AGING UP (EIN 813023085) - 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

2016

Legal Domicile

Principal Officer

Monica Baumann

Phone

9162654032

Tax Period

2022-07-01 to 2023-06-30

AGING UP, founded in 2016, is a small nonprofit in the Human Services sector that reported $253K in total revenue in fiscal year 2022. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 25% operating margin.

Mission

To empower foster youth into successful adulthood.

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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 (2022)

Revenue Breakdown

Contributions & Grants $260,545

Program Service Revenue $0

Investment Income $0

Other Revenue $-7,538

TOTAL REVENUE $253,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,247

Fundraising Expenses $6,278

Program Expenses $164,531

Other Expenses $70,897

TOTAL EXPENSES $190,144

Year-over-Year Comparison

	2022	2021	Change
Revenue	$253,007	$175,523	+0.4%
Expenses	$190,144	$176,018	+0.1%
Net Income	$62,863	$-495	-128.0%

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

N/A

Employees

Volunteers

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

$105,840

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
April M Johnson	Co-founder/Comm	40.00	Director	$52,920	$0	$52,920
Kecia Sakazaki	Co-founder/Prog	40.00	Director	$52,920	$0	$52,920
Ian Johnson	Financial Offcr	2.50	Officer Director	$0	$0	$0
Enrique Ruacho	Past President	2.00	Director	$0	$0	$0
Monica Baumann	President	2.50	Officer Director	$0	$0	$0
Brittany Chamalbide	Secretary	2.00	Officer Director	$0	$0	$0
Amy Dickinson	Vice President	2.00	Officer Director	$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
2023	$253,007	$190,144	$141,862	$62,863

AGING UP