AUSTIN GROUPS FOR THE ELDERLY (EIN 742431028) - 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

1986

Legal Domicile

Principal Officer

SUZANNE ANDERSON

Phone

5124514611

Tax Period

2024-01-01 to 2024-12-31

AUSTIN GROUPS FOR THE ELDERLY, founded in 1986, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $3.4M left a modest 9% surplus.

Mission

AUSTIN GROUPS FOR THE ELDERLY (AGE) OF CENTRAL TEXAS HELPS OLDER ADULTS AND THEIR CAREGIVERS THRIVE AS THEY NAVIGATE THE REALITIES AND OPPORTUNITIES OF AGING AND CAREGIVING.

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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 $2,774,772

Program Service Revenue $1,024,216

Investment Income $24,288

Other Revenue $-70,619

TOTAL REVENUE $3,752,657

Expense Breakdown

Grants Paid $161,738

Salaries & Benefits $1,936,515

Fundraising Expenses $260,702

Program Expenses $2,639,406

Other Expenses $1,311,246

TOTAL EXPENSES $3,409,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,752,657	$5,397,356	-0.3%
Expenses	$3,409,499	$3,090,979	+0.1%
Net Income	$343,158	$2,306,377	-0.9%

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

202

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

$123,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA MENEGAY	PRESIDENT	2.00	Officer Director	$0	$0	$0
LIZ NIELSEN	VICE PRESIDENT/PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
GARY SKINKIS	SECRETARY	2.00	Officer Director	$0	$0	$0
SHALANA POOLE	TREASURER	2.00	Officer Director	$0	$0	$0
CATHERINE VERGARA	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
LUZ LOPEZ-GUERRERO	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIE HILLIARD	BOARD MEMBER	1.00	Director	$0	$0	$0
S ALESSANDRO INSOLIA	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON MCBRIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
ISMAEL MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIANNA MCKINNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
YOSELIS RAMOS	BOARD MEMBER	1.00	Director	$0	$0	$0
LINA SUPNET ZAPATA	BOARD MEMBER	1.00	Director	$0	$0	$0
RONNIE TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLEN STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE ANDERSON	EXECUTIVE DIRECTOR	40.00	Officer	$118,100	$4,950	$123,050

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	$3,752,657	$3,409,499	$10,543,366	$343,158
2023	$5,533,923	$3,089,980	$10,369,333	$2,443,943
2023	$5,397,356	$3,090,979	$10,231,767	$2,306,377
2022	$5,873,548	$2,776,839	$6,593,118	$3,096,709
2021	$2,064,129	$2,375,394	$3,374,160	$-311,265
2020	$2,647,805	$2,310,702	$3,671,230	$337,103
2019	$4,799,783	$2,752,528	$3,378,545	$2,047,255
2018	$2,517,208	$2,729,721	$1,267,684	$-212,513

AUSTIN GROUPS FOR THE ELDERLY