Rochester Presbyterian Home Foundation Inc (EIN 161586435) - 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

2000

Legal Domicile

Principal Officer

Barbara Bennett

Phone

5852359100

Tax Period

2023-01-01 to 2023-12-31

Rochester Presbyterian Home Foundation Inc, founded in 2000, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $726K, a strong 45% operating margin.

Mission

Support Rochester Presbyterian Home, Inc.

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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 $28,500

Program Service Revenue $0

Investment Income $1,597,948

Other Revenue $0

TOTAL REVENUE $1,626,448

Expense Breakdown

Grants Paid $816,667

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $816,667

Other Expenses $83,793

TOTAL EXPENSES $900,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,626,448	$755,847	+1.2%
Expenses	$900,460	$2,030,164	-0.6%
Net Income	$725,988	$-1,274,317	-1.6%

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

$479,770

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Still	Secretary	0.40	Officer Director	$0	$0	$0
Craig Houck	Board Member	0.40	Director	$0	$0	$0
Robert Brown	Chairperson	0.40	Officer Director	$0	$0	$0
Jeff Steele	Board Member	0.40	Director	$0	$0	$0
Ronald Norris	Board Member	0.40	Director	$0	$0	$0
Edward Sigler	Treasurer	0.40	Officer Director	$0	$0	$0
Megan Burke	Board Member	0.40	Director	$0	$0	$0
Nancy Smyth	Executive Director (Through 2/23)	1.00	Officer	$0	$1,950	$65,901
Bonny Claxton	Chief Financial Officer	1.00	Officer	$0	$1,139	$204,991
Anne Gallese	Executive Director (Beginning 2/23)	1.00	Officer	$0	$0	$208,878

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	$1,626,448	$900,460	$16,113,308	$725,988
2022	$755,847	$2,030,164	$15,242,285	$-1,274,317
2021	$2,601,287	$992,471	$19,141,210	$1,608,816
2020	$1,380,898	$262,555	$17,578,284	$1,118,343
2019	$533,044	$714,643	$15,196,025	$-181,599
2018	$1,501,621	$758,055	$12,839,053	$743,566

Rochester Presbyterian Home Foundation Inc