SANTAFE SENIOR LIVING FOUNDATION INC (EIN 264464727) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

STEVEN M ZIEGLER

Phone

3525548575

Tax Period

2023-01-01 to 2023-12-31

SANTAFE SENIOR LIVING FOUNDATION INC, founded in 2008, is a small nonprofit in the Housing & Shelter sector that reported $681K in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $3.0M exceeded revenue, resulting in a 333% operating deficit.

Mission

TO SOLICIT, RECEIVE & DISBURSE CHARITABLE GIFTS TO NOT-FOR-PROFIT SENIOR LIVING FACILITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $451,100

Program Service Revenue $0

Investment Income $229,958

Other Revenue $0

TOTAL REVENUE $681,058

Expense Breakdown

Grants Paid $2,951,848

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,951,848

Other Expenses $0

TOTAL EXPENSES $2,951,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$681,058	$442,765	+0.5%
Expenses	$2,951,848	$1,114,865	+1.6%
Net Income	$-2,270,790	$-672,100	+2.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$7,446,745

Total Directors

$6,103,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE G SCHREIBER	PRESIDENT & CEO	1.00	Officer Director	$0	$30,000	$6,103,583
STEVEN ZIEGLER	PRESIDENT AND CLO	1.00	Officer	$0	$29,004	$1,343,162
GLENDA EVANS HOOD	CHAIR	1.00	Officer Director	$0	$0	$0
JACKSON NORMAN SASSER PHD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BENJAMIN IRVING DOERR JR	TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN R MADDRON	DIRECTOR	1.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$681,058	$2,951,848	$3,411,516	$-2,270,790
2022	$442,765	$1,114,865	$5,815,859	$-672,100
2021	$882,268	$458,787	$7,576,481	$423,481
2020	$992,472	$549,079	$7,100,275	$443,393
2019	$572,137	$424,944	$6,286,795	$147,193
2018	$399,721	$696,472	$5,557,280	$-296,751

SANTAFE SENIOR LIVING FOUNDATION INC