PHOEBE BERKS HEALTH CARE CENTER INC (EIN 232560952) - 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

1989

Legal Domicile

Phone

6107708115

Tax Period

2022-07-01 to 2023-06-30

PHOEBE BERKS HEALTH CARE CENTER INC, founded in 1989, is a mid-sized nonprofit in the Health Care sector that reported $33.1M in total revenue in fiscal year 2022. Expenses of $31.5M left a modest 5% surplus.

Mission

TO PROVIDE HEALTHCARE, CULTURAL AND RECREATIONAL ACTIVITIES, AND ROOM AND BOARD FOR RESIDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $671,052

Program Service Revenue $31,749,505

Investment Income $491,823

Other Revenue $164,973

TOTAL REVENUE $33,077,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,344,709

Fundraising Expenses $0

Program Expenses $27,103,440

Other Expenses $23,170,082

TOTAL EXPENSES $31,514,791

Year-over-Year Comparison

	2022	2021	Change
Revenue	$33,077,353	$32,173,617	+0.0%
Expenses	$31,514,791	$28,826,155	+0.1%
Net Income	$1,562,562	$3,347,462	-0.5%

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

273

Volunteers

145

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

$1,431,094

Total Directors

$827,853

Key Employees

$257,656

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TREASURER (UNTIL 01/01/23)	1.0	Officer Director	$0	$0	$0
N/A	TREASURER (AS OF 01/01/23)	1.0	Officer Director	$0	$0	$0
N/A	CHAIRPERSON	1.0	Officer Director	$0	$0	$0
N/A	SECRETARY	1.0	Officer Director	$0	$0	$0
N/A	PRESIDENT/CEO	40.0	Officer Director	$0	$37,732	$827,853
N/A	VICE CHAIRPERSON	1.0	Officer Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	COO	40.0	Officer	$0	$28,637	$380,179
N/A	CFO	40.0	Officer	$0	$12,794	$223,062
N/A	EXECUTIVE DIRECTOR	40.0	Key Emp	$247,288	$10,368	$257,656
N/A	NURSING DIRECTOR	40.0	Highest	$123,401	$4,162	$127,563
N/A	WELLNESS MANAGER	40.0	Highest	$100,882	$12,278	$113,160
N/A	RN SUPERVISOR	40.0	Highest	$106,410	$6,817	$113,227
N/A	FORMER COO	40.0		$0	$0	$287,360

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$33,077,353	$31,514,791	$86,239,138	$1,562,562
2022	$32,173,617	$28,826,155	$84,289,874	$3,347,462
2021	$32,172,021	$27,578,153	$81,929,428	$4,593,868
2020	$30,577,814	$26,434,783	$76,955,284	$4,143,031
2019	$29,499,925	$26,425,026	$71,353,167	$3,074,899
2018	$28,168,877	$25,884,225	$71,348,656	$2,284,652

PHOEBE BERKS HEALTH CARE CENTER INC