Elderwise (EIN 911809539) - 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

1997

Legal Domicile

Principal Officer

Annie Koziol

Phone

2069131757

Tax Period

2025-01-01 to 2025-12-31

Elderwise, founded in 1997, is a small nonprofit in the Human Services sector that reported $306K in total revenue in fiscal year 2025. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $276K left a modest 10% surplus.

Mission

Our mission is to enrich the lives of caregivers and adults living with dementia through teaching and demonstrating the Elderwise philosophy and practice of Spirit-Centered Care.

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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 (2025)

Revenue Breakdown

Contributions & Grants $149,154

Program Service Revenue $157,596

Investment Income $7

Other Revenue $-445

TOTAL REVENUE $306,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,664

Fundraising Expenses $30,168

Program Expenses $204,691

Other Expenses $56,484

TOTAL EXPENSES $275,736

Year-over-Year Comparison

	2025	2024	Change
Revenue	$306,312	$212,965	+0.4%
Expenses	$275,736	$197,745	+0.4%
Net Income	$30,576	$15,220	+1.0%

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

$59,472

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aninie Koziol	Executive Director	40	Officer	$59,472	$0	$59,472
Richard Moxon	Board Chair	3	Officer Director	$0	$0	$0
Cal Dobrzynski	Secretary	3	Officer Director	$0	$0	$0
Steve Neville	Director	1	Director	$0	$0	$0
Anthony Barr Jeffrey	Director	1	Director	$0	$0	$0
Shanta Sabersky	Director	1	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
2025	$306,312	$275,736	$73,335	$30,576
2024	$212,965	$197,745	$54,472	$15,220

Elderwise