Eaton Senior Communities 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

1997

Legal Domicile

Principal Officer

Jessica Nichols

Phone

3039373000

Tax Period

2023-10-01 to 2024-09-30

Eaton Senior Communities Inc, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $612K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $145K, a strong 24% operating margin.

Mission

To provide management and supportive services to other 501(c)(3) organizations.

Program Service Accomplishments

Program 1

Expenses: $109,552 Revenue: $465,113

For the year ended September 30, 2024 Eaton Senior Communities, Inc. provided management and supportive services and performed related functions for and on behalf of its corporate members all of...

For the year ended September 30, 2024 Eaton Senior Communities, Inc. provided management and supportive services and performed related functions for and on behalf of its corporate members all of which are existing affiliated 501(c)(3) corporations.

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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 $0

Program Service Revenue $465,113

Investment Income $146,577

Other Revenue $0

TOTAL REVENUE $611,690

Expense Breakdown

Grants Paid $24,000

Salaries & Benefits $315,737

Fundraising Expenses $64,842

Program Expenses $109,552

Other Expenses $126,544

TOTAL EXPENSES $466,281

Year-over-Year Comparison

	2023	2022	Change
Revenue	$611,690	$355,424	+0.7%
Expenses	$466,281	$413,325	+0.1%
Net Income	$145,409	$-57,901	-3.5%

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

$319,570

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Kullas	Chair	0.40	Officer Director	$0	$0	$0
Jennifer Vagher	Vice Chair	0.40	Officer Director	$0	$0	$0
Richard Wyse	Secretary/Treasurer	0.40	Officer Director	$0	$0	$0
Sandy Bowlin	Director	0.40	Director	$0	$0	$0
Ben Bryan	Director	0.40	Director	$0	$0	$0
Martin Herz	Director (Through March)	0.40	Director	$0	$0	$0
Joey Kellum	Director	0.40	Director	$0	$0	$0
Martina Kuhar	Director	0.40	Director	$0	$0	$0
Jessica Nichols	Director	0.40	Director	$0	$0	$0
Michael Gilbert	Director	0.40	Director	$0	$0	$0
Diana Delgado	President/CEO	36.90	Officer	$188,769	$15,021	$203,790
Tracy Swen	Director of Finance	4.00	Officer	$11,578	$0	$115,780

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	$611,690	$466,281	$3,051,068	$145,409
2023	$355,424	$413,325	$2,625,634	$-57,901
2022	$252,945	$1,012,020	$2,319,535	$-759,075
2021	$874,319	$1,057,682	$3,639,567	$-183,363
2020	$467,826	$303,699	$4,198,054	$164,127
2019	$370,269	$317,136	$2,991,941	$53,133
2018	$493,974	$664,525	$2,857,697	$-170,551