ST ANNE'S RETIREMENT COMMUNITYINC

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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

1977

Legal Domicile

Principal Officer

MARY TURNBAUGH

Phone

7172855443

Tax Period

2024-07-01 to 2025-06-30

ST ANNE'S RETIREMENT COMMUNITYINC, founded in 1977, is a mid-sized nonprofit in the Human Services sector that reported $25.6M in total revenue in fiscal year 2024.

Mission

SAINT ANNE'S RETIREMENT COMMUNITY, SPONSORED BY THE ADORERS OF THE BLOOD OF CHRIST, IS DEDICATED TO CONTINUING THE HEALING MINISTRY OF JESUS IN THE SPIRIT OF SAINT MARIA DEMATTIAS.

Program Service Accomplishments

Program 1

Expenses: $23,369,877 Revenue: $24,549,756

PATIENT ROOM & BOARD FEES: NURSING FACILITY - 119 BEDS (27,787 RESIDENT DAYS), PERSONAL CARE UNIT - 51 UNITS (18,068 RESIDENT DAYS), INDEPENDENT LIVING COTTAGES - 54 UNITS (18,122 RESIDENT DAYS)...

PATIENT ROOM & BOARD FEES: NURSING FACILITY - 119 BEDS (27,787 RESIDENT DAYS), PERSONAL CARE UNIT - 51 UNITS (18,068 RESIDENT DAYS), INDEPENDENT LIVING COTTAGES - 54 UNITS (18,122 RESIDENT DAYS), APARTMENTS - 119 UNITS (40,990 RESIDENT DAYS)

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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 $417,690

Program Service Revenue $24,549,756

Investment Income $659,927

Other Revenue $0

TOTAL REVENUE $25,627,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,575,969

Fundraising Expenses $129,699

Program Expenses $23,369,877

Other Expenses $10,842,830

TOTAL EXPENSES $26,418,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,627,373	$24,445,702	+0.0%
Expenses	$26,418,799	$24,804,172	+0.1%
Net Income	$-791,426	$-358,470	+1.2%

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

337

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

$477,537

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY TURNBAUGH	PRESIDENT	40.00	Officer	$223,579	$40,568	$264,147
MICHELE J BARD	CFO	40.00	Officer	$169,262	$44,128	$213,390
LISA HOLLYWOOD	ADMINISTATOR/VP CLINICAL SERVICES	40.00	Highest	$137,114	$20,510	$157,624
MICKEY SOURBEER	RN WOUND NURSE	40.00	Highest	$151,549	$35,626	$187,175
BRANDI L GAMBLER	DIRECTOR OF REHABILIATION	40.00	Highest	$114,654	$19,449	$134,103
LORI ANDERSON	RN SUPERVISOR	40.00	Highest	$128,838	$20,144	$148,982
CHRISTINE SCARITO-THOMAS	PHYSICAL THERAPIST	40.00	Highest	$106,531	$20,282	$126,813
SR FRAN SCHUMER ASC	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
MATT PATTERSON DMD	CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL LOVE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR MARIBETH LEBRETON	SECRETARY - TERMED 09/2024	1.00	Officer Director	$0	$0	$0
SHERI RILEY	SECRETARY AND TRUSTEE	1.00	Officer Director	$0	$0	$0
JAMES KENDIG	TREASURER	1.00	Officer Director	$0	$0	$0
THERESA BACHMAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE CONWAY	TRUSTEE - TERMED 09/2024	1.00	Director	$0	$0	$0
SR JOAN HORNICK ASC	TRUSTEE - TERMED 11/2024	1.00	Director	$0	$0	$0
WILLIAM KIELY	TRUSTEE	1.00	Director	$0	$0	$0
SR MICHELLE WOODRUFF ASC	TRUSTEE	1.00	Director	$0	$0	$0
DON MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL GRAB	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN SOSA	TRUSTEE	1.00	Director	$0	$0	$0
CAROL GIBBONS	TRUSTEE - START 09/2024	1.00	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
2025	$25,627,373	$26,418,799	$68,215,206	$-791,426
2024	$24,445,702	$24,804,172	$68,963,155	$-358,470
2023	$21,824,055	$23,686,428	$68,891,566	$-1,862,373
2022	$20,118,464	$22,330,670	$69,711,462	$-2,212,206
2021	$22,299,701	$21,398,206	$74,974,069	$901,495
2020	$20,846,863	$21,061,446	$74,802,926	$-214,583
2019	$19,587,507	$18,485,211	$58,644,054	$1,102,296