JHA ASSISTED LIVING INC

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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

1996

Legal Domicile

Principal Officer

KATHRYN CALLNAN

Phone

2072217000

Tax Period

2024-05-01 to 2025-04-30

JHA ASSISTED LIVING INC, founded in 1996, is a mid-sized nonprofit in the Housing & Shelter sector that reported $14.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $13.6M left a modest 6% surplus.

Mission

ASSISTED AND INDEPENDENT LIVING FOR ELDERLY.

Program Service Accomplishments

Program 1

Expenses: $10,931,987 Revenue: $14,409,946

JHA ASSISTED LIVING WAS ESTABLISHED TO ADDRESS AN IDENTIFIED COMMUNITY NEED FOR ADDITIONAL ASSISTED LIVING SERVICES FOR ELDERLY INDIVIDUALS IN THE AREA AND TO SPECIFICALLY ADDRESS A GAP IN THE...

JHA ASSISTED LIVING WAS ESTABLISHED TO ADDRESS AN IDENTIFIED COMMUNITY NEED FOR ADDITIONAL ASSISTED LIVING SERVICES FOR ELDERLY INDIVIDUALS IN THE AREA AND TO SPECIFICALLY ADDRESS A GAP IN THE CONTINUUM OF CARE PROVIDED BY EXISTING AFFILIATES OF JHA SERVICES. JHA ASSISTED LIVING OPERATES A 30-UNIT ASSISTED LIVING FACILITY (OSHER INN) AS WELL AS A 20-UNIT LUNDER MEMORY CARE HOUSEHOLD. AS OF MAY 1, 2014, JHA ASSISTED LIVING BEGAN OVERSEEING OPERATIONS AT THE ATRIUM AT CEDARS (PREVIOUSLY OPERATED BY ITS AFFILIATE, JHA PROPERTIES), A 61 UNIT COMPLEX OF INDEPENDENT LIVING APARTMENTS, WHICH COMMENCED OPERATIONS IN DECEMBER 1999. THE ATRIUM CONSISTS OF 36 TWO-BEDROOM AND 25 ONE-BEDROOM UNITS WITH AVAILABLE SERVICES INCLUDING MEALS, UTILITIES, EMERGENCY CARE, SECURITY, HOUSEKEEPING, TRANSPORTATION, ACTIVITIES AND PROPERTY MAINTENANCE.

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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 $0

Program Service Revenue $14,409,946

Investment Income $0

Other Revenue $0

TOTAL REVENUE $14,409,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,931,987

Other Expenses $13,550,489

TOTAL EXPENSES $13,550,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,409,946	$12,176,616	+0.2%
Expenses	$13,550,489	$12,284,036	+0.1%
Net Income	$859,457	$-107,420	-9.0%

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

$1,356,391

Total Directors

$543,151

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN CALLNAN	PRESIDENT/CEO/TRUSTEE	10.00	Officer Director	$0	$47,281	$543,151
TIMOTHY JALBERT	CHIEF FINANCIAL OFFICER	9.00	Officer	$0	$37,036	$287,995
KATHARINE O'NEILL	CHIEF OPERATING OFFICER	20.00	Officer	$0	$42,056	$275,204
ANGELA HUNT	CHIEF INNOVATIONS OFFICER	0.50	Officer	$0	$33,440	$250,041
SUSAN DIONNE-JONES	DIRECTOR OF NURSING	10.00	Highest	$0	$13,821	$171,715
JUNE O'NEIL	MARKETING REPRESENTATIVE	35.00	Highest	$0	$16,542	$170,788
CHARITA BASIBAS	REGISTERED NURSE	36.00	Highest	$0	$24,784	$154,894
MARK DUTRA	DIRECTOR OF ENV. SERVICES	5.20	Highest	$0	$23,856	$143,560
SUSAN JOY	NURSING MANAGER	40.00	Highest	$0	$10,651	$115,019
RICHARD BORTS	CHAIRMAN	0.25	Officer Director	$0	$0	$0
GEORGE MARCUS	TREASURER	0.25	Officer Director	$0	$0	$0
EDWARD KANE	SECRETARY	0.25	Officer Director	$0	$0	$0
PETER FREILINGER	TRUSTEE	0.25	Director	$0	$0	$0
ELIZABETH GELLER	TRUSTEE	0.25	Director	$0	$0	$0
SIDNEY GELLER	TRUSTEE	0.25	Director	$0	$0	$0
BARRY ZIMMERMAN	TRUSTEE	0.25	Director	$0	$0	$0

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	$14,409,946	$13,550,489	$19,916,449	$859,457
2024	$12,176,616	$12,284,036	$18,530,918	$-107,420
2023	$7,619,958	$8,642,637	$14,958,138	$-1,022,679
2022	$7,038,080	$7,117,315	$14,866,848	$-79,235
2021	$5,129,607	$5,550,260	$14,061,158	$-420,653
2020	$4,939,804	$5,133,853	$13,175,435	$-194,049
2019	$4,960,126	$4,947,307	$13,436,481	$12,819
2018	$4,675,908	$4,906,926	$13,476,963	$-231,018