BAYPATH ELDER SERVICES 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

1977

Legal Domicile

Principal Officer

PATRICIA SCHEFFLER

Phone

5085737200

Tax Period

2021-07-01 to 2022-06-30

BAYPATH ELDER SERVICES INC, founded in 1977, is a mid-sized nonprofit that reported $26.0M in total revenue in fiscal year 2021. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $24.1M left a modest 7% surplus.

Mission

TO BE A TRUSTED PARTNER IN PROVIDING AN ARRAY OF SERVICES AND PROGRAMS TO OLDER ADULTS, CAREGIVERS, AND PERSONS WITH DISABILITIES TO SUPPORT THEIR INDEPENDENCE AND DIGNITY.

Program Service Accomplishments

Program 1

Expenses: $5,068,604 Revenue: $5,251,318

COMMUNITY CHOICES (CASE MANAGEMENT AND POS) - THIS PROGRAM PROVIDES MASSHEALTH ELIGIBLE ELDERS AT IMMINENT RISK OF NURSING HOME PLACEMENT WITH INCREASED HOME CARE SERVICES SUCH AS PERSONAL CARE, HOME...

Program 2

Expenses: $3,398,934 Revenue: $4,135,834

HOME CARE (CASE MANAGEMENT AND POS) - THE HOME CARE PROGRAM PROVIDES HOME-BASED SERVICES TO ELDERS SO THEY CAN MAINTAIN THEIR INDEPENDENCE AND LIVE AT HOME.

Program 3

Expenses: $7,238,079 Revenue: $8,011,366

SENIOR CARE OPTIONS: PREVENT INSTITUTIONALIZATION BY OFFERING A WIDE RANGE OF SERVICES TO MASSHEALTH/MEDICAID ELIGIBLE ELDERS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,052,202

Program Service Revenue $24,747,785

Investment Income $2,266

Other Revenue $185,510

TOTAL REVENUE $25,987,763

Expense Breakdown

Grants Paid $14,747,369

Salaries & Benefits $6,098,177

Fundraising Expenses $0

Program Expenses $22,787,672

Other Expenses $3,215,007

TOTAL EXPENSES $24,060,553

Year-over-Year Comparison

	2021	2020	Change
Revenue	$25,987,763	$22,105,157	+0.2%
Expenses	$24,060,553	$21,612,165	+0.1%
Net Income	$1,927,210	$492,992	+2.9%

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

138

Volunteers

405

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

$235,715

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ZEBROWSKI	PRESIDENT	2.00	Officer Director	$0	$0	$0
DOUGLAS PECK	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOSEPH BISOL	TREASURER	2.00	Officer Director	$0	$0	$0
EVELYN EKMEJIAN	CLERK	2.00	Officer Director	$0	$0	$0
HARRIET MERKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY B LELAND	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA TABLOSKI	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA COSTA	DIRECTOR	1.00	Director	$0	$0	$0
JOEL BAUMAN	DIRECTOR	1.00	Director	$0	$0	$0
JERRY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE METZGER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN PETERS	DIRECTOR	1.00	Director	$0	$0	$0
SALLY TIPTON	DIRECTOR	1.00	Director	$0	$0	$0
JANET SALUK	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN ZAFRON	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH QUIRK	EXECUTIVE DIRECTOR	37.50	Officer	$143,068	$5,358	$148,426
MARK BATCHELDER	HR DIRECTOR	37.50	Officer	$85,764	$1,525	$87,289

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
2022	No data	No data	No data	No data
2022	$25,987,763	$24,060,553	$7,978,790	$1,927,210
2021	$22,105,157	$21,612,165	$5,866,363	$492,992
2020	$23,126,847	$22,273,237	$5,422,337	$853,610
2019	$21,545,174	$22,034,167	$6,107,847	$-488,993
2018	$21,639,114	$21,683,936	$4,995,834	$-44,822
2018	$21,824,869	$21,768,342	$5,092,267	$56,527