ASSOCIATION FOR GROWTH AND EDUCATI… - Form 990 Financial Data

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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

2017

Legal Domicile

Principal Officer

Anne Conley

Phone

4156769880

Tax Period

2025-01-01 to 2025-12-31

ASSOCIATION FOR GROWTH AND EDUCATION, founded in 2017, is a small nonprofit in the Human Services sector that reported $978K in total revenue in fiscal year 2025. Revenue surged 78% from the prior year, signaling strong growth momentum. Expenses of $888K left a modest 9% surplus.

Mission

AGE WAS FORMED TO ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES THAT SUPPORT PROGRAMS THAT ASSIST PEOPLE IN MIDLIFE WHO NEED EDUCATIONAL ASSISTANCE TO PREPARE THEMSELVES FOR THEIR NEXT PERSONAL ERA.

Program Service Accomplishments

Program 1

Expenses: $888,476 Revenue: $977,972

CHARITABLE AND EDUCATIONAL ACTIVITIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $980,941

Program Service Revenue $0

Investment Income $-2,969

Other Revenue $0

TOTAL REVENUE $977,972

Expense Breakdown

Grants Paid $796,765

Salaries & Benefits $12,000

Fundraising Expenses $777

Program Expenses $888,476

Other Expenses $78,934

TOTAL EXPENSES $888,476

Year-over-Year Comparison

	2025	2024	Change
Revenue	$977,972	$549,428	+0.8%
Expenses	$888,476	$683,718	+0.3%
Net Income	$89,496	$-134,290	-1.7%

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

N/A

Independent Members

N/A

Employees

N/A

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

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Gershwin	Director	1.0	Director	$12,000	$0	$12,000
Stephen T Conley Jr	Director, Chair of the Board	1.0	Director	$0	$0	$0
Amy Lockwood	Director	1.0	Director	$0	$0	$0
Wanda Whitaker	Director	1.0	Director	$0	$0	$0
Anne Conley	President	1.0	Officer	$0	$0	$0
Lilly Griffin	Secretary/Treasurer	1.0	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	$977,972	$888,476	$139,974	$89,496
2024	No data	No data	No data	No data
2023	$760,653	$650,371	$234,768	$110,282
2022	$399,387	$357,186	$74,486	$42,201
2021	$230,916	$219,776	$32,285	$11,140

ASSOCIATION FOR GROWTH AND EDUCATION