PRESBYTERIAN HOMES FOUNDATION INC (EIN 133348349) - 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

1985

Legal Domicile

Principal Officer

JEREMY RUTTER

Phone

3157977500

Tax Period

2023-01-01 to 2023-12-31

PRESBYTERIAN HOMES FOUNDATION INC, founded in 1985, is a small nonprofit that reported $221K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 70% operating margin.

Mission

THE ORGANIZATION SPONSORS PROGRAMS IN THE FIELD OF AGING AND ASSISTS QUALIFIED 501(C)(3) ORGANIZATIONS BY GRANTING FUNDS TO THEM TO BE USED FOR PROGRAMS DESIGNED TO AID THE ELDERLY IN THE CENTRAL NEW YORK REGION.

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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 $119,851

Program Service Revenue $0

Investment Income $47,250

Other Revenue $54,120

TOTAL REVENUE $221,221

Expense Breakdown

Grants Paid $31,208

Salaries & Benefits $0

Fundraising Expenses $142

Program Expenses $31,208

Other Expenses $34,190

TOTAL EXPENSES $65,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,221	$166,465	+0.3%
Expenses	$65,398	$58,503	+0.1%
Net Income	$155,823	$107,962	+0.4%

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

N/A

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

$391,686

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN CARUSO	SECRETARY	0.20	Officer Director	$0	$0	$0
JOHN COLLIS	DIRECTOR	0.20	Director	$0	$0	$0
DEAN KELLY	DIRECTOR	0.20	Director	$0	$0	$0
EDDIE BLUFF	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
JEFFREY KANE	PRESIDENT	0.20	Officer Director	$0	$0	$0
ROBERT GOERING	DIRECTOR	0.20	Director	$0	$0	$0
MATTHEW GROVE	DIRECTOR	0.20	Director	$0	$0	$0
CAROL JUBENVILLE	DIRECTOR	0.20	Director	$0	$0	$0
GREGORY MAY	TREASURER	0.20	Officer Director	$0	$0	$0
DEBORAH WELKER-MILLS	DIRECTOR	0.20	Director	$0	$0	$0
THOMAS LORENZ	DIRECTOR	0.20	Director	$0	$0	$0
ANNE CONNOR	CFO	1.00	Officer	$0	$11,893	$136,292
JEREMY RUTTER	CEO	1.00	Officer	$0	$14,262	$255,394

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	$221,221	$65,398	$2,537,045	$155,823
2022	$166,465	$58,503	$2,469,518	$107,962
2021	$413,260	$70,700	$2,872,037	$342,560
2020	$362,531	$309,015	$2,524,154	$53,516
2019	$758,040	$226,699	$2,460,451	$531,341
2018	$400,025	$158,898	$2,200,405	$241,127

PRESBYTERIAN HOMES FOUNDATION INC