KENDAL-CROSSLANDS COMMUNITIES (EIN 231906212) - 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

1981

Legal Domicile

Principal Officer

EDWARD PLASHA

Phone

6103887001

Tax Period

2024-01-01 to 2024-12-31

KENDAL-CROSSLANDS COMMUNITIES, founded in 1981, is a mid-sized nonprofit in the Human Services sector that reported $74.1M in total revenue in fiscal year 2024. Expenses of $67.0M left a modest 10% surplus.

Mission

TO PROVIDE COMMUNITIES AND SERVICES FOR OLDER PEOPLE IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS.

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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 $2,120,814

Program Service Revenue $63,952,117

Investment Income $7,310,856

Other Revenue $734,450

TOTAL REVENUE $74,118,237

Expense Breakdown

Grants Paid $455,880

Salaries & Benefits $36,241,804

Fundraising Expenses $82,000

Program Expenses $58,684,946

Other Expenses $30,314,914

TOTAL EXPENSES $67,012,598

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,118,237	$70,575,213	+0.1%
Expenses	$67,012,598	$66,520,863	+0.0%
Net Income	$7,105,639	$4,054,350	+0.8%

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

787

Volunteers

150

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

$762,192

Total Directors

Key Employees

$530,685

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GROVE	SECRETARY	2.00	Officer Director	$0	$0	$0
FREDERICK SPACKMAN	CLERK	2.00	Officer Director	$0	$0	$0
SUSAN RENZ	ASSIST. CLERK	2.00	Officer Director	$0	$0	$0
JONATHAN HUXTABLE	TREASURER	2.00	Officer Director	$0	$0	$0
CLAIRE MOONEY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY STOVER	DIRECTOR	2.00	Director	$0	$0	$0
SAMIRA MALIK	DIRECTOR	2.00	Director	$0	$0	$0
SUE PETROCELLI	DIRECTOR	2.00	Director	$0	$0	$0
TRISH EVANS	DIRECTOR	2.00	Director	$0	$0	$0
WILLARD HURD	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER HELLE	DIRECTOR	2.00	Director	$0	$0	$0
DONALD JONES	DIRECTOR	2.00	Director	$0	$0	$0
FREEMAN MILLER	DIRECTOR (UNTIL 01/24)	2.00	Director	$0	$0	$0
LISA MARSILIO	CEO	40.00	Officer	$414,558	$42,525	$457,083
EDWARD PLASHA	CFO	40.00	Officer	$267,079	$38,030	$305,109
DONNA S TAYLOR	CHIEF HEALTH SERVICES OFFICER	40.00	Key Emp	$250,208	$37,377	$287,585
SETH BEAVER	VP OF COMMUNITY OPERATIONS	40.00	Key Emp	$208,140	$34,960	$243,100
CATHERINE EMIG	HEALTH SERVICES ADMINISTRATOR	40.00	Highest	$155,663	$16,346	$172,009
SARAH MATAS	HEALTH SERVICES ADMINISTRATOR	40.00	Highest	$156,901	$31,388	$188,289
HELENE QUINONES	DIRECTOR OF MARKETING & ADMISSION	40.00	Highest	$145,942	$20,881	$166,823
JILL ARBIZ	DIRECTOR OF NURSING	40.00	Highest	$145,799	$13,690	$159,489
SOFIA ANTONIO	DIR OF REHAB SERVICES	40.00	Highest	$145,014	$30,674	$175,688

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	$74,118,237	$67,012,598	$267,933,664	$7,105,639
2023	$70,575,213	$66,520,863	$258,262,529	$4,054,350
2022	$66,971,734	$62,362,998	$242,531,378	$4,608,736
2021	$64,274,930	$59,135,107	$254,475,918	$5,139,823
2020	$59,328,958	$57,838,084	$240,827,958	$1,490,874
2019	$60,239,273	$55,860,227	$231,865,779	$4,379,046
2018	$58,584,467	$54,225,023	$211,248,632	$4,359,444

KENDAL-CROSSLANDS COMMUNITIES