INSTITUTE ON AGING (EIN 942978977) - 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

1985

Legal Domicile

Principal Officer

J THOMAS BRIODY

Phone

4157504100

Tax Period

2023-07-01 to 2024-06-30

INSTITUTE ON AGING, founded in 1985, is a mid-sized nonprofit in the Human Services sector that reported $93.2M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE INSTITUTE ON AGING IS TO ENHANCE THE QUALITY OF LIFE FOR ADULTS AS THEY AGE BY ENABLING THEM TO MAINTAIN THEIR HEALTH, WELL BEING, INDEPENDENCE AND PARTICIPATION IN THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $35,171,691

Program Service Revenue $57,462,992

Investment Income $258,988

Other Revenue $266,775

TOTAL REVENUE $93,160,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,680,106

Fundraising Expenses $651,801

Program Expenses $74,360,316

Other Expenses $35,856,724

TOTAL EXPENSES $90,536,830

Year-over-Year Comparison

	2023	2022	Change
Revenue	$93,160,446	$77,641,578	+0.2%
Expenses	$90,536,830	$76,019,178	+0.2%
Net Income	$2,623,616	$1,622,400	+0.6%

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

1111

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

$1,129,428

Total Directors

Key Employees

$283,065

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WARREN BROWNER	CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH SHIH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CYNTHIA DIANA WHITEHEAD	TREASURER	1.00	Officer Director	$0	$0	$0
MARLENE LITVAK	SECRETARY	1.00	Officer Director	$0	$0	$0
DONNA BENTON	DIRECTOR	1.00	Director	$0	$0	$0
LYNN BRINTON	DIRECTOR	1.00	Director	$0	$0	$0
H ANDREW FISHER	DIRECTOR	1.00	Director	$0	$0	$0
RUTH LIU	DIRECTOR	1.00	Director	$0	$0	$0
E ANNE HINTON	DIRECTOR	1.00	Director	$0	$0	$0
JEANNEE PARKER MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
THERESA MATACIA	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH PRITCHARD	DIRECTOR	1.00	Director	$0	$0	$0
LOUISE WALTER	DIRECTOR	1.00	Director	$0	$0	$0
J THOMAS BRIODY	PRESIDENT AND CEO	40.00	Officer	$666,675	$16,930	$683,605
ROXANA BLADES	CFAO	40.00	Officer	$436,673	$9,150	$445,823
JENNIFER KLUSKA	COO (THRU 7/2023)	40.00	Key Emp	$281,962	$1,103	$283,065
DUSTIN HARPER	CSO	32.00	Highest	$299,844	$1,806	$301,650
LAURIE PANIAN	CPO	40.00	Highest	$316,818	$12,747	$329,565
DANIELLE VINCER	VP, COMMUNITY LIVING SERVICES	40.00	Highest	$226,239	$10,838	$237,077
JOAN HESTENES VP TECHNOLOGY	SERVICES & FACILITES (THRU 3/2024)	40.00	Highest	$242,164	$9,489	$251,653
VIRGINIA LUI	VP, CONTROLLER	40.00	Highest	$238,692	$12,466	$251,158

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	$93,160,446	$90,536,830	$57,215,547	$2,623,616
2023	$77,641,578	$76,019,178	$55,733,650	$1,622,400
2022	$68,010,483	$66,958,167	$55,163,678	$1,052,316
2021	$66,846,262	$65,626,073	$58,432,886	$1,220,189
2020	$66,452,780	$65,242,687	$52,901,143	$1,210,093
2019	$58,756,399	$55,233,852	$50,029,836	$3,522,547
2018	$50,019,380	$49,293,226	$47,091,165	$726,154

INSTITUTE ON AGING