BAY AREA OLDER ADULTS INC (EIN 800286918) - 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

2009

Legal Domicile

Phone

4087740593

Tax Period

2024-10-01 to 2025-09-30

BAY AREA OLDER ADULTS INC, founded in 2009, is a small nonprofit in the Human Services sector that reported $224K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $103K, a strong 46% operating margin.

Mission

Empower adults of all abilities to take charge of their health, embrace diversity, and become change agents for environmental sustainability.

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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 $126,924

Program Service Revenue $76,414

Investment Income $20,377

Other Revenue $0

TOTAL REVENUE $223,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,435

Fundraising Expenses $2,322

Program Expenses $117,095

Other Expenses $100,596

TOTAL EXPENSES $121,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,715	$254,794	-0.1%
Expenses	$121,031	$165,691	-0.3%
Net Income	$102,684	$89,103	+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

100

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
Dr Anne Ferguson	Executive Director and Member of the Board	40	Officer Director	$0	$0	$0
Mallory von Kugelgen	Member of the Board	0	Officer	$0	$0	$0
Huong Thu Trinh	CFO. Treasurer	0	Officer	$0	$0	$0
Dr Kevin Sato	Secretary	0	Officer	$0	$0	$0
Jan Sirkin	Member of the Board	6	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	$223,715	$121,031	$895,228	$102,684
2024	$254,794	$165,691	$757,729	$89,103
2023	$203,590	$181,715	$572,561	$21,875
2022	$251,080	$125,121	$533,826	$125,959

BAY AREA OLDER ADULTS INC