CHAPEL POINTE AT CARLISLE (EIN 231445658) - 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

1944

Legal Domicile

Principal Officer

KENT PEACHEY

Phone

7172491363

Tax Period

2023-01-01 to 2023-12-31

CHAPEL POINTE AT CARLISLE, founded in 1944, is a mid-sized nonprofit in the Human Services sector that reported $14.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

PROVIDE COMFORTABLE RETIREMENT LIVING AND CARE TO RESIDENTS IN A SECURE, CHRISTIAN ENVIRONMENT.

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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 $218,808

Program Service Revenue $14,158,053

Investment Income $551,942

Other Revenue $-96,942

TOTAL REVENUE $14,831,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,913,960

Fundraising Expenses $9,794

Program Expenses $13,431,057

Other Expenses $5,757,136

TOTAL EXPENSES $15,671,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,831,861	$13,551,841	+0.1%
Expenses	$15,671,096	$14,743,972	+0.1%
Net Income	$-839,235	$-1,192,131	-0.3%

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

247

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

$440,471

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY KELLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID HUFFMAN	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID MORELAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOEL MCGARVEY	DIRECTOR	1.00	Director	$0	$0	$0
JACK RAUTZAHN	DIRECTOR	1.00	Director	$0	$0	$0
RUTH APA	DIRECTOR	1.00	Director	$0	$0	$0
TERRY BROWN	CHIEF FINANCIAL OFFICER	40.00	Officer	$124,100	$31,135	$155,235
DEBORAH SPRAGUE TILL 72023	CHIEF EXECUTIVE OFFICER	40.00	Officer	$126,645	$6,689	$133,334
KENT PEACHEY START 72023	CEO - ELECT / CEO	40.00	Officer	$151,902	$0	$151,902
TAWNYA WALTER	ADMINISTRATOR	40.00	Highest	$112,420	$37,210	$149,630
JONATHAN DOTY	DIRECTOR OF DEVELOPMENT/OU	40.00	Highest	$100,534	$28,846	$129,380
BRAD WEISER	ADMINISTRATOR	40.00	Highest	$132,465	$13,069	$145,534
AMY PERRY	DIRECTOR OF NURSING	40.00	Highest	$105,405	$33,445	$138,850

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	$14,831,861	$15,671,096	$34,380,908	$-839,235
2022	$13,551,841	$14,743,972	$33,899,088	$-1,192,131
2021	$13,925,073	$13,773,347	$36,047,703	$151,726
2020	$13,885,653	$12,994,311	$35,412,503	$891,342
2019	$13,507,821	$12,587,974	$33,641,737	$919,847
2018	$12,260,633	$11,913,223	$29,790,895	$347,410

CHAPEL POINTE AT CARLISLE