SOUTH COUNTY HOME HEALTH (EIN 056033975) - 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

1967

Legal Domicile

Principal Officer

AARON S ROBINSON

Phone

4017882000

Tax Period

2023-10-01 to 2024-09-30

SOUTH COUNTY HOME HEALTH, founded in 1967, is a mid-sized nonprofit in the Human Services sector that reported $10.8M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

TO PROVIDE HEALTHCARE AND SUPPORT SERVICES TO MEMBERS OF THE COMMUNITY.

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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 $128,623

Program Service Revenue $10,668,100

Investment Income $37,562

Other Revenue $12,898

TOTAL REVENUE $10,847,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,577,975

Fundraising Expenses $0

Program Expenses $8,220,107

Other Expenses $2,132,543

TOTAL EXPENSES $11,710,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,847,183	$12,251,865	-0.1%
Expenses	$11,710,518	$12,513,362	-0.1%
Net Income	$-863,335	$-261,497	+2.3%

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

128

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

$1,419,408

Total Directors

$348,742

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER JALBERT	VP OF MED STAFF (THRU 9/24)	1.00	Director	$0	$30,064	$348,742
ROBERT BIERWIRTH MD	PRESIDENT OF MED STAFF	1.00	Director	$0	$0	$0
JOSEPH MATTHEWS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAMES FARRELL	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
BETTY RAMBUR PHD RN	TREASURER	1.00	Officer Director	$0	$0	$0
NOAH BENEDICT	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDRA COLETTA	TRUSTEE (THRU 4/24)	1.00	Director	$0	$0	$0
ROBERT DYER MD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN H HOWLAND	TRUSTEE	1.00	Director	$0	$0	$0
ROGEAN MAKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
JASON MARSHALL	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MCCAFFREY	TRUSTEE (AS OF 4/24)	1.00	Director	$0	$0	$0
ERIC NORBERG	TRUSTEE	1.00	Director	$0	$0	$0
AUSTIN C SMITH	TRUSTEE	1.00	Director	$0	$0	$0
VICTORIA WICKS	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA WOLFE	TRUSTEE	1.00	Director	$0	$0	$0
AARON S ROBINSON	PRESIDENT AND CEO	1.00	Officer	$0	$50,078	$914,296
THOMAS J BREEN	VP AND CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$46,320	$505,112
KRISTEN RUTKEVICZ	TRAVEL NURSE	40.00	Highest	$144,668	$0	$144,668
ANDREW MIKKELSEN	PT/PTA CASE MANAGER	40.00	Highest	$112,607	$20,007	$132,614
PATRICIA GRIMES	OCCUPATIONAL THERAPIST	40.00	Highest	$112,180	$5,533	$117,713
DIANE MACKSOUD	PT/PTA CASE MANAGER	40.00	Highest	$108,051	$10,639	$118,690
RAYMOND CARROLL III	PT/PTA CASE MANAGER	40.00	Highest	$105,569	$11,783	$117,352
AARON WEISBORD MD	FORMER TRUSTEE	0.00		$0	$49,499	$496,123
SALVATORE ABBRUZZESE JR	FORMER PRESIDENT MED STAFF	0.00		$0	$0	$121,676

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	$10,847,183	$11,710,518	$6,995,301	$-863,335
2023	$12,251,865	$12,513,362	$7,575,983	$-261,497
2022	$13,070,068	$12,938,885	$6,457,839	$131,183
2021	$12,311,901	$11,646,521	$7,125,094	$665,380
2020	$11,572,407	$10,871,438	$6,017,515	$700,969
2019	$11,491,373	$11,749,920	$5,130,371	$-258,547
2018	$12,075,896	$11,861,340	$5,321,985	$214,556

SOUTH COUNTY HOME HEALTH