ONEGENERATION (EIN 954066979) - 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

1978

Legal Domicile

Principal Officer

KENNETH KANG

Phone

8187086610

Tax Period

2022-07-01 to 2023-06-30

ONEGENERATION, founded in 1978, is a mid-sized nonprofit that reported $11.9M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $11.1M left a modest 6% surplus.

Mission

OUR MISSION IS TO ENRICH THE LIVES OF SENIORS, CHILDREN, YOUTH, AND THEIR FAMILIES THROUGH VIBRANT INTERGENERATIONAL COMMUNITY PROGRAMS, SERVICES, AND RELATIONSHIPS INCLUDING DAYCARE, MEALS, CARE MANAGEMENT, WELLNESS AND SOCIAL CLASSES, AND STRONG CAREGIVER AND KINSHIP SUPPORT.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $7,823,097

Program Service Revenue $3,901,656

Investment Income $7,418

Other Revenue $129,880

TOTAL REVENUE $11,862,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,244,988

Fundraising Expenses $45,640

Program Expenses $9,994,127

Other Expenses $3,878,736

TOTAL EXPENSES $11,123,724

Year-over-Year Comparison

	2022	2021	Change
Revenue	$11,862,051	$10,519,397	+0.1%
Expenses	$11,123,724	$9,722,269	+0.1%
Net Income	$738,327	$797,128	-0.1%

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

202

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

$357,951

Total Directors

$134,976

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF FRIEDMAN	DIRECTOR	3.00	Director	$0	$0	$0
JIM ESTERLE	SECRETARY	4.00	Officer Director	$0	$0	$0
LIZ ALTMAN-HARBERGER	DIRECTOR	3.00	Director	$0	$0	$0
WENDY BAVAN	DIRECTOR	3.00	Director	$0	$0	$0
NATHANIEL HUTTON	TREASURER	4.00	Officer Director	$0	$0	$0
GLORIA POLLACK	DIRECTOR	3.00	Director	$0	$0	$0
DAVID RUTT	DIRECTOR	3.00	Director	$0	$0	$0
TATIJANA STAFETS-JANKO	DIRECTOR	3.00	Director	$0	$0	$0
JOSEPH LAGRIMAS	CO-VICE CHAIR	4.00	Officer Director	$0	$0	$0
DENISE VILLBRANDT	DIRECTOR	3.00	Director	$0	$0	$0
SHANTI SURESH MD	DIRECTOR	3.00	Director	$0	$0	$0
SAHAR POUYANRAD	CO-VICE CHAIR	4.00	Officer Director	$0	$0	$0
STUART ZIMRING	CHAIR	4.00	Officer Director	$0	$0	$0
CATHERINE CODDINGTON	DIRECTOR	3.00	Director	$0	$0	$0
GASIA MAJARIAN	DIRECTOR	3.00	Director	$0	$0	$0
LINDY PEARSON	DIRECTOR	3.00	Director	$0	$0	$0
JENNA HAUSS	PRESIDENT/CEO	50.00	Officer Director	$134,976	$0	$134,976
KAREN JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
ROGER WILLIAMS II	DIRECTOR	3.00	Director	$0	$0	$0
VEHID KHORSAND	DIRECTOR	3.00	Director	$0	$0	$0
RACHAEL RUDD	DIRECTOR	3.00	Director	$0	$0	$0
KENNETH KANG	CFO AND COO	50.00	Officer	$222,975	$0	$222,975

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	$11,862,051	$11,123,724	$7,491,696	$738,327
2022	$10,519,397	$9,722,269	$5,842,024	$797,128
2021	$9,815,595	$8,482,535	$6,251,493	$1,333,060
2020	$8,888,554	$8,871,937	$5,591,717	$16,617
2019	$7,575,294	$7,557,789	$4,490,225	$17,505
2018	$7,020,316	$6,891,773	$3,771,104	$128,543

ONEGENERATION