Eliza Jennings Inc (EIN 341507703) - 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

1988

Legal Domicile

Principal Officer

Richard Boyson Jr

Phone

4405404700

Tax Period

2022-07-01 to 2023-06-30

Eliza Jennings Inc, founded in 1988, is a community nonprofit in the Health Care sector that reported $4.5M in total revenue in fiscal year 2022. Expenses of $8.7M exceeded revenue, resulting in a 92% operating deficit.

Mission

Eliza Jennings Inc. is a retirement community operating on a 100 acre campus, managing a range of facilities with specialized options including independent living, assisted living, skilled nursing, and hospice care.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,396,912

Program Service Revenue $1,939,795

Investment Income $129,548

Other Revenue $45,148

TOTAL REVENUE $4,511,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,857,761

Fundraising Expenses $44,187

Program Expenses $6,096,633

Other Expenses $5,793,708

TOTAL EXPENSES $8,651,469

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,511,403	N/A	N/A
Expenses	$8,651,469	N/A	N/A
Net Income	$-4,140,066	N/A	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

Governance

Voting Members

Independent Members

Employees

383

Volunteers

114

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

$874,597

Total Directors

$369,495

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Boyson Jr	President & CEO	0.00	Officer Director	$0	$42,466	$369,495
Kathleen M Shields	CFO	0.00	Officer	$0	$4,385	$205,119
Jennifer Griveas	VP of Legal	0.00	Officer	$0	$7,281	$167,378
Sheryl Sereda	CAO	0.00		$0	$7,218	$158,366
Diane Banning	Sales Consultant	40.00		$140,600	$5,566	$146,166
Michael Gray	CIO	0.00	Officer	$0	$1,631	$132,605
Richard L Fletcher	Trustee	0.00	Director	$0	$0	$0
Alayne J Fodor	Trustee	0.00	Director	$0	$0	$0
Glenn S Krassen	Secretary	0.00	Director	$0	$0	$0
Brendan Lawlor	Trustee	0.00	Director	$0	$0	$0
Michelle R Messina	Trustee	0.00	Director	$0	$0	$0
Richard L Fox	Trustee	0.00	Director	$0	$0	$0
James W Rogerson	Trustee	0.00	Director	$0	$0	$0
Patricia M Scanlon	Trustee	0.00	Director	$0	$0	$0
Terrie Shrock	Trustee	0.00	Director	$0	$0	$0
Allen R Tracy	Treasurer	0.00	Director	$0	$0	$0
Rick Weigle Jr	Trustee	0.00	Director	$0	$0	$0
Margaret G Weitzel	Chairman	0.00	Director	$0	$0	$0
Hilton Young	Trustee	0.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$4,511,403	$8,651,469	$14,358,350	$-4,140,066
2022	$3,397,358	$8,247,840	$18,445,679	$-4,850,482
2021	$7,722,194	$7,888,451	$25,498,410	$-166,257
2020	$3,272,282	$7,452,296	$16,622,729	$-4,180,014
2019	$59,606,537	$7,386,370	$17,297,428	$52,220,167
2018	$2,828,203	$7,439,829	$254,470,256	$-4,611,626

Eliza Jennings Inc