EASTSIDE RETIREMENT ASSOCIATION (EIN 911261904) - 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

1992

Legal Domicile

Principal Officer

AL CHAMBARD

Phone

4255568100

Tax Period

2024-01-01 to 2024-12-31

EASTSIDE RETIREMENT ASSOCIATION, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $55.4M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $15.2M, a strong 27% operating margin.

Mission

EMERALD HEIGHTS IS A LIFE PLAN RETIREMENT 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 (2024)

Revenue Breakdown

Contributions & Grants $302,382

Program Service Revenue $45,497,991

Investment Income $9,492,573

Other Revenue $151,996

TOTAL REVENUE $55,444,942

Expense Breakdown

Grants Paid $1,243,672

Salaries & Benefits $17,315,442

Fundraising Expenses $0

Program Expenses $34,262,257

Other Expenses $21,717,063

TOTAL EXPENSES $40,276,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,444,942	$47,341,332	+0.2%
Expenses	$40,276,177	$35,515,353	+0.1%
Net Income	$15,168,765	$11,825,979	+0.3%

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

423

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

$1,579,044

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DWIGHT WHITING	CHAIR	2.00	Officer Director	$0	$0	$0
DAPHNE SCHNEIDER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANNA VANHORN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID HUDSON	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN COHOE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT CRIST	DIRECTOR	1.00	Director	$0	$0	$0
JILL GUERNSEY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF JONES	DIRECTOR	1.00	Director	$0	$0	$0
GARY KING	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
DEWAYNE MCMULLIN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
LISA HARDY	PRESIDENT & CEO (THROUGH DEC 2024)	15.00	Officer	$0	$51,536	$695,453
DIANA JAMISON	CFO (THROUGH JANUARY 2024)	20.00	Officer	$0	$1,620	$107,564
KAY WALLIN VP OF MARKETING	PUBLIC RELATIONS (THROUGH JUNE 2024)	22.50	Officer	$0	$22,107	$296,069
DENISA FEDDERSON	CFO (AS OF JANUARY 2024)	15.00	Officer	$0	$12,893	$304,136
AL CHAMBARD	INTERIM CEO (AS OF NOVEMBER 2024)	15.00	Officer	$0	$0	$79,153
SANDRA COOK VP OF MARKETING	& PUBLIC RELATIONS (AS OF JULY 2024)	22.50	Officer	$0	$364	$96,669
ELIZABETH AZCONA	REGISTERED NURSE/RN	50.00	Highest	$184,683	$21,536	$206,219
JOANNE O'NEILL	CERTIFIED NURSING ASSISTANT	50.00	Highest	$147,199	$13,408	$160,607
JAMILYNN BLOODWORTH	HEALTH SERVICES ADMINISTRATOR	50.00	Highest	$165,186	$6,215	$171,401
BERNADETTE KAMARI	LICENSED PRACTICAL NURSE	50.00	Highest	$132,853	$13,289	$146,142
CHRISTOPHER SWEDISH	DIRECTOR OF FACILITIES	50.00	Highest	$150,655	$223	$150,878

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	$55,444,942	$40,276,177	$367,807,951	$15,168,765
2023	$47,341,332	$35,515,353	$351,659,108	$11,825,979
2022	$40,431,996	$31,712,035	$231,812,858	$8,719,961
2021	$37,597,342	$41,335,711	$226,847,033	$-3,738,369
2020	$38,044,645	$32,568,860	$226,332,778	$5,475,785
2019	$37,721,266	$30,566,001	$217,251,044	$7,155,265
2018	$36,551,483	$29,821,593	$199,646,779	$6,729,890

EASTSIDE RETIREMENT ASSOCIATION