DUET PARTNERS IN HEALTH & AGING INC (EIN 742370522) - 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

1985

Legal Domicile

Principal Officer

MELISSA L BOYDSTON EDD

Phone

6022745022

Tax Period

2025-01-01 to 2025-06-30

DUET PARTNERS IN HEALTH & AGING INC, founded in 1985, is a small nonprofit that reported $856K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, AND GRANDFAMILIES.

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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 $843,428

Program Service Revenue $5,399

Investment Income $700

Other Revenue $6,557

TOTAL REVENUE $856,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $743,500

Fundraising Expenses $106,526

Program Expenses $770,284

Other Expenses $298,982

TOTAL EXPENSES $1,056,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$856,084	$1,244,519	-0.3%
Expenses	$1,056,052	$2,292,493	-0.5%
Net Income	$-199,968	$-1,047,974	-0.8%

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

N/A

Volunteers

N/A

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
MARIA MASKELL	SECRETARY	2.00	Officer Director	$0	$0	$0
DAWN KATEK	DIRECTOR	1.00	Director	$0	$0	$0
JAN DOUGHERTY	DIRECTOR	1.00	Director	$0	$0	$0
SHRUTI GURUDANTI	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL PLEWA	PRESIDENT	4.00	Officer Director	$0	$0	$0
LISA NOTHUM	TREASURER	2.00	Officer Director	$0	$0	$0
JANICE BRANDT	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
KAMAL NARAYANAMURTI-LOGUE	DIRECTOR	1.00	Director	$0	$0	$0
APRANA ABBURI	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA CADE	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE CHESSER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MATURA	DIRECTOR	1.00	Director	$0	$0	$0
ANN WHEAT THRU 122025	EXECUTIVE DIRECTOR	40.00	Officer	$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
2025	$856,084	$1,056,052	$1,279,727	$-199,968
2024	$1,244,519	$2,292,493	$1,289,242	$-1,047,974
2023	$1,969,417	$2,400,492	$2,460,691	$-431,075
2022	$2,097,628	$2,235,045	$2,974,279	$-137,417
2021	$2,222,870	$1,745,600	$2,409,868	$477,270
2020	$1,815,012	$1,417,045	$1,916,311	$397,967
2019	$967,935	$1,563,821	$1,535,228	$-595,886
2018	$2,237,445	$1,715,899	$2,142,949	$521,546

DUET PARTNERS IN HEALTH & AGING INC