Age Well Arrowhead Inc (EIN 465092311) - 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

2014

Legal Domicile

Principal Officer

David Benson

Phone

2186237800

Tax Period

2024-01-01 to 2024-12-31

Age Well Arrowhead Inc, founded in 2014, is a small nonprofit in the Human Services sector that reported $513K in total revenue in fiscal year 2024. Expenses of $459K left a modest 11% surplus.

Mission

Providing support and services that allow seniors to live how they choose.

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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 $273,081

Program Service Revenue $225,764

Investment Income $14,442

Other Revenue $0

TOTAL REVENUE $513,287

Expense Breakdown

Grants Paid $0

Salaries & Benefits $370,234

Fundraising Expenses $6,504

Program Expenses $406,250

Other Expenses $88,674

TOTAL EXPENSES $458,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$513,287	$499,465	+0.0%
Expenses	$458,908	$372,381	+0.2%
Net Income	$54,379	$127,084	-0.6%

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

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

$103,594

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Waldie	Board chair	2.00	Officer Director	$0	$0	$0
Travis Hill	Secretary	1.00	Officer Director	$0	$0	$0
Neil Glazman	Board member	1.00	Director	$0	$0	$0
Brittany Oberaigner	Board member	1.00	Director	$0	$0	$0
Blaine Gamst	Board member	1.00	Director	$0	$0	$0
Marianne Bovee	Executive Director	40.00	Officer	$103,594	$0	$103,594

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	$513,287	$458,908	$737,114	$54,379
2023	$499,465	$372,381	$674,819	$127,084
2022	$526,318	$379,035	$550,363	$147,283
2021	$397,640	$333,462	$400,434	$64,178
2020	$361,009	$278,497	$341,283	$82,512
2019	$460,174	$316,834	$260,338	$143,340
2018	$268,074	$315,001	$113,263	$-46,927

Age Well Arrowhead Inc