DIAKON LUTHERAN SENIOR HOUSING AT HEILMAN HOUSE (EIN 232463233) - 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

SHARI VANDERGAST

Phone

6106821262

Tax Period

2024-01-01 to 2024-12-31

DIAKON LUTHERAN SENIOR HOUSING AT HEILMAN HOUSE, founded in 1981, is a small nonprofit that reported $322K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $289K left a modest 10% surplus.

Mission

DIAKON LUTHERAN SENIOR HOUSING AT HEILMAN HOUSE OFFERS AFFORDABLE, EQUAL OPPORTUNITY SENIOR HOUSING ACCOMMODATIONS.

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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 $159,610

Program Service Revenue $159,393

Investment Income $629

Other Revenue $2,559

TOTAL REVENUE $322,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $253,450

Other Expenses $288,592

TOTAL EXPENSES $288,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,191	$543,564	-0.4%
Expenses	$288,592	$506,985	-0.4%
Net Income	$33,599	$36,579	-0.1%

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

N/A

Employees

N/A

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

$1,505,644

Total Directors

$1,505,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT HABECKER	CEO/PRESIDENT (UNTIL 11/10/2024)	0.10	Officer Director	$0	$40,339	$1,254,666
LISA WEBSTER	VICE PRESIDENT OF FINANCE, SECRETARY	0.10	Officer Director	$0	$17,195	$250,978

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	$322,191	$288,592	No data	$33,599
2023	$543,564	$506,985	$1,175,904	$36,579
2022	$520,951	$535,018	$1,231,430	$-14,067
2021	$510,573	$507,397	$1,263,062	$3,176
2020	$504,397	$492,362	$1,280,351	$12,035
2019	$494,660	$512,107	$1,314,854	$-17,447
2018	$483,851	$514,373	$1,514,928	$-30,522

DIAKON LUTHERAN SENIOR HOUSING AT HEILMAN HOUSE