EVANGELICAL SERVICES FOR THE AGING

EIN: 232648022 501(c)(3) Health Care

WARMINSTER, PA

Total Revenue
$7,025,670
Total Expenses
$7,025,667
Total Assets
$23,394,052
Net Assets
$-6,641,802
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
PA
Principal Officer
JEFF PETTY
Phone
2153540565
Tax Period
2025-01-01 to 2025-12-31

EVANGELICAL SERVICES FOR THE AGING, founded in 1989, is a community nonprofit in the Health Care sector that reported $7.0M in total revenue in fiscal year 2025.

Mission

THE ORGANIZATION OPERATES NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND SKILLED NURSING FACILITIES.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,004,604
Investment Income $21,066
Other Revenue $0
TOTAL REVENUE $7,025,670

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,225,133
Fundraising Expenses $0
Program Expenses $1,948,255
Other Expenses $2,800,534
TOTAL EXPENSES $7,025,667

Year-over-Year Comparison

2025 2024 Change
Revenue $7,025,670 $7,139,492 0.0%
Expenses $7,025,667 $7,139,492 0.0%
Net Income $3 $0 N/A
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

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Governance

Voting Members
9
Independent Members
9
Employees
56
Volunteers
9

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
6
$1,004,112
Total Directors
10
$0
Key Employees
3
$999,325
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HARRY SYMONS BOARD CHAIR 1.00
Officer Director
$0 $0 $0
SCOTT SMITH VICE CHAIR 1.00
Officer Director
$0 $0 $0
RICHARD WELLS VICE CHAIR (UNTIL 01/25) 1.00
Officer Director
$0 $0 $0
BILL GIAMMARUTI TREASURER 1.00
Officer Director
$0 $0 $0
KYLE EVANS SECRETARY 1.00
Officer Director
$0 $0 $0
WAYNE KOSIK BOARD MEMBER 1.00
Director
$0 $0 $0
BRUCE HESS BOARD MEMBER 1.00
Director
$0 $0 $0
JERRY KLINE BOARD MEMBER 1.00
Director
$0 $0 $0
BETH ROTHSCHILD BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID RITTENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF PETTY PRESIDENT & CEO 40.00
Officer
$977,221 $26,891 $1,004,112
ROCHELLE BALLET SENIOR VP OF MARKETING & SALES 42.00
Key Emp
$395,802 $21,916 $417,718
JOHN ODIKE VP OF HUMAN POTENTIAL 42.00
Key Emp
$284,334 $18,924 $303,258
MICHAEL DESTEFON CHIEF OPERATING OFFICER 7.69
Key Emp
$0 $19,630 $278,349
GABE LOTMAN DIR. FINANCIAL PLANNING & ANALYSIS 40.00
Highest
$176,249 $18,445 $194,694
JAROSLAV DYKYJ CORP DIRECTOR OF QUALITY ASSURANCE 40.00
Highest
$151,281 $7,090 $158,371
BARBARA BLICKLEY DIR. HEALTH RELATIONS & CARE TRANSITION 40.00
Highest
$115,915 $15,168 $131,083
CHRISTOPHER LEE CASTALDO DIRECTOR OF RENOVATIONS 40.00
Highest
$124,357 $11,622 $135,979
JOHN WHORISKEY DIR. INFORMATION TECHNOLOGY 40.00
Highest
$113,711 $15,526 $129,237
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 $7,025,670 $7,025,667 $23,394,052 $3
2024 No data No data No data No data
2023 $6,889,207 $5,928,389 $16,877,694 $960,818
2022 $5,276,225 $5,275,238 $13,226,836 $987
2021 $5,255,844 $5,090,812 $10,837,176 $165,032
2020 $4,505,866 $5,008,440 $20,403,767 $-502,574
2019 $5,007,285 $5,335,934 $17,516,126 $-328,649
2018 $4,719,715 $5,045,853 $22,050,650 $-326,138
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