LEBANON VALLEY BRETHREN HOME (EIN 237404857) - 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

1974

Legal Domicile

Principal Officer

JEFFREY SHIREMAN

Phone

7178385406

Tax Period

2023-01-01 to 2023-12-31

LEBANON VALLEY BRETHREN HOME, founded in 1974, is a mid-sized nonprofit that reported $27.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTH CARE, AND 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 (2023)

Revenue Breakdown

Contributions & Grants $619,075

Program Service Revenue $25,386,691

Investment Income $763,967

Other Revenue $390,713

TOTAL REVENUE $27,160,446

Expense Breakdown

Grants Paid $189,509

Salaries & Benefits $13,547,499

Fundraising Expenses $219,808

Program Expenses $23,546,587

Other Expenses $13,764,080

TOTAL EXPENSES $27,501,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,160,446	$24,374,929	+0.1%
Expenses	$27,501,088	$25,237,398	+0.1%
Net Income	$-340,642	$-862,469	-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

278

Volunteers

178

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

$676,181

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN TILLEY	CHAIR	2.00	Officer Director	$0	$0	$0
SANDRA PINTARCH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR DENNIS GINGRICH	SECRETARY	2.00	Officer Director	$0	$0	$0
ROY MEYER	TREASURER	2.00	Officer Director	$0	$0	$0
RAYMOND FLAGG	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FORTNA	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HANN SR	DIRECTOR	1.00	Director	$0	$0	$0
REV RONALD LUDWICK	DIRECTOR	1.00	Director	$0	$0	$0
REV BELITA MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE PORTER	DIRECTOR	1.00	Director	$0	$0	$0
CHESTER ROSE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SHENK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SWANK	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WILLIAMS JR	DIRECTOR	1.00	Director	$0	$0	$0
KEITH WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SHIREMAN	PRESIDENT/CEO	37.50	Officer	$260,418	$48,928	$309,346
HENRY BRUBAKER	VP FINANCE/CFO	37.50	Officer	$158,119	$34,799	$192,918
JENNIFER GINDER	VP HEALTH SERVICES	37.50	Officer	$158,660	$15,257	$173,917
DEBRA O'DONNELL	RN NURSE MANAGER	37.50	Highest	$108,720	$22,767	$131,487
STEPHANIE FEGLEY	DIRECTOR OF NURSING	37.50	Highest	$118,060	$10,975	$129,035
LISA MORGANTHALL	HR DIRECTOR	37.50	Highest	$109,694	$32,718	$142,412
FRANCIS GLYNN	DIRECTOR OF ENVIRONMENTAL SERVICES	37.50	Highest	$101,884	$28,835	$130,719
BRYON BURWELL	RN NURSE MANAGER	37.50	Highest	$102,706	$18,522	$121,228

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	$27,160,446	$27,501,088	$91,755,717	$-340,642
2022	$24,374,929	$25,237,398	$81,652,298	$-862,469
2021	$26,365,122	$26,060,561	$78,609,610	$304,561
2020	$25,145,668	$25,429,243	$76,190,307	$-283,575
2019	$24,871,003	$24,160,886	$74,458,751	$710,117
2018	$25,553,976	$23,351,484	$64,871,744	$2,202,492

LEBANON VALLEY BRETHREN HOME