MIDWEST SENIOR MINISTRIES

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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

2005

Legal Domicile

Principal Officer

KENNA HUDSON

Phone

3145877903

Tax Period

2023-07-01 to 2024-06-30

MIDWEST SENIOR MINISTRIES, founded in 2005, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $8.7M exceeded revenue, resulting in a 47% operating deficit.

Mission

CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. OUR SERVICES ARE DRIVEN BY OUR F.A.I.T.H.-LED VALUES WHICH INCLUDE: FUN - WE FOSTER PERSONALIZED EXPERIENCES FILLED WITH JOY FOR THOSE WE SERVE, APPRECIATION - WE CELEBRATE GOD'S DISTINCTIVE GIFTS OF TALENT, WISDOM AND BEAUTY IN EVERY INDIVIDUAL, INSPIRATION - WE LOVINGLY SHARE CHRIST'S TRUTH WITH OTHERS, TRANSPARENCY - WE WORK WITH OPENNESS AND ACCOUNTABILITY, HEART - WE SERVE WITH PASSION.

Program Service Accomplishments

Program 1

Expenses: $7,323,087 Revenue: $6,421,075

MIDWEST SENIOR MINISTRIES PROVIDES PHARMACY SERVICES, INCLUDING PHARMACEUTICALS, CONSULTING AND SUPPLIES, TO RESIDENTS OF RELATED NON-PROFIT SENIOR LIVING COMMUNITIES AND AFFILIATES PROVIDING CARE IN A CHRISTIAN ENVIRONMENT. NEW HORIZONS PACE MO HOLDS AND LEASES BUILDINGS AND EQUIPMENT TO RELATED TAX EXEMPT ENTITIES UNDER THE CHRISTIAN HORIZONS CONTROLLED GROUP. NEW HORIZONS PACE MO WAS SOLD DURING FYE 2024.

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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 $0

Program Service Revenue $8,281,339

Investment Income $-2,408,739

Other Revenue $3,242

TOTAL REVENUE $5,875,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,769,358

Fundraising Expenses $0

Program Expenses $7,323,087

Other Expenses $6,885,470

TOTAL EXPENSES $8,654,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,875,842	$9,637,506	-0.4%
Expenses	$8,654,828	$9,855,801	-0.1%
Net Income	$-2,778,986	$-218,295	+11.7%

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

N/A

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

$872,594

Total Directors

$16,000

Key Employees

$332,228

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK FILING	BOARD MEMBER - CHAIRMAN	0.30	Officer Director	$0	$0	$1,000
DON FITZGERALD	BOARD MEMBER - VICE PRESIDENT	0.30	Officer Director	$0	$0	$1,000
BILLY CARTER	BOARD MEMBER - TREASURER	0.30	Officer Director	$0	$0	$1,000
SCOTT WILLIAMS	BOARD MEMBER - SECRETARY	0.30	Officer Director	$0	$0	$1,000
TIMOTHY BURRELL	BOARD MEMBER	0.30	Director	$0	$0	$1,000
TERRY GOODNER	BOARD MEMBER	0.30	Director	$0	$0	$1,000
DOUG WILEY	BOARD MEMBER	0.30	Director	$0	$0	$1,000
SUSAN KLEIN	BOARD MEMBER	0.30	Director	$0	$0	$1,000
THOMAS KERINS	BOARD MEMBER	0.30	Director	$0	$0	$1,000
STEVE GNUSE	BOARD MEMBER	0.30	Director	$0	$0	$1,000
BRENDA EDEN	BOARD MEMBER	0.30	Director	$0	$0	$1,000
DAVID SANDEFUR	BOARD MEMBER	0.30	Director	$0	$0	$1,000
MARCUS THOMAS	BOARD MEMBER	0.30	Director	$0	$0	$1,000
JEAN DUNAWAY	BOARD MEMBER	0.30	Director	$0	$0	$1,000
MICHAEL MORBECK	BOARD MEMBER	0.30	Director	$0	$0	$1,000
JOHN ALLEN BURNETT	BOARD MEMBER	0.30	Director	$0	$0	$1,000
CHUCK SCHMITZ	CFO	2.00	Officer	$0	$38,604	$428,754
KATHLEEN BERTRAM	CEO	2.00	Officer	$0	$51,728	$439,840
BARBARA SHEPARD	CHIEF HUMAN RESOURCE OFFICER	2.00	Key Emp	$0	$27,756	$332,228
DONALD J BELL	FORMER CEO	2.00		$0	$2,797	$521,210

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
2025	No data	No data	No data	No data
2024	$5,875,842	$8,654,828	$16,919,838	$-2,778,986
2023	$9,637,506	$9,855,801	$21,763,056	$-218,295
2022	$8,932,674	$9,481,885	$11,758,825	$-549,211
2021	$9,586,362	$9,983,326	$12,698,526	$-396,964
2020	$13,139,984	$12,455,799	$12,712,163	$684,185
2019	$11,044,711	$10,229,733	$12,029,714	$814,978
2018	$10,460,975	$9,654,733	$11,162,229	$806,242