CRYSTAL OAKS LONG TERM CARE

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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

DANIEL ECKENFELS

Phone

6369331818

Tax Period

2022-10-01 to 2023-09-30

CRYSTAL OAKS LONG TERM CARE, founded in 2006, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2022. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.8M, a strong 47% operating margin.

Mission

CRYSTAL OAKS LONG TERM CARE IS COMMITTED TO OFFERING EXCELLENCE IN SERVICE TO OUR COMMUNITY, PROVIDING THE HIGHEST QUALITY OF PERSONALIZED CARE FROM WELL-TRAINED, QUALIFIED EMPLOYEES. PROVIDING OUR RESIDENTS WITH THE MOST COMFORTABLE, FRIENDLY, AND HOME-LIKE ATMOSPHERE IN WHICH THEY WILL MAINTAIN OPTIMAL INDEPENDENCE AND QUALITY OF LIFE. TREATING OUR RESIDENTS AND FELLOW EMPLOYEES WITH DIGNITY AND RESPECT AT ALL TIMES, AND PROVIDING OUR RESIDENTS AND THEIR LOVED ONES WITH A SENSE OF SECURITY AND CARE THEY CAN TRUST.

Program Service Accomplishments

Program 1

Expenses: $2,338,637 Revenue: $5,789,342

CRYSTAL OAKS PROVIDED A TOTAL OF 6,965 PATIENT CARE DAYS DURING THE FISCAL YEAR OF 2023. 1,961 WERE IN THE ASSISTED LIVING AREA AND 1,295 WERE SKILLED REHAB TO HOME PATIENTS. ASSISTED LIVING IS THE IDEAL SOLUTION FOR SENIORS WHO VALUE THEIR INDEPENDENCE, YET REQUIRE ASSISTANCE WITH DAILY ACTIVITIES (SUCH AS BATH, DRESSING AND DISPENSING THEIR MEDICATIONS). FOR SHORTER TERM STAYS AND RECOVERY FROM SURGERY, STROKE OR OTHER INJURY, WE PROVIDE AN IDEAL ENVIRONMENT FOR HEALING AND RECOVERY AT THE OAKS REHABILITATION CENTER. THE OTHER 3,709 PATIENT CARE DAYS WERE AT THE LONG TERM CARE SKILLED LEVEL OF CARE. CRYSTAL OAKS OPERATES "ALDEN PLACE" IN THE ASSISTED LIVING FOR ALZHEIMER PATIENTS. THE AVERAGE DAILY CENSUS FOR FY2023 WAS 64%.

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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 (2022)

Revenue Breakdown

Contributions & Grants $102,241

Program Service Revenue $2,274,736

Investment Income $3,495,866

Other Revenue $36,180

TOTAL REVENUE $5,909,023

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,584,121

Fundraising Expenses $0

Program Expenses $2,338,637

Other Expenses $1,558,391

TOTAL EXPENSES $3,142,512

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,909,023	$10,127,892	-0.4%
Expenses	$3,142,512	$11,629,059	-0.7%
Net Income	$2,766,511	$-1,501,167	-2.8%

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

292

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

$329,471

Total Directors

$207,506

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES V ARNOLDJR	BOARD MEMBER/CEO(TERM ENDED)	40.00	Officer Director	$19,504	$413	$19,917
WILLIAM DODSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN ECKENFELS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
RON PRESENT	BOARD MEMBER	1.00	Director	$0	$0	$0
TONDA BREEZE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
NANCY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN WINKELMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CYNDI MORGAN	BOARD MEMBER/CEO	40.00	Officer Director	$187,589	$0	$187,589
VICKY SCHMIDLEUTNER	CHIEF FINANCIAL OFFICER	40.00	Officer	$119,489	$2,476	$121,965
JENNIFER BARNES	ASSISTANT DIRECTOR OF NURSING	40.00	Highest	$110,107	$2,476	$112,583

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
2023	$5,909,023	$3,142,512	$350,150	$2,766,511
2022	$10,127,892	$11,629,059	$8,974,717	$-1,501,167
2021	$13,080,284	$12,823,692	$10,431,919	$256,592
2020	$13,412,824	$12,878,362	$12,317,972	$534,462
2019	$12,527,686	$12,415,481	$10,352,479	$112,205
2018	$12,212,485	$12,343,193	$10,707,111	$-130,708