WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY (EIN 362167948) - 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

1926

Legal Domicile

Principal Officer

RAYMOND MARNERIS

Phone

7734747300

Tax Period

2024-07-01 to 2025-06-30

WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY, founded in 1926, is a mid-sized nonprofit in the Human Services sector that reported $22.8M in total revenue in fiscal year 2018.

Mission

THE MISSION OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY IS TO ENRICH THE (SEE SCHEDULE O) LIVES OF SENIOR ADULTS BY OFFERING THOUGHTFUL INNOVATIONS IN SERVICES FOR A VARIETY OF LIFESTYLES.

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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 $248,702

Program Service Revenue $25,317,720

Investment Income $654,879

Other Revenue $479,706

TOTAL REVENUE $26,701,007

Expense Breakdown

Grants Paid $12,809

Salaries & Benefits $8,444,242

Fundraising Expenses $0

Program Expenses $25,522,881

Other Expenses $19,152,951

TOTAL EXPENSES $27,610,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,701,007	$26,918,037	0.0%
Expenses	$27,610,002	$28,279,434	0.0%
Net Income	$-908,995	$-1,361,397	-0.3%

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

280

Volunteers

157

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

$728,289

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE KEANE	CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN PIEJKO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN SIEGEL	TRUSTEE	1.00	Director	$0	$0	$0
MICHEL STANTON	TRUSTEE	1.00	Director	$0	$0	$0
ANN HASKINS	TRUSTEE	1.00	Director	$0	$0	$0
TIM KELLEHER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM WADELL	TRUSTEE	1.00	Director	$0	$0	$0
JAMES SCHMITT	CHIEF INFOMATION OFFICER	12.00	Officer	$0	$33,203	$217,130
RAYMOND MARNERIS	TREASURER/CFO	12.00	Officer	$0	$26,634	$242,096
KEVIN MCGEE	PRESIDENT/CEO	12.00	Officer	$0	$35,427	$269,063
MARTI JATIS	EXECUTIVE DIRECTOR	37.50	Highest	$163,092	$25,425	$188,517
RICARDO RAMOS	DIRECTOR OF NURSING	37.50	Highest	$120,499	$13,334	$133,833

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	$26,701,007	$27,610,002	$72,419,060	$-908,995
2024	$26,918,037	$28,279,434	$75,041,234	$-1,361,397
2023	$21,346,042	$26,747,040	$75,898,053	$-5,400,998
2022	$17,733,096	$22,096,020	$79,369,060	$-4,362,924
2021	$22,233,718	$20,950,333	$79,240,798	$1,283,385
2020	$28,308,621	$22,883,495	$68,370,441	$5,425,126
2019	$22,842,209	$22,217,378	$64,001,500	$624,831

WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY