Plum Presbyterian Senior Housing Inc (EIN 251471814) - 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

1984

Legal Domicile

Principal Officer

James Pieffer

Phone

4128266030

Tax Period

2024-01-01 to 2024-12-31

Plum Presbyterian Senior Housing Inc, founded in 1984, is a small nonprofit that reported $551K in total revenue in fiscal year 2024. Expenses of $478K left a modest 13% surplus.

Mission

Subsidized housing & supportive services for eligible low-income seniors.

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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 $365,404

Program Service Revenue $185,237

Investment Income $173

Other Revenue $0

TOTAL REVENUE $550,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,731

Fundraising Expenses $0

Program Expenses $433,213

Other Expenses $375,513

TOTAL EXPENSES $478,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$550,814	$513,074	+0.1%
Expenses	$478,244	$460,474	+0.0%
Net Income	$72,570	$52,600	+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

N/A

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

$1,390,378

Total Directors

$1,059,597

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David J Lowe Esq	Director and Chairman	0.10	Director	$0	$0	$0
Michael Luckett	Director and Vice-Chairman	0.10	Director	$0	$0	$0
James B Pieffer	Director and President	1.00	Officer Director	$0	$37,604	$505,187
Todd Boslau	Director and Treasurer	1.00	Officer Director	$0	$37,189	$313,088
Barbara Sullivan	Director	0.10	Director	$0	$0	$0
Stephani Danes	Director	0.10	Director	$0	$0	$0
Celeste Golonski	Director and Secretary	1.00	Officer Director	$0	$11,009	$241,322
Cassandra Law	Officer and Assistant Secr	1.00	Officer	$0	$15,018	$154,787
Greg Malisky	Officer and Assistant Trea	1.00	Officer	$0	$15,254	$175,994

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	$550,814	$478,244	$897,107	$72,570
2023	$513,074	$460,474	$896,466	$52,600
2022	$451,602	$437,579	$866,079	$14,023
2021	$474,337	$421,589	$948,166	$52,748
2020	$476,895	$406,606	$968,584	$70,289
2019	$462,532	$433,751	$892,477	$28,781

Plum Presbyterian Senior Housing Inc