Georgia Institute on Aging Inc (EIN 581868903) - 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

1990

Legal Domicile

Principal Officer

Virginia Helms

Phone

4046944200

Tax Period

2024-01-01 to 2024-12-31

Georgia Institute on Aging Inc, founded in 1990, is a small nonprofit in the Diseases & Disorders sector that reported $425K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $399K left a modest 6% surplus.

Mission

The Institute is the leading provider of timely and informative educational opportunities for its members and the residents they serve, state and local policy makers, as well as professionals in the field of aging and the community at large

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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 $253,319

Program Service Revenue $133,053

Investment Income $93

Other Revenue $38,119

TOTAL REVENUE $424,584

Expense Breakdown

Grants Paid $122,644

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $385,872

Other Expenses $276,708

TOTAL EXPENSES $399,352

Year-over-Year Comparison

	2024	2023	Change
Revenue	$424,584	$347,101	+0.2%
Expenses	$399,352	$372,078	+0.1%
Net Income	$25,232	$-24,977	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Larson	Treasurer	2.00	Officer Director	$0	$0	$0
Tim Knight	Director	1.00	Director	$0	$0	$0
Julie Parker	Director	1.00	Director	$0	$0	$0
Laura Rice	Director	1.00	Director	$0	$0	$0
Beth Cayee	Chairman	1.00	Officer Director	$0	$0	$0
Mary Helton	Secretary	1.00	Officer Director	$0	$0	$0
Ross Cannon	Chair-Elect	1.00	Director	$0	$0	$0
George Tucker	Director	1.00	Director	$0	$0	$0
Martha Clinkscales	Director	1.00	Director	$0	$0	$0
Liz Woltzen	Director	1.00		$0	$0	$0
Carolyn Roper	Director	1.00		$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
2024	$424,584	$399,352	$53,129	$25,232
2023	$347,101	$372,078	$24,608	$-24,977
2022	$422,976	$363,462	$71,739	$59,514
2021	$304,668	$339,903	$41,163	$-35,235
2020	$315,945	$329,236	$137,078	$-13,291
2019	$336,449	$346,758	$72,022	$-10,309
2018	$294,799	$303,635	$73,051	$-8,836

Georgia Institute on Aging Inc