ELDERCARE SERVICES INSTITUTE LLC (EIN 262155447) - 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

2021

Legal Domicile

Principal Officer

ORION BELL

Phone

2163731602

Tax Period

2024-01-01 to 2024-12-31

ELDERCARE SERVICES INSTITUTE LLC, founded in 2021, is a community nonprofit in the Mental Health sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.9M exceeded revenue, resulting in a 20% operating deficit.

Mission

ELDERCARE SERVICES INSTITUTE, LLC PROVIDES A FULL-RANGE OF HOME AND COMMUNITY BASED SERVICES FOR OLDER ADULTS AND THEIR CAREGIVERS.

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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 $807,669

Program Service Revenue $784,550

Investment Income $0

Other Revenue $111

TOTAL REVENUE $1,592,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,451,304

Fundraising Expenses $13,290

Program Expenses $1,538,194

Other Expenses $465,666

TOTAL EXPENSES $1,916,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,592,330	$1,408,261	+0.1%
Expenses	$1,916,970	$1,765,317	+0.1%
Net Income	$-324,640	$-357,056	-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

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

$780,242

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BELVA DENMARK TIBBS	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA H DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE M KRESEVIC PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY SCOTT GILCHRIST JD	CHAIR	1.00	Officer Director	$0	$0	$0
SIYUE XU	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE BENTZIEN-PURRINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ORION H BELL IV	PRESIDENT & CEO	2.00	Officer	$0	$27,987	$368,346
JANICE BRENNAN	SR. VP & CFO	2.00	Officer	$0	$21,366	$197,936
MARY MARITA	SR VP & COO	10.00	Officer	$0	$31,505	$213,960

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	$1,592,330	$1,916,970	$213,110	$-324,640
2023	$1,408,261	$1,765,317	$294,313	$-357,056
2022	$1,741,755	$1,952,484	$201,978	$-210,729

ELDERCARE SERVICES INSTITUTE LLC