ASSISTANCE TO THE ELDERLY INC

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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

1999

Legal Domicile

Principal Officer

ERIK WAGNER

Phone

3052672700

Tax Period

2025-01-01 to 2025-12-31

ASSISTANCE TO THE ELDERLY INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $4.4M in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 39% operating margin.

Mission

ASSISTED LIVING FACILITY - RENTAL SERVICES

Program Service Accomplishments

Program 1

Expenses: $2,646,670

SERVED OVER 500 ELDERLY/DISABLED INDIVIDUALS WITH HOUSING ASSISTANCE, ASSISTED LIVING SERVICES, AND MEDICAL SUPPLIES. FALL PREVENTION AND WELLNESS PROGRAMS OFFERED WEEKLY FOR QUALITY-OF-LIFE...

SERVED OVER 500 ELDERLY/DISABLED INDIVIDUALS WITH HOUSING ASSISTANCE, ASSISTED LIVING SERVICES, AND MEDICAL SUPPLIES. FALL PREVENTION AND WELLNESS PROGRAMS OFFERED WEEKLY FOR QUALITY-OF-LIFE IMPROVEMENT. ASSISTED THE INDIVIDUALS WITH CASE MANAGEMENT SERVICES TO CONNECT WITH RESOURCES AND BENEFITS AVAILABLE IN THE 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 (2025)

Revenue Breakdown

Contributions & Grants $695,823

Program Service Revenue $3,679,437

Investment Income $1,335

Other Revenue $44,027

TOTAL REVENUE $4,420,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,646,670

Other Expenses $2,689,045

TOTAL EXPENSES $2,689,045

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,420,622	$3,050,019	+0.4%
Expenses	$2,689,045	$2,582,957	+0.0%
Net Income	$1,731,577	$467,062	+2.7%

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

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
RANDY WEBER ESQUIRE	VICE CHAIRMA	2.00	Director	$0	$0	$0
ELBA HERNANDEZ	TRUSTEE	2.00	Director	$0	$0	$0
RUTH JIMENEZ	TRUSTEE	2.00	Director	$0	$0	$0
REGNIER JURADO	TRUSTEE	2.00	Director	$0	$0	$0
DR ATARA KANE	TRUSTEE	2.00	Director	$0	$0	$0
PAUL RAMOS	SECRETARY	2.00	Director	$0	$0	$0
ERIK WAGNER	CHAIRMAN	2.00	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
2025	$4,420,622	$2,689,045	$14,287,471	$1,731,577
2024	No data	No data	No data	No data
2023	$3,037,688	$2,329,251	$12,259,109	$708,437
2022	$1,678,205	$2,162,259	$11,546,781	$-484,054
2021	$2,041,200	$1,825,462	$12,246,829	$215,738
2020	$3,151,274	$1,997,342	$12,235,702	$1,153,932
2019	$2,551,561	$2,064,596	$11,335,226	$486,965
2018	$1,838,642	$1,916,275	$11,054,303	$-77,633