SAINT MARY'S HOME OF ERIE (EIN 251073144) - 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

ROBERT ORTON

Phone

8148365300

Tax Period

2024-01-01 to 2024-12-31

SAINT MARY'S HOME OF ERIE, founded in 1974, is a mid-sized nonprofit in the Health Care sector that reported $17.2M in total revenue in fiscal year 2024. Expenses of $19.9M exceeded revenue, resulting in a 15% operating deficit.

Mission

FOUNDED BY THE SISTERS OF ST. JOSEPH AND OPERATED IN THE CATHOLIC TRADITION, SAINT MARY'S HOME OF ERIE IS COMMITTED TO AN ENVIRONMENT OF LOVING TO CARE WHERE PRIMARILY SENIORS, THEIR FAMILIES, STAFF AND VOLUNTEERS PARTICIPATE IN FOSTERING AN ATMOSPHERE OF COMMUNITY.

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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 $69,145

Program Service Revenue $15,613,203

Investment Income $1,274,543

Other Revenue $248,718

TOTAL REVENUE $17,205,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,890,557

Fundraising Expenses $59,031

Program Expenses $16,682,347

Other Expenses $7,971,156

TOTAL EXPENSES $19,861,713

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,205,609	$16,098,439	+0.1%
Expenses	$19,861,713	$18,449,449	+0.1%
Net Income	$-2,656,104	$-2,351,010	+0.1%

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

290

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

$542,945

Total Directors

$295,439

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN L BONACE	PRESIDENT/CEO	40.00	Officer Director	$246,199	$49,240	$295,439
RONALD P SEIGLEY	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
SHAWN EMERSON CPA	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
AUSTIN J BRUGGER	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY E ZENNER	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM SAMLUK	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA SANDBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
GARRET SHAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA DUDENHOEFFER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNIE T FREW	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY CANDELA	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY W ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
SR MARY DREXLER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV THOMAS BROOKS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN REILLY MD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW M SCHMIDT	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER COUGHLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE HAUBER	CFO	40.00	Officer	$61,455	$12,991	$74,446
ROBERT ORTON	PRESIDENT/CEO	40.00	Officer	$144,217	$28,843	$173,060
DEBBIE BAER	CCO	40.00	Highest	$116,164	$23,233	$139,397
AMY ERDELY	IT DIRECTOR	40.00	Highest	$109,122	$21,824	$130,946
MARY VENEZIA	ADMINISTRATOR, ASBURY	40.00	Highest	$125,030	$25,006	$150,036
PHILIP MUNDKOWSKY	RN	40.00	Highest	$107,069	$21,414	$128,483
SUSAN JASKIEWICZ	DIRECTOR OF NURSING	40.00	Highest	$110,279	$22,056	$132,335

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	$17,205,609	$19,861,713	$47,559,891	$-2,656,104
2023	$16,098,439	$18,449,449	$49,150,850	$-2,351,010
2022	$14,808,602	$17,642,829	$50,227,776	$-2,834,227
2021	$26,246,507	$23,613,891	$54,593,767	$2,632,616
2020	$29,657,218	$32,660,776	$70,084,714	$-3,003,558
2019	$30,988,814	$33,432,667	$80,307,262	$-2,443,853
2018	$31,290,710	$33,370,737	$81,010,170	$-2,080,027

SAINT MARY'S HOME OF ERIE