METHODIST RETIREMENT HOMES OF KENTUCKY INC (EIN 311045332) - 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

1982

Legal Domicile

Principal Officer

RAYMOND DICKISON

Phone

5029693277

Tax Period

2024-07-01 to 2025-06-30

METHODIST RETIREMENT HOMES OF KENTUCKY INC, founded in 1982, is a small nonprofit that reported $189K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $210K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO SEEK CHARITABLE SUPPORT FOR WESLEY MANOR RETIREMENT COMMUNITY, INC. (A CHARITABLE NOT-FOR-PROFIT CORPORATION)

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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 $169,098

Program Service Revenue $0

Investment Income $20,900

Other Revenue $-1,119

TOTAL REVENUE $188,879

Expense Breakdown

Grants Paid $105,502

Salaries & Benefits $68,661

Fundraising Expenses $104,327

Program Expenses $105,502

Other Expenses $35,666

TOTAL EXPENSES $209,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,879	$314,064	-0.4%
Expenses	$209,829	$211,199	0.0%
Net Income	$-20,950	$102,865	-1.2%

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

$401,864

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA CAGLE	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE RUSSELL	BOARD MEMBER	2.00	Director	$0	$0	$0
RUSSELL WARDLAW	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIC HARDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JON SEIZ	BOARD MEMBER	2.00	Director	$0	$0	$0
KEN CURRY	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF KIRK	BOARD MEMBER	2.00	Director	$0	$0	$0
CRAIG REYNOLDS	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
TOM SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
PAMELA STEPHENS	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM BARNETT	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
SARAH MCINTOSH	TREASURER	2.00	Officer Director	$0	$0	$0
MARK STEPHENS	VP - FINANCE, CFO	1.00	Officer	$0	$10,812	$157,250
RAYMOND DICKISON	PRESIDENT	1.00	Officer	$0	$49,943	$244,614

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
2025	$188,879	$209,829	$1,488,874	$-20,950
2024	$314,064	$211,199	$1,259,855	$102,865
2023	$256,661	$125,163	$1,056,183	$131,498
2022	$312,467	$370,294	$965,958	$-57,827
2021	$283,941	$348,245	$1,079,157	$-64,304
2020	$241,809	$329,593	$718,826	$-87,784
2019	$256,194	$405,009	$790,376	$-148,815

METHODIST RETIREMENT HOMES OF KENTUCKY INC