AUBURN MANOR (EIN 410726174) - 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

1926

Legal Domicile

Principal Officer

JULIE MARKS

Phone

9524489303

Tax Period

2024-01-01 to 2024-12-31

AUBURN MANOR, founded in 1926, is a mid-sized nonprofit that reported $10.4M in total revenue in fiscal year 2024.

Mission

OPERATION OF A 61-BED NURSING CARE FACILITY & 55-UNIT ASSISTED LIVING FACILITY FOR THE AGED.

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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 $110,891

Program Service Revenue $10,080,611

Investment Income $433

Other Revenue $223,661

TOTAL REVENUE $10,415,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,762,149

Fundraising Expenses $0

Program Expenses $9,382,403

Other Expenses $5,107,593

TOTAL EXPENSES $10,869,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,415,596	$10,796,749	0.0%
Expenses	$10,869,742	$10,898,586	0.0%
Net Income	$-454,146	$-101,837	+3.5%

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

470

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE SHOGER	CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL HOKENESS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEVE BATTIS	SECRETARY	1.00	Officer Director	$0	$0	$0
ARVIN ZWART	TREASURER	1.00	Officer Director	$0	$0	$0
DALE BEUMER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD NEWSWANGER	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JILL SANDAU	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HALL	NURSING HOME ADMINISTRATOR	45.00	Highest	$180,216	$18,743	$198,959
LISA LIEBHARD-SCHNEEKLOTH	REGISTERED NURSE	46.00	Highest	$109,862	$14,799	$124,661
EVITA MELLUMA	CLINICAL COORDINATOR	45.00	Highest	$106,780	$10,792	$117,572
CAROLINE MWARENGE	REGISTERED NURSING ASSISTA	80.00	Highest	$133,708	$15,468	$149,176
BROGAN MARTIN	DIRECTOR OF NURSING	41.00	Highest	$108,084	$13,303	$121,387

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	$10,415,596	$10,869,742	$7,674,505	$-454,146
2023	$10,796,749	$10,898,586	$10,940,762	$-101,837
2022	$9,848,650	$10,573,160	$10,300,985	$-724,510
2021	$10,617,828	$9,748,707	$10,442,393	$869,121
2020	$10,345,921	$10,083,164	$11,157,245	$262,757
2019	$9,829,013	$9,157,559	$8,741,128	$671,454
2018	$8,991,387	$9,087,372	$8,218,805	$-95,985

AUBURN MANOR