EPISCOPAL RETIREMENT COMMUNITIES (EIN 911094735) - 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

1960

Legal Domicile

Principal Officer

BEVERLY MAINE

Phone

3603770113

Tax Period

2023-01-01 to 2023-12-31

EPISCOPAL RETIREMENT COMMUNITIES, founded in 1960, is a community nonprofit in the Housing & Shelter sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 8% surplus.

Mission

ERC IS A NON-PROFIT THAT SERVES COMMUNITIES BY PROVIDING QUALITY SERVICES AND HOUSING TO OLDER ADULTS.

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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 $11,923

Program Service Revenue $2,368,023

Investment Income $31,446

Other Revenue $98,749

TOTAL REVENUE $2,510,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,213,793

Fundraising Expenses $0

Program Expenses $1,834,926

Other Expenses $1,093,023

TOTAL EXPENSES $2,306,816

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,510,141	$2,246,629	+0.1%
Expenses	$2,306,816	$2,070,907	+0.1%
Net Income	$203,325	$175,722	+0.2%

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

$218,343

Total Directors

$218,343

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE ROBERTSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DEBRA THOMPSON	MEMBER	2.00	Director	$0	$0	$0
CHARLA CONNER	SECRETARY	2.00	Officer Director	$0	$0	$0
JONATHAN GREEN	DIRECTOR	2.00	Director	$0	$0	$0
BEVERLY MAINE	CEO/PRESIDENT	40.00	Officer Director	$172,848	$45,495	$218,343
THE MOST REV MELISSA SKELTON	EX OFFICIO	2.00	Director	$0	$0	$0
COLLUM LISKA	CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTI MCCARREN	NON-VOTING	2.00	Director	$0	$0	$0
MICHAEL SEDWICK	TREASURER	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
2024	No data	No data	No data	No data
2023	$2,510,141	$2,306,816	$4,247,115	$203,325
2022	$2,246,629	$2,070,907	$4,285,182	$175,722
2021	$2,436,249	$2,167,595	$4,489,756	$268,654
2020	$2,292,438	$2,060,112	$4,724,806	$232,326
2019	$2,198,337	$1,957,030	$4,420,560	$241,307
2018	$2,051,307	$1,830,497	$4,471,427	$220,810

EPISCOPAL RETIREMENT COMMUNITIES