ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY (EIN 204688615) - 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

2006

Legal Domicile

Principal Officer

CHARLES MAJOR

Phone

5104296479

Tax Period

2023-11-01 to 2024-10-31

ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY, founded in 2006, is a mid-sized nonprofit in the Human Services sector that reported $14.1M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $16.3M exceeded revenue, resulting in a 16% operating deficit.

Mission

ACACIA CREEK ENRICHES THE INDEPENDENCE, WELL-BEING AND SECURITY OF SENIOR RESIDENTS THROUGH EXCEPTIONAL SERVICES AND EXCELLENT CARE BASED ON MASONIC VALUES.

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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 $3,967,661

Program Service Revenue $8,449,709

Investment Income $1,678,657

Other Revenue $21

TOTAL REVENUE $14,096,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,694,877

Fundraising Expenses $0

Program Expenses $15,077,944

Other Expenses $10,636,441

TOTAL EXPENSES $16,331,318

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,096,048	$11,779,532	+0.2%
Expenses	$16,331,318	$15,848,335	+0.0%
Net Income	$-2,235,270	$-4,068,803	-0.5%

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

101

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

$2,012,942

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY M SCHIMSKY	CHAIRMAN (THRU 10/24)	1.00	Officer Director	$0	$0	$0
NARBEH BAGDASARIAN	CHAIRMAN (START 10/24)	1.00	Officer Director	$0	$0	$0
PETER A ACKERET	DIRECTOR	1.00	Director	$0	$0	$0
DAVID M ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
HRAG BEKERIAN	DIRECTOR	1.00	Director	$0	$0	$0
GARRETT S CHAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PAUL CRUMMEY	DIRECTOR (THRU 04/24)	1.00	Director	$0	$0	$0
MARTY M CUSING	DIRECTOR	1.00	Director	$0	$0	$0
STEPHAN DOOMANIS	DIRECTOR	1.00	Director	$0	$0	$0
SUE FARROW	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIE HUDNUT	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR L SALAZAR JR	DIRECTOR (THRU 10/24)	1.00	Director	$0	$0	$0
SALLY WARD	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN L CASALOU	GRAND SECRETARY	2.63	Officer	$0	$51,453	$466,665
ANDREW D CAMERON	GENERAL COUNSEL	2.61	Officer	$0	$56,641	$296,182
CHARLES W MAJOR	PRESIDENT	40.00	Officer	$276,399	$34,241	$310,640
CAROL R HUNTER	VP & CHIEF FINANCIAL OFFICER	2.89	Officer	$0	$37,145	$364,106
ANDREW UEHLING	CHIEF HUMAN RESOURCES OFFICER	5.31	Officer	$0	$29,417	$300,447
CHRISTOPHER SMITH	CHIEF TECHNOLOGY OFFICER	5.59	Officer	$0	$41,812	$274,902
CHARLES P CROSS	TREASURER	1.00	Officer	$0	$0	$0
CAROLEE RODRIGO	LIFESTYLES MANAGER	40.00	Highest	$110,815	$8,361	$119,176
FERNANDO GAETA	CHEF DE CUISINE	40.00	Highest	$106,046	$31,884	$137,930

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	$14,096,048	$16,331,318	$79,270,832	$-2,235,270
2023	$11,779,532	$15,848,335	$81,515,656	$-4,068,803
2022	$9,473,125	$12,985,080	$80,273,874	$-3,511,955
2021	$12,246,478	$11,902,516	$89,943,657	$343,962
2020	$10,055,269	$12,327,120	$92,674,085	$-2,271,851
2019	$10,032,292	$12,868,075	$95,953,211	$-2,835,783
2018	$9,296,392	$12,543,590	$99,226,681	$-3,247,198

ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY