UNITED ZION RETIREMENT COMMUNITY (EIN 231365176) - 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

1905

Legal Domicile

Principal Officer

MARILYN SUE VERDEGEM

Phone

7176262071

Tax Period

2024-01-01 to 2024-12-31

UNITED ZION RETIREMENT COMMUNITY, founded in 1905, is a mid-sized nonprofit in the Human Services sector that reported $14.5M in total revenue in fiscal year 2024.

Mission

BASED ON CHRISTIAN PRINCIPLES, WE PROVIDE A COMMUNITY WHERE RESIDENTS THRIVE.

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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 $163,081

Program Service Revenue $13,433,028

Investment Income $812,128

Other Revenue $92,406

TOTAL REVENUE $14,500,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,263,693

Fundraising Expenses $154,216

Program Expenses $12,943,417

Other Expenses $6,080,454

TOTAL EXPENSES $14,344,147

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,500,643	$14,988,256	0.0%
Expenses	$14,344,147	$13,693,527	+0.0%
Net Income	$156,496	$1,294,729	-0.9%

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

215

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

$365,749

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA MUSSER	PRESIDENT (UNTIL, 4/24)	1.00	Officer Director	$0	$0	$0
SHANNON SENSING	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN E FRY	TREASURER	1.00	Officer Director	$0	$0	$0
EUNICE METZLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ROGER GERHART	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARENCE SPOHN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSANA TERCERO	BOARD MEMBER	1.00	Director	$0	$0	$0
DORCAS ZIMMERMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WARREN HACKMAN	BOARD MEMBER (FROM, 4/24)	1.00	Director	$0	$0	$0
BILL GEIB	BOARD MEMBER (FROM, 4/24)	1.00	Director	$0	$0	$0
MARILYN SUE VERDEGEM	CEO	40.00	Officer	$169,451	$31,245	$200,696
MATTHEW MUSSER	CHIEF FINANCIAL OFFICER	40.00	Officer	$133,660	$31,393	$165,053
ELLEN HAUPT	NURSING HOME ADMINISTRATOR	40.00	Highest	$125,903	$11,073	$136,976
JANET HENRY-ISAAC	DIRECTOR OF NURSING	40.00	Highest	$114,620	$20,326	$134,946

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	$14,500,643	$14,344,147	$46,327,276	$156,496
2023	$14,988,256	$13,693,527	$39,333,748	$1,294,729
2022	$12,178,943	$12,438,000	$35,849,810	$-259,057
2021	$12,864,824	$11,701,425	$39,548,246	$1,163,399
2020	$12,432,277	$11,460,285	$38,320,814	$971,992
2019	$10,137,552	$10,637,142	$36,722,378	$-499,590
2018	$10,942,514	$10,326,770	$36,737,481	$615,744

UNITED ZION RETIREMENT COMMUNITY