EPISCOPAL RETIREMENT COMMUNITIES FOUNDATION (EIN 912131903) - 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

2001

Legal Domicile

Principal Officer

Beverly Maine

Phone

3604792883

Tax Period

2020-01-01 to 2020-12-31

EPISCOPAL RETIREMENT COMMUNITIES FOUNDATION, founded in 2001, is a small nonprofit in the Health Care sector that reported $217K in total revenue in fiscal year 2020. Revenue surged 205% from the prior year, signaling strong growth momentum. The organization ran a surplus of $216K, a strong 100% operating margin.

Mission

The Episcopal Retirement Communities Foundation is a 501c3 organization operating in tandem with Episcopal Retirement Communities (ERC), and is committed to the long term care and support of moderate to low-income senior citizens in the Pacific Northwest. The Foundation was created in 2002 after careful consideration by the ERC Board of its ability to meet the financial needs of its communities, and to provide the means to take advantage of potential growth opportunity.

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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 (2020)

Revenue Breakdown

Contributions & Grants $215,622

Program Service Revenue $0

Investment Income $320

Other Revenue $567

TOTAL REVENUE $216,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50

Other Expenses $50

TOTAL EXPENSES $50

Year-over-Year Comparison

	2020	2019	Change
Revenue	$216,509	$71,050	+2.0%
Expenses	$50	$59	-0.2%
Net Income	$216,459	$70,991	+2.0%

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

N/A

Volunteers

N/A

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

$191,427

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beverly Maine	CEO/President	0.1	Officer	$0	$31,992	$191,427
Collum Liska	Chairman	0.1	Officer	$0	$0	$0
Debra Thompson	Secretary/Treasurer	0.1	Officer	$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
2020	$216,509	$50	$185,306	$216,459

EPISCOPAL RETIREMENT COMMUNITIES FOUNDATION