BRETHREN HOME

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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

1961

Legal Domicile

Principal Officer

JAMES A STEVENS TRUSTEE

Phone

8159626611

Tax Period

2022-07-01 to 2023-06-30

BRETHREN HOME, founded in 1961, is a community nonprofit that reported $7.4M in total revenue in fiscal year 2022. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 26% operating margin.

Mission

BRETHREN HOME IS A CONTINUING CARE RETIREMENT COMMUNITY PROVIDING QUALITY RESIDENTIAL AND SERVICES. BRETHREN HOME SEEKS TO PROMOTE AN ACTIVE RETIREMENT AND HEALTHY LIFESTYLE WITH RESPECT, DIGNITY AND SECURITY FOR THE WHOLE PERSON.

Program Service Accomplishments

Program 1

Expenses: $4,762,813 Revenue: $3,878,579

BRETHREN HOME OWNS AND OPERATES A LONG-TERM CARE FACILITY WITH A TOTAL BED CAPACITY OF 125

Program 2

Expenses: $286,750 Revenue: $286,750

BRETHREN HOME PROVIDES ADMINISTRATIVE SERVICES TO PINECREST GROVE AND PINECREST VILLAGE

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,165,329

Investment Income $3,248,048

Other Revenue $3,153

TOTAL REVENUE $7,416,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $733,657

Fundraising Expenses $0

Program Expenses $5,049,563

Other Expenses $4,789,051

TOTAL EXPENSES $5,522,708

Year-over-Year Comparison

	2022	2021	Change
Revenue	$7,416,530	$11,167,577	-0.3%
Expenses	$5,522,708	$11,492,827	-0.5%
Net Income	$1,893,822	$-325,250	-6.8%

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

N/A

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
ANDREW WELP	PRESIDENT	0.30	Officer Director	$0	$0	$0
GARY HENDERSON	VICE PRESIDE	0.30	Officer Director	$0	$0	$0
MIKE ANDERSON	TREASURER	0.30	Officer Director	$0	$0	$0
PATRICIA BALL	SECRETARY	0.30	Officer Director	$0	$0	$0
DR EDWARD BAKER	DIRECTOR	0.30	Director	$0	$0	$0
BEVERLY BINKLEY	DIRECTOR	0.30	Director	$0	$0	$0
TOM GLENDENNING	DIRECTOR	0.30	Director	$0	$0	$0
CATHY HART	DIRECTOR	0.30	Director	$0	$0	$0
GARY MELVIN	DIRECTOR	0.30	Director	$0	$0	$0
DR KATIE MILLER	DIRECTOR	0.30	Director	$0	$0	$0
BRENDA NEVENHOVEN	DIRECTOR	0.30	Director	$0	$0	$0
STEVE VOELKER	DIRECTOR	0.30	Director	$0	$0	$0
KURT ZUCK	DIRECTOR	0.30	Director	$0	$0	$0
FEROL LABASH	CHIEF EXEC O	40.00	Officer	$0	$0	$0
JAMES A STEVENS TRUSTEE	TRUSTEE	0.30	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
2023	$7,416,530	$5,522,708	No data	$1,893,822
2022	$11,167,577	$11,492,827	$14,528,169	$-325,250
2021	$12,296,888	$11,451,588	$14,416,154	$845,300
2020	$11,372,796	$12,058,912	$14,265,140	$-686,116
2019	$10,853,578	$10,832,846	$13,841,612	$20,732
2018	$10,088,462	$10,219,409	$13,748,759	$-130,947