EDGEWOOD SENIOR SOLUTIONS GROUP INC (EIN 824269225) - 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

2017

Legal Domicile

Principal Officer

MARLENE ROTERING

Phone

9787254106

Tax Period

2023-01-01 to 2023-12-31

EDGEWOOD SENIOR SOLUTIONS GROUP INC, founded in 2017, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 15% surplus.

Mission

THE ORGANIZATION IS A SUPPORTING ORGANIZATION CREATED TO SUPPORT EDGEWOOD RETIREMENT COMMUNITY & THE BALDWIN SENIOR LIVING.

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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 $283,395

Program Service Revenue $1,623,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,906,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,083,175

Fundraising Expenses $0

Program Expenses $457,439

Other Expenses $543,685

TOTAL EXPENSES $1,626,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,906,395	$1,584,020	+0.2%
Expenses	$1,626,860	$1,554,543	+0.0%
Net Income	$279,535	$29,477	+8.5%

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

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

$1,004,190

Total Directors

$1,004,190

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLENE ROTERING	PRESIDENT/CEO	2.00	Officer Director	$581,567	$63,582	$645,149
JANE SULLIVAN	CFO	1.00	Officer Director	$324,907	$34,134	$359,041
MICHAEL W HAWKINS	CHAIR	1.00	Officer Director	$0	$0	$0
DONALD P PICCIRILLO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CAMILLE MIRAGLIOTTA DALY ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL TULE	TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS SMITH	TRUSTEE (AS OF 6/23)	1.00	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
2024	No data	No data	No data	No data
2023	$1,906,395	$1,626,860	$30,299	$279,535
2022	$1,584,020	$1,554,543	$39,690	$29,477
2021	$1,609,645	$1,617,590	$3,534,707	$-7,945
2020	No data	$83,721	No data	No data
2019	No data	$549,485	No data	No data

EDGEWOOD SENIOR SOLUTIONS GROUP INC