Elders in Action

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

Program Service Accomplishments

Program 1

Expenses: $214,311 Revenue: $163,067

PERSONAL ADVOCATE PROGRAM - OUR PERSONAL ADVOCATE PROGRAM MATCHES TRAINED VOLUNTEERS WITH OLDER ADULTS, AGE 60+, TO HELP THEM SOLVE PROBLEMS THAT JEOPARDIZE THEIR HEALTH, WELL-BEING AND ABILITY TO...

PERSONAL ADVOCATE PROGRAM - OUR PERSONAL ADVOCATE PROGRAM MATCHES TRAINED VOLUNTEERS WITH OLDER ADULTS, AGE 60+, TO HELP THEM SOLVE PROBLEMS THAT JEOPARDIZE THEIR HEALTH, WELL-BEING AND ABILITY TO LIVE INDEPENDENTLY. OUR INFORMATION AND REFERRAL LINE PROVIDES OLDER ADULTS WITH A PERSONAL AND FRIENDLY POINT OF CONTACT AS WELL AS THOROUGHLY RESEARCHED REFERRALS CONNECTING THEM TO RESOURCES IN THE COMMUNITY.

Program 2

Expenses: $96,221 Revenue: $3,615

VOLUNTEER ENGAGEMENT - THE MISSION OF ELDERS IN ACTION IS ACCOMPLISHED THROUGH VOLUNTEER ENGAGEMENT AND SERVICE. ELDERS IN ACTION HAS A SUCCESSFUL SYSTEM FOR RECRUITING, TRAINING, SUPPORTING, AND...

VOLUNTEER ENGAGEMENT - THE MISSION OF ELDERS IN ACTION IS ACCOMPLISHED THROUGH VOLUNTEER ENGAGEMENT AND SERVICE. ELDERS IN ACTION HAS A SUCCESSFUL SYSTEM FOR RECRUITING, TRAINING, SUPPORTING, AND DEPLOYING VOLUNTEERS IN THE COMMUNITY. ELDERS IN ACTION CONNECTS THOSE WHO NEED HELP WITH THOSE WITH TIME, PASSION, AND EXPERIENCE WHO WANT TO BE OF SERVICE TO THEIR COMMUNITY. WE TRAIN OUR VOLUNTEERS TO BECOME RESOURCE SPECIALISTS, FRIENDLY VISITORS, AND ADVOCATES FOR OLDER ADULTS IN NEED. OUR VOLUNTEERS ALSO ADVOCATE FOR AGE-FRIENDLY POLICIES, TO CREATE COMMUNITIES IN WHICH WE CAN ALL AGE IN PLACE WITH PURPOSE, SAFELY, AND DIGNITY.

Program 3

Expenses: $78,727

EDUCATION AND OUTREACH - THIS PROGRAM TRAINS VOLUNTEERS TO EDUCATE THE COMMUNITY ON TOPICS OF CONCERN TO OLDER ADULTS SUCH AS: BECOMING EMPOWERED CONSUMERS, FRAUD AWARENESS AND PREVENTION, HOW TO...

EDUCATION AND OUTREACH - THIS PROGRAM TRAINS VOLUNTEERS TO EDUCATE THE COMMUNITY ON TOPICS OF CONCERN TO OLDER ADULTS SUCH AS: BECOMING EMPOWERED CONSUMERS, FRAUD AWARENESS AND PREVENTION, HOW TO IMPROVE THEIR HOME SAFETY, FALL PREVENTION AND MASTERY OF AGING WELL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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