LANDIS HOMES RETIREMENT COMMUNITY (EIN 232194364) - 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

1964

Legal Domicile

Principal Officer

LARRY J ZOOK

Phone

7175693271

Tax Period

2024-07-01 to 2025-06-30

LANDIS HOMES RETIREMENT COMMUNITY, founded in 1964, is a mid-sized nonprofit in the Human Services sector that reported $61.1M in total revenue in fiscal year 2024. Expenses of $56.2M left a modest 8% surplus.

Mission

CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTH CARE AND OTHER RELATED SERVICES.

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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 $5,622,248

Program Service Revenue $49,095,382

Investment Income $2,741,395

Other Revenue $3,686,404

TOTAL REVENUE $61,145,429

Expense Breakdown

Grants Paid $28,470

Salaries & Benefits $26,370,259

Fundraising Expenses $1,025,169

Program Expenses $46,652,288

Other Expenses $29,820,686

TOTAL EXPENSES $56,219,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,145,429	$56,619,386	+0.1%
Expenses	$56,219,667	$53,447,857	+0.1%
Net Income	$4,925,762	$3,171,529	+0.6%

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

734

Volunteers

255

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

$901,787

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLEN MOFFETT	CHAIR	1.00	Officer Director	$0	$0	$0
GERRY HORST	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LISA CLARK	SECRETARY	1.00	Officer Director	$0	$0	$0
KENNETH MOORE	TREASURER	1.00	Officer Director	$0	$0	$0
MIM BOOK	TRUSTEE	1.00	Director	$0	$0	$0
BILL DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
SHERWOOD LINGENFELTER	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE STOLTZFUS	TRUSTEE	1.00	Director	$0	$0	$0
LARRY J ZOOK	PRESIDENT & CEO	30.00	Officer	$0	$37,334	$357,644
EVON BERGEY	VP OF OPERATIONS/COO	10.00	Officer	$0	$32,862	$278,354
COREY HAMILTON	VP OF FINANCE/CFO	27.00	Officer	$0	$32,461	$265,789
HEATHER KESSLER	VP OF HEALTH & CAMPUS SERVICES	40.00	Highest	$153,684	$24,531	$178,215
APRIL MYERS	DIRECTOR OF NURSING	40.00	Highest	$134,743	$22,475	$157,218
JULIE A LIPISKO	DIRECTOR OF NURSING	40.00	Highest	$124,388	$16,606	$140,994
GRACE ITWARU	CAMPUS SUPERVISOR	40.00	Highest	$125,457	$22,845	$148,302
ABEL KANDIE	CAMPUS SUPERVISOR	40.00	Highest	$103,678	$32,482	$136,160

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	$61,145,429	$56,219,667	$197,231,626	$4,925,762
2024	$56,619,386	$53,447,857	$184,307,302	$3,171,529
2023	$53,070,221	$50,977,196	$179,513,423	$2,093,025
2022	$48,905,142	$45,532,634	$172,838,756	$3,372,508
2021	$44,637,724	$43,211,693	$172,325,737	$1,426,031
2020	$46,253,156	$44,457,600	$168,357,742	$1,795,556
2019	$43,455,977	$42,851,577	$176,418,575	$604,400
2018	$40,629,803	$39,839,104	$151,779,793	$790,699

LANDIS HOMES RETIREMENT COMMUNITY