AGE WELL AT HOME (EIN 882722663) - 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

2022

Legal Domicile

Principal Officer

SHOREE INGRAM

Phone

6126998067

Tax Period

2024-01-01 to 2024-12-31

AGE WELL AT HOME, founded in 2022, is a small nonprofit in the Human Services sector that reported $738K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $637K left a modest 14% surplus.

Mission

AT AGE WELL AT HOME, OUR MISSION IS TO HONOR, SUPPORT AND ADVOCATE FOR STABLE AND EQUITABLE HOMEOWNERSHIP BY MODIFYING THE HOMES OF OLDER NEIGHBORS TO CREATE A SAFE AND HEALTHY ENVIRONMENT. WE ENVISION A DIVERSE AND EQUITABLE COMMUNITY WHERE OLDER NEIGHBORS ARE VALUED AND SUPPORTED TO LIVE IN THEIR HOMES FOR AS LONG AS THEY DESIRE.

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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 $728,088

Program Service Revenue $0

Investment Income $10,285

Other Revenue $0

TOTAL REVENUE $738,373

Expense Breakdown

Grants Paid $232,554

Salaries & Benefits $339,982

Fundraising Expenses $39,890

Program Expenses $538,830

Other Expenses $64,482

TOTAL EXPENSES $637,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$738,373	$509,351	+0.4%
Expenses	$637,018	$421,725	+0.5%
Net Income	$101,355	$87,626	+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

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

$148,624

Total Directors

$148,624

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHOREE INGRAM	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ERIN JORDAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID HILL	TREASURER	1.00	Officer Director	$0	$0	$0
MANKA NKIMBENG	BOARD MEMBER	1.00	Director	$0	$0	$0
PAT LUND	EXECUTIVE DIRECTOR	40.00	Officer Director	$115,152	$33,472	$148,624
PEGGY 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	$738,373	$637,018	$395,523	$101,355
2023	$509,351	$421,725	$310,444	$87,626
2022	$277,691	$79,112	$215,994	$198,579

AGE WELL AT HOME