NATIONAL ASSOCIATION OF PROFESSIONAL GERIATRIC CARE MANAGERS INC

EIN: 581873107

TUCSON, AZ

Total Revenue
$1,706,532
Total Expenses
$1,669,312
Total Assets
$1,688,087
Net Assets
$1,028,548
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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
1985
Legal Domicile
AZ
Principal Officer
JULIE WAGNER
Phone
5208818008
Tax Period
2023-01-01 to 2023-12-31

NATIONAL ASSOCIATION OF PROFESSIONAL GERIATRIC CARE MANAGERS INC, founded in 1985, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

INSPIRING EXCELLENCE AND SETTING THE HIGHEST STANDARDS IN THE FIELD OF AGING LIFE CARE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $119,216
Program Service Revenue $1,460,056
Investment Income $20,958
Other Revenue $106,302
TOTAL REVENUE $1,706,532

Expense Breakdown

Grants Paid $0
Salaries & Benefits $415,289
Fundraising Expenses $0
Other Expenses $1,254,023
TOTAL EXPENSES $1,669,312

Year-over-Year Comparison

2023 2022 Change
Revenue $1,706,532 $1,471,283 +0.2%
Expenses $1,669,312 $1,434,318 +0.2%
Net Income $37,220 $36,965 +0.0%
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

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Governance

Voting Members
11
Independent Members
11
Employees
6
Volunteers
100

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
5
$114,285
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNE SANSEVERO PRESIDENT 5.00
Officer Director
$0 $0 $0
KATE GRANIGAN PRESIDENT-ELECT 2.00
Officer Director
$0 $0 $0
DEBRA FELDMAN PAST PRESIDENT 2.00
Officer Director
$0 $0 $0
STEVE BARLAM SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $0
NINA HERNDON DIRECTOR 2.00
Director
$0 $0 $0
LISA KAUFMAN DIRECTOR 2.00
Director
$0 $0 $0
ANNETTE MURPHY DIRECTOR 2.00
Director
$0 $0 $0
SUSAN MURPHY DIRECTOR 2.00
Director
$0 $0 $0
LINA SUPNET-ZAPATA DIRECTOR 2.00
Director
$0 $0 $0
ANGELA THOMAS DIRECTOR 2.00
Director
$0 $0 $0
ELYSE WEBER-SACKS DIRECTOR 2.00
Director
$0 $0 $0
JULIE WAGNER CHIEF EXECUTIVE OFFICER 40.00
Officer
$101,420 $12,865 $114,285
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 No data No data No data No data
2023 $1,706,532 $1,669,312 $1,688,087 $37,220
2022 $1,471,283 $1,434,318 $1,549,741 $36,965
2021 $1,297,972 $1,104,799 $1,376,556 $193,173
2020 $1,125,509 $988,550 $1,124,897 $136,959
2019 $1,360,906 $1,282,355 $1,075,009 $78,551
2018 $1,405,375 $1,194,090 $924,139 $211,285
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