George H Neal Memorial Home for the Age dba Hearthstone Retirement Home (EIN 231585605) - 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

1960

Legal Domicile

Principal Officer

Chastity Wantz

Phone

7177626313

Tax Period

2024-10-01 to 2025-09-30

George H Neal Memorial Home for the Age dba Hearthstone Retirement Home, founded in 1960, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024.

Mission

Home for 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 $3,600

Program Service Revenue $1,251,970

Investment Income $14,182

Other Revenue $16,291

TOTAL REVENUE $1,286,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,034,551

Fundraising Expenses $0

Program Expenses $1,277,901

Other Expenses $362,276

TOTAL EXPENSES $1,396,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,286,043	$1,334,977	0.0%
Expenses	$1,396,827	$1,309,575	+0.1%
Net Income	$-110,784	$25,402	-5.4%

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

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

Total Directors

$155,839

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joey L Thomas Garland	Executive Dir.	78.00	Director	$155,839	$0	$155,839
Jim Rock	Board Member	0.00	Director	$0	$0	$0
Denise Esser	Board Member	0.50	Director	$0	$0	$0
Linda Wepking	Board Member	0.50	Director	$0	$0	$0
Bruce Neterer	Board Member	0.50	Director	$0	$0	$0
Jeffrey Evans	Legal Counsel	0.50	Director	$0	$0	$0
David Souders	Board Member	0.50	Director	$0	$0	$0
David Deatrich	Treasurer	1.50	Officer	$0	$0	$0
Patti Geesaman	Secretary	0.50	Officer	$0	$0	$0
Chastity Wantz	President	1.50	Officer	$0	$0	$0
Greg Lyon Loftus	Vice President	0.50	Officer	$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	$1,286,043	$1,396,827	$336,189	$-110,784
2024	$1,334,977	$1,309,575	$455,066	$25,402
2023	$1,301,183	$1,212,546	$406,818	$88,637
2022	$1,133,217	$1,186,990	$322,410	$-53,773
2021	$1,057,212	$1,049,527	$431,097	$7,685
2020	$1,064,295	$1,054,789	$419,626	$9,506
2018	$934,562	$1,001,787	$421,592	$-67,225

George H Neal Memorial Home for the Age dba Hearthstone Retirement Home