Elders in Action (EIN 931168567) - 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

1994

Legal Domicile

Principal Officer

ROBERT GASSNER

Phone

5032237770

Tax Period

2018-07-01 to 2019-06-30

Elders in Action, founded in 1994, is a small nonprofit that reported $346K in total revenue in fiscal year 2018. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $686K exceeded revenue, resulting in a 98% operating deficit.

Mission

WE PROMOTE THE HEALTH, RESILIENCE AND VIBRANCY OF OUR COMMUNITY BY ADVOCATING FOR, EDUCATING, AND SERVING OLDER ADULTS THROUGH VOLUNTEER ENGAGEMENT.

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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 (2018)

Revenue Breakdown

Contributions & Grants $153,000

Program Service Revenue $166,682

Investment Income $1,025

Other Revenue $25,094

TOTAL REVENUE $345,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $468,909

Fundraising Expenses $65,140

Program Expenses $437,370

Other Expenses $216,829

TOTAL EXPENSES $685,738

Year-over-Year Comparison

	2018	2017	Change
Revenue	$345,801	$566,912	-0.4%
Expenses	$685,738	$664,570	+0.0%
Net Income	$-339,937	$-97,658	+2.5%

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

135

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

$81,965

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT GASSNER	President	2.00	Officer Director	$0	$0	$0
KRISTEN MCCALL	Vice President	2.00	Officer Director	$0	$0	$0
STEVEN CLARK	Treasurer	2.00	Officer Director	$0	$0	$0
SARAH PRATHER	Secretary	2.00	Officer Director	$0	$0	$0
TOM DANIELS	BOARD MEMBER	2.00	Director	$0	$0	$0
CHERYLL BROUNSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
WILL FULLER	BOARD MEMBER	2.00	Director	$0	$0	$0
J HOOTMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GRACE ISHIDA	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK O LOVELESS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOAQUIN PASTOR	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA BERNSTEIN END 22019	Executive Dir.	40.00	Officer	$70,804	$11,161	$81,965
JANI IVERSON START 32019	Executive Dir.	40.00	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
2019	$345,801	$685,738	$244,724	$-339,937
2018	$566,912	$664,570	$623,901	$-97,658

Elders in Action