EVERYAGE (EIN 566056582) - 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

1961

Legal Domicile

Principal Officer

LEE SYRIA

Phone

8284658019

Tax Period

2023-10-01 to 2024-09-30

EVERYAGE, founded in 1961, is a mid-sized nonprofit in the Human Services sector that reported $57.3M in total revenue in fiscal year 2023. Expenses of $52.9M left a modest 8% surplus.

Mission

A CHRISTIAN MINISTRY COMMITTED TO PROVIDING VIBRANT SENIOR LIVING OPPORTUNITIES, DIVERSE PROGRAMS

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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 $419,553

Program Service Revenue $49,304,754

Investment Income $3,562,110

Other Revenue $3,994,167

TOTAL REVENUE $57,280,584

Expense Breakdown

Grants Paid $208,398

Salaries & Benefits $32,292,762

Fundraising Expenses $0

Program Expenses $37,388,399

Other Expenses $20,439,731

TOTAL EXPENSES $52,940,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,280,584	$54,908,075	+0.0%
Expenses	$52,940,891	$50,150,224	+0.1%
Net Income	$4,339,693	$4,757,851	-0.1%

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

962

Volunteers

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

$889,434

Total Directors

Key Employees

$879,868

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PARKER HOWELL	CHAIR	0.50	Officer Director	$0	$0	$0
BRAD THIE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
GREGORY ALCORN	SECRETARY	0.50	Officer Director	$0	$0	$0
JULIUS ABERNETHY	BOARD MEMBER	0.50	Director	$0	$0	$0
LARRY BOLICK	BOARD MEMBER	0.50	Director	$0	$0	$0
ANTHONY BRANCH	BOARD MEMBER	0.50	Director	$0	$0	$0
TERRI FISHER	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF GILLIAM	BOARD MEMBER	0.50	Director	$0	$0	$0
ALLEN GRAY	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHELLE HORTON	BOARD MEMBER	0.50	Director	$0	$0	$0
HUNTER MARCH	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDA MORRIS	BOARD MEMBER	0.50	Director	$0	$0	$0
SHANE SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
JODY STREET	BOARD MEMBER	0.50	Director	$0	$0	$0
CORY TOBIN	BOARD MEMBER	0.50	Director	$0	$0	$0
MARGIE WILEY	BOARD MEMBER	0.50	Director	$0	$0	$0
LEE SYRIA	PRESIDENT AND CEO	37.50	Officer	$492,511	$48,900	$541,411
SARA ABERNETHY	ASSISTANT SECRETARY	39.00	Officer	$85,242	$14,180	$99,422
TAMMY JONES	CFO	37.50	Officer	$214,891	$33,710	$248,601
AIMEE REIMANN	COO	38.00	Key Emp	$331,339	$53,160	$384,499
AMBER MCINTOSH	EXECUTIVE DIRECTOR	40.00	Key Emp	$229,054	$33,172	$262,226
DOUGLAS RUSSELL	EXECUTIVE DIRECTOR	40.00	Key Emp	$199,140	$34,003	$233,143
CATHY COOPER	CHIEF HR OFFICER	40.00	Highest	$255,414	$32,610	$288,024
MICHELLE ROSEMAN	CHIEF QUALITY & COMPLIANCE OFFICER	40.00	Highest	$236,699	$37,619	$274,318
JOHN LAREW	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$221,348	$17,479	$238,827
KIMBERLY KILDAY	CHIEF MARKETING OFFICER	40.00	Highest	$210,833	$33,336	$244,169
JOEL SHAW	VICE PRESIDENT OF FACILITIES MANAGEMENT	40.00	Highest	$186,077	$40,270	$226,347

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	$57,280,584	$52,940,891	$181,879,414	$4,339,693
2023	$54,908,075	$50,150,224	$178,618,868	$4,757,851
2022	$47,886,613	$53,123,023	$151,586,421	$-5,236,410
2021	$58,100,743	$47,437,223	$158,969,277	$10,663,520
2020	$48,870,902	$46,550,336	$147,957,912	$2,320,566
2019	$48,143,498	$47,208,418	$146,437,088	$935,080
2018	$47,678,077	$44,974,570	$144,292,548	$2,703,507

EVERYAGE