THE MARTIN AND EDITH STEIN HOSPICE (EIN 202277539) - 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

2005

Legal Domicile

Principal Officer

ROBERT BARRY

Phone

7326493502

Tax Period

2024-01-01 to 2024-12-31

THE MARTIN AND EDITH STEIN HOSPICE, founded in 2005, is a community nonprofit in the Health Care sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE COMPREHENSIVE SERVICES TO TERMINALLY ILL PATIENTS TO IMPROVE QUALITY OF LIFE.

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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 $531,078

Program Service Revenue $5,222,765

Investment Income $8

Other Revenue $0

TOTAL REVENUE $5,753,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,735,296

Fundraising Expenses $83,627

Program Expenses $4,512,201

Other Expenses $1,904,519

TOTAL EXPENSES $5,639,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,753,851	$4,730,328	+0.2%
Expenses	$5,639,815	$4,888,126	+0.2%
Net Income	$114,036	$-157,798	-1.7%

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

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

$468,958

Total Directors

Key Employees

$361,974

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE KRUL	HOSPICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LYNNE WEISS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIE SUESSERMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
LORI FRANZON	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF SCHWARTZ	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES CLARKSON	TRUSTEE	2.00	Director	$0	$0	$0
PHYLLIS FREED	TRUSTEE	2.00	Director	$0	$0	$0
RUTH-ANN GERR	TRUSTEE	2.00	Director	$0	$0	$0
ADRIENNE ROGOVE	CAMPUS PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT BARRY	PRESIDENT	5.00	Officer	$0	$62,000	$387,459
JOHN WILKENS	COMPTROLLER	5.00	Officer	$0	$0	$27,692
KRISTI SAVELL	COMPTROLLER (FORMER)	5.00	Officer	$0	$0	$53,807
JEAN LEONE	VP OF CLINICAL OPERATIONS	11.00	Key Emp	$0	$44,090	$361,974
PATEL PINALBEN	REGISTERED NURSE	40.00	Highest	$114,800	$0	$114,800
PATEL AVANTIKA	REGISTERED NURSE	40.00	Highest	$105,357	$0	$105,357
LUCEA-AUSTIN SOPHIA	REGISTERED NURSE	40.00	Highest	$103,707	$0	$103,707

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	$5,753,851	$5,639,815	$1,285,499	$114,036
2023	$4,730,328	$4,888,126	$826,407	$-157,798
2022	$3,993,129	$4,646,576	$766,304	$-653,447
2021	$5,109,609	$5,280,014	$1,417,258	$-170,405
2020	$5,049,423	$5,106,592	$1,946,070	$-57,169
2019	$5,206,983	$5,125,637	$2,147,546	$81,346
2018	$4,462,662	$4,336,239	$1,532,135	$126,423

THE MARTIN AND EDITH STEIN HOSPICE