ESKATON LODGE GRANITE BAY

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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

1998

Legal Domicile

Principal Officer

SHERI PEIFER

Phone

9163340810

Tax Period

2023-01-01 to 2023-12-31

ESKATON LODGE GRANITE BAY, founded in 1998, is a community nonprofit in the Human Services sector that reported $8.0M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE PRIMARY MISSION IS TO ENHANCE THE LIVES OF OLDER ADULTS THROUGH INNOVATIVE WELLNESS, HOUSING AND SOCIAL SERVICES.

Program Service Accomplishments

Program 1

Expenses: $6,238,338 Revenue: $8,016,842

ESKATON LODGE GRANITE BAY IS AN ASSISTED LIVING COMMUNITY THAT PROVIDES RESIDENTS NEEDED ASSISTANCE WHILE PROTECTING THEIR DESIRE FOR PRIVACY, DIGNITY, AND INDEPENDENCE. RESIDENTS MAY ENLIST THE...

ESKATON LODGE GRANITE BAY IS AN ASSISTED LIVING COMMUNITY THAT PROVIDES RESIDENTS NEEDED ASSISTANCE WHILE PROTECTING THEIR DESIRE FOR PRIVACY, DIGNITY, AND INDEPENDENCE. RESIDENTS MAY ENLIST THE SERVICES OF STAFF FOR SHOWERING, DRESSING, GROOMING, AND MEDICATION MANAGEMENT. ADDITIONALLY, ASSISTED LIVING RESIDENTS HAVE ACCESS TO AN IN-HOUSE PHYSICIAN, AND A FULL RANGE OF RECREATIONAL ACTIVITIES THAT MAY INCLUDE GARDENING, ARTS & CRAFT PROJECTS, CURRENT EVENTS DISCUSSIONS, AND EXERCISE. ESKATON LODGE GRANITE BAY OPERATING STATISTICS - RESIDENT DAYS: 34,210.PLEASE VISIT WWW.ESKATON.ORG FOR THE ESKATON ANNUAL REPORT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,016,842

Investment Income $3,908

Other Revenue $0

TOTAL REVENUE $8,020,750

Expense Breakdown

Grants Paid $713,305

Salaries & Benefits $3,441,457

Fundraising Expenses $0

Program Expenses $6,238,338

Other Expenses $3,821,430

TOTAL EXPENSES $7,976,192

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,020,750	$7,230,206	+0.1%
Expenses	$7,976,192	$7,268,875	+0.1%
Net Income	$44,558	$-38,669	-2.2%

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

114

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

$3,259,020

Total Directors

$2,486,657

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD S MURCH	CEO (THRU 09/23)	2.00	Officer Director	$0	$44,410	$1,857,341
SHERI PEIFER - PRESIDENT CEO	(AS OF 09/23)/SECRETARY (THRU 09/23)	2.00	Officer Director	$0	$50,736	$629,316
LAWRENCE GARCIA - CHAIR AS	OF 05/23)/VICE CHAIR (THRU 05/23)	0.10	Director	$0	$0	$0
MAUREEN HEWITT	VICE CHAIR (AS OF 05/23)	0.10	Director	$0	$0	$0
NANCY HEFFERNAN	BOARD MEMBER	0.10	Director	$0	$0	$0
DAVID LINDEMAN	BOARD MEMBER	0.10	Director	$0	$0	$0
PATRICIA MCFARLAND	CHAIR (THRU 05/23)/BOARD MEMBER	0.10	Director	$0	$0	$0
LYDIA RAMIREZ	BOARD MEMBER (AS OF 03/23)	0.10	Director	$0	$0	$0
JORDAN ROSE	BOARD MEMBER	0.10	Director	$0	$0	$0
MARIANN SHELDON	BOARD MEMBER	0.10	Director	$0	$0	$0
AMY YOTOPOULOS	BOARD MEMBER	0.10	Director	$0	$0	$0
MARK JENKINS	SVP & CFO	2.00	Officer	$0	$19,910	$449,762
THOMAS GARBERSON - GENERAL	COUNSEL/SECRETARY (AS OF 09/23)	2.00	Officer	$0	$41,721	$322,601
PAMELA DALLAS	RESIDENTIAL LIVING ADVISOR	40.00	Highest	$153,467	$17,335	$170,802

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
2024	No data	No data	No data	No data
2023	$8,020,750	$7,976,192	$10,916,022	$44,558
2022	$7,230,206	$7,268,875	$11,289,232	$-38,669
2021	$6,163,042	$6,869,704	$11,301,407	$-706,662
2020	$6,611,317	$8,761,830	$12,307,668	$-2,150,513
2019	$6,791,026	$5,783,082	$14,664,698	$1,007,944
2018	$6,417,164	$5,761,092	$13,476,252	$656,072