Lake Sunapee Home Care and Hospice (EIN 237066056) - 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

1970

Legal Domicile

Principal Officer

James Culhane

Phone

6035264077

Tax Period

2024-10-01 to 2025-09-30

Lake Sunapee Home Care and Hospice, founded in 1970, is a community nonprofit in the Health Care sector that reported $10.0M in total revenue in fiscal year 2024.

Mission

Lake Sunapee Region VNA & Hospice provides health care and hospice services for individuals and families in homes and community settings, fostering continuity of care across settings and enabling people to stay in their homes as long as possible

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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 $483,711

Program Service Revenue $9,095,308

Investment Income $406,575

Other Revenue $-7,748

TOTAL REVENUE $9,977,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,790,398

Fundraising Expenses $24,082

Program Expenses $7,068,355

Other Expenses $2,141,262

TOTAL EXPENSES $9,931,660

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,977,846	$9,481,223	+0.1%
Expenses	$9,931,660	$9,776,406	+0.0%
Net Income	$46,186	$-295,183	-1.2%

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

105

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

$540,104

Total Directors

$181,199

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Junius	Board Chair	1.00	Officer Director	$0	$0	$0
Linda Scofield	Vice Chair	1.00	Officer Director	$0	$0	$0
Neil Shifrin	Treasurer	1.00	Officer Director	$0	$0	$0
George Quackenbos	Secretary	1.00	Officer Director	$0	$0	$0
Paul Buffum	Trustee	0.50	Director	$0	$0	$0
Richard Cross	Trustee	0.50	Director	$0	$0	$0
Donald Eberly	Trustee	0.50	Director	$0	$0	$0
Elizabeth Falicon	Trustee	0.50	Director	$0	$0	$0
Shari Goldberg	Trustee	0.50	Director	$0	$0	$0
Lori Manor Underwood	Trustee	0.50	Director	$0	$0	$0
Anthony Marino	Trustee	0.50	Director	$0	$0	$0
Jane Peel	Trustee	0.50	Director	$0	$0	$0
Anne Seger	Trustee	0.50	Director	$0	$0	$0
Rebecca Lacasse	Palliative & Hospice NP	40.00	Director	$149,273	$31,926	$181,199
James Culhane	President & CEO	30.00	Officer	$208,133	$33,408	$241,541
Monique Malanga	CFO	30.00	Officer	$120,828	$32,802	$153,630
Caitlin Barden	COO	34.00	Officer	$114,700	$30,233	$144,933
Gregory Coyle	Admission RN	40.00	Highest	$103,875	$14,221	$118,096

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	$9,977,846	$9,931,660	$14,705,872	$46,186
2024	$9,481,223	$9,776,406	$13,902,997	$-295,183
2023	$9,292,472	$9,313,326	$13,004,025	$-20,854
2022	$10,355,108	$10,396,445	$12,514,464	$-41,337
2021	$13,155,134	$10,932,376	$13,215,361	$2,222,758
2020	$9,739,435	$10,011,025	$12,847,670	$-271,590
2019	$9,935,115	$9,527,175	$10,639,913	$407,940
2018	$11,562,356	$11,223,680	$10,232,623	$338,676

Lake Sunapee Home Care and Hospice