AGEWISE LIVING INC (EIN 813042273) - 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

STEVE SEIDL

Phone

6202783651

Tax Period

2023-01-01 to 2023-12-31

AGEWISE LIVING INC, founded in 2016, is a community nonprofit in the Housing & Shelter sector that reported $4.8M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $4.6M left a modest 4% surplus.

Mission

WE ENCOURAGE CHARITABLE GIVING OF FINANCIAL SUPPORT TO IMPROVE OUR PROGRAMS AND FACILITIES. WE STRIVE TO FOSTER PUBLIC AWARENESS OF THE NEEDS OF OUR ELDERS. WE ARE COMMITTED TO EDUCATIONAL AND RESEARCH ENDEAVORS AIMED AT ADDRESSING THE NEEDS OF THE ELDERLY POPULATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $830,061

Program Service Revenue $3,847,990

Investment Income $363

Other Revenue $85,995

TOTAL REVENUE $4,764,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,317,930

Fundraising Expenses $112,558

Program Expenses $3,800,024

Other Expenses $2,252,664

TOTAL EXPENSES $4,570,594

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,764,409	$3,799,873	+0.3%
Expenses	$4,570,594	$4,103,188	+0.1%
Net Income	$193,815	$-303,315	-1.6%

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

102

Volunteers

260

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
STEVE SEIDL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MONTE BALL	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRITTANY FERGUSON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
AMY FOSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY HODGSON RN BSN	BOARD MEMBER	1.00	Director	$0	$0	$0
CLIFF MOORE	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$4,764,409	$4,570,594	$2,647,730	$193,815
2022	$3,799,873	$4,103,188	$2,133,590	$-303,315
2021	$3,796,053	$3,491,515	$2,484,782	$304,538
2020	$3,424,534	$2,996,490	$2,521,589	$428,044
2019	$2,525,076	$1,035,503	$1,849,917	$1,489,573

AGEWISE LIVING INC