GERONTOLOGICAL SOCIETY OF AMERICA (EIN 521256181) - 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

1945

Legal Domicile

Principal Officer

JAMES C APPLEBY

Phone

2028421275

Tax Period

2024-01-01 to 2024-12-31

GERONTOLOGICAL SOCIETY OF AMERICA, founded in 1945, is a mid-sized nonprofit that reported $10.1M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $9.7M left a modest 4% surplus.

Mission

SEE PART III, LINE 1.

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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 $2,230,125

Program Service Revenue $6,557,409

Investment Income $1,279,745

Other Revenue $24,304

TOTAL REVENUE $10,091,583

Expense Breakdown

Grants Paid $124,464

Salaries & Benefits $4,326,397

Fundraising Expenses $0

Program Expenses $7,516,153

Other Expenses $5,248,404

TOTAL EXPENSES $9,699,265

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,091,583	$8,265,990	+0.2%
Expenses	$9,699,265	$8,373,079	+0.2%
Net Income	$392,318	$-107,089	-4.7%

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

$757,930

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES NELSON	CHAIR	4.00	Officer Director	$0	$0	$0
JUDITH HOWE	PRESIDENT	4.00	Officer Director	$0	$0	$0
MARILYN GUGLIUCCI	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
MONIQUE BROWN	MEMBER	1.00	Director	$0	$0	$0
FAYRON EPPS	MEMBER	1.00	Director	$0	$0	$0
LAURA HAYNES	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
KARON PHILLIPS	MEMBER	1.00	Director	$0	$0	$0
DAVID ZOOK	MEMBER	1.00	Director	$0	$0	$0
JAMES APPLEBY	CHIEF EXECUTIVE OFFICER	35.00	Officer	$425,431	$54,985	$480,416
JAMES EVANS	CFO AND COO	35.00	Officer	$237,529	$39,985	$277,514
KAREN TRACY VP STRATEGIC	ALLIANCES & INTEGR. COMMS TIL 11/24	35.00	Highest	$241,283	$9,405	$250,688
PATRICIA D'ANTONIO	VP, POLICY & PROFESSIONAL AFFAIRS	35.00	Highest	$166,451	$35,567	$202,018
JUDIE LIEU	VP, PUBLISHING & PROF. RESOURCES	35.00	Highest	$160,386	$20,324	$180,710
EUGENIA BACHALEDA	DIRECTOR, DIGITAL PROGRAMS & EVENTS	35.00	Highest	$144,696	$26,241	$170,937
JENNIFER PETTIS	DIRECTOR, STRATEGIC ALLIANCES	35.00	Highest	$147,304	$8,514	$155,818

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	$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

GERONTOLOGICAL SOCIETY OF AMERICA