MORAVIAN MANORS INC (EIN 140810461) - 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

1975

Legal Domicile

Principal Officer

J DAVID SWARTLEY

Phone

7176260214

Tax Period

2024-01-01 to 2024-12-31

MORAVIAN MANORS INC, founded in 1975, is a mid-sized nonprofit in the Health Care sector that reported $38.5M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $34.6M left a modest 10% surplus.

Mission

PROVIDE SERVICES AND FACILITIES FOR THE AGING

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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 $2,314,762

Program Service Revenue $33,628,760

Investment Income $1,718,290

Other Revenue $846,582

TOTAL REVENUE $38,508,394

Expense Breakdown

Grants Paid $4,200

Salaries & Benefits $17,108,584

Fundraising Expenses $80,993

Program Expenses $31,451,893

Other Expenses $17,508,644

TOTAL EXPENSES $34,621,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,508,394	$34,747,497	+0.1%
Expenses	$34,621,428	$31,803,542	+0.1%
Net Income	$3,886,966	$2,943,955	+0.3%

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

433

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

$823,173

Total Directors

$823,173

Key Employees

$195,282

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR JAMES DAVID SWARTLEY	CEO /BOARD CHAIR	22.50	Officer Director	$298,494	$22,364	$320,858
RICK JACKSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTOPHER HUNT	CFO/TREASURER	8.00	Officer Director	$0	$40,595	$280,333
MRS CYNTHIA C MEIER	EXECUTIVE DIRECTOR/BOARD SECRETARY	50.00	Officer Director	$213,600	$8,382	$221,982
ROBERT NEWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
LOIS LEISTER	BOARD MEMBER	2.00	Director	$0	$0	$0
BRYNN LEE	CHIEF HR OFFICER	8.00	Key Emp	$0	$6,707	$195,282
KIMBERLY KOLP	RN/ASSISTANT DIR. OF NURSING	50.00	Highest	$127,048	$16,763	$143,811
CHE L LANDIS	RN/AC	50.00	Highest	$116,299	$28,328	$144,627
BOBBIE PLAISTED	RN/WEEKEND SUPERVISOR	50.00	Highest	$111,290	$16,535	$127,825
HANNAH D YODER	INFECTION PREVENTIONIST	50.00	Highest	$102,496	$16,387	$118,883

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	$38,508,394	$34,621,428	$166,418,806	$3,886,966
2023	$34,747,497	$31,803,542	$169,152,723	$2,943,955
2022	$29,271,607	$29,601,940	$171,881,485	$-330,333
2021	$32,321,446	$27,143,305	$173,151,162	$5,178,141
2020	$29,687,772	$27,678,444	$167,896,910	$2,009,328
2019	$27,895,152	$27,638,523	$155,933,694	$256,629
2018	$25,480,459	$25,574,070	$122,138,362	$-93,611

MORAVIAN MANORS INC