McDonald Presbyterian Senior Housing In (EIN 251649199) - 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

1990

Legal Domicile

Principal Officer

James Pieffer

Phone

4128266030

Tax Period

2024-01-01 to 2024-12-31

McDonald Presbyterian Senior Housing In, founded in 1990, is a small nonprofit in the Housing & Shelter sector that reported $489K in total revenue in fiscal year 2024. The organization ran a surplus of $95K, a strong 19% operating margin.

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 $276,938

Program Service Revenue $205,426

Investment Income $6,406

Other Revenue $0

TOTAL REVENUE $488,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,077

Fundraising Expenses $0

Program Expenses $348,296

Other Expenses $268,586

TOTAL EXPENSES $393,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$488,770	$469,443	+0.0%
Expenses	$393,663	$373,882	+0.1%
Net Income	$95,107	$95,561	0.0%

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

$1,395,378

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
Celeste Golonski	Director and Secretary	1.00	Officer Director	$0	$11,009	$241,322
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
Marilou Ritchie	Director	0.10	Director	$0	$0	$0
Barbara Sullivan	Director	0.10	Director	$0	$0	$0
Stefani Danes	Director	0.10	Director	$0	$0	$0
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	$180,994

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	$488,770	$393,663	$1,052,300	$95,107
2023	$469,443	$373,882	$981,880	$95,561
2022	$448,613	$394,428	$936,875	$54,185
2021	$435,524	$340,702	$826,127	$94,822
2020	$354,338	$345,617	$720,333	$8,721
2019	$349,890	$326,491	$722,032	$23,399

McDonald Presbyterian Senior Housing In