ST MARY'S HIGHLAND HILLS INC

EIN: 020576648 501(c)(3) Religion

ATHENS, GA

Total Revenue
$7,614,526
Total Expenses
$6,100,126
Total Assets
$7,235,035
Net Assets
$5,267,494
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
GA
Principal Officer
DANIEL DRAKE
Phone
7063893939
Tax Period
2024-07-01 to 2025-06-30

ST MARY'S HIGHLAND HILLS INC, founded in 2002, is a community nonprofit in the Religion sector that reported $7.6M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 20% operating margin.

Mission

TO PROVIDE INDEPENDENT AND ASSISTED LIVING FACILITIES TO SENIORS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,366,695
Investment Income $1,205,897
Other Revenue $41,934
TOTAL REVENUE $7,614,526

Expense Breakdown

Grants Paid $250
Salaries & Benefits $3,780,693
Fundraising Expenses $0
Program Expenses $5,317,395
Other Expenses $2,319,183
TOTAL EXPENSES $6,100,126

Year-over-Year Comparison

2024 2023 Change
Revenue $7,614,526 $6,307,629 +0.2%
Expenses $6,100,126 $6,042,163 +0.0%
Net Income $1,514,400 $265,466 +4.7%
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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Governance

Voting Members
11
Independent Members
8
Employees
N/A
Volunteers
16

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
6
$4,128,514
Total Directors
11
$2,054,819
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
D MONTEZ CARTER FORMER OFFICER; TH OF NE PRES & CEO 0.00
$0 $281,062 $1,659,446
MICHAEL GUSHO TREAS THR 12/24; CFO SVC AREA SOUTH 1.00
Officer
$0 $52,646 $1,079,883
DAVID SPIVEY FORMER OFFICER 0.00
$0 $387,968 $1,044,731
DANIEL DRAKE DIRECTOR, PRESIDENT & CEO AS OF 1/25 1.00
Officer Director
$0 $49,465 $1,010,454
STONISH PIERCE DIRECTOR, PRESIDENT AND CEO THR 1/25 1.00
Officer Director
$0 $192,627 $994,277
MARCUS BOWENS TREAS AT 1/25; CFO CONTINUING CARE 1.00
Officer
$0 $111,392 $726,523
JANICE DUNN FORMER OFFICER 0.00
$0 $68,504 $479,802
ELIZABETH SCHOEN SECRETARY 1.00
Officer
$0 $50,188 $317,377
AMANDA HASLETT DIRECTOR OF NURSING 40.00
Highest
$146,123 $40,692 $186,815
KEVIN YORK LPN DEMENTIA UNIT 40.00
Highest
$130,365 $14,929 $145,294
COURTNEY HANEY DIRECTOR OF ANCILLARY SUPPLIES 40.00
Highest
$103,072 $36,961 $140,033
TARRA MOSS LPN DEMENTIA UNIT 40.00
Highest
$117,832 $19,532 $137,364
ELIZABETH HERNANDEZ DIR; MKTG COORD/RESIDENT LIAISON 40.00
Director
$39,437 $10,651 $50,088
ERIC FLETCHER DIRECTOR; CHAIR 1.00
Officer Director
$0 $0 $0
HC BARFIELD DIRECTOR 1.00
Director
$0 $0 $0
COLEMAN BENKO DIRECTOR 1.00
Director
$0 $0 $0
ROBIN LACRIMOSA DIRECTOR 1.00
Director
$0 $0 $0
KIMBERLY LIEBOWITZ DIRECTOR 1.00
Director
$0 $0 $0
H MCCORD SMITH MD DIRECTOR 1.00
Director
$0 $0 $0
DESSA MORRIS DIRECTOR 1.00
Director
$0 $0 $0
BRENDA STEELE DIRECTOR 1.00
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 $7,614,526 $6,100,126 $7,235,035 $1,514,400
2024 No data No data No data No data
2023 $6,109,629 $5,641,619 $9,368,109 $468,010
2022 $5,741,111 $5,398,216 $9,736,784 $342,895
2021 $5,487,043 $5,380,546 $10,415,117 $106,497
2020 $5,564,454 $5,141,804 $9,791,470 $422,650
2019 $5,417,094 $4,924,517 $10,262,665 $492,577
2018 $5,211,943 $4,806,621 $10,133,720 $405,322
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