BURCHAM HILLS RETIREMENT CENTER II (EIN 382834545) - 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

1988

Legal Domicile

Principal Officer

LISA CUMMINS

Phone

5173518377

Tax Period

2024-07-01 to 2025-06-30

BURCHAM HILLS RETIREMENT CENTER II, founded in 1988, is a mid-sized nonprofit in the Human Services sector that reported $33.0M in total revenue in fiscal year 2024.

Mission

DEDICATED TO THE JOURNEY OF LIFE.

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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 $653,639

Program Service Revenue $32,042,045

Investment Income $295,312

Other Revenue $32,560

TOTAL REVENUE $33,023,556

Expense Breakdown

Grants Paid $25,278

Salaries & Benefits $15,702,914

Fundraising Expenses $0

Program Expenses $27,989,316

Other Expenses $17,966,809

TOTAL EXPENSES $33,695,001

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,023,556	$30,882,024	+0.1%
Expenses	$33,695,001	$30,879,477	+0.1%
Net Income	$-671,445	$2,547	-264.6%

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

577

Volunteers

100

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

$155,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN YONTZ	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT BREEN	SECRETARY OF THE BOARD	2.00	Officer Director	$0	$0	$0
JAMES SAVAGE	TREASURER OF THE BOARD	2.00	Officer Director	$0	$0	$0
REGINALD CARTER	MEMBER OF THE BOARD (LEFT 2/25)	2.00	Director	$0	$0	$0
STELLA CASH	MEMBER OF THE BOARD	2.00	Director	$0	$0	$0
TINA GROSS	MEMBER OF THE BOARD (JOIN 4/25)	2.00	Director	$0	$0	$0
CHARLES HILLARY	MEMBER OF THE BOARD	2.00	Director	$0	$0	$0
DAPHNE HOBSON	MEMBER OF THE BOARD	2.00	Director	$0	$0	$0
PATRICIA MUNSHAW	MEMBER OF THE BOARD	2.00	Director	$0	$0	$0
STEVE OWEN	MEMBER OF THE BOARD	2.00	Director	$0	$0	$0
PAULA REICHLE	MEMBER OF THE BOARD (LEFT 4/25)	2.00	Director	$0	$0	$0
CHERYL RONK	MEMBER OF THE BOARD	2.00	Director	$0	$0	$0
MICHAEL TOBIN	MEMBER OF THE BOARD (LEFT 4/25)	2.00	Director	$0	$0	$0
LISA CUMMINS	EXECUTIVE DIRECTOR (HIRE 11/24)	40.00	Officer	$0	$0	$0
KARI RENNIE	EXECUTIVE DIRECTOR (LEFT 9/24)	40.00	Officer	$0	$0	$0
MATHEW DEWOLF	DIR OF FINANCE (LEFT 9/24)	40.00	Officer	$121,434	$16,567	$138,001
TODD MOEGGNEBORG	DIR OF FINANCE (HIRE 11/24)	40.00	Officer	$17,308	$0	$17,308
TESSY IDUSUYI	LPN	40.00	Highest	$141,648	$2,125	$143,773
KELLY SHARPE	RN	40.00	Highest	$133,975	$4,797	$138,772
MARK SARVIS	DIR OF BLDGS & GROUNDS	40.00	Highest	$131,478	$1,972	$133,450
JESIM BLOMBERG	RN	40.00	Highest	$127,961	$10,141	$138,102
MICHELLE TRAIL-CROSSER	MARKETING DIRECTOR	40.00	Highest	$124,706	$19,072	$143,778

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	$33,023,556	$33,695,001	$51,553,760	$-671,445
2024	No data	No data	No data	No data
2023	$27,318,511	$30,599,834	$54,587,062	$-3,281,323
2022	$32,478,363	$29,980,009	$58,146,600	$2,498,354
2021	$24,236,077	$27,975,368	$50,044,877	$-3,739,291
2020	$27,333,133	$27,478,061	$38,566,696	$-144,928
2019	$25,709,674	$25,483,942	$32,009,858	$225,732

BURCHAM HILLS RETIREMENT CENTER II