ALLIANCE ON AGING INC (EIN 941747036) - 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

1970

Legal Domicile

Principal Officer

JOEL JANCSEK

Phone

8316551334

Tax Period

2024-07-01 to 2025-06-30

ALLIANCE ON AGING INC, founded in 1970, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $2.4M exceeded revenue, resulting in a 38% operating deficit.

Mission

TO SUSTAIN AN EVOLVING COMMUNITY NETWORK OF VIABLE PROGRAMS THAT FOSTER HEALTHY LIVING.

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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 $2,002,805

Program Service Revenue $0

Investment Income $61,678

Other Revenue $-319,618

TOTAL REVENUE $1,744,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,232,210

Fundraising Expenses $392,334

Program Expenses $1,249,723

Other Expenses $1,172,660

TOTAL EXPENSES $2,404,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,744,865	$2,097,113	-0.2%
Expenses	$2,404,870	$2,386,773	+0.0%
Net Income	$-660,005	$-289,660	+1.3%

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

166

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

$242,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BRUSEUELAS	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE ISH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOEL JANCSEK	TREASURER	2.00	Officer Director	$0	$0	$0
JANA HATTEN	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN GIBBONS THRU 1224	DIRECTOR	2.00	Director	$0	$0	$0
CARM GIL THRU 1224	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON HILL THRU 1224	DIRECTOR	2.00	Director	$0	$0	$0
MAURY TRELEVEN	DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE VIERA	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER SJOBLOM	DIRECTOR	2.00	Director	$0	$0	$0
EILEEN CHAUVET	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON GRAHAM AS OF 1024	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MCPHERSON	EXECUTIVE DIRECTOR	40.00	Officer	$125,188	$0	$125,188
ANTHONY MCFARLANE THRU 1124	FINANCE DIRECTOR	40.00	Officer	$67,937	$0	$67,937
ANH LE AS OF 724	FINANCE MANAGER	40.00	Officer	$49,125	$0	$49,125

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	$1,744,865	$2,404,870	$5,237,483	$-660,005
2024	$2,097,113	$2,386,773	$5,611,463	$-289,660
2023	$3,316,286	$2,163,284	$5,906,401	$1,153,002
2022	$2,226,057	$1,980,150	$2,629,077	$245,907
2021	$1,945,017	$1,749,585	$2,327,283	$195,432
2020	$1,864,694	$1,833,881	$2,012,192	$30,813
2019	$1,638,485	$1,730,263	$1,889,294	$-91,778
2018	$1,576,279	$1,605,335	$1,922,595	$-29,056

ALLIANCE ON AGING INC