CALVARY FELLOWSHIP HOMES INC (EIN 231606038) - 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

1961

Legal Domicile

Principal Officer

JOHN D SAUDER

Phone

7173930711

Tax Period

2024-07-01 to 2025-06-30

CALVARY FELLOWSHIP HOMES INC, founded in 1961, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $9.4M exceeded revenue, resulting in a 85% operating deficit.

Mission

OPERATE A LIFE PLAN COMMUNITY PROVIDING HOUSING, HEALTHCARE AND RELATED SERVICES TO OLDER ADULTS.

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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 $315,982

Program Service Revenue $7,331,534

Investment Income $-5,389,493

Other Revenue $2,829,713

TOTAL REVENUE $5,087,736

Expense Breakdown

Grants Paid $158,841

Salaries & Benefits $2,739,587

Fundraising Expenses $0

Program Expenses $8,701,150

Other Expenses $6,511,052

TOTAL EXPENSES $9,409,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,087,736	$17,000,461	-0.7%
Expenses	$9,409,480	$17,497,569	-0.5%
Net Income	$-4,321,744	$-497,108	+7.7%

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

206

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

$2,102,199

Total Directors

$464,862

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLIN DALE WEAVER	PRESIDENT & CEO (UNTIL 08/24)	35.00	Officer Director	$202,858	$24,357	$288,447
DAVID STOTT	DIRECTOR OF OPS (UNTIL 08/24)	40.00	Officer Director	$164,732	$11,683	$176,415
THOMAS TALBOTT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PENNY CLAWSON	CHAIRMAN (UNTIL 11/24)	1.00	Officer Director	$0	$0	$0
SHELDON MYER	SECRETARY (UNTIL 11/24); VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANDREW WOOLLEY	VICE CHAIRMAN (UNTIL 11/24)	1.00	Officer Director	$0	$0	$0
WILLIAM PARSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES MARTIN	TREASURER	1.00	Officer Director	$0	$0	$0
ALISON DAHL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MARTIN REID	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN SENSENIG	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH GERHART	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BOMBERGER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM BONANNO	DIRECTOR	1.00	Director	$0	$0	$0
KENDALL JAMES RUTH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN N MWAURA	DIRECTOR	1.00	Director	$0	$0	$0
ROSALYN WARD	DIRECTOR	1.00	Director	$0	$0	$0
REV HENRY HEIJERMANS	DIRECTOR (UNTIL 11/24)	1.00	Director	$0	$0	$0
JONATHAN YODER	DIRECTOR (UNTIL 11/24)	1.00	Director	$0	$0	$0
JOHN ZESWITZ	DIRECTOR (UNTIL 11/24)	1.00	Director	$0	$0	$0
VINCENT REIGLE	VP FINANCE/CFO(UNTIL 8/24);CONTROLLER(AS OF 8/24)	40.00	Officer	$127,994	$21,615	$149,609
STEF MELICK	VP, HEALTH SVCS. (UNTIL 08/24)	40.00	Officer	$177,250	$20,989	$198,239
LISA ANDREWS	VP, HR (UNTIL 08/24)	40.00	Officer	$162,268	$20,738	$183,006
JOHN SAUDER	PRESIDENT/CEO	5.00	Officer	$0	$21,530	$320,277
GREGORY L FULMER	VP OF FINANCE	5.00	Officer	$0	$23,571	$223,191
DANIEL MORTENSEN	VP OF OPERATIONS	0.00	Officer	$0	$18,082	$202,998
KIMBERLY FREY	VP OF HUMAN RESOURCES	2.50	Officer	$0	$14,487	$181,803
JENNIFER M ESLINGER	VP OF HEALTH SERVICES	0.00	Officer	$0	$6,172	$178,214

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	$5,087,736	$9,409,480	$50,992,225	$-4,321,744
2024	$17,000,461	$17,497,569	$39,684,104	$-497,108
2023	$15,641,641	$16,397,469	$37,621,749	$-755,828
2022	$14,655,102	$15,914,670	$34,704,131	$-1,259,568
2021	$15,663,795	$15,751,766	$36,194,065	$-87,971
2020	$13,468,075	$14,710,891	$37,561,201	$-1,242,816
2019	$13,267,230	$12,996,776	$35,943,263	$270,454
2018	$12,927,798	$11,882,047	$29,061,394	$1,045,751

CALVARY FELLOWSHIP HOMES INC