MUNSON HOME CARE (EIN 382191390) - 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

1977

Legal Domicile

Principal Officer

SHARI WILSON

Phone

2319357777

Tax Period

2022-07-01 to 2023-06-30

MUNSON HOME CARE, founded in 1977, is a mid-sized nonprofit in the Health Care sector that reported $24.6M in total revenue in fiscal year 2022. Expenses of $27.6M exceeded revenue, resulting in a 12% operating deficit.

Mission

MUNSON HOME CARE DELIVERS EXCELLENT CARE IN THE HOME FOR MUNSON HEALTHCARE PATIENTS AND THE RESIDENTS OF THE COMMUNITIES WE SERVE. MUNSON HOSPICE IS DEDICATED TO A TEAM APPROACH TO MANAGEMENT OF THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF THE TERMINALLY ILL AND THEIR LOVED ONES.

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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 $487,579

Program Service Revenue $24,121,168

Investment Income $-46,186

Other Revenue $3,798

TOTAL REVENUE $24,566,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,223,509

Fundraising Expenses $24,846

Program Expenses $24,368,176

Other Expenses $9,346,135

TOTAL EXPENSES $27,569,644

Year-over-Year Comparison

	2022	2021	Change
Revenue	$24,566,359	$25,238,662	0.0%
Expenses	$27,569,644	$24,188,711	+0.1%
Net Income	$-3,003,285	$1,049,951	-3.9%

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

N/A

Employees

279

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

$1,346,243

Total Directors

$2,076,841

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICIA MAITLAND	SEC/TREAS/CF	2.00	Officer Director	$0	$27,634	$463,262
TONYA SMITH	DIRECTOR	1.00	Director	$0	$22,637	$435,500
ROMAN BARRAZA MD	MED DIRECTOR	40.00	Highest	$398,908	$22,486	$421,394
SHARI WILSON	PRESIDENT	2.00	Officer Director	$0	$46,845	$326,286
PETER TUCKER MD	MEDICAL DIRE	40.00	Highest	$161,076	$19,178	$325,580
KATHLEEN MALY	INTERIM CFO	2.00	Officer Director	$0	$32,174	$320,564
KELLY TOMASZEWSKI	DIRECTOR	1.00	Director	$0	$48,082	$295,098
DAWN HALLECK	SEC/TREAS PT	2.00	Officer Director	$0	$42,002	$236,131
ALTON KARLON	DIRECTOR HOS	40.00	Highest	$129,542	$28,668	$158,210
LOIS NEERING	NURSE PRACTI	40.00	Highest	$1,480	$17,203	$147,984
ANDRIJ LAWRIN	PHYSICIAN AS	40.00	Highest	$131,895	$14,882	$146,777

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	No data	No data	No data	No data
2023	$24,566,359	$27,569,644	$9,048,775	$-3,003,285
2022	$25,238,662	$24,188,711	$17,254,943	$1,049,951
2021	$27,662,266	$26,503,852	$17,400,795	$1,158,414
2020	$28,388,477	$27,680,379	$15,503,226	$708,098
2019	$29,162,940	$27,770,440	$14,460,342	$1,392,500
2018	$28,841,946	$27,503,863	$12,738,970	$1,338,083

MUNSON HOME CARE