Elk Haven Foundation

Nonprofit profile at a glance

EIN
841788081
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
St Marys, PA, USA
Phone
8148372618
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$567,797
Expenses
$329,521
Assets
$17,624,050
Liabilities
$13,203

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • JUNE SORG (PRESIDENT)
  • CHARLETTE GERG (VICE PRESIDENT)

People named in this filing

  • JUNE SORG (PRESIDENT)
  • CHARLETTE GERG (VICE PRESIDENT)
  • ROBERT SCHRIEBER (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

As a non-profit organization, we will support, assist and benefit the mission and purposes of elk haven nursing home association and its operating entities through the solicitation, investment, accrual and disbursement of economic assets for the sole benefit and support of elk haven nursing home association.elk haven foundation will raise, manage and distribute funds in ways that will meet special needs and enhance the quality of living for the residents and seniors that the association serves, as well as the employees that serve the mission of the association.

What it reported doing in 2024

The elk haven foundation's goals, in support of the elk haven nursing home association's mission, include the following:1) expand community recognition of elk haven nursing home association and its operating subsidiaries and/or divisions in the markets they serve as not-for-profit organization worthy of support;2) oversee all fundraising and capital campaign activities to provide additional funds to the supported organizations. It is believed that elk haven foundation, as a public charity foundation, will have greater success in capital campaigns and fundraising activities due to the perception of individuals contributing to a foundation is more favorable than contributing to a skilled nursing facility;3) to educate and assist in the understanding of the undeniable need for additional support for the residents of silver creek terrace personal care community, including financial apd charitable care support for its residents. 4) through financial support, aide the growth of the continuing care community of elk haven nursing home association through offering more relevant services and residential living options, including:- home healthcare and outpatient therapy services- home care services, such as housekeeping, laundry, transportation services to allow seniors to age in place- meals-on-wheels type program to provide meals to at-risk seniors in the market area the association serves- expanded services to senior citizens with memory care, alzheimer's or dementia challenges- adult day care services and intergenerational day care- transportation services- other community-based services

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 93
  • Accountability: 88
  • Sustainability: 90
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 49.1%; rating input score 49
  • Program expense ratio: 84.6%; rating input score 85
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 42%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 53.48; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 28.9% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 38.3% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: -0.8% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 49.1% of revenue deployed · 84.6% of spending went to programs
  • Governance: 5 of 5 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $279K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 15 of 15 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 49/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • High — Growth: Asset growth scored 0/100.