LIVING BRANCHES (EIN 232125481) - 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

1979

Legal Domicile

Principal Officer

EDWARD D BRUBAKER

Phone

2153684438

Tax Period

2024-07-01 to 2025-06-30

LIVING BRANCHES, founded in 1979, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.8M in total revenue in fiscal year 2024. Revenue surged 164% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.9M, a strong 64% operating margin.

Mission

MANAGEMENT SERVICES TO RELATED ENTITIES PROVIDING HOUSING & HEALTH CARE FOR THE ELDERLY.

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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 $5,868,461

Program Service Revenue $3,889,460

Investment Income $621,739

Other Revenue $386,593

TOTAL REVENUE $10,766,253

Expense Breakdown

Grants Paid $92,353

Salaries & Benefits $2,918,491

Fundraising Expenses $42,710

Program Expenses $613,083

Other Expenses $859,531

TOTAL EXPENSES $3,873,855

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,766,253	$4,084,478	+1.6%
Expenses	$3,873,855	$3,547,791	+0.1%
Net Income	$6,892,398	$536,687	+11.8%

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

117

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

$700,089

Total Directors

Key Employees

$227,462

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN W DUERKSEN	CHAIR	0.10	Officer Director	$0	$0	$0
JOSHUA J MEYER	VICE CHAIR	0.10	Officer Director	$0	$0	$0
L BRENT KOLB	TREASURER	0.10	Officer Director	$0	$0	$0
WENDELL J WEAVER	SECRETARY	0.10	Officer Director	$0	$0	$0
J TODD ALDERFER MD	DIRECTOR	0.10	Director	$0	$0	$0
LUKE J BERGEY	DIRECTOR	0.10	Director	$0	$0	$0
ZACHARIAH C DERSTINE	DIRECTOR	0.10	Director	$0	$0	$0
J OLIVER GINGRICH ESQ	DIRECTOR	0.10	Director	$0	$0	$0
BRYAN K HUNSBERGER	DIRECTOR	0.10	Director	$0	$0	$0
AMY KOLB	DIRECTOR	0.10	Director	$0	$0	$0
JANE L RUTH	DIRECTOR	0.10	Director	$0	$0	$0
EDWARD D BRUBAKER	PRESIDENT & CEO	13.00	Officer	$379,488	$50,582	$430,070
STEVEN D MYERS	CHIEF FINANCIAL & TECH OFF	13.00	Officer	$236,268	$33,751	$270,019
MONIQUE COLE	EXECUTIVE DIRECTOR - SMH &	5.00	Key Emp	$197,526	$29,936	$227,462
ALEXANDRA K METRICARTI	CHIEF MARKETING OFFICER	40.00	Highest	$156,673	$30,148	$186,821
KRISTIN THIM	CHIEF HUMAN RESOURCE OFFIC	40.00	Highest	$151,362	$25,773	$177,135
LORI BORGLUM	DIR. OF RISK MGMT AND COMP	40.00	Highest	$113,232	$32,265	$145,497
TODD DETWEILER	DIRECTOR OF ENVIRONMENTAL	40.00	Highest	$105,005	$31,397	$136,402
MICHAEL MCCABE	CONTROLLER	40.00	Highest	$111,444	$20,601	$132,045

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	$10,766,253	$3,873,855	$20,900,067	$6,892,398
2024	$4,084,478	$3,547,791	$19,793,263	$536,687
2023	$3,542,239	$3,292,749	$18,568,777	$249,490
2022	$3,389,775	$3,250,620	$7,563,216	$139,155
2021	$3,157,268	$3,004,094	$7,785,776	$153,174
2020	$3,331,693	$3,368,573	$7,400,567	$-36,880
2019	$3,412,945	$3,077,387	$8,257,881	$335,558
2018	$3,146,918	$3,093,380	$8,069,285	$53,538

LIVING BRANCHES