HARPSWELL AGING AT HOME (EIN 475486329) - 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

Principal Officer

ANNE TAFT

Phone

2077255716

Tax Period

2025-01-01 to 2025-12-31

HARPSWELL AGING AT HOME is a small nonprofit in the Human Services sector that reported $194K in total revenue in fiscal year 2025. The organization ran a surplus of $42K, a strong 22% operating margin.

Mission

HARPSWELL AGING AT HOME (HAH)IS A COMMUNITY-LED ORGANIZATION THAT SEEKS TO HELP PEOPLE THRIVE WHILE AGING AT HOME. WITH PARTNER ORGANIZATIONS, WE PROVIDE INFORMATION, PROMOTE INITIATIVES, MOBILIZE VOLUNTEERS AND DELIVER NEEDED SERVICES, WITH FINANCIAL SUPPORT FROM THE TOWN, CITIZENS, COMMUNITY ORGANIZATIONS AND FOUNDATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $186,467

Program Service Revenue $0

Investment Income $7,234

Other Revenue $0

TOTAL REVENUE $193,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,520

Other Expenses $151,520

TOTAL EXPENSES $151,520

Year-over-Year Comparison

	2025	2024	Change
Revenue	$193,701	$187,857	+0.0%
Expenses	$151,520	$160,225	-0.1%
Net Income	$42,181	$27,632	+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

N/A

Employees

N/A

Volunteers

451

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

$55,086

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE MOULTON	EX-OFFICIO	23.00	Director	$35,086	$0	$35,086
THOMAS MAHONEY	DIRECTOR	20.00	Director	$20,000	$0	$20,000
CINDY BESSMER	DIRECTOR	3.00	Director	$0	$0	$0
DAVE CHIPMAN	EX OFFICIO D	N/A	Director	$0	$0	$0
CHERLY GOLEK	EX OFFICIO D	N/A	Director	$0	$0	$0
LEANNE GRILLO	DIRECTOR	20.00	Director	$0	$0	$0
HUGH HARDCASTLE	DIRECTOR	2.00	Director	$0	$0	$0
SURRY HARDCASTLE	DIRECTOR	19.00	Director	$0	$0	$0
GAYLE HAYS	DIRECTOR	12.00	Director	$0	$0	$0
JAY MCCREIGHT	DIRECTOR	5.00	Director	$0	$0	$0
MARK WEAVER	DIRECTOR	8.00	Director	$0	$0	$0
LINDA KREAMER	SECRETARY	3.00	Officer	$0	$0	$0
LILI OTT	CO-CHAIR	19.00	Officer	$0	$0	$0
BILL SNELLINGS	CO CHAIR	7.00	Officer	$0	$0	$0
ANNE TAFT	TREASURER	7.00	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
2025	$193,701	$151,520	$306,840	$42,181
2024	$187,857	$160,225	$245,336	$27,632
2023	$124,338	$109,335	$204,683	$15,003
2022	$250,127	$68,475	$185,011	$181,652

HARPSWELL AGING AT HOME