AMERICAN SOCIETY ON AGING (EIN 942292868) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

LEANNE CLARK-SHIRLEY

Phone

2027161605

Tax Period

2023-10-01 to 2024-09-30

AMERICAN SOCIETY ON AGING, founded in 1954, is a community nonprofit in the Human Services sector that reported $4.5M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $756K, a strong 17% operating margin.

Mission

UNITES, EMPOWERS AND CHAMPIONS EVERYONE STRIVING TO IMPROVE AGING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,039,826

Program Service Revenue $1,407,998

Investment Income $9,804

Other Revenue $70,448

TOTAL REVENUE $4,528,076

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $1,496,521

Fundraising Expenses $0

Program Expenses $2,727,361

Other Expenses $2,274,458

TOTAL EXPENSES $3,772,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,528,076	$3,456,782	+0.3%
Expenses	$3,772,479	$3,392,813	+0.1%
Net Income	$755,597	$63,969	+10.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$316,362

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA GABLES	CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY KLEIN	TREASURER	1.00	Officer Director	$0	$0	$0
RANI SNYDER	SECRETARY	1.00	Officer Director	$0	$0	$0
GINNA BAIK	MEMBER	1.00	Director	$0	$0	$0
VINCENT TILFORD	MEMBER	1.00	Director	$0	$0	$0
MARIA HENKE	MEMBER	1.00	Director	$0	$0	$0
JOYCE L WALKER	MEMBER	1.00	Director	$0	$0	$0
AMY HERR	MEMBER	1.00	Director	$0	$0	$0
BEN VEGHTE	MEMBER	1.00	Director	$0	$0	$0
ROBERT ESPINOZA	MEMBER	1.00	Director	$0	$0	$0
STEPHEN FARBER	MEMBER	1.00	Director	$0	$0	$0
NAJJA ORR	MEMBER	1.00	Director	$0	$0	$0
DAVIS PARK	MEMBER	1.00	Director	$0	$0	$0
SIMONA VALANCIUTE	MEMBER	1.00	Director	$0	$0	$0
MELISSA TISCHLER	MEMBER	1.00	Director	$0	$0	$0
JOON BANG	MEMBER	1.00	Director	$0	$0	$0
LEANNE CLARK SHIRLEY	PRESIDENT AND CEO	56.00	Officer	$157,951	$7,752	$165,703
JACQUELYN J BENNETT	CHIEF OPERATING OFFICER	40.00	Officer	$144,386	$6,273	$150,659
CYNTHIA PROOTHI MORRIS	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$150,083	$0	$150,083
PETER KALDES	FORMER CEO TERM 08/2023	56.00		$205,835	$0	$205,835

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	$3,920,835	$3,754,647	$1,168,641	$166,188
2024	$4,528,076	$3,772,479	$1,742,749	$755,597
2023	$3,456,782	$3,392,813	$1,585,620	$63,969
2022	$2,729,537	$3,203,411	$1,200,445	$-473,874
2021	$2,557,375	$2,483,683	$1,378,948	$73,692
2020	$2,585,572	$3,157,008	$1,837,214	$-571,436
2019	$3,315,774	$3,452,281	$2,136,917	$-136,507
2018	$3,346,147	$3,217,092	$2,468,701	$129,055

AMERICAN SOCIETY ON AGING