ENGAGE INC (EIN 800001152) - 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

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 CHANGES LIVES BY TRANSFORMING AFFORDABLE SENIOR AND MULTI-GENERATIONAL HOUSING INTO VIBRANT CENTERS OF LEARNING, WELLNESS & CREATIVITY.

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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 $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

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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

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

ENGAGE INC