CREST VIEW CORPORATION (EIN 410726177) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

TERESE FOX

Phone

7637821612

Tax Period

2023-10-01 to 2024-09-30

CREST VIEW CORPORATION, founded in 2002, is a mid-sized nonprofit that reported $27.0M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE CARE AND SERVICES TO THE ELDERLY IN ANOKA COUNTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,380,781

Program Service Revenue $22,664,127

Investment Income $1,607,505

Other Revenue $323,389

TOTAL REVENUE $26,975,802

Expense Breakdown

Grants Paid $39,268

Salaries & Benefits $11,871,519

Fundraising Expenses $0

Program Expenses $23,802,480

Other Expenses $15,059,884

TOTAL EXPENSES $26,970,671

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,975,802	$21,568,634	+0.3%
Expenses	$26,970,671	$24,965,631	+0.1%
Net Income	$5,131	$-3,396,997	-1.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

368

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

$219,827

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIRLEY BARNES	CEO (THRU AUGUST 2024)	38.00	Officer	$170,669	$0	$170,669
LEONA KEBIRA	DIRECTOR OF NURSING	40.00	Highest	$126,027	$0	$126,027
LISA MEHLING	CAMPUS ADMINISTRATOR	40.00	Highest	$125,152	$11,052	$136,204
JENNIFER MELTON	CAMPUS ADMINISTRATOR	40.00	Highest	$124,422	$37,115	$161,537
SUZANNE EMLY	STAFFING COORDINATOR	40.00	Highest	$100,284	$25,485	$125,769
CURT ENGELS	CFO (THRU MAY 2024)	15.00	Officer	$41,158	$0	$41,158
TERESE FOX	COA	38.00	Officer	$8,000	$0	$8,000
GABRIELLE ANDERSON	INTERIM CEO	38.00	Officer	$0	$0	$0
JOHN MILLER	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
SHERILYN MOE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW AHRENDT	BOARD SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JULIE LUNDBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
WAYNE OLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
GLEN TESKE	BOARD MEMBER	1.00	Director	$0	$0	$0

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	$26,975,802	$26,970,671	$34,639,123	$5,131
2023	$21,568,634	$24,965,631	$33,791,866	$-3,396,997
2022	$20,898,943	$23,604,410	$36,638,634	$-2,705,467
2021	$22,420,538	$22,347,390	$40,189,107	$73,148
2020	$21,976,598	$23,190,494	$43,454,496	$-1,213,896
2019	$21,752,393	$22,434,658	$42,474,740	$-682,265
2018	$20,092,204	$21,963,025	$43,413,085	$-1,870,821

CREST VIEW CORPORATION