Plum Presbyterian Supportive Housi… - Form 990 Financial Data

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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

1993

Legal Domicile

Principal Officer

James Pieffer

Phone

4128266030

Tax Period

2024-01-01 to 2024-12-31

Plum Presbyterian Supportive Housing In, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $209K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 31% operating margin.

Mission

HUD subsidized affordable housing with supportive services for low income seniors who meet the income eligibility requirements of the HUD 202 Section 8 program.SeniorCare Network manages this community and provides or assists in the provision of services to meet individual resident needs. Typically,even though this community is a supportive housing facility, between 50-70% of our residents ae considered frail or at risk. To address these issues and the needs of those residing in this community, we employ a Service Coordinator to work with each resident as appropriate. The Service Coordinator assesses the needs of each resident and makes referrals to appropriate resources, such as families, senior centers, churches and other community groups. SeniorCare Network is an affiliate of Presbyterian SeniorCare, a not-for-profit, charitable organization established on January 25, 1928 which provides facilities, services and programs for enhancing the quality of life of older adults.

Program Service Accomplishments

Program 1

Expenses: $128,139 Revenue: $30,711

Community provides affordable supportive housing for persons with chronic mental illness and memory impairments who meet the income eligibility requirements of the HUD Section 811 program. 100% of...

Community provides affordable supportive housing for persons with chronic mental illness and memory impairments who meet the income eligibility requirements of the HUD Section 811 program. 100% of the 8-11 residents served daily meet these guidelines. The three most common areas where residents need assistance are transportation, housekeeping, and meals. Other services include social service coordination and other supportive and preventative programs to assist residents to age with choice, such as medication management, bathing, and IDL support. In addition, there is also a focus on prevention through education, health screenings, and wellness and activity programs to support the health of the 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 $178,284

Program Service Revenue $30,711

Investment Income $109

Other Revenue $0

TOTAL REVENUE $209,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,091

Fundraising Expenses $0

Program Expenses $128,139

Other Expenses $120,556

TOTAL EXPENSES $144,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,104	$134,074	+0.6%
Expenses	$144,647	$131,034	+0.1%
Net Income	$64,457	$3,040	+20.2%

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

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
Joe DelRaso	Director	0.10	Director	$0	$0	$0
Barbara Sullivan	Director	0.10	Director	$0	$0	$0
Stephani 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	$209,104	$144,647	$322,642	$64,457
2023	$134,074	$131,034	$243,201	$3,040
2022	$129,169	$154,720	$239,126	$-25,551
2021	$134,229	$159,971	$277,047	$-25,742
2020	$123,953	$136,504	$292,696	$-12,551
2019	$129,624	$150,370	$309,342	$-20,746

Plum Presbyterian Supportive Housing In