Ebenezer Society Foundation (EIN 411356565) - 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

1978

Legal Domicile

Phone

6128743477

Tax Period

2023-01-01 to 2023-12-31

Ebenezer Society Foundation, founded in 1978, is a community nonprofit in the Health Care sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. Net assets of $7.2M represent 83 months of operating reserves.

Mission

Ebenezer Society Foundation is part of Ebenezer Society. Ebenezer Society helps older adults and others make their lives more independent, healthful, meaningful and secure. Building on our Lutheran heritage, we respond to physical, psychological, social and spiritual dimensions of the whole person. We welcome persons of diverse cultures and faith traditions. We practice responsible stewardship of humans, property, and financial resources and encourage continual learning and innovation to strive for excellence.

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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 $856,359

Program Service Revenue $0

Investment Income $250,373

Other Revenue $-76,707

TOTAL REVENUE $1,030,025

Expense Breakdown

Grants Paid $603,899

Salaries & Benefits $235,286

Fundraising Expenses $422,449

Program Expenses $603,899

Other Expenses $49,579

TOTAL EXPENSES $1,028,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,030,025	$555,179	+0.9%
Expenses	$1,028,891	$1,047,278	0.0%
Net Income	$1,134	$-492,099	-1.0%

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

N/A

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

$6,250,058

Total Directors

$6,693,521

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Ex-Officio	2.0	Officer Director	$0	$38,307	$5,246,751
N/A	President	2.0	Officer Director	$0	$77,189	$609,396
N/A	Chair	0.3	Officer Director	$0	$0	$0
N/A	CFO, Treasurer	2.0	Officer Director	$0	$36,173	$393,911
N/A	Director, ended 5-2023	0.3	Director	$0	$0	$0
N/A	Director	0.3	Director	$0	$0	$0
N/A	Director, ended 5-2023	0.3	Director	$0	$0	$0
N/A	Director	0.3	Director	$0	$0	$0
N/A	Director	2.0	Director	$0	$33,683	$443,463
N/A	Director	0.3	Director	$0	$0	$0
N/A	Director	0.3	Director	$0	$0	$0
N/A	Vice Chair	0.3	Director	$0	$0	$0
N/A	Secretary	0.3	Director	$0	$0	$0
N/A	Dir of Philanthropy	40.0	Highest	$0	$21,811	$191,416

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	$1,030,025	$1,028,891	$7,224,496	$1,134
2022	$555,179	$1,047,278	$6,679,063	$-492,099
2021	$2,710,284	$802,552	$8,085,407	$1,907,732
2020	$674,888	$395,214	$6,305,682	$279,674
2019	$478,197	$789,121	$6,086,225	$-310,924
2018	$783,208	$782,672	$5,612,617	$536

Ebenezer Society Foundation