THE BRETHREN HOME COMMUNITY (EIN 231409664) - 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

1987

Legal Domicile

Principal Officer

BEVERLY I ASPER

Phone

7176242161

Tax Period

2024-07-01 to 2025-06-30

THE BRETHREN HOME COMMUNITY, founded in 1987, is a mid-sized nonprofit in the Human Services sector that reported $53.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE BRETHREN HOME COMMUNITY PROVIDES HEALTH CARE AND RESIDENTIAL HOUSING TO SENIOR CITIZENS.

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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 $4,033,524

Program Service Revenue $47,849,808

Investment Income $1,452,086

Other Revenue $276,376

TOTAL REVENUE $53,611,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,363,734

Fundraising Expenses $0

Program Expenses $43,452,042

Other Expenses $25,755,138

TOTAL EXPENSES $52,118,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,611,794	$48,092,207	+0.1%
Expenses	$52,118,872	$49,166,186	+0.1%
Net Income	$1,492,922	$-1,073,979	-2.4%

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

589

Volunteers

451

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

$1,316,268

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY P SAUNDERS	CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER W BOWES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DONNA J LEREW	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANNE S HOLLINGER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS LAUER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BALTHASER	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY ASPER	PRESIDENT (FROM 12/2024)	39.00	Officer	$21,699	$0	$21,699
SCOTT A SOWERS	CHIEF FINANCIAL OFFICER	39.00	Officer	$237,927	$43,560	$281,487
JENNIFER HOLCOMB	CHIEF CLINICAL INTEGRATION	40.00	Officer	$121,853	$6,631	$128,484
JAY ROHRBACH	CHIEF OPERATING OFFICER	40.00	Officer	$134,082	$38,268	$172,350
JEFFREY M EVANS	PRESIDENT (UNTIL 1/2025)	39.00	Officer	$392,445	$39,440	$431,885
JOY BODNAR	CHIEF OPERATING OFFICER (UNTIL 6/25)	40.00	Officer	$258,027	$22,336	$280,363
OLIVER HAZAN	VP OF MARKETING	40.00	Highest	$152,629	$16,883	$169,512
KELLEY MITCHELL	CHIEF ADMINISTRATION/PEOPLE OFFICER	40.00	Highest	$222,991	$22,582	$245,573
KAPRICE NELSON	NURSING HOME ADMINISTRATOR	40.00	Highest	$128,595	$16,531	$145,126
DEBORAH D HOCKENBERRY	RNAC	40.00	Highest	$128,050	$24,032	$152,082
GEORGE TURNER III	EXECUTIVE DIRECTOR OF RESIDENTIAL LIVING	40.00	Highest	$122,786	$23,896	$146,682

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
2025	$53,611,794	$52,118,872	$291,798,097	$1,492,922
2024	No data	No data	No data	No data
2023	$48,083,576	$48,456,782	$192,442,428	$-373,206
2022	$44,990,280	$45,457,886	$190,036,797	$-467,606
2021	$47,521,434	$47,213,060	$203,107,620	$308,374
2020	$49,950,549	$48,630,317	$186,152,243	$1,320,232
2019	$52,806,749	$48,137,082	$180,541,719	$4,669,667
2018	$48,274,164	$47,804,480	$174,240,809	$469,684

THE BRETHREN HOME COMMUNITY