ELDERCIRCLE (EIN 411994691) - 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

2001

Legal Domicile

Principal Officer

AMY YOST

Phone

2189999233

Tax Period

2023-01-01 to 2023-12-31

ELDERCIRCLE, founded in 2001, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $400K, a strong 31% operating margin.

Mission

EMPOWER OLDER ADULTS TO MAINTAIN ACTIVE LIVING & HEALTHY INDEPENDENCE BY PROVIDING SERVICES, RESOURCES & REFERRALS SO THEY MAY REMAIN IN THEIR HOMES LONGER

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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 $1,043,981

Program Service Revenue $208,825

Investment Income $14,340

Other Revenue $40,522

TOTAL REVENUE $1,307,668

Expense Breakdown

Grants Paid $37,210

Salaries & Benefits $527,669

Fundraising Expenses $33,620

Program Expenses $760,946

Other Expenses $342,665

TOTAL EXPENSES $907,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,307,668	$863,542	+0.5%
Expenses	$907,544	$988,731	-0.1%
Net Income	$400,124	$-125,189	-4.2%

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

Volunteers

225

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

$57,554

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISHA ZIMMERMAN	EXECUTIVE DI	40.00	Officer	$56,308	$1,246	$57,554
AMY YOST	EXECUTIVE DI	40.00	Officer	$0	$0	$0
DANIEL FOSTER	PRESIDENT	1.00	Director	$0	$0	$0
REGAN MEYER	VICE PRESIDE	1.00	Director	$0	$0	$0
THOMAS MCBRIDE	TREASURER/SE	1.00	Director	$0	$0	$0
WENDY CHUPURDIA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
LOIS LANG	BOARD MEMBER	1.00	Director	$0	$0	$0
HANNAH CHESNESS	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS BASARICH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARN FLICKER	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA VALERIO	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY FRICK	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$1,307,668	$907,544	$1,076,717	$400,124
2022	$863,542	$988,731	$737,190	$-125,189
2021	$872,479	$793,144	$783,631	$79,335
2020	$892,255	$693,481	$676,947	$198,774
2019	$853,989	$739,931	$473,964	$114,058
2018	$776,831	$774,354	$339,827	$2,477

ELDERCIRCLE