ESKATON FOUNDATION (EIN 680227233) - 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

1989

Legal Domicile

Principal Officer

SHERI PEIFER

Phone

9163340810

Tax Period

2024-01-01 to 2024-12-31

ESKATON FOUNDATION, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $312K, a strong 26% operating margin.

Mission

ENHANCING LIVES OF OLDER ADULTS THROUGH INNOVATIVE WELLNESS, HOUSING AND SOCIAL SERVICES.

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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 $857,414

Program Service Revenue $0

Investment Income $344,626

Other Revenue $0

TOTAL REVENUE $1,202,040

Expense Breakdown

Grants Paid $672,739

Salaries & Benefits $145,124

Fundraising Expenses $203,768

Program Expenses $672,739

Other Expenses $72,638

TOTAL EXPENSES $890,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,202,040	$1,001,745	+0.2%
Expenses	$890,501	$825,615	+0.1%
Net Income	$311,539	$176,130	+0.8%

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

$1,668,363

Total Directors

$825,245

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERI PEIFER	PRESIDENT & CEO	2.00	Officer Director	$0	$55,853	$825,245
TODD S MURCH	FORMER CEO	0.00		$0	$0	$750,000
MARK JENKINS	SVP & CFO	2.00	Officer	$0	$16,731	$494,305
THOMAS GARBERSON	GENERAL COUNSEL/SECRETARY	2.00	Officer	$0	$54,033	$348,813
LAWRENCE GARCIA	CHAIR	0.10	Director	$0	$0	$0
MAUREEN HEWITT	VICE CHAIR	0.10	Director	$0	$0	$0
GIANNA BAIK	BOARD MEMBER (AS OF 08/24)	0.10	Director	$0	$0	$0
NANCY HEFFERNAN	BOARD MEMBER	0.10	Director	$0	$0	$0
DAVID LINDEMAN	BOARD MEMBER	0.10	Director	$0	$0	$0
MARY MUNOZ	BOARD MEMBER (AS OF 11/24)	0.10	Director	$0	$0	$0
JORDAN ROSE	BOARD MEMBER	0.10	Director	$0	$0	$0
MARIANN SHELDON	BOARD MEMBER	0.10	Director	$0	$0	$0
H RAO UNNAVA	BOARD MEMBER (AS OF 05/24)	0.10	Director	$0	$0	$0
AMY YOTOPOULOS	BOARD MEMBER	0.10	Director	$0	$0	$0
PATRICIA MCFARLAND	BOARD MEMBER (THRU 11/24)	0.10	Director	$0	$0	$0
LYDIA RAMIREZ	BOARD MEMBER (THRU 04/24)	0.10	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
2024	$1,202,040	$890,501	$6,563,770	$311,539
2023	$1,001,745	$825,615	$5,874,755	$176,130
2022	$400,308	$463,425	$4,874,251	$-63,117
2021	$977,144	$151,717	$6,125,407	$825,427
2020	$377,074	$356,957	$5,450,279	$20,117
2019	$472,634	$424,560	$4,842,383	$48,074
2018	$463,971	$549,158	$4,487,181	$-85,187
2018	$463,971	$549,158	$4,487,181	$-85,187

ESKATON FOUNDATION