Pilgrim Manor Foundation (EIN 383410416) - 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

1998

Legal Domicile

Principal Officer

John K Renner

Phone

6164581133

Tax Period

2020-01-01 to 2020-12-31

Pilgrim Manor Foundation, founded in 1998, is a micro nonprofit that reported $58K in total revenue in fiscal year 2020. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $103K exceeded revenue, resulting in a 77% operating deficit.

Mission

To Receive and Administer Funds on behalf of Pilgrim Manor, Inc for the Operations of a Nursing Home and Residential Housing for the Elderly.

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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 (2020)

Revenue Breakdown

Contributions & Grants $58,344

Program Service Revenue $0

Investment Income $41

Other Revenue $0

TOTAL REVENUE $58,385

Expense Breakdown

Grants Paid $39,600

Salaries & Benefits $43,163

Fundraising Expenses $63,724

Program Expenses $39,600

Other Expenses $20,561

TOTAL EXPENSES $103,324

Year-over-Year Comparison

	2020	2019	Change
Revenue	$58,385	$114,437	-0.5%
Expenses	$103,324	$230,171	-0.6%
Net Income	$-44,939	$-115,734	-0.6%

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

N/A

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

$1,311,515

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Phil Balkem	Director	0.05	Director	$0	$0	$0
Rev Ruth Fitzgerald	Director	0.05	Director	$0	$0	$0
Rev Bruce Roller	Director	0.05	Director	$0	$0	$0
Mallott Phil	Board Chair United Church Homes	0.05	Director	$0	$0	$0
Rev Kenneth Daniel	President/CEO	0.05	Officer	$0	$39,835	$662,589
John Renner	Sr. VP of Finance & Bus. Strategy	0.10	Officer	$0	$29,781	$417,470
Gloria Hurwitz	VP of Advancement & Comm.	0.10	Officer	$0	$40,146	$231,456

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
2020	$58,385	$103,324	No data	$-44,939
2019	$114,437	$230,171	$1,093,788	$-115,734
2018	$226,209	$212,179	$1,174,171	$14,030

Pilgrim Manor Foundation