ENGAGE INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JOSEPH ALTEPETER

Phone

8185639750

Tax Period

2024-07-01 to 2025-06-30

ENGAGE INC, founded in 2001, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.8M exceeded revenue, resulting in a 23% operating deficit.

Mission

ENGAGE, INC. (THE ORGANIZATION), IS A CALIFORNIA NONPROFIT ORGANIZATION THAT CHANGES AGING AND THE WAY PEOPLE THINK ABOUT AGING BY TRANSFORMING AFFORDABLE SENIOR AND MULTI-GENERATIONAL APARTMENT COMMUNITIES INTO VIBRANT CENTERS OF LEARNING, WELLNESS, AND CREATIVITY. THE ORGANIZATION CREATES HEALTHIER ENVIRONMENTS IN SENIOR AND MULTI-GENERATIONAL HOUSING, AND BEHAVIORAL CHANGE IN OLDER ADULTS AND FAMILIES, WHICH RESULTS IN SIGNIFICANT HEALTH AND LIFESTYLE IMPROVEMENTS.THE ORGANIZATION PROVIDES PROGRAMS IN WELL-BEING, ARTS, LIFELONG LEARNING, INTERGENERATIONAL, COMMUNITY BUILDING, AND CIVIC ENGAGEMENT INSIDE DOZENS OF AFFORDABLE INDEPENDENT SENIOR AND MULTI-GENERATIONAL APARTMENT COMMUNITIES, SERVING THOUSANDS OF SENIORS AND HUNDREDS OF FAMILIES WITH CHILDREN, IN SOUTHERN CALIFORNIA, AND HAS EXPANDED OUR MODEL TO NORTHERN CALIFORNIA, OREGON, AND MINNESOTA, WITH EXPANSION TO NORTH CAROLINA IN DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $1,339,673 Revenue: $1,190,804

ENGAGE PROVIDES LIFE-ENHANCING PROGRAMS TO OVER 6000 LOW-INCOME SENIORS AND MULTI-GENERATIONAL FAMILY MEMBERS LIVING IN 43 APARTMENT COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, AND HAS EXPANDED...

ENGAGE PROVIDES LIFE-ENHANCING PROGRAMS TO OVER 6000 LOW-INCOME SENIORS AND MULTI-GENERATIONAL FAMILY MEMBERS LIVING IN 43 APARTMENT COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, AND HAS EXPANDED DELIVERY OF PROGRAMS TO AFFORDABLE APARTMENT COMMUNITIES IN NORTHERN CALIFORNIA AND OREGON. ENGAGE SERVICES IMPROVE HEALTH AND PROLONG INDEPENDENCE, AND DELAY THE NEED FOR RESIDENTS TO MOVE TO MORE EXPENSIVE AND RESTRICTIVE LEVELS OF CARE, BY PROVIDING HEALTH AND WELLNESS, EDUCATIONAL, RECREATIONAL, ARTS, AND INTERGENERATIONAL INSTRUCTIONS AND PROGRAMS AND INSTRUCTION, WHICH RESULT IN SUBSTANTIAL SAVINGS TO STATE AND FEDERAL FUNDING PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $250,147

Program Service Revenue $1,190,804

Investment Income $52

Other Revenue $0

TOTAL REVENUE $1,441,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,153,973

Fundraising Expenses $102,303

Program Expenses $1,339,673

Other Expenses $613,248

TOTAL EXPENSES $1,767,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,441,003	$1,449,356	0.0%
Expenses	$1,767,221	$1,861,140	-0.1%
Net Income	$-326,218	$-411,784	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$319,387

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ SCHWARTE	TREASURER	1.00	Officer Director	$0	$0	$0
ZANETA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA LANFRE	CHAIR	1.00	Officer Director	$0	$0	$0
MENGZHAO YAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FUGO	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT WANG	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH ALTEPETER	CEO	40.00	Officer	$155,083	$15,078	$170,161
NANCY GOODHART	COO	40.00	Officer	$126,846	$22,380	$149,226

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	$1,441,003	$1,767,221	$518,581	$-326,218
2024	$1,449,356	$1,861,140	$836,498	$-411,784
2023	$1,910,914	$2,072,922	$1,332,106	$-162,008
2022	$2,190,444	$2,006,143	$1,449,458	$184,301
2021	$1,905,656	$1,805,793	$1,442,230	$99,863
2020	$1,859,864	$1,778,377	$1,117,818	$81,487
2019	$1,603,803	$2,369,459	$1,069,781	$-765,656
2018	$2,365,442	$2,070,527	$1,872,425	$294,915