GERONTOLOGICAL SOCIETY OF AMERICA

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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

1945

Legal Domicile

Principal Officer

JAMES C APPLEBY

Phone

2028421275

Tax Period

2025-01-01 to 2025-12-31

GERONTOLOGICAL SOCIETY OF AMERICA, founded in 1945, is a mid-sized nonprofit that reported $12.7M in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $11.2M left a modest 12% surplus.

Mission

SINCE 1945, GSA HAS ESTABLISHED ITSELF AS A CONVENER OF MULTI-STAKEHOLDER COLLABORATIONS IN THE FIELD OF AGING BY COLLABORATING WITH OUTSIDE STAKEHOLDERS TO INFORM OUR MEMBERS (AND OTHERS) ON TOPICS WHERE THERE ARE KNOWLEDGE GAPS DUE TO ENVIRONMENTAL CHANGES, POLICY CHANGES, NEW RESEARCH FINDINGS, GUIDELINE CHANGES, PRACTICE CHALLENGES, AND NEW PRODUCTS ENTERING THE MARKET.

Program Service Accomplishments

Program 1

Expenses: $3,637,136 Revenue: $1,290,818

GRANTS AND SPONSORED PROJECTS: GSA SEEKS SUPPORT FOR THE SOCIETY AND THE AGING FIELD WITH PROGRAM GRANTS FOR THE REFRAMING AGING INITIATIVE; THE RCMAR NATIONAL COORDINATING CENTER; THE ANNUAL...

GRANTS AND SPONSORED PROJECTS: GSA SEEKS SUPPORT FOR THE SOCIETY AND THE AGING FIELD WITH PROGRAM GRANTS FOR THE REFRAMING AGING INITIATIVE; THE RCMAR NATIONAL COORDINATING CENTER; THE ANNUAL SCIENTIFIC MEETING BIOLOGICAL SCIENCES PROGRAMMING; THE JOURNALIST IN AGING FELLOWS' PROGRAM, AND PRACTICE INNOVATION. IN LIGHT OF THE GROWING DEMANDS OF THE OLDER ADULT POPULATION, A GSA CORPORATE LEADERS FORUM WORKS STRATEGICALLY WITH THE SOCIETY TO ADDRESS THE MULTI-FACETED ISSUES IMPACTING AGING RESEARCH, EDUCATION, PRACTICE ENTERPRISE, AND BUSINESS MODELS. TACKLING THE ISSUES AND CHALLENGES BEING PLACED ON INDUSTRY, GOVERNMENT, THE HEALTHCARE SYSTEM, COMMUNITIES, FAMILIES, AND INDIVIDUALS, THE PANEL IDENTIFIES SOLUTIONS THAT ADDRESS THE EVER-GROWING NEED FOR INNOVATIVE TECHNOLOGY, PRODUCTS, SERVICES, AND SUPPORT.

Program 2

Expenses: $1,866,019 Revenue: $2,620,251

MEETINGS: GSA HOSTS AN ANNUAL SCIENTIFIC MEETING EACH NOVEMBER AND BRINGS TOGETHER MORE THAN 4,000 INTERNATIONAL EXPERTS AND PARTNERS FROM ACADEMIA, INDUSTRY, GOVERNMENT, AND BEYOND TO EXCHANGE...

MEETINGS: GSA HOSTS AN ANNUAL SCIENTIFIC MEETING EACH NOVEMBER AND BRINGS TOGETHER MORE THAN 4,000 INTERNATIONAL EXPERTS AND PARTNERS FROM ACADEMIA, INDUSTRY, GOVERNMENT, AND BEYOND TO EXCHANGE INFORMATION AND TO DISCUSS THE BROADER ROLE OF AGING SCIENCE. AS THE PREMIER GATHERING OF GERONTOLOGISTS FROM BOTH THE UNITED STATES AND AROUND THE WORLD, ATTENDEES PARTICIPATE IN OVER 500 SCIENTIFIC SESSIONS INCLUDING SYMPOSIA, PAPER, AND POSTER PRESENTATIONS, AND EXHIBITS.

Program 3

Expenses: $1,639,476 Revenue: $2,309,364

PUBLISHING: GSA PUBLISHES SEVERAL PEER-REVIEWED JOURNALS: INNOVATION AND AGING, THE GERONTOLOGIST, THE JOURNALS OF GERONTOLOGY SERIES A: BIOLOGICAL AND MEDICAL SCIENCES, AND THE JOURNALS OF...

PUBLISHING: GSA PUBLISHES SEVERAL PEER-REVIEWED JOURNALS: INNOVATION AND AGING, THE GERONTOLOGIST, THE JOURNALS OF GERONTOLOGY SERIES A: BIOLOGICAL AND MEDICAL SCIENCES, AND THE JOURNALS OF GERONTOLOGY, SERIES B: PSYCHOLOGICAL AND SOCIAL SCIENCES. THESE PUBLICATIONS PROVIDE RESEARCHERS IN THE FIELD OF GERONTOLOGY THE OPPORTUNITY TO SHARE THEIR FINDINGS. GSA'S PUBLIC POLICY INSTITUTE PUBLISHES THE PUBLIC POLICY & AGING REPORT. THIS PUBLICATION EXPLORES POLICY ISSUES GENERATED BY THE AGING OF AMERICAN SOCIETY.

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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 $4,566,606

Program Service Revenue $7,482,008

Investment Income $613,345

Other Revenue $34,986

TOTAL REVENUE $12,696,945

Expense Breakdown

Grants Paid $143,389

Salaries & Benefits $4,811,065

Fundraising Expenses $0

Program Expenses $8,688,114

Other Expenses $6,212,434

TOTAL EXPENSES $11,166,888

Year-over-Year Comparison

	2025	2024	Change
Revenue	$12,696,945	$10,091,583	+0.3%
Expenses	$11,166,888	$9,699,265	+0.2%
Net Income	$1,530,057	$392,318	+2.9%

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

1200

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

$789,044

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH HOWE	CHAIR	4.00	Officer Director	$0	$0	$0
MARILYN GUGLIUCCI	PRESIDENT	4.00	Officer Director	$0	$0	$0
TAMARA BAKER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
CARMEN CASTANEDA-SCEPPA	TREASURER	1.00	Officer Director	$0	$0	$0
JORDAN LEWIS	SECRETARY	1.00	Officer Director	$0	$0	$0
STACI ALEXANDER	MEMBER	1.00	Director	$0	$0	$0
BERENICE BENAYOUN	MEMBER	1.00	Director	$0	$0	$0
LAURA HAYNES	MEMBER	1.00	Director	$0	$0	$0
ULLA KRIEBERNEGG	MEMBER	1.00	Director	$0	$0	$0
KAREN LYONS	MEMBER	1.00	Director	$0	$0	$0
TAM PERRY	MEMBER	1.00	Director	$0	$0	$0
DAVID ZOOK	MEMBER	1.00	Director	$0	$0	$0
FAYRON EPPS	MEMBER	1.00	Director	$0	$0	$0
STEPHEN EWELL	MEMBER	1.00	Director	$0	$0	$0
JAMES APPLEBY	CHIEF EXECUTIVE OFFICER	35.00	Officer	$437,123	$58,247	$495,370
JAMES EVANS	CFO AND COO	35.00	Officer	$250,102	$43,572	$293,674
CHARLIE BAASE	VP, MARKETING, COMMS., & BUS. DVLPMT.	35.00	Highest	$230,973	$20,705	$251,678
PATRICIA D'ANTONIO	VP, POLICY & PROFESSIONAL AFFAIRS	35.00	Highest	$173,779	$36,300	$210,079
JUDIE LIEU	VP, PUBLISHING & PROF. RESOURCES	35.00	Highest	$171,610	$22,316	$193,926
LISA MCGUIRE	VP, STRATEGIC ALLIANCES & PRACTICE INNOVATION	35.00	Highest	$170,939	$10,954	$181,893
JENNIFER PETTIS	DIRECTOR, STRATEGIC ALLIANCES	35.00	Highest	$151,840	$8,751	$160,591

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	$12,696,945	$11,166,888	$16,666,182	$1,530,057
2024	$10,091,583	$9,699,265	$16,333,819	$392,318
2023	$8,265,990	$8,373,079	$13,743,562	$-107,089
2022	$7,815,710	$7,645,045	$14,201,136	$170,665
2021	$7,660,026	$6,353,890	$15,041,041	$1,306,136
2020	$6,198,968	$6,131,265	$12,990,331	$67,703
2019	$7,988,226	$6,806,212	$11,181,818	$1,182,014
2018	$7,452,948	$6,584,446	$9,271,289	$868,502