CHOICE IN AGING (EIN 942822559) - 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

1982

Legal Domicile

Principal Officer

DEBBIE TOTH

Phone

9256826330

Tax Period

2022-07-01 to 2023-06-30

CHOICE IN AGING, founded in 1982, is a mid-sized nonprofit in the Health Care sector that reported $16.0M in total revenue in fiscal year 2022. Revenue surged 144% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.5M, a strong 60% operating margin.

Mission

TO PROMOTE THE DIGNITY AND INDEPENDENCE OF PEOPLE WITH DISABILITIES AND SPECIAL NEEDS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $12,946,069

Program Service Revenue $2,378,178

Investment Income $57,131

Other Revenue $568,651

TOTAL REVENUE $15,950,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,585,776

Fundraising Expenses $17,719

Program Expenses $5,016,940

Other Expenses $1,846,589

TOTAL EXPENSES $6,432,365

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,950,029	$6,534,823	+1.4%
Expenses	$6,432,365	$5,744,060	+0.1%
Net Income	$9,517,664	$790,763	+11.0%

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

$128,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTOR G BAKER	CHAIR	2.00	Officer Director	$0	$0	$0
LAWREN HICKS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARCOS MONTES	TREASURER	2.00	Officer Director	$0	$0	$0
LORNA VAN ACKEREN	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARLES CROTHERS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN DOUGLAS	DIRECTOR	2.00	Director	$0	$0	$0
RITA HAYS	DIRECTOR	2.00	Officer Director	$0	$0	$0
DEXTER LOUIE	DIRECTOR	2.00	Director	$0	$0	$0
SHERYL ROWALD	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE TOTH	PRESIDENT	40.00	Officer	$128,888	$0	$128,888

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$15,950,029	$6,432,365	$16,176,745	$9,517,664
2022	$6,534,823	$5,744,060	$6,946,892	$790,763
2021	$6,951,206	$5,367,460	$7,498,051	$1,583,746
2020	$5,865,281	$5,847,315	$5,408,740	$17,966
2019	$5,434,617	$5,396,624	$4,586,910	$37,993
2018	$4,931,538	$4,692,029	$4,424,079	$239,509

CHOICE IN AGING