STONERIDGE RETIREMENT LIVING

EIN: 231379523 501(c)(3) Human Services

MYERSTOWN, PA

Total Revenue
$20,215,713
Total Expenses
$22,358,252
Total Assets
$65,983,496
Net Assets
$42,199,808
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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
1925
Legal Domicile
PA
Principal Officer
RYAN T CASEY
Phone
7178663200
Tax Period
2023-01-01 to 2023-12-31

STONERIDGE RETIREMENT LIVING, founded in 1925, is a mid-sized nonprofit in the Human Services sector that reported $20.2M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $22.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

MISSION STATEMENT Following Christs loving example, we will consistently provide responsive care, organizational flexibility, a well-trained, devoted team, and an appealing, secure residence within our continuing care retirement communities.

Program Service Accomplishments

Program 1
Expenses: $18,177,288 Revenue: $19,059,863

Skilled and Intermediate Nursing Care - Provide medical services to persons qualifying under the skilled and intermediate care definitions of the Department of Health and Human Services. Personal...

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Skilled and Intermediate Nursing Care - Provide medical services to persons qualifying under the skilled and intermediate care definitions of the Department of Health and Human Services. Personal Care - Provide Services and facilities to persons in need of an assisted-living level of care. Independent Living - Provide services and facilities to persons living independently in apartmetns and cottages.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $78,171
Program Service Revenue $17,284,711
Investment Income $1,077,679
Other Revenue $1,775,152
TOTAL REVENUE $20,215,713

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,103,557
Fundraising Expenses $0
Program Expenses $18,177,288
Other Expenses $14,254,695
TOTAL EXPENSES $22,358,252

Year-over-Year Comparison

2023 2022 Change
Revenue $20,215,713 $21,446,476 -0.1%
Expenses $22,358,252 $23,400,530 0.0%
Net Income $-2,142,539 $-1,954,054 +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

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Governance

Voting Members
4
Independent Members
3
Employees
N/A
Volunteers
N/A

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
1
$504,576
Total Directors
4
$504,576
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A PRESIDENT CEO 001.00
Officer Director
$0 $13,200 $504,576
N/A BOARD VICE PRESIDENT 001.00
Director
$0 $0 $0
N/A BOARD PRESIDENT 001.00
Director
$0 $0 $0
N/A TRUSTEE 001.00
Director
$0 $0 $0
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 $20,215,713 $22,358,252 $65,983,496 $-2,142,539
2022 $21,446,476 $23,400,530 $66,714,449 $-1,954,054
2021 $26,109,776 $25,726,445 $76,002,293 $383,331
2020 $28,458,330 $27,899,511 $77,269,252 $558,819
2019 $29,210,720 $28,069,398 $74,305,669 $1,141,322
2018 $28,581,205 $26,595,209 $71,443,586 $1,985,996
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