COASTLINE ELDERLY SERVICES INC (EIN 042622121) - 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

1977

Legal Domicile

Principal Officer

JUSTIN LEES

Phone

5089996400

Tax Period

2024-07-01 to 2025-06-30

COASTLINE ELDERLY SERVICES INC, founded in 1977, is a mid-sized nonprofit in the Human Services sector that reported $58.0M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $55.7M left a modest 4% surplus.

Mission

COASTLINE ELDERLY SERVICES, INC. IS A COMMUNITY-BASED ELDER CARE AGENCY LOCATED IN NEW BEDFORD, MASSACHUSETTS, THAT PROVIDES SOCIAL SERVICES TO THE ELDERLY IN GREATER NEW BEDFORD AND SURROUNDING AREAS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $165,367

Program Service Revenue $57,464,490

Investment Income $290,849

Other Revenue $93,324

TOTAL REVENUE $58,014,030

Expense Breakdown

Grants Paid $38,093,817

Salaries & Benefits $13,119,024

Fundraising Expenses $21,925

Program Expenses $52,724,240

Other Expenses $4,526,806

TOTAL EXPENSES $55,739,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,014,030	$46,839,111	+0.2%
Expenses	$55,739,647	$45,224,019	+0.2%
Net Income	$2,274,383	$1,615,092	+0.4%

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

252

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

$805,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE BENESKI	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA REED	CLERK	1.00	Officer Director	$0	$0	$0
ERIC POULIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN LOBO	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA WALLQUIST	DIRECTOR	1.00	Director	$0	$0	$0
HELENA DASILVA HUGHES	TREASURER	1.00	Officer Director	$0	$0	$0
DELIA DE MELLO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN GREGORY	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK MCCULLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
JEANNINE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
DR ANDREW REVELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
AMY DIPIETRO	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN GOLDA	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE CERNAK	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN LEES	CHIEF EXECUTIVE OFFICER	35.00	Officer	$201,618	$40,716	$242,334
JEAN BREAULT	HUMAN RESOURCES OFFICER	35.00	Officer	$173,597	$9,875	$183,472
SYLVIA NOBRE-HILTON	CHIEF OPERATING OFFICER	35.00	Officer	$189,829	$10,647	$200,476
SHERRY MIDDENDORF	DIRECTOR OF FINANCE	35.00	Officer	$169,215	$9,504	$178,719
ANA HAYES	DIRECTOR OF PCA	35.00	Highest	$129,217	$2,205	$131,422
KAREN COSTELLO	DIRECTOR OF QUALITY/ED	35.00	Highest	$128,201	$3,979	$132,180
RYAN KARYL	DIRECTOR OF SCSEP	35.00	Highest	$117,956	$17,053	$135,009

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	$58,014,030	$55,739,647	$27,586,528	$2,274,383
2024	$46,839,111	$45,224,019	$23,975,018	$1,615,092
2023	$37,671,352	$36,623,406	$22,933,798	$1,047,946
2022	$35,960,378	$34,817,447	$19,648,166	$1,142,931
2021	$33,973,861	$32,055,499	$19,634,837	$1,918,362
2020	$32,205,304	$31,178,881	$14,057,272	$1,026,423
2019	$28,669,569	$28,057,021	$10,492,335	$612,548
2018	$25,529,316	$24,920,185	$9,304,935	$609,131

COASTLINE ELDERLY SERVICES INC