THE EDEN ALTERNATIVE 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

1994

Legal Domicile

Principal Officer

MICHELLE DANIEL

Phone

5854613951

Tax Period

2023-01-01 to 2023-12-31

THE EDEN ALTERNATIVE INC, founded in 1994, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $366K, a strong 19% operating margin.

Mission

THE EDEN ALTERNATIVE, INC. IS DEDICATED TO REFRAMING THE EXPERIENCE OF AGING AND DISABILITY ACROSS AMERICA AND AROUND THE WORLD. ITS MISSION IS TO IMPROVE THE WELL-BEING OF ELDERS AND THEIR CARE PARTNERS BY TRANSFORMING THE COMMUNITIES IN WHICH THEY LIVE AND WORK.

Program Service Accomplishments

Program 1

Expenses: $17,498 Revenue: $4,500

THE EDEN ALTERNATIVE HOLDS A BI-ANNUAL EDEN ALTERNATIVE INTERNATIONAL CONFERENCE THAT PROMOTES THE ORGANIZATION'S MISSION AND VALUES.

Program 2

Expenses: $1,265,491 Revenue: $1,856,090

TRAINING: THE EDEN ALTERNATIVE'S TRAINING PROGRAMS ARE DESIGNED TO EDUCATE AND ENLIGHTEN INDIVIDUALS IN THE EDEN PHILOSOPHY, INCLUDING THE EDEN ALTERNATIVE 10 PRINCIPLES. THE FOLLOWING TRAINING...

TRAINING: THE EDEN ALTERNATIVE'S TRAINING PROGRAMS ARE DESIGNED TO EDUCATE AND ENLIGHTEN INDIVIDUALS IN THE EDEN PHILOSOPHY, INCLUDING THE EDEN ALTERNATIVE 10 PRINCIPLES. THE FOLLOWING TRAINING PROGRAMS ARE TAUGHT THROUGHOUT THE UNITED STATES: CERTIFIED EDEN ASSOCIATE TRAINING, DEMENTIA BEYOND DRUGS, EMPOWERED TEAMS, LEADERSHIP PATHWAYS TO CULTURE CHANGE, GROWTH, CERTIFIED EDEN AT HOME ASSOCIATE TRAINING, OPEN HEARTS OPEN MINDS, AND FACILITATIVE LEADERSHIP, REFRAMING DEMENTIA: TRAIN THE CHANGE AGENT, TRAIN THE EDUCATOR INTENSIVE, AND EDEN AT HOME CARE PARTNER WORKSHOP. A COMPLETE DESCRIPTION OF THESE TRAINING PROGRAMS IS AVAILABLE AT HTTP://WWW.EDENALT.ORG.

Program 3

Expenses: $60,770 Revenue: $89,134

EDEN REGISTRY. AS A WAY OF HONORING THOSE WHO UNDERTAKE THE HARD WORK OF TRANSFORMING THEIR INSTITUTIONS INTO WARM, HUMAN HABITATS, THE ORGANIZATION MAINTAINS THE EDEN REGISTRY. THE REGISTRY IS NOT AN ACCREDITATION OR IN ANY WAY AN INDICATOR OF QUALITY, IT IS SIMPLY A PUBLIC COMMITMENT TO STRIVE FOR THE PRINCIPLES AND PRACTICES OF THE EDEN ALTERNATIVE. EDEN REGISTERED HOMES, REGISTRY MEMBERS, PAY AN ANNUAL FEE AND RECEIVE A PLAQUE THAT IS DISPLAYED IN THEIR FACILITIES. THEY ARE ALSO ACKNOWLEDGED ON THE ORGANIZATION'S WEBSITE AND PUBLICATIONS.

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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 $2,453

Program Service Revenue $1,949,724

Investment Income $-370

Other Revenue $-8,345

TOTAL REVENUE $1,943,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,021,175

Fundraising Expenses $0

Program Expenses $1,344,434

Other Expenses $556,083

TOTAL EXPENSES $1,577,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,943,462	$1,180,205	+0.6%
Expenses	$1,577,258	$1,656,907	0.0%
Net Income	$366,204	$-476,702	-1.8%

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

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

$174,273

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE MCALLISTER	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
THOMAS ZWICKER	CO-CHAIR	2.00	Officer Director	$0	$0	$0
PETER REED	TREASURER	2.00	Officer Director	$0	$0	$0
CHERYL GEORGE	SECRETARY	2.00	Officer Director	$0	$0	$0
THOMAS GANNETT	DIRECTOR	1.00	Director	$0	$0	$0
SARAH THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
JACK YORK	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK BULTEMA	OUTGOING PRESIDENT & CEO	40.00	Officer	$36,216	$0	$36,216
KATHY HAGEN	OUTGOING PRESIDENT & CEO	40.00	Officer	$102,849	$0	$102,849
MICHELLE DANIEL	INCOMING PRESIDENT & CEO	40.00	Officer	$35,208	$0	$35,208

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	$1,943,462	$1,577,258	$734,194	$366,204
2022	$1,180,205	$1,656,907	$334,790	$-476,702
2021	$1,214,208	$1,018,810	$819,659	$195,398
2020	$1,178,053	$1,077,984	$838,148	$100,069
2019	$1,333,012	$1,153,179	$718,823	$179,833
2018	$1,397,509	$1,357,585	$395,015	$39,924