THE SHOOK HOME

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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

1918

Legal Domicile

Principal Officer

JEFFREY TRUHAN

Phone

7178169778

Tax Period

2023-01-01 to 2023-12-31

THE SHOOK HOME, founded in 1918, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $12.3M exceeded revenue, resulting in a 132% operating deficit.

Mission

WE ARE COMMITTED TO PROVIDING QUALITY HEALTH CARE AND REHABILITATION SERVICES TO EMPOWER INDIVIDUALS TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE, DIGNITY, AND SELF-WORTH IN A HOME-LIKE ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $10,422,040 Revenue: $7,352,091

THE ORGANIZATION IS A LICENSED CONTINUING CARE RETIREMENT COMMUNITY (CCRC) OFFERING SKILLED NURSING (65 BEDS), PERSONAL CARE (45 BEDS), RESIDENTIAL LIVING, AND OUTPATIENT PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. AS SUCH, THE FACILITY PROVIDES ROOM & BOARD, NURSING CARE, MEDICAL & THERAPY SERVICES, ETC., TO ITS RESIDENTS AND OUTPATIENT CLIENTS AS APPLICABLE. THE ORGANIZATION PROVIDED 15,475 RESIDENT DAYS FOR SKILLED NURSING CARE, 11,350 RESIDENT DAYS FOR PERSONAL CARE AND 334 RESIDENT DAYS FOR INDEPENDENT LIVING. THE SHOOK HOME IS CURRENTLY IN THE PROCESS OF WRAPPING UP BUSINESS ACTIVITIES.

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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 $68,376

Program Service Revenue $6,920,785

Investment Income $-2,131,332

Other Revenue $431,306

TOTAL REVENUE $5,289,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,750,322

Fundraising Expenses $0

Program Expenses $10,422,040

Other Expenses $5,520,504

TOTAL EXPENSES $12,270,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,289,135	$8,957,317	-0.4%
Expenses	$12,270,826	$12,239,300	+0.0%
Net Income	$-6,981,691	$-3,281,983	+1.1%

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

183

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

$514,106

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK LONG	PRESIDENT	1.00	Officer Director	$0	$0	$0
LANCE KEGERREIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROXI SEILHAMER	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL KUGLER	TREASURER	1.00	Officer Director	$0	$0	$0
JACQUELINE BERKSTRESSER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN CHRISTIAN	DIRECTOR	1.00	Director	$0	$0	$0
JANYCE COLLIER	DIRECTOR	1.00	Director	$0	$0	$0
MONICA DIEHL	DIRECTOR	1.00	Director	$0	$0	$0
SUMMER FRANZONI	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
LORETTA MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
KARA SHINDLE	DIRECTOR	1.00	Director	$0	$0	$0
EVAN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CELESTE SNAVELY	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE ED WENGER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY TRUHAN	CEO/ADMINISTRATOR	40.00	Officer	$263,862	$9,867	$273,729
BARBARA LAW	CFO	40.00	Officer	$222,580	$17,797	$240,377
ANGELA CANARY	SKILLED NURSE	32.00	Highest	$101,305	$11,955	$113,260
KELLY KUHN	SKILLED NURSE	47.00	Highest	$140,127	$10,257	$150,384
FURAHA MUTISYA	SKILLED NURSE	54.00	Highest	$123,777	$9,762	$133,539
DONNA FLYTHE	SKILLED NURSE	34.00	Highest	$102,567	$9,116	$111,683
TABITHA STRAIT	DIRECTOR OF NURSING	40.00	Highest	$106,476	$64	$106,540

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	$5,289,135	$12,270,826	$9,553,226	$-6,981,691
2022	$8,957,317	$12,239,300	$20,717,460	$-3,281,983
2021	$13,913,472	$10,833,465	$25,432,316	$3,080,007
2020	$9,852,112	$10,463,630	$25,359,747	$-611,518
2019	$9,235,168	$9,460,730	$23,973,357	$-225,562
2018	$9,096,687	$9,086,368	$22,279,742	$10,319