ELMHURST INC

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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

1960

Legal Domicile

Principal Officer

ALEX KAUTZMAN

Phone

2074439783

Tax Period

2024-07-01 to 2025-06-30

ELMHURST INC, founded in 1960, is a community nonprofit in the Diseases & Disorders sector that reported $4.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $4.2M left a modest 14% surplus.

Mission

TO ENCOURAGE THE INCREASED INDEPENDENCE OF, AND TO PROMOTE AND SUPPORT RESPONSIBLE CHOICE MAKING BY PEOPLE WITH INTELLECTUAL DISABILITIES, MENTAL ILLNESS, AND AUTISM IN THE MID COAST AREA.

Program Service Accomplishments

Program 1

Expenses: $2,233,930 Revenue: $2,655,587

RESIDENTIAL SERVICES - PROVIDES HOUSING OPTIONS FOR INDIVIDUALS TO ENCOURAGE THE HIGHEST LEVEL OF INDEPENDENCE. RESIDENTS LIVE IN GROUP HOMES LOCATED IN BATH, WEST BATH, WISCASSET, TOPSHAM, AND...

RESIDENTIAL SERVICES - PROVIDES HOUSING OPTIONS FOR INDIVIDUALS TO ENCOURAGE THE HIGHEST LEVEL OF INDEPENDENCE. RESIDENTS LIVE IN GROUP HOMES LOCATED IN BATH, WEST BATH, WISCASSET, TOPSHAM, AND WOOLWICH.

Program 2

Expenses: $718,665 Revenue: $946,518

COMMUNITY SUPPORTS - PROGRAM IS DESIGNED TO INTEGRATE MEMBERS INTO THE COMMUNITY USING ACTIVITIES THAT FOSTER COMMUNITY-BASED INTERACTIONS SUCH AS VOLUNTEERING AND ACTIVITIES THAT SUPPORT A PERSONS HEALTH AND WELL-BEING SUCH AS EXCERCISE, AND SOCIAL INTERACTIONS, WHILE INTERACTING WITH COMMUNITY AT LARGE.

Program 3

Expenses: $219,870 Revenue: $263,837

CASE MANAGEMENT - WORK WITH INDIVIDUALS 18 AND OLDER TO DETERMINE THE INDIVIDUAL SERVICES THEY NEED AND THEN WORK WITH VENDORS TO PROVIDE THE SERVICES TO THE INDIVIDUALS. SERVICES THAT WE ASSIST...

CASE MANAGEMENT - WORK WITH INDIVIDUALS 18 AND OLDER TO DETERMINE THE INDIVIDUAL SERVICES THEY NEED AND THEN WORK WITH VENDORS TO PROVIDE THE SERVICES TO THE INDIVIDUALS. SERVICES THAT WE ASSIST COORDINATING ARE HOUSING, EMPLOYMENT, MEDICAL, THERAPIES, RECREATION, RESPITE, ETC. THE PRIMARY GOAL OF THE PROGRAM IS TO ENSURE THE INDIVIDUAL IS CONNECTED TO THEIR LOCAL COMMUNITY THROUGH VOLUNTEER OPPORTUNITIES, RECREATION, AND JOB PLACEMENT.

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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 $13,407

Program Service Revenue $3,896,481

Investment Income $998,859

Other Revenue $2,796

TOTAL REVENUE $4,911,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,306,673

Fundraising Expenses $0

Program Expenses $3,566,990

Other Expenses $925,235

TOTAL EXPENSES $4,231,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,911,543	$4,272,185	+0.1%
Expenses	$4,231,908	$4,179,854	+0.0%
Net Income	$679,635	$92,331	+6.4%

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

$353,922

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX KAUTZMAN	EXECUTIVE DI	40.00	Officer	$134,778	$15,224	$150,002
SUSAN CALDWELL	FINANCE DIRE	40.00	Officer	$102,930	$6,318	$109,248
JANICE WARRING	OPERATIONS D	40.00	Officer	$82,281	$12,391	$94,672
JENNIFER ALBRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DAVIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANE M ENGEL	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER OLIVER-GUTGSELL	DIRECTOR	1.00	Director	$0	$0	$0
ROSANNE ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN SARNI-ROGERS	VICE PRES/SE	5.00	Officer Director	$0	$0	$0
CRAIG SCHUBERT	DIRECTOR	1.00	Director	$0	$0	$0

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	$4,911,543	$4,231,908	$9,702,803	$679,635
2024	$4,272,185	$4,179,854	$9,051,988	$92,331
2023	$4,204,051	$3,939,878	$9,003,286	$264,173
2022	$4,047,528	$4,115,424	$8,917,102	$-67,896
2021	$4,213,902	$3,767,173	$9,127,487	$446,729
2020	$4,234,228	$4,018,207	$8,674,791	$216,021
2019	$4,615,903	$4,014,263	$8,459,116	$601,640