UNION CONGREGATIONAL CHURCH HOMES INC (EIN 237253740) - 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

1972

Legal Domicile

Principal Officer

RONALD GATES

Phone

7813352667

Tax Period

2023-01-01 to 2023-12-31

UNION CONGREGATIONAL CHURCH HOMES INC, founded in 1972, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.4M, a strong 25% operating margin.

Mission

PROVIDE QUALITY DIGNIFIED HOUSING AND RELATED SUPPORT SERVICES TO LOW INCOME 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,314,034

Investment Income $230,020

Other Revenue $458

TOTAL REVENUE $5,544,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $677,800

Fundraising Expenses $0

Program Expenses $3,697,910

Other Expenses $3,457,201

TOTAL EXPENSES $4,135,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,544,512	$5,052,958	+0.1%
Expenses	$4,135,001	$4,045,298	+0.0%
Net Income	$1,409,511	$1,007,660	+0.4%

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

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

$142,676

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER BERGSTEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAULA MORLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD PEARSON	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL PEARSON	CLERK	1.00	Officer Director	$0	$0	$0
KATHIE GOODWIN	DIRECTOR	0.20	Director	$0	$0	$0
LINDA WING	DIRECTOR	0.20	Director	$0	$0	$0
GENE LANCASTER	DIRECTOR	0.20	Director	$0	$0	$0
REV RACHEL L V BICKFORD	DIRECTOR	0.20	Director	$0	$0	$0
PETER DALY	DIRECTOR	0.20	Director	$0	$0	$0
BETH DELGROSSO	DIRECTOR	0.20	Director	$0	$0	$0
LEE DEVEAU	DIRECTOR	0.20	Director	$0	$0	$0
RONALD GATES	EXECUTIVE DIRECTOR	26.70	Officer	$86,023	$25,521	$142,676
JESSE LEE	FACILITIES MANAGER	32.00	Highest	$80,961	$12,741	$113,455

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	No data	No data	No data	No data
2023	$5,544,512	$4,135,001	$43,648,234	$1,409,511
2022	$5,052,958	$4,045,298	$42,573,444	$1,007,660
2021	$4,945,502	$4,206,797	$42,222,830	$738,705
2020	$4,875,089	$3,995,094	$41,391,907	$879,995
2019	$4,495,443	$3,806,248	$41,077,619	$689,195
2018	$3,408,332	$3,869,618	$35,813,297	$-461,286

UNION CONGREGATIONAL CHURCH HOMES INC