AGING WITH DIGNITY INC

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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

1996

Legal Domicile

Principal Officer

PAUL MALLEY

Phone

8506812010

Tax Period

2023-01-01 to 2023-12-31

AGING WITH DIGNITY INC, founded in 1996, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2023. The organization ran a surplus of $1.2M, a strong 31% operating margin.

Mission

TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $1,275,672 Revenue: $1,438,983

DISTRIBUTE FIVE WISHES ADVANCE DIRECTIVE AND OTHER MATERIALS AND EDUCATE THE PUBLIC ON ADVANCE CARE PLANNING THROUGH WORKSHOPS, TO PROMOTE HUMAN DIGNITY FOR ELDERS AND THOSE WHO CARE FOR THEM

Program 2

Expenses: $1,247,560

ADVOCATING FOR BETTER END-OF-LIFE CARE THAT PRESERVES HUMAN DIGNITY AND PROMOTING SOUND PUBLIC POLICY ON AGING

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,162,337

Program Service Revenue $168,480

Investment Income $242,102

Other Revenue $1,270,503

TOTAL REVENUE $3,843,422

Expense Breakdown

Grants Paid $119,000

Salaries & Benefits $1,544,871

Fundraising Expenses $0

Program Expenses $2,523,232

Other Expenses $980,628

TOTAL EXPENSES $2,644,499

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,843,422	$3,813,804	+0.0%
Expenses	$2,644,499	$2,522,775	+0.0%
Net Income	$1,198,923	$1,291,029	-0.1%

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

$658,640

Total Directors

$470,715

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUY SMITH	CHAIRMAN	2.00	Officer Director	$0	$0	$0
E ZIMMERMANN BOULOS	TREASURER	2.00	Officer Director	$0	$0	$0
PATRICIA RUSSELL	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT BROCHIN	DIRECTOR	2.00	Director	$0	$0	$0
JAMES C CAPRETTA	DIRECTOR	2.00	Director	$0	$0	$0
MARY MCELROY	DIRECTOR	2.00	Director	$0	$0	$0
RONALD RETZKE	DIRECTOR	2.00	Director	$0	$0	$0
JIM TOWEY	CEO	40.00	Officer Director	$437,516	$33,199	$470,715
TONJA MYLES	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SCALIA	DIRECTOR	2.00	Director	$0	$0	$0
PAUL MALLEY	PRESIDENT	40.00	Officer	$163,828	$24,097	$187,925
ED TOWEY	VICE PRESIDENT	40.00	Highest	$102,914	$4,997	$107,911
JOANNE EASON	PRESIDENT, FIVE WISHES	40.00	Highest	$163,211	$17,677	$180,888
DAVE SIMISON	VP OF OPERATIONS	40.00	Highest	$113,078	$21,306	$134,384

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	$3,843,422	$2,644,499	$10,559,394	$1,198,923
2022	$3,813,804	$2,522,775	$9,099,778	$1,291,029
2021	$3,882,428	$2,094,702	$7,983,253	$1,787,726
2020	$3,637,857	$1,768,837	$6,221,963	$1,869,020
2019	$1,702,117	$1,647,296	$4,159,017	$54,821
2018	$1,580,441	$1,542,978	$3,911,505	$37,463