EVANGELICAL SERVICES FOR THE AGING FOUNDATION (EIN 231971878) - 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

1975

Legal Domicile

Principal Officer

JEFF PETTY

Phone

2153540565

Tax Period

2024-01-01 to 2024-12-31

EVANGELICAL SERVICES FOR THE AGING FOUNDATION, founded in 1975, is a small nonprofit in the Health Care sector that reported $632K in total revenue in fiscal year 2024. Revenue surged 250% from the prior year, signaling strong growth momentum. The organization ran a surplus of $519K, a strong 82% operating margin.

Mission

TO RAISE FUNDING FOR SEVERAL SPECIFIED NON-PROFIT ENTITIES RELATED TO WESLEY ENHANCED LIVING.

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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 $257,509

Program Service Revenue $0

Investment Income $374,062

Other Revenue $0

TOTAL REVENUE $631,571

Expense Breakdown

Grants Paid $93,829

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,829

Other Expenses $18,886

TOTAL EXPENSES $112,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$631,571	$180,374	+2.5%
Expenses	$112,715	$124,758	-0.1%
Net Income	$518,856	$55,616	+8.3%

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

N/A

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

$743,540

Total Directors

$985,335

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE EVANS	CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN LORBER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE HESS ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF PETTY	SECRETARY/TREASURER	1.00	Officer Director	$0	$26,399	$743,540
JOHN ODIKE	BOARD MEMBER	1.00	Director	$0	$18,494	$241,795

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	No data	No data	No data	No data
2024	$631,571	$112,715	$4,735,391	$518,856
2023	$180,374	$124,758	$4,225,598	$55,616
2022	$209,500	$108,543	$3,674,303	$100,957
2021	$381,143	$90,553	$4,309,649	$290,590
2020	$264,682	$114,128	$3,815,330	$150,554
2019	$191,991	$218,062	$3,463,340	$-26,071
2018	$257,483	$261,516	$3,045,359	$-4,033

EVANGELICAL SERVICES FOR THE AGING FOUNDATION