ELDERCIRCLE

EIN: 411994691 501(c)(3) Human Services

GRAND RAPIDS, MN

Total Revenue
$1,307,668
Total Expenses
$907,544
Total Assets
$1,076,717
Net Assets
$977,752
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
MN
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

Program Service Accomplishments

Program 1
Expenses: $129,987

VOLUNTEER SERVICES - RSVP CONNECTS ADULTS SEEKING MEANINGFUL VOLUNTEER OPPORTUNITIES WITH MORE THAN 40 NONPROFITS WHO ARE SEEKING VOLUNTEERS TO COMPLETE A PROJECT THAT FULFILLS THEIR MISSION. THE...

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VOLUNTEER SERVICES - RSVP CONNECTS ADULTS SEEKING MEANINGFUL VOLUNTEER OPPORTUNITIES WITH MORE THAN 40 NONPROFITS WHO ARE SEEKING VOLUNTEERS TO COMPLETE A PROJECT THAT FULFILLS THEIR MISSION. THE VOLUNTEER'S SKILLS, INTERESTS, EXPERIENCE AND AVAILABILITY AR MATCHED WITH THE POSITIONS THAT AREA NONPROFITS AND AGENCIES ARE SEEKING TO FILL. VOLUNTEERS AGE 55 AND OLDER ARE ENROLLED IN RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP) WHICH IS A PART OF THE SENIOR CORPS WHICH IS AMERICA'S LARGEST VOLUNTEER NETWORK FOR PEOPLE 55 AND OVER WITH OVER 40,000 VOLUNTEERS TACKLING TOUGH ISSUES IN COMMUNITIES NATIONWIDE. ANNUALLY, APPROXIMATELY 800 VOLUNTEERS SERVE A COMBINED TOTAL OF OVER 90,000 HOURS IN MULTIPLE POSITIONS IN APPROXIMATELY 60 LOCATIONS.

Program 2
Expenses: $105,894 Revenue: $74,122

ADULT DAY STAY THROUGH A SUPPORTIVE SERVICE SYSTEM THIS PROGRAM ASSISTS PEOPLE EXPERIENCING ISOLATION DUE TO PHYSICAL AND SOCIAL DEMANDS. ADULT DAY SERVICE PROVIDES PARTICIPANTS WITH MEANINGFUL...

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ADULT DAY STAY THROUGH A SUPPORTIVE SERVICE SYSTEM THIS PROGRAM ASSISTS PEOPLE EXPERIENCING ISOLATION DUE TO PHYSICAL AND SOCIAL DEMANDS. ADULT DAY SERVICE PROVIDES PARTICIPANTS WITH MEANINGFUL CONNECTION, A SENSE OF BELONGING AND AN ENHANCED QUALITY OF LIFE IN A COMMUNITY SETTING THAT PROVIDES SUPPORT, RECREATION AND ESSENTIAL HEALTH SERVICES. PARTICIPANTS HAVE A CHOICE OF ACTIVITIES, EXERCISE AND SOCIAL INTERACTION WHICH HELP MAINTAIN PHYSICAL AND EMOTIONAL HEALTH AND ENABLE THEM TO REMAIN LIVING IN THEIR HOME AND THEIR COMMUNITY. ANNUALY, APPROXIMATELY 40 PARTICIPANTS AND CAREGIVERS ARE SERVED.

Program 3
Expenses: $222,068 Revenue: $124,951

IN-HOME CARE & RESPITE ELDERCIRCLE IS A LICENSED PROVIDER THAT PROVIDES A PERSONALIZED ASSISTANCE TAHT HELPS MAINTAIN AND SUPPORT HEALTHY INDEPENDENT AGING IN THE HOME AND COMMUNITY. OLDER ADULTS CAN...

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IN-HOME CARE & RESPITE ELDERCIRCLE IS A LICENSED PROVIDER THAT PROVIDES A PERSONALIZED ASSISTANCE TAHT HELPS MAINTAIN AND SUPPORT HEALTHY INDEPENDENT AGING IN THE HOME AND COMMUNITY. OLDER ADULTS CAN ENJOY THEIR DAY-TO-DAY ACTIVITIES SAFELY AND CONFIDENTLY WITH A LITTLE EXTRA HAND FROM A TRAINED IN-HOME CARE COMPANION. AS A LEADER OF IN-HOME SERVICES IN ITASCA COUNTY, ELDERCIRCLE'S IN-HOME SERVICES ALSO PROVIDE CAREGIVERS A RESPITE BREAK & CHANCE TO RECHARGE. ELDERCIRCLE'S LICENSED NON-MEDICAL HOME CARE ENSURES OLDER ADULTS MAINTAIN AS MUCH SELF-SUFFICIENCY AS POSSIBLE, WHILE FAMILY MEMBERS REMAIN AT EASE KNOWING THEIR LOVED ONE IS RECEIVING PERSONAL, TRUSTWORTHY CARE. ANNUALY, ELDERCIRCLE SERVES APPROXIMATELY 100 PARTICIPANTS AND 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%)

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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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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
30
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
2
$57,554
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
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
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