SJF CCRC INC (EIN 223701092) - 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

1999

Legal Domicile

Principal Officer

DAVID THOMPSON

Phone

8566792211

Tax Period

2024-01-01 to 2024-12-31

SJF CCRC INC, founded in 1999, is a mid-sized nonprofit in the Housing & Shelter sector that reported $39.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTHCARE, AND OTHER RELATED SERVICES.

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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 $1,024,779

Program Service Revenue $37,133,697

Investment Income $1,318,831

Other Revenue $175,071

TOTAL REVENUE $39,652,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,633,933

Fundraising Expenses $14,389

Program Expenses $35,115,893

Other Expenses $24,169,810

TOTAL EXPENSES $41,803,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,652,378	$36,254,943	+0.1%
Expenses	$41,803,743	$38,251,890	+0.1%
Net Income	$-2,151,365	$-1,996,947	+0.1%

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

526

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

$558,887

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JD ABRAMS	PRESIDENT	0.50	Officer Director	$0	$0	$0
AMANDA KAMINER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
LEORA WAICHE	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVID SPECTOR	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
CARL H BAGELL CPA	TREASURER	0.50	Officer Director	$0	$0	$0
HEATHER KRAMER	SECRETARY	0.50	Officer Director	$0	$0	$0
LARRY GOTTLIEB	PRESIDENT (UNTIL 6/2024)	0.50	Officer Director	$0	$0	$0
MARK ADLER	TRUSTEE	0.50	Director	$0	$0	$0
NANCI EPSTEIN	TRUSTEE	0.50	Director	$0	$0	$0
JAMES S FEIGENBAUM ESQ	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL FRANKEL	TRUSTEE	0.50	Director	$0	$0	$0
RANDI KELL	TRUSTEE	0.50	Director	$0	$0	$0
RACHEL MILLER	TRUSTEE	0.50	Director	$0	$0	$0
LAURA GOTTLIEB	TRUSTEE	0.50	Director	$0	$0	$0
JAMIE MORGAN ESQ	TRUSTEE	0.50	Director	$0	$0	$0
ALISON PLATT-TARNOPOL	TRUSTEE	0.50	Director	$0	$0	$0
MARK R ROSEN ESQ	TRUSTEE	0.50	Director	$0	$0	$0
AMY ROSSANO	TRUSTEE	0.50	Director	$0	$0	$0
NAOMI SCHIMMER	TRUSTEE	0.50	Director	$0	$0	$0
MARK SOBEL	TRUSTEE	0.50	Director	$0	$0	$0
NANCY PERILSTEIN	TRUSTEE	0.50	Director	$0	$0	$0
BRIAN ZELL MD	TRUSTEE	0.50	Director	$0	$0	$0
HARVEY RICHARDS	RESIDENT REPRESENTATIVE	0.50	Director	$0	$0	$0
GLENN SLOVES	TRUSTEE (UNTIL 6/2024)	0.50	Director	$0	$0	$0
ANDREA ANDI LEVIN	TRUSTEE (UNTIL 6/2024)	0.50	Director	$0	$0	$0
DAVID GUTIN ESQ	TRUSTEE (UNTIL 6/2024)	0.50	Director	$0	$0	$0
SUSAN HERRON	TRUSTEE (UNTIL 6/2024)	0.50	Director	$0	$0	$0
DAVID THOMPSON	CHIEF EXECUTIVE OFFICER	39.00	Officer	$318,110	$20,390	$338,500
MEREDITH BECKER	CHIEF OPERATIONAL OFFICER	39.00	Officer	$217,666	$2,721	$220,387
SHEILA ALLOTEY-ADDO	NURSING-RN	40.00	Highest	$169,972	$3,325	$173,297
PATRICIA OWUSU-TVUM	NURSING-RN	40.00	Highest	$158,393	$0	$158,393
CRISTINA PALELLA	NURSING HOME ADMIN	40.00	Highest	$144,067	$14,458	$158,525
ANGELA STEVENS	IL SALES COORDINATOR	40.00	Highest	$152,761	$14,592	$167,353
PHIL POPPER	DIRECTOR OF MARKETING	40.00	Highest	$158,242	$7,920	$166,162

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	$39,652,378	$41,803,743	$103,043,005	$-2,151,365
2023	$36,254,943	$38,251,890	$101,002,434	$-1,996,947
2022	$33,909,485	$35,741,154	$99,769,719	$-1,831,669
2021	$30,989,570	$32,577,428	$105,324,676	$-1,587,858
2020	$32,408,337	$31,467,489	$99,490,294	$940,848
2019	$29,726,702	$30,593,541	$101,732,354	$-866,839
2018	$28,886,857	$29,765,034	$103,290,944	$-878,177

SJF CCRC INC