ELDERHOUSE INC (EIN 060963343) - Form 990 Financial Analysis & Trantor Score

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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

1978

Legal Domicile

Principal Officer

JULIA SCHWARTZ-LEEPER

Phone

2038471998

Tax Period

2024-07-01 to 2025-06-30

ELDERHOUSE INC, founded in 1978, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $263K, a strong 17% operating margin.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR AGING ADULTS AND THEIR CAREGIVERS THROUGH A BROAD RANGE OF TRUSTED, COMPASSIONATE, AND ENRICHING DAY SERVICES AND HOME-BASED SUPPORT.

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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 $576,928

Program Service Revenue $871,554

Investment Income $78,631

Other Revenue $24,276

TOTAL REVENUE $1,551,389

Expense Breakdown

Grants Paid $245,642

Salaries & Benefits $751,702

Fundraising Expenses $46,161

Program Expenses $1,090,336

Other Expenses $291,470

TOTAL EXPENSES $1,288,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,551,389	$1,369,599	+0.1%
Expenses	$1,288,814	$1,246,181	+0.0%
Net Income	$262,575	$123,418	+1.1%

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

$142,506

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES F CARROLL ESQ	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL GARAVEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COLIN J KELLY	TREASURER	1.00	Officer Director	$0	$0	$0
ELLEN WILIS	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE ALLISON ESQ	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN T CAHILL	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA COREAU	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN DOYLE	DIRECTOR AS OF 5/25	1.00	Director	$0	$0	$0
MARC GRENIER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KELLY	DIRECTOR	1.00	Director	$0	$0	$0
COLETTE LESPERANCE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA A ROSEN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD TAVELLA	DIRECTOR	1.00	Director	$0	$0	$0
MINDY WOLKSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JULIA SCHWARTZ-LEEPER	EXECUTIVE DIRECTOR	37.50	Officer	$134,250	$8,256	$142,506

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	$1,551,389	$1,288,814	$2,637,237	$262,575
2024	$1,369,599	$1,246,181	$2,334,826	$123,418
2023	$1,018,066	$1,138,827	$2,160,519	$-120,761
2022	$1,350,508	$1,068,905	$2,240,450	$281,603
2021	$1,079,040	$952,732	$2,181,618	$126,308
2020	$945,543	$1,066,884	$1,982,281	$-121,341
2019	$1,041,092	$1,126,470	$1,929,133	$-85,378
2018	$1,020,108	$1,114,990	$2,016,566	$-94,882

ELDERHOUSE INC