIRECTLY IN THE ELDERLY OF CENTRAL NEW YORK THROUGH RETAINING ITS PARTICIPATION IN OSWEGO HEALTH HOME CARE, LLC. HOWEVER, PARTICIPATION IN THIS JOINT VENTURE ENDED SEPTEMBER 1, 2021. THE ORGANIZATION IS NOW IN THE PROCESS OF WINDING DOWN.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$1,161	-1.0%
Expenses	N/A	$25	-1.0%
Net Income	N/A	$1,136	N/A

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

$1,747,406

Total Directors

$5,016,122

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN CARTER	DIRECTOR THR 12/21; TH EVP, COO	1.00	Director	$0	$90,414	$2,525,463
DANIEL ISACKSEN	DIRECTOR AS OF 1/22; TH EVP, CFO	1.00	Director	$0	$199,695	$1,083,866
LESLIE PAUL LUKE	DIRECTOR; SJHHC PRESIDENT & CEO	1.00	Officer Director	$0	$62,732	$980,776
MEREDITH PRICE	TREASURER; SJHHC SVP & CFO	1.00	Officer	$0	$44,038	$530,436
MARK MURPHY	FORMER OFFICER; SJHHC CSO	0.00		$0	$51,998	$442,924
DAWN BRINK-CYMERMAN MD	DIRECTOR THROUGH 1/22; MPC PHYSICIAN	1.00	Director	$0	$15,524	$411,895
PAUL DOMINSKI	SECRETARY; SJHHC ASSOCIATE COUNSEL	1.00	Officer	$0	$36,379	$236,194
SANTO DIFINO MD	DIRECTOR; MPC PHYSICIAN	1.00	Director	$0	$0	$11,200
GINA MYERS PHD	DIRECTOR; SJHHC CONSULTANT	1.00	Director	$0	$0	$2,922
JOHN MARSHALL	DIRECTOR; CHAIR	1.00	Officer Director	$0	$0	$0
TONY BAIRD	DIRECTOR	1.00	Director	$0	$0	$0
HELEN MARIE BURNS RSM	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA JEAN DONOVAN OSF	DIRECTOR	1.00	Director	$0	$0	$0
DENG GAI	DIRECTOR	1.00	Director	$0	$0	$0
MUHAMMAD KHAN MD	DIRECTOR AS OF 2/22	1.00	Director	$0	$0	$0
MICHAEL MEATH	DIRECTOR	1.00	Director	$0	$0	$0
MERRIETTE POLLARD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL TREMONT	DIRECTOR THROUGH 12/21	1.00	Director	$0	$0	$0
FANNY VILLARREAL	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WILDRIDGE III	DIRECTOR AS OF 1/22	1.00	Director	$0	$0	$0
KERRI SWEET ZAVAGLIA ESQ	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
2022	No data	No data	No data	No data
2021	$1,161	$25	$326,428	$1,136
2020	No data	No data	$318,280	No data
2019	No data	$10,384	$247,750	No data
2018	No data	$10,587	$243,193	No data