LEGACY LIFECARE INC (EIN 223102199) - 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

1991

Legal Domicile

Principal Officer

ADAM BERMAN

Phone

9784715100

Tax Period

2023-01-01 to 2023-12-31

Mission

TO PROVIDE SUPPORT TO MISSION-DRIVEN NURSING HOME, ASSISTED LIVING, INDEPENDENT LIVING AND HOME & COMMUNITY-BASED CARE PROVIDERS.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

$2,185,916

Total Directors

$750,987

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM BERMAN	PRESIDENT AND CEO	1.00	Officer Director	$0	$21,326	$750,987
DOUGLAS FIEBELKORN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GOLDSMITH	DIRECTOR	1.00	Director	$0	$0	$0
STUART ANFANG	DIRECTOR	1.00	Director	$0	$0	$0
GENEVIEVE MACLELLAN	DIRECTOR	1.00	Director	$0	$0	$0
HANS P BIRLE	DIRECTOR	1.00	Director	$0	$0	$0
BARRY BERMAN	CHIEF PHILANTHROPY OFFICER	1.00	Officer	$0	$10,548	$903,917
ELIZABETH MULLEN	COO AND CLERK	1.00	Officer	$0	$8,407	$301,271
JENNIFER SANTERRE	CFO AND TREASURER	1.00	Officer	$0	$20,813	$229,741
RONILO ANGLO	CHIEF CLINICAL OFFICER	1.00	Highest	$0	$20,890	$276,528
KAREN PETRUCCELLI	VP OF CLINICAL QUALITY IMP	1.00	Highest	$0	$7,906	$216,037
THERESA HALLIDAY-BURRI	CHIEF BUSINESS DEVELOPMENT	1.00	Highest	$0	$7,219	$202,340
KATHERINE SANTOS	VP OF STRATEGY OPERATION	1.00	Highest	$0	$0	$197,110
MARIA CHAMPA	CHIEF HUMAN RESOURCE OFFICER	1.00	Highest	$0	$20,387	$224,709

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	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	No data	No data	No data	No data
2020	No data	No data	No data	No data
2019	$68,880	$2,975	No data	$65,905
2018	$176,717	$6,716	$3,609,468	$170,001

LEGACY LIFECARE INC