Presbyterian SeniorCare (EIN 250969422) - 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

1928

Legal Domicile

Principal Officer

James B Pieffer

Phone

4128266004

Tax Period

2024-01-01 to 2024-12-31

Presbyterian SeniorCare, founded in 1928, is a mid-sized nonprofit in the Human Services sector that reported $31.3M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $29.5M left a modest 6% surplus.

Mission

Non-profit regional network providing a continuum of living and care options for older adults.In addition to Westminster Place, Woodside Place of Oakmont, Southminster Place and Woodside Place of Washington, three personal care facilities and one assisted living that it owns, Presbyterian SeniorCare is sole member of numerous nonprofit membership corporations providing a regional system of housing, personal care, dementia care, long-term and rehabilitation healthcare, and community services for older adults. It also manages of multiple affordable housing communities serving persons with disabilities and low-income seniors through a service-enriched model that supports aging in place and minimizes the need for institutional care. Presbyterian SeniorCare provides charitable care to the seniors it serves who are no longer able to pay for their care. In 2023 across its regional network, it provided a combined total of $22.6 million in benevolent (charitable) and uncompensated care.

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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 $1,776,498

Program Service Revenue $26,752,171

Investment Income $2,791,557

Other Revenue $0

TOTAL REVENUE $31,320,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,181,269

Fundraising Expenses $0

Program Expenses $18,761,767

Other Expenses $10,277,309

TOTAL EXPENSES $29,458,578

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,320,226	$28,867,957	+0.1%
Expenses	$29,458,578	$26,643,619	+0.1%
Net Income	$1,861,648	$2,224,338	-0.2%

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

1970

Volunteers

100

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

$2,099,767

Total Directors

$505,187

Key Employees

$571,382

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melonie R Jackson	Director	1.00	Director	$0	$0	$0
William J Bates	Director and Chair	2.00	Director	$0	$0	$0
Joan L Massella	Director	1.00	Director	$0	$0	$0
John G Dorman	Director	1.00	Director	$0	$0	$0
Frederick G Fiedler	Director	1.00	Director	$0	$0	$0
Michael Chaido	Director	1.00	Director	$0	$0	$0
David J Lowe	Director	1.00	Director	$0	$0	$0
Michael W Luckett	Director	1.00	Director	$0	$0	$0
Clark Delanois	Director	1.00	Director	$0	$0	$0
Thomas D Pratt	Director and Vice-Chair	1.00	Director	$0	$0	$0
Rosanne C Saunders	Director	1.00	Director	$0	$0	$0
Sandra R Tomlinson	Director	1.00	Director	$0	$0	$0
James B Pieffer	Director and President	40.00	Officer Director	$467,583	$37,604	$505,187
Robert A Frank	Director	1.00	Director	$0	$0	$0
Danielle N Larson	Director	1.00	Director	$0	$0	$0
Todd R Boslau	Senior VP and Chief Financ	40.00	Officer	$275,899	$37,189	$313,088
Celeste Golonski	Senior VP and Chief Strate	40.00	Officer	$230,313	$11,009	$241,322
Tanya Ulrich	VP and Chief Human Resourc	40.00	Officer	$189,579	$17,555	$207,134
Elizabeth Thompson	Corporate Secretary	40.00	Officer	$95,379	$26,240	$121,619
Bobbi Jo Haden	Vice President, Retirement	40.00	Officer	$245,824	$21,056	$266,880
Roberta Gray	Vice President, Care Commu	40.00	Officer	$184,071	$9,635	$193,706
Stacie Borneman	Vice President, Marketing and Co	40.00	Officer	$231,192	$19,639	$250,831
Jackie Flanagan	Director, Foundation	40.00	Key Emp	$166,572	$13,630	$180,202
Greg Malisky	Vice President, Supply Cha	40.00	Key Emp	$165,740	$15,254	$180,994
Willis Hull	Director of Sales	40.00	Key Emp	$194,244	$15,942	$210,186

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	$31,320,226	$29,458,578	$79,850,039	$1,861,648
2023	$28,867,957	$26,643,619	$80,572,707	$2,224,338
2022	$27,529,614	$25,274,068	$77,516,262	$2,255,546
2021	$28,629,531	$24,544,593	$89,939,182	$4,084,938
2020	$26,280,782	$26,515,938	$86,722,188	$-235,156
2019	$25,633,678	$23,789,322	$84,846,485	$1,844,356
2018	$27,192,619	$23,244,457	$72,250,628	$3,948,162

Presbyterian SeniorCare