ACTIVE RETIREMENT COMMUNITY 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

1997

Legal Domicile

Phone

6316502724

Tax Period

2023-01-01 to 2023-12-31

ACTIVE RETIREMENT COMMUNITY INC, founded in 1997, is a mid-sized nonprofit in the Housing & Shelter sector that reported $39.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

JEFFERSON'S FERRY IS COMMITTED TO SERVING OLDER ADULTS BY PROVIDING AN ACTIVE LIFESTYLE WITHIN AN ALL-INCLUSIVE LIFECARE RETIREMENT COMMUNITY. THE LIFECARE CONCEPT PROMOTES DIGNITY, PRIVACY, INDIVIDUALITY AND INDEPENDENCE FOR EACH RESIDENT. THIS IS ACCOMPLISHED THROUGH A CARING ENVIRONMENT WITH CONCERNED STAFF PROVIDING SECURITY AND PEACE OF MIND THROUGH A FOCUS ON RESIDENT SERVICE.

Program Service Accomplishments

Program 1

Expenses: $37,664,076 Revenue: $37,061,324

ACTIVE RETIREMENT COMMUNITY, INC., DOING BUSINESS AS JEFFERSON'S FERRY, OPENED IN 2001 WITH THE MISSION TO SERVE OLDER ADULTS BY PROVIDING AN ACTIVE LIFESTYLE WITHIN AN ALL-INCLUSIVE LIFECARE...

ACTIVE RETIREMENT COMMUNITY, INC., DOING BUSINESS AS JEFFERSON'S FERRY, OPENED IN 2001 WITH THE MISSION TO SERVE OLDER ADULTS BY PROVIDING AN ACTIVE LIFESTYLE WITHIN AN ALL-INCLUSIVE LIFECARE RETIREMENT COMMUNITY. THE LIFECARE CONCEPT PROMOTES DIGNITY, PRIVACY, INDIVIDUALITY AND INDEPENDENCE FOR EACH RESIDENT. THIS IS ACCOMPLISHED THROUGH A CARING ENVIRONMENT WITH EXCEPTIONAL STAFF PROVIDING SECURITY AND PEACE OF MIND THROUGH A FOCUS ON RESIDENT SERVICE.

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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 $47,612

Program Service Revenue $37,061,324

Investment Income $1,069,405

Other Revenue $1,592,936

TOTAL REVENUE $39,771,277

Expense Breakdown

Grants Paid $126,905

Salaries & Benefits $16,838,326

Fundraising Expenses $0

Program Expenses $37,664,076

Other Expenses $24,230,082

TOTAL EXPENSES $41,195,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,771,277	$34,003,204	+0.2%
Expenses	$41,195,313	$36,310,382	+0.1%
Net Income	$-1,424,036	$-2,307,178	-0.4%

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

435

Volunteers

100

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

$1,123,920

Total Directors

$796,165

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CHAIR	3.0	Officer Director	$0	$0	$0
N/A	VICE CHAIR	3.0	Officer Director	$0	$0	$0
N/A	TREASURER	3.0	Officer Director	$0	$0	$0
N/A	CHIEF EXECUTIVE OFFICER	55.0	Officer Director	$628,604	$167,561	$796,165
N/A	SECRETARY	3.0	Officer Director	$0	$0	$0
N/A	MEMBER	3.0	Director	$0	$0	$0
N/A	MEMBER	3.0	Director	$0	$0	$0
N/A	MEMBER	3.0	Director	$0	$0	$0
N/A	MEMBER	3.0	Director	$0	$0	$0
N/A	MEMBER	3.0	Director	$0	$0	$0
N/A	CHIEF FINANCIAL OFFICER	45.0	Officer	$305,055	$22,700	$327,755
N/A	VP OF HEALTH SERVICES	50.0	Highest	$292,933	$21,688	$314,621
N/A	VP HOSPITALITY SERVICES	50.0	Highest	$232,571	$50,335	$282,906
N/A	VP OF MARKETING	50.0	Highest	$187,173	$41,860	$229,033
N/A	VP OF RESIDENT SERVICES	50.0	Highest	$188,867	$47,483	$236,350
N/A	VP OF HUMAN RESOURCES	50.0	Highest	$194,098	$15,275	$209,373

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	$39,771,277	$41,195,313	$206,557,458	$-1,424,036
2022	$34,003,204	$36,310,382	$201,502,362	$-2,307,178
2021	$34,139,621	$32,336,105	$204,676,750	$1,803,516
2020	$32,116,333	$31,562,721	$197,999,170	$553,612
2019	$31,082,047	$30,679,982	$108,655,719	$402,065
2018	$29,135,096	$29,452,996	$104,778,370	$-317,900