PRESBYTERIAN HOMES AND SERVICES (EIN 410758756) - 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

1950

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316120

Tax Period

2023-10-01 to 2024-09-30

PRESBYTERIAN HOMES AND SERVICES, founded in 1950, is a mid-sized nonprofit that reported $37.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $33.9M left a modest 9% surplus.

Mission

TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,341,137

Program Service Revenue $34,544,154

Investment Income $127,597

Other Revenue $276,222

TOTAL REVENUE $37,289,110

Expense Breakdown

Grants Paid $10,395

Salaries & Benefits $17,797,018

Fundraising Expenses $0

Program Expenses $28,131,457

Other Expenses $16,129,641

TOTAL EXPENSES $33,937,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,289,110	$32,604,714	+0.1%
Expenses	$33,937,054	$31,480,055	+0.1%
Net Income	$3,352,056	$1,124,659	+2.0%

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

148

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

$2,139,337

Total Directors

Key Employees

$704,099

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GREEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAY COUGHLAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHN CLYMER	BOARD MEMBER	1.00	Director	$0	$0	$0
THEODORE CHIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DICKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY HEWITT	BOARD MEMBER	1.00	Director	$0	$0	$0
MOLLY LAGERMEIER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA MCKNIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA NORBOM	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ODOM	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY RAGETH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERYL A RAMSTAD	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET SOMMERS	BOARD MEMBER	1.00	Director	$0	$0	$0
BARB STINNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL LINDH	PRESIDENT/CEO	1.00	Officer	$0	$26,250	$1,089,847
MARK MEYER	TREASURER/CFO	1.00	Officer	$0	$21,646	$500,746
JANNA SEVERANCE	SECRETARY/LEGAL COUNSEL	1.00	Officer	$0	$13,573	$307,243
PETER GREGORY	SECRETARY/LEGAL COUNSEL	1.00	Officer	$0	$24,937	$241,501
JONATHAN FLETCHER	VP DEVELOPMENT	1.00	Key Emp	$0	$28,580	$408,664
MARK PEDERSON	SVP, SITE OPERATIONS	1.00	Key Emp	$0	$21,854	$295,435
PAUL OKARI	TMA	40.00	Highest	$176,379	$13,630	$190,009
ETIENNE ZEWOU	RN	40.00	Highest	$166,629	$13,756	$180,385
DOUGLAS ABUGA	MENTOR RESIDENT ASSISTANT (AL MN)	40.00	Highest	$142,195	$12,696	$154,891
FRANCIS BOSIRE	RESIDENT ASSISTANT (LTC MN)	40.00	Highest	$134,947	$10,245	$145,192
ALOYSIUS CHE	LICENSED PRACTICAL NURSE (LTC MN)	40.00	Highest	$132,361	$21,123	$153,484

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	$37,289,110	$33,937,054	$68,199,468	$3,352,056
2023	$32,604,714	$31,480,055	$67,582,170	$1,124,659
2022	$31,477,960	$30,879,633	$65,904,787	$598,327
2021	$30,662,544	$29,143,418	$66,716,638	$1,519,126
2020	$27,896,536	$26,536,067	$67,359,753	$1,360,469
2019	$27,959,897	$25,041,491	$68,013,895	$2,918,406
2018	$25,342,659	$23,402,989	$49,902,915	$1,939,670

PRESBYTERIAN HOMES AND SERVICES