EDENWALD RESIDENTS ASSOCIATION (EIN 521514950) - 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

1986

Legal Domicile

Principal Officer

Robert Ash

Phone

4103396291

Tax Period

2024-07-01 to 2025-06-30

EDENWALD RESIDENTS ASSOCIATION, founded in 1986, is a small nonprofit that reported $199K in total revenue in fiscal year 2024. Expenses of $193K left a modest 3% surplus.

Mission

Foster programs which will increase the care and services offered to the residents of Edenwald Senior Living, a Continuing Care Retirement Community

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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 $120,541

Program Service Revenue $6,397

Investment Income $16,939

Other Revenue $55,622

TOTAL REVENUE $199,499

Expense Breakdown

Grants Paid $139,696

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,656

Other Expenses $52,960

TOTAL EXPENSES $192,656

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,499	$185,669	+0.1%
Expenses	$192,656	$185,343	+0.0%
Net Income	$6,843	$326	+20.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Floyd Herman	President	20	Officer	$0	$0	$0
Hanora Bird	Vice President	16	Officer	$0	$0	$0
Harold Kay	Secretary	16	Officer	$0	$0	$0
Ann Dahl	Assistant Secretary	16	Officer	$0	$0	$0
Stephen Painter	Assistant Treasurer	16	Officer	$0	$0	$0
Robert Ash	Treasurer	16	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
2025	$199,499	$192,656	$337,266	$6,843
2024	$185,669	$185,343	$330,423	$326
2023	$197,365	$194,894	$330,097	$2,471
2022	$172,005	$144,919	$327,626	$27,086

EDENWALD RESIDENTS ASSOCIATION