ELDERSERV (EIN 931092457) - 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

Ellen Bailey

Phone

5033973783

Tax Period

2024-07-01 to 2025-06-30

ELDERSERV, founded in 1992, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2024.

Mission

Elderserv, Inc. exists to enrich the lives and dignity of elders and to help meet the needs of seniors for affordable and appropriate high quality housing in Columbia County.

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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 $0

Program Service Revenue $1,868,605

Investment Income $8,131

Other Revenue $0

TOTAL REVENUE $1,876,736

Expense Breakdown

Grants Paid $825

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,756,940

Other Expenses $1,876,615

TOTAL EXPENSES $1,877,440

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,876,736	$1,892,921	0.0%
Expenses	$1,877,440	$1,898,332	0.0%
Net Income	$-704	$-5,411	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Debra Elliott	President	2.00	Officer Director	$0	$0	$0
Karen Russell	1st VP	1.00	Officer Director	$0	$0	$0
Ellen Bailey	Treasurer	4.00	Officer Director	$0	$0	$0
Tim Rotter	Sgt at Arms	1.00	Officer Director	$0	$0	$0
Laurie Hallaian	2nd VP	1.00	Officer Director	$0	$0	$0
Kathy Tinkle	Board Member	1.00	Director	$0	$0	$0
Margaret Ryan	Secretary	1.00	Officer Director	$0	$0	$0
Connie Anderson	Board Member	1.00	Director	$0	$0	$0
Rene Leland	Pres Elect	2.00	Officer 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	$1,876,736	$1,877,440	$1,104,631	$-704
2024	$1,892,921	$1,898,332	$1,153,015	$-5,411
2023	$1,887,187	$2,054,903	$1,238,862	$-167,716
2022	$1,463,597	$1,774,979	$1,466,986	$-311,382
2021	$1,370,856	$1,398,758	$1,767,556	$-27,902
2020	$1,559,669	$1,591,547	$1,854,292	$-31,878
2019	$1,608,499	$1,477,367	$1,846,742	$131,132

ELDERSERV