EAGLE'S TRACE 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

2002

Legal Domicile

Principal Officer

MICHAEL ROSKIEWICZ

Phone

2812497000

Tax Period

2023-01-01 to 2023-12-31

EAGLE'S TRACE INC, founded in 2002, is a mid-sized nonprofit in the Housing & Shelter sector that reported $55.2M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

MISSION STATEMENT - HOME IS BELONGING, PEACE OF MIND, LOVE AND ACCEPTANCE. WELCOME HOME!VISION STATEMENT - EAGLE'S TRACE, INC. CELEBRATES AGING! GROUNDED IN INCLUSION, INNOVATION AND ADVOCACY, WE CREATE UNPARALLELED VALUE AND OPPORTUNITIES FOR EVERY LIFE WE TOUCH. AS PART OF THE NATIONAL SENIOR COMMUNITIES ENTERPRISE, WE LEVERAGE OUR STRONG FINANCIAL FOUNDATION AND GOVERNANCE FOR THE BENEFIT OF SENIORS AND THOSE WHO SUPPORT THEM.

Program Service Accomplishments

Program 1

Expenses: $46,436,483 Revenue: $54,166,495

EAGLE'S TRACE, INC. PROVIDES SERVICES NEEDED BY SENIOR RESIDENTS, WHO RESIDE IN 979 INDEPENDENT LIVING UNITS, 28 ASSISTED LIVING UNITS, 44 SKILLED NURSING BEDS, AND 36 MEMORY CARE UNITS. THE SERVICES WE PROVIDE TO OUR RESIDENTS INCLUDE, BUT ARE NOT LIMITED TO HOUSING, FOOD, MEDICAL, SECURITY AND MAINTENANCE SERVICES, RECREATIONAL AND PASTORAL ACTIVITIES.

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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 $858,151

Program Service Revenue $54,166,495

Investment Income $13,475

Other Revenue $180,319

TOTAL REVENUE $55,218,440

Expense Breakdown

Grants Paid $46,786

Salaries & Benefits $22,456,752

Fundraising Expenses $0

Program Expenses $46,436,483

Other Expenses $33,953,471

TOTAL EXPENSES $56,457,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,218,440	$59,248,433	-0.1%
Expenses	$56,457,009	$64,496,073	-0.1%
Net Income	$-1,238,569	$-5,247,640	-0.8%

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

781

Volunteers

118

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

$952,061

Total Directors

$1,340,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL W ROSKIEWICZ	CHAIR & PRESIDENT	0.40	Officer Director	$0	$0	$110,000
PAMELA D PAULK	VICE CHAIR & VICE PRESIDENT	0.10	Officer Director	$0	$0	$87,500
MARY D COLINS	SECRETARY	0.10	Officer Director	$0	$0	$150,000
EILEEN G ERSTAD	TREASURER	0.10	Officer Director	$0	$0	$167,500
BARBARA C BISGAIER	DIRECTOR	0.10	Director	$0	$0	$110,000
PATRICIA M BROWN	DIRECTOR	0.10	Director	$0	$0	$87,500
IAN BROWN	DIRECTOR (BEG 4/1/23)	0.10	Director	$0	$0	$65,000
REV DR ZINA JACQUE	DIRECTOR	0.10	Director	$0	$0	$215,000
MONTY C LEONARD	DIRECTOR	0.10	Director	$0	$0	$87,500
STEPHANIE L REEL	DIRECTOR	0.10	Director	$0	$0	$150,000
RUSSELL SHARP	DIRECTOR (BEG 4/1/23)	0.10	Director	$0	$0	$65,000
C JACKSON BAIN	DIRECTOR (THRU 3/31/23)	0.20	Director	$0	$0	$22,500
ARNOLD SPEERT	DIRECTOR (THRU 3/31/23)	0.20	Director	$0	$0	$22,500
MARK EMBLEY	ASSISTANT TREASURER	0.50	Officer	$0	$0	$0
STEPHEN AIGNER	EXECUTIVE DIRECTOR	40.00	Officer	$252,465	$22,862	$275,327
JOSHUA CHANG	DIRECTOR, FINANCE (THRU 3/10/23)	40.00	Officer	$43,417	$8,055	$51,472
TRICIA STRINGFELLOW	DIRECTOR, FINANCE (BEG 4/10/23)	40.00	Officer	$110,189	$73	$110,262
JODIE SCHROEDER	SALES COUNSELOR	40.00	Highest	$131,503	$4,595	$136,098
JENNA PASCALL	DIRECTOR, NURSING	40.00	Highest	$148,866	$4,645	$153,511
MICHELLE ESPIRITU-CAMATO	MANAGER, REHABILITATION	40.00	Highest	$120,632	$22,885	$143,517
KATHRYN REYES	MANAGER, HOME SUPPORT	40.00	Highest	$109,564	$3,717	$113,281
KENDALISIA BROWN	NURSE PRACTITIONER, EHWB	40.00	Highest	$122,995	$7,161	$130,156

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	No data	No data	No data	No data
2023	$55,218,440	$56,457,009	$245,250,969	$-1,238,569
2022	$59,248,433	$64,496,073	$411,591,225	$-5,247,640
2021	$52,950,819	$55,425,327	$392,478,600	$-2,474,508
2020	$48,105,574	$50,530,801	$326,471,339	$-2,425,227
2019	$47,894,696	$49,400,122	$276,051,424	$-1,505,426
2018	$42,596,148	$45,330,038	$273,026,871	$-2,733,890