ELDER SERVICES INC (EIN 421146533) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

SOFIA MEHAFFEY

Phone

3193380515

Tax Period

2017-07-01 to 2018-06-30

ELDER SERVICES INC, founded in 1980, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2017. Revenue decreased 15% compared to the prior year. Expenses of $1.0M left a modest 4% surplus.

Mission

TO ASSIST PERSONS AGE 60 AND OVER TO STAY ACTIVE, INDEPENDENT AND SAFE IN THEIR OWN HOMES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $409,241

Program Service Revenue $627,700

Investment Income $146

Other Revenue $21,155

TOTAL REVENUE $1,058,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $476,809

Fundraising Expenses $20,033

Program Expenses $844,013

Other Expenses $543,774

TOTAL EXPENSES $1,020,583

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,058,242	$1,250,060	-0.2%
Expenses	$1,020,583	$1,382,676	-0.3%
Net Income	$37,659	$-132,616	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

450

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

$67,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM SCHILLIG	DIRECTOR & PRESIDENT	3.00	Officer Director	$0	$0	$0
MONICA HAYES	DIRECTOR & VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GERALD KUHL	DIRECTOR & TREASURER	3.00	Officer Director	$0	$0	$0
ADAM CONZEMIUS	DIRECTOR & SECRETARY	2.00	Officer Director	$0	$0	$0
BRET NILLES	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH CAMPANELLI	DIRECTOR	0.50	Director	$0	$0	$0
NICK VINER	DIRECTOR	0.50	Director	$0	$0	$0
PAT HEIDEN	DIRECTOR	0.50	Director	$0	$0	$0
PEG MOSES	DIRECTOR	0.50	Director	$0	$0	$0
DEVON INMAN	EXCUTIVE DIRECTOR	40.00	Officer	$67,500	$0	$67,500

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
2018	$1,058,242	$1,020,583	$320,028	$37,659

ELDER SERVICES INC