ELDERWERKS EDUCATIONAL SERVICES (EIN 460916476) - 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

Legal Domicile

Principal Officer

JENNIFER PRELL

Phone

8554620100

Tax Period

2024-01-01 to 2024-12-31

ELDERWERKS EDUCATIONAL SERVICES is a small nonprofit in the Education sector that reported $972K in total revenue in fiscal year 2024.

Mission

OUR MISSION IS TO SUPPORT SENIORS AND PROFESSIONALS THROUGH EDUCATION AND SUPPORT TO HELP PREPARE THEM FOR THE AGING PROCESS. ELDERWERKS WILL ALSO PROVIDE FREE INFORMATION, REFERRALS AND GUIDANCE FOR APPROPRIATE SENIOR HOUSING OPTIONS, CARE OPTIONS AND SUPPORT SERVICES TO ENABLE THEM TO STAY HOME WELL OR TRANSITION SUCCESSFULLY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $110,500

Program Service Revenue $861,704

Investment Income $0

Other Revenue $0

TOTAL REVENUE $972,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $614,886

Fundraising Expenses $35,929

Program Expenses $887,878

Other Expenses $438,475

TOTAL EXPENSES $1,053,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$972,204	$993,936	0.0%
Expenses	$1,053,361	$1,011,672	+0.0%
Net Income	$-81,157	$-17,736	+3.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER PRELL	President	40.00	Officer Director	$0	$0	$0
GREG BARRY	Director	0.00	Director	$0	$0	$0
DINA WASMUND JOERG	Director	0.00	Director	$0	$0	$0
CAROLYN CALZAVARA	Director	0.00	Director	$0	$0	$0
MEREDITH SCHAEFER FLOWERS	Secretary	0.00	Director	$0	$0	$0
JACK ORLOV	Director	0.00	Director	$0	$0	$0
JAMES SMITH	Director	0.00	Director	$0	$0	$0
BILL COLLINGBOURNE	Director	0.00	Director	$0	$0	$0
PATRICIA SMARTO	Treasurer	0.00	Officer Director	$0	$0	$0
SUZANNE MARTINEZ	Chairman	0.00	Officer	$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	$972,204	$1,053,361	$207,655	$-81,157
2023	$993,936	$1,011,672	$245,762	$-17,736
2022	$1,121,638	$1,047,215	$336,777	$74,423
2021	$935,452	$911,839	$185,632	$23,613
2020	$719,021	$699,629	$165,733	$19,392
2019	$761,686	$714,918	$169,569	$46,768
2018	$536,719	$545,654	$104,229	$-8,935

ELDERWERKS EDUCATIONAL SERVICES