METHODIST MANOR INC

EIN: 390942151 501(c)(3) Human Services

WEST ALLIS, WI

Total Revenue
$9,478,080
Total Expenses
$9,076,114
Total Assets
$15,744,328
Net Assets
$-3,259,251
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
WI
Principal Officer
MICHAEL VANBLARICUM
Phone
4146074100
Tax Period
2023-01-01 to 2023-12-31

METHODIST MANOR INC, founded in 1956, is a community nonprofit in the Human Services sector that reported $9.5M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $9.1M left a modest 4% surplus.

Mission

THE CORPORATION IS DEDICATED TO PROVIDING A FULL RANGE OF CARE AND SERVICES FOR OLDER ADULTS THAT RESPECTS EACH INDIVIDUAL'S PERSONAL, PHYSICAL AND SPIRITUAL NEEDS. THESE NEEDS ARE MET THROUGH INDIVIDUALLY-TAILORED SERVICES DELIVERED BY A SKILLED AND CARING STAFF COMMITTED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE CARE. OUR MISSION IS ENHANCED BY WORKING WITH COMMUNITY PARTNERS. WE DO THIS IN HARMONY WITH OUR CHRISTIAN TRADITION IN AN ENVIRONMENT THAT CONTINUALLY CHALLENGES ITS MEMBERS TO EXCEL AND A STRUCTURE THAT ENCOURAGES GROWTH, RESEARCH, AND WISE USE OF RESOURCES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $19,562
Program Service Revenue $8,735,922
Investment Income $-107,738
Other Revenue $830,334
TOTAL REVENUE $9,478,080

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,048,532
Fundraising Expenses $0
Program Expenses $6,259,703
Other Expenses $-972,418
TOTAL EXPENSES $9,076,114

Year-over-Year Comparison

2023 2022 Change
Revenue $9,478,080 $7,468,853 +0.3%
Expenses $9,076,114 $10,142,488 -0.1%
Net Income $401,966 $-2,673,635 -1.2%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
543
Volunteers
110

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
4
$695,829
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID AFFELDT CHAIRMAN OF THE BOARD 1.00
Director
$0 $0 $0
RICK KELLER BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN RABE BOARD MEMBER 1.00
Director
$0 $0 $0
DR SARFRAZ SIDHU BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL PLATTEN BOARD MEMBER 1.00
Director
$0 $0 $0
TRACEY KLEIN BOARD MEMBER 1.00
Director
$0 $0 $0
REVEREND SAM ROYAPPA BOARD MEMBER 1.00
Director
$0 $0 $0
DYLAN MANN CFO 12.00
Officer
$161,161 $0 $161,161
LINDA NEWBERRY-FERGESON PRESIDENT AND CEO 12.00
Officer
$228,162 $0 $228,162
BRENDA CALHOUN CHIEF CLINICAL OFFICER 12.00
Officer
$166,256 $0 $166,256
MATTHEW ROMANO CIO 12.00
Officer
$140,250 $0 $140,250
JENNIFER KLAR EXECUTIVE DIRECTOR OF BUSINESS DEVELOPMENT 12.00
Highest
$123,859 $0 $123,859
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 No data No data No data No data
2023 $9,478,080 $9,076,114 $15,744,328 $401,966
2022 $7,468,853 $10,142,488 $16,529,878 $-2,673,635
2021 $13,414,583 $7,086,521 $19,270,871 $6,328,062
2020 $10,494,330 $10,434,783 $18,327,845 $59,547
2019 $11,129,889 $10,088,373 $15,793,688 $1,041,516
2018 $11,937,328 $10,607,205 $30,722,974 $1,330,123
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