ABE'S GARDEN (EIN 061818302) - 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

2007

Legal Domicile

Principal Officer

MICHAEL SHMERLING

Phone

6159973030

Tax Period

2024-01-01 to 2024-12-31

ABE'S GARDEN, founded in 2007, is a mid-sized nonprofit in the Housing & Shelter sector that reported $18.9M in total revenue in fiscal year 2024. The organization ran a surplus of $3.7M, a strong 19% operating margin.

Mission

A REPLICABLE MODEL FOR SENIOR LIFE THAT IS FOCUSED ON BRAIN HEALTH, WELLNESS AND PURPOSEFUL LIVING

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,734,723

Program Service Revenue $14,818,985

Investment Income $373,944

Other Revenue $11,250

TOTAL REVENUE $18,938,902

Expense Breakdown

Grants Paid $155,778

Salaries & Benefits $10,302,426

Fundraising Expenses $541,826

Program Expenses $12,271,170

Other Expenses $4,821,867

TOTAL EXPENSES $15,280,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,938,902	$17,638,983	+0.1%
Expenses	$15,280,071	$13,760,313	+0.1%
Net Income	$3,658,831	$3,878,670	-0.1%

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

374

Volunteers

500

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

$658,562

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SHMERLING	CHAIRMAN	20.00	Officer Director	$0	$0	$0
DONALD HOLMES	VICE CHAIRMAN	10.00	Officer Director	$0	$0	$0
SUSAN FOXMAN	SECRETARY	6.00	Officer Director	$0	$0	$0
PHILLIP BILLINGTON	TREASURER	3.00	Officer Director	$0	$0	$0
BILL PURCELL	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA WYNN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SHMERLING	DIRECTOR	1.00	Director	$0	$0	$0
KATIE CRUMBO	DIRECTOR	1.00	Director	$0	$0	$0
RYAN MOSES	DIRECTOR	1.00	Director	$0	$0	$0
KIM CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HASSENFELD	DIRECTOR	1.00	Director	$0	$0	$0
BERNARD A PARGH	DIRECTOR	1.00	Director	$0	$0	$0
SAURABH SINHA	DIRECTOR	1.00	Director	$0	$0	$0
ABBY TROTTER	DIRECTOR	1.00	Director	$0	$0	$0
MINA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BURNS	DIRECTOR	1.00	Director	$0	$0	$0
RON CORBIN	DIRECTOR	1.00	Director	$0	$0	$0
MARY KATE MOUSER	DIRECTOR	1.00	Director	$0	$0	$0
SUSANNAH DWYER	CEO	40.00	Officer	$355,388	$15,897	$371,285
CHRIS COELHO	COO	40.00	Officer	$165,062	$2,300	$167,362
BOB HIMES	SEN DIR OF FINANCE	40.00	Officer	$107,472	$12,443	$119,915
AMANDA HANSEN	SENIOR DIRECTOR OF DEVELOPMENT	40.00	Highest	$119,464	$707	$120,171
MARYBETH WATSON	SENIOR DIRECTOR OF HEARTHSTONE INSTITUTE	40.00	Highest	$153,146	$18,844	$171,990
DONNA FINTO-BURKS	SEN DIR OF CLINICAL CARE	40.00	Highest	$139,845	$12,396	$152,241
ANGELA FARMER	SEN DIR OF HUMAN RESOURCES	40.00	Highest	$122,659	$12,789	$135,448
JUDY GIVEN	DIR OF CAMPUS DEVELOPMENT	40.00	Highest	$113,251	$8,218	$121,469

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	$18,938,902	$15,280,071	$50,403,705	$3,658,831
2023	$17,638,983	$13,760,313	$46,322,647	$3,878,670
2022	$19,031,026	$11,414,363	$43,392,872	$7,616,663
2021	$14,527,368	$10,823,400	$36,175,841	$3,703,968
2020	$11,631,339	$11,519,701	$34,482,133	$111,638
2019	$11,111,126	$11,738,011	$34,850,599	$-626,885
2018	$11,038,615	$10,863,256	$34,615,664	$175,359

ABE'S GARDEN