GEER WOODS 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

1999

Legal Domicile

Principal Officer

SHAUN POWELL

Phone

8608245137

Tax Period

2023-10-01 to 2024-09-30

GEER WOODS INC, founded in 1999, is a community nonprofit in the Housing & Shelter sector that reported $6.1M in total revenue in fiscal year 2023. Expenses of $7.4M exceeded revenue, resulting in a 21% operating deficit.

Mission

GEER IS A COMMUNITY OF HEALING PROFESSIONALS WHOSE PRINCIPAL MISSION IS TO CONSOLE, TREAT, STRENGTHEN, AND REFRESH THE BODIES, MINDS, AND SPIRITS OF THE ELDERLY AND DISABLED RESIDENTS OF THE TRI-STATE AREA.

Program Service Accomplishments

Program 1

Expenses: $5,523,501 Revenue: $6,048,990

GEER WOODS, INC. IS AN ASSISTED LIVING FACILITY TO INDIVIDUALS OVER THE AGE OF 55, INCORPORATING VARIOUS LEVELS OF CARE WHICH FULFILLS THE MISSION TO CONSOLE, TREAT, STRENGTHEN AND REFRESH THE...

GEER WOODS, INC. IS AN ASSISTED LIVING FACILITY TO INDIVIDUALS OVER THE AGE OF 55, INCORPORATING VARIOUS LEVELS OF CARE WHICH FULFILLS THE MISSION TO CONSOLE, TREAT, STRENGTHEN AND REFRESH THE BODIES, MINDS AND SPIRITS OF THE ELDERLY AND DISABLED. SERVICES HELP RESIDENTS MAINTAIN A LIFESTYLE THAT FOSTERS INDEPENDENCE, PRIVACY AND DIGNITY WHILE PROVIDING THE SUPPORTS NEEDED AT EVERY STAGE OF THEIR LIVES.

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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 $0

Program Service Revenue $6,048,990

Investment Income $126

Other Revenue $26,940

TOTAL REVENUE $6,076,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,594,584

Fundraising Expenses $0

Program Expenses $5,523,501

Other Expenses $3,758,890

TOTAL EXPENSES $7,353,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,076,056	$5,948,594	+0.0%
Expenses	$7,353,474	$7,068,833	+0.0%
Net Income	$-1,277,418	$-1,120,239	+0.1%

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

105

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

$418,566

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL HERRICK	TREASURER	0.50	Officer Director	$0	$0	$0
RICHARD SOLAN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CYD EMMONS	DIRECTOR	0.50	Director	$0	$0	$0
KARIN ROBINSON	DIRECTOR	0.50	Director	$0	$0	$0
EILEEN FOX	SECRETARY	0.50	Officer Director	$0	$0	$0
LANCE LEIFERT	CHAIR	0.50	Officer Director	$0	$0	$0
ANASTACIA NICHOLAS	E.D. AT GEER WOODS/FOUNDATION	26.00	Officer	$45,102	$15,742	$162,930
D SHAUN POWELL	CEO/CFO	5.00	Officer	$0	$9,302	$255,636
LISA VIDETTO	NURSE	40.00	Highest	$110,591	$17,133	$127,724
KEVIN O'CONNELL	FORMER CEO	0.00		$0	$13,329	$180,102

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	$6,076,056	$7,353,474	$12,680,527	$-1,277,418
2023	$5,948,594	$7,068,833	$13,758,384	$-1,120,239
2022	$6,975,750	$6,965,901	$15,539,153	$9,849
2021	$7,692,036	$8,618,214	$16,105,783	$-926,178
2020	$7,029,130	$7,429,843	$16,405,584	$-400,713
2019	$7,476,510	$7,467,869	$16,781,739	$8,641
2018	$6,951,883	$8,539,828	$17,585,439	$-1,587,945