CRIS Healthy Aging (EIN 370948852) - 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

1971

Legal Domicile

Phone

2174432999

Tax Period

2024-01-01 to 2024-12-31

CRIS Healthy Aging, founded in 1971, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $3.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO KEEP OLDER ADULTS SAFE, HEALTHY, AND INDEPENDENT IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE.

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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 $2,369,927

Program Service Revenue $1,164,377

Investment Income $-4,179

Other Revenue $-93,113

TOTAL REVENUE $3,437,012

Expense Breakdown

Grants Paid $3,238

Salaries & Benefits $2,371,570

Fundraising Expenses $0

Program Expenses $2,320,860

Other Expenses $1,426,997

TOTAL EXPENSES $3,801,805

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,437,012	$3,722,663	-0.1%
Expenses	$3,801,805	$3,677,608	+0.0%
Net Income	$-364,793	$45,055	-9.1%

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

Volunteers

116

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

$6,980,717

Total Directors

$672,265

Key Employees

$1,371,522

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aja Lystila MD	Board Member // Physician	0.1	Director	$0	$58,450	$533,599
James Stevenson	Board Member	0.1	Director	$0	$0	$0
Mark Czys	Board Member	0.1	Director	$0	$0	$0
Michael Devocelle	Board Member	0.1	Director	$0	$0	$0
Paul Tucker PhD	Board Member	0.1	Director	$0	$0	$0
Uretz Oliphant MD	Board Member // CHCI Secretary/Treasurer	0.1	Director	$0	$7,632	$138,666
DENNIS HESCH	OFFICER - EVP, CHIEF FINANCE & STRATEGY OFFICER	0.1	Officer	$0	$332,566	$1,507,676
JAMES C LEONARD MD	OFFICER - PRESIDENT & CEO	0.5	Officer	$0	$50,256	$2,348,482
LISA MILLER	EX OFFICIO, NON-VOTING // OFFICER - PRESIDENT, CRIS HEALTHY AGING	40.0	Officer	$194,267	$45,214	$239,481
MATTHEW KOLB JD MHA	OFFICER - PRESIDENT, CARLE HEALTH REGIONS // EVP, COO	1.0	Officer	$0	$333,703	$1,752,332
NAPOLEON KNIGHT MD MBA	OFFICER - EVP, CHIEF MEDICAL OFFICER	1.0	Officer	$0	$41,194	$1,132,746
LAUREN SCHMID MBA	EVP, CHIEF HUMAN RESOURCES OFFICER	1.0	Key Emp	$0	$105,168	$983,756
NICHOLAS CROMPTON	VP, CONSTRUCTION & FACILITY SERVICES	1.0	Key Emp	$0	$84,557	$387,766
MARY THOMPSON	FORMER OFFICER	0.0		$0	$66,814	$363,135

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	$3,437,012	$3,801,805	$1,455,699	$-364,793
2023	$3,722,663	$3,677,608	$1,678,833	$45,055
2022	$2,825,230	$2,829,656	$1,449,671	$-4,426
2022	$2,825,230	$2,808,866	$1,470,461	$16,364
2022	$544,695	$834,161	$1,612,479	$-289,466
2021	$2,861,392	$2,605,843	$2,099,409	$255,549
2021	$2,870,440	$2,614,891	$2,099,409	$255,549
2020	$2,868,277	$2,581,295	$1,622,852	$286,982
2019	$2,297,465	$2,422,635	$1,347,976	$-125,170
2018	$2,207,230	$2,338,660	$1,389,351	$-131,430

CRIS Healthy Aging