ALEXIAN BROTHERS COMMUNITY SERVICES

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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

2000

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

ALEXIAN BROTHERS COMMUNITY SERVICES, founded in 2000, is a mid-sized nonprofit that reported $36.9M in total revenue in fiscal year 2024. Expenses of $32.1M left a modest 13% surplus.

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Program Service Accomplishments

Program 1

Expenses: $23,315,808 Revenue: $36,256,584

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO...

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. ALEXIAN BROTHERS COMMUNITY SERVICES (ABCS) OPERATES A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ("PACE"). PACE IS A COMMUNITY-BASED PROGRAM WHOSE PURPOSE IS TO SERVE THE FRAIL ELDERLY. THE PACE PROGRAM ENABLES ITS PARTICIPANTS TO REMAIN INDEPENDENT IN THEIR OWN HOMES AND COMMUNITIES THROUGH A UNIQUE SYSTEM OF MANAGED CARE. PACE COMBINES MEDICARE AND MEDICAID FUNDS TO PROVIDE COMPREHENSIVE HEALTH AND SOCIAL SERVICES IN THE HOME, IN THE COMMUNITY AND IN THE HOSPITAL OR NURSING FACILITY. IN FISCAL YEAR 2025 AN AVERAGE OF 276.4 PARTICIPANTS WERE PROVIDED CARE AND SERVICES THROUGH PACE. LIVE AT HOME SERVED AN AVERAGE OF 96 MEMBERS. HOME CARE PROVIDED OVER 7,267 HOURS OF SERVICE TO INDIVIDUALS.

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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 $0

Program Service Revenue $36,248,409

Investment Income $591,790

Other Revenue $78,107

TOTAL REVENUE $36,918,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,969,458

Fundraising Expenses $0

Program Expenses $23,315,808

Other Expenses $18,164,703

TOTAL EXPENSES $32,134,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,918,306	$36,662,563	+0.0%
Expenses	$32,134,161	$29,307,902	+0.1%
Net Income	$4,784,145	$7,354,661	-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

215

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

$2,622,259

Total Directors

$3,251,163

Key Employees

$232,379

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ANN MUSGRAVE MHA BSN RN	SECRETARY/SENIOR VP, POST-ACUTE AND AT-HOME SERVICES	0.0	Officer Director	$0	$56,092	$1,599,602
PATRICK LAMPE	CHAIR	1.0	Officer Director	$0	$0	$0
THOMAS E STITT CPA	TREASURER	1.0	Officer Director	$0	$0	$0
AARON G SHOEMAKER MD	DIRECTOR	0.0	Director	$0	$59,174	$1,651,561
ERIN SHADBOLT	VP POST ACUTE & AT-HOME SERVICES & CEO	0.0	Officer	$0	$52,831	$622,399
MARGARET VAUGHAN	AVP OF FINANCE, ASCENSION LIVING (START 5/2025)	0.0	Officer	$0	$0	$0
ROBIN T BINEK	AVP OF FINANCE, ASCENSION LIVING	0.0	Officer	$0	$39,771	$400,258
VICKI E GUERTIN	EXECUTIVE DIRECTOR	50.0	Key Emp	$207,737	$24,642	$232,379
LEAH E MCDONOUGH	DIRECTOR OF PHARMACY	50.0	Highest	$166,353	$29,500	$195,853
LORNA M BIRCH MD	MEDICAL DIRECTOR	50.0	Highest	$239,965	$40,634	$280,599
MONICA BERI	PHYSICIAN	50.0	Highest	$152,340	$7,527	$159,867
ROHINI R ALAY MD	PHYSICIAN	50.0	Highest	$223,812	$44,139	$267,951
SHERRY M HANKINS	PHARMACIST	50.0	Highest	$142,486	$23,046	$165,532
MICHAEL ROBERT GORDON	FORMER OFFICER (END 8/2023)	0.0		$0	$0	$220,260
PETER M LEIBOLD	FORMER BOARD OFFICER (END 6/2024)	0.0		$0	$45,069	$2,693,006

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	$36,918,306	$32,134,161	$50,109,435	$4,784,145
2024	$36,662,563	$29,307,902	$47,181,839	$7,354,661
2023	$28,570,964	$28,470,847	$40,754,954	$100,117
2022	$33,080,736	$27,781,358	$45,840,981	$5,299,378
2021	$31,662,164	$27,211,017	$48,381,445	$4,451,147
2020	$28,238,318	$26,754,996	$41,786,585	$1,483,322
2019	$29,438,936	$26,630,232	$42,770,622	$2,808,704
2018	$30,039,626	$26,153,924	$42,564,481	$3,885,702