TRADITIONS AT XENIA (EIN 274514992) - 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

2011

Legal Domicile

Principal Officer

LINDSEY DEHRING

Phone

6144512151

Tax Period

2023-01-01 to 2023-12-31

TRADITIONS AT XENIA, founded in 2011, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

Originating from a Christian commitment of service, we provide high quality care, services and communities for 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 (2023)

Revenue Breakdown

Contributions & Grants $84,171

Program Service Revenue $6,960,489

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,044,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,062,134

Fundraising Expenses $0

Program Expenses $6,380,537

Other Expenses $4,501,898

TOTAL EXPENSES $7,564,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,044,660	$5,976,941	+0.2%
Expenses	$7,564,032	$7,379,988	+0.0%
Net Income	$-519,372	$-1,403,047	-0.6%

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

$2,801,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan M DiMickele	President	0.1	Officer	$0	$45,633	$653,210
Robert S Walter	Vice President	0.1	Officer	$0	$37,100	$552,673
Matthew D Rule	Vice President	0.1	Officer	$0	$46,401	$524,989
Julie M Woolley	Secretary	0.1	Officer	$0	$28,373	$440,356
Brianna Mettler	Vice President	0.1	Officer	$0	$39,705	$333,248
Julia A Fratianne	Treasurer	0.1	Officer	$0	$44,753	$296,651
Steven Throop	Executive Director II	40.0	Highest	$0	$34,628	$155,307
Heather Hart	Director of Nursing	40.0	Highest	$0	$22,591	$144,602
Janet Meeks	Chair	0.1	Officer Director	$0	$0	$0
Peter Pavarini	Director	0.1	Director	$0	$0	$0
Tim Doney	Director	0.1	Director	$0	$0	$0
Larry Crowell	Director	0.1	Director	$0	$0	$0
Jami Dewolf	Director	0.1	Director	$0	$0	$0
Ervan Rodgers	Director	0.1	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	$7,044,660	$7,564,032	$32,484,635	$-519,372
2022	$5,976,941	$7,379,988	$32,843,236	$-1,403,047
2021	$4,874,635	$6,699,949	$32,383,407	$-1,825,314
2020	$4,193,821	$5,713,174	$32,583,202	$-1,519,353
2019	$3,681,583	$4,375,903	$28,024,710	$-694,320
2018	$3,792,726	$4,158,582	$16,788,787	$-365,856

TRADITIONS AT XENIA