KING-BRUWAERT HOUSE (EIN 362167769) - 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

1929

Legal Domicile

Principal Officer

SHEVAWN O'CONNOR

Phone

6303232250

Tax Period

2023-07-01 to 2024-06-30

KING-BRUWAERT HOUSE, founded in 1929, is a mid-sized nonprofit in the Human Services sector that reported $13.2M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $16.0M exceeded revenue, resulting in a 22% operating deficit.

Mission

A FULL RANGE LIFE PLAN 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 (2023)

Revenue Breakdown

Contributions & Grants $717,233

Program Service Revenue $9,584,449

Investment Income $2,794,780

Other Revenue $58,854

TOTAL REVENUE $13,155,316

Expense Breakdown

Grants Paid $16,783

Salaries & Benefits $9,054,202

Fundraising Expenses $13,488

Program Expenses $13,556,521

Other Expenses $6,967,091

TOTAL EXPENSES $16,038,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,155,316	$11,496,850	+0.1%
Expenses	$16,038,076	$13,805,136	+0.2%
Net Income	$-2,882,760	$-2,308,286	+0.2%

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

169

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

$566,521

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GRUBE	CHAIRMAN	5.00	Officer Director	$0	$0	$0
CATHY KEATING	VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
DEAN BARRETT	DIRECTOR	0.50	Director	$0	$0	$0
KATHERINE BIRCK	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD BULGER	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD BURRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
J DOUGLAS CLEVELAND	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES B LEWIS	DIRECTOR	0.50	Director	$0	$0	$0
JAMES MCCARTHY	DIRECTOR	0.50	Director	$0	$0	$0
SUZANNE PETREE	DIRECTOR	0.50	Director	$0	$0	$0
EILEEN L SACHANDA	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER TEMPLETON	DIRECTOR	0.50	Director	$0	$0	$0
MIKE TRENCH	DIRECTOR	0.50	Director	$0	$0	$0
TERRI BOWEN	CEO	40.00	Officer	$267,746	$11,748	$279,494
SHAWN O'CONNOR	FORMER DIRECTOR/INTERIM CEO	40.00	Officer	$45,005	$0	$45,005
ADRIAN GOETZ	CFO	40.00	Officer	$223,726	$18,296	$242,022
JEREMY LEONE	CONTROLLER	40.00	Highest	$139,716	$27,031	$166,747
BRITTANY MUNCH	DIRECTOR OF NURSING	40.00	Highest	$119,023	$15,794	$134,817
PAUL STECH	SR DIR OF BUILDINGS AND GR	40.00	Highest	$151,185	$20,248	$171,433
ANDREW BELTZ	SR DIR OF MARKETING & EXTE	40.00	Highest	$140,659	$19,375	$160,034
VIVIAN SALVADOR	REGISTERED NURSE	40.00	Highest	$124,241	$17,991	$142,232

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	No data	No data	No data	No data
2024	$13,155,316	$16,038,076	$138,331,406	$-2,882,760
2023	$11,496,850	$13,805,136	$79,047,220	$-2,308,286
2022	$12,009,447	$13,844,829	$61,171,811	$-1,835,382

KING-BRUWAERT HOUSE