WEXNER HERITAGE VILLAGE

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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

1969

Legal Domicile

Principal Officer

COREY GOLDSAND

Phone

6145590332

Tax Period

2024-01-01 to 2024-12-31

WEXNER HERITAGE VILLAGE, founded in 1969, is a mid-sized nonprofit in the Health Care sector that reported $15.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE RESIDENTIAL CARE AND RELATED SERVICES TO THE ELDERLY

Program Service Accomplishments

Program 1

Expenses: $11,756,653 Revenue: $14,325,794

PROVIDES SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY (99 BED NURSING FACILITY)

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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 $538,658

Program Service Revenue $13,861,904

Investment Income $228,844

Other Revenue $503,814

TOTAL REVENUE $15,133,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,925,869

Fundraising Expenses $0

Program Expenses $11,756,653

Other Expenses $7,917,089

TOTAL EXPENSES $14,842,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,133,220	$13,658,257	+0.1%
Expenses	$14,842,958	$13,505,526	+0.1%
Net Income	$290,262	$152,731	+0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH SCHUSS	SECRETARY	0.25	Officer Director	$0	$0	$0
IRA KANE	CHAIRMAN	0.25	Director	$0	$0	$0
MARK YALE	FINANCE CHAIR/PAST BOARD CHAIR	0.25	Director	$0	$0	$0
FRED SUMMER	DIRECTOR/VICE CHAIR	0.25	Director	$0	$0	$0
JOSH BOKOR	DIRECTOR	0.25	Director	$0	$0	$0
ARNOLD GOOD MD	DIRECTOR	0.25	Director	$0	$0	$0
AMY KLABEN	DIRECTOR	0.25	Director	$0	$0	$0
MARK UNGAR	DIRECTOR	0.25	Director	$0	$0	$0
KAREN BOKOR	DIRECTOR	0.25	Director	$0	$0	$0
ROSS FRIEDMAN	DIRECTOR	0.25	Director	$0	$0	$0
CHERYL HOOKER	DIRECTOR	0.25	Director	$0	$0	$0
SAM MARCELLINO	DIRECTOR	0.25	Director	$0	$0	$0
MARIAN SCHUDA MD	DIRECTOR	0.25	Director	$0	$0	$0
GERRY STEIMAN MD	DIRECTOR	0.25	Director	$0	$0	$0
MAXX BLANK	DIRECTOR	0.25	Director	$0	$0	$0
SHELBY NATHANS	DIRECTOR	0.25	Director	$0	$0	$0
STEVEN STIGLITZ	DIRECTOR	0.25	Director	$0	$0	$0
LISA ROGERS	DIRECTOR	0.25	Director	$0	$0	$0
COREY A GOLDSAND	PRESIDENT	1.00	Officer	$0	$0	$0
TANYA HAHN	CHIEF FINANCIAL OFFICER	1.00	Officer	$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	$15,133,220	$14,842,958	$31,104,075	$290,262
2023	$13,658,257	$13,505,526	$25,007,864	$152,731
2022	$11,754,318	$12,872,880	$15,570,523	$-1,118,562
2021	$10,278,682	$11,893,722	$9,203,542	$-1,615,040
2020	$13,013,280	$11,554,196	$6,609,801	$1,459,084