BROOKSIDE SENIOR LIVING

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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

1961

Legal Domicile

Principal Officer

ROBERT DAHL

Phone

9528555000

Tax Period

2023-01-01 to 2023-12-31

BROOKSIDE SENIOR LIVING, founded in 1961, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2023. Expenses of $2.2M left a modest 6% surplus.

Mission

TO FOSTER FULLNESS OF LIFE FOR OLDER ADULTS IN THE SPIRIT OF CHRIST'S LOVE.

Program Service Accomplishments

Program 1

Expenses: $1,807,156 Revenue: $2,320,254

BROOKSIDE SENIOR LIVING WAS ORGANIZED FOR THE PURPOSE OF OPERATING AN ASSISTED LIVING FACILITY FOR THE ELDERLY. IT IS LOCATED IN MONTEVIDEO, MN AND HAS 57 UNITS.

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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 $36,125

Program Service Revenue $2,320,254

Investment Income $48,011

Other Revenue $-42,065

TOTAL REVENUE $2,362,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,144,650

Fundraising Expenses $0

Program Expenses $1,807,156

Other Expenses $1,066,304

TOTAL EXPENSES $2,210,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,362,325	$2,363,347	0.0%
Expenses	$2,210,954	$2,289,786	0.0%
Net Income	$151,371	$73,561	+1.1%

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

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

$2,578,269

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT DAHL	PRESIDENT/CEO	0.37	Officer	$0	$108,350	$728,206
MATTHEW KERN	CHIEF OPERATING OFFICER	0.37	Officer	$0	$109,481	$442,057
KATHY YOUNGQUIST	CHIEF FINANCIAL OFFICER	0.37	Officer	$0	$79,279	$416,436
KATHY KOPP	CHIEF STRATEGIC OFFICER	0.37	Officer	$0	$88,142	$368,733
ANGELA BROWN	CHIEF HUMAN RESOURCE OFFICER	0.37	Officer	$0	$68,177	$313,835
SHARON WILSON	CHIEF CLINICAL AND COMPLIANCE OFFICER	0.37	Officer	$0	$48,520	$309,002
KARI HOSKIN	CHAIR & DIRECTOR	0.25	Officer Director	$0	$0	$0
SUSAN JERVE	VICE CHAIR & DIRECTOR	0.25	Officer Director	$0	$0	$0
DUSTIN CITROWSKE	SECRETARY AND DIRECTOR	0.25	Officer Director	$0	$0	$0
NANCY AAGESEN	TREASURER AND DIRECTOR	0.25	Officer Director	$0	$0	$0
MATTHEW CRAWFORD	DIRECTOR	0.25	Director	$0	$0	$0
MATTHEW HAUGEN	DIRECTOR	0.25	Director	$0	$0	$0
GINA KONTZ	DIRECTOR (THRU APRIL)	0.25	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	No data	No data	No data	No data
2023	$2,362,325	$2,210,954	$9,931,802	$151,371
2022	$2,363,347	$2,289,786	$9,834,395	$73,561
2021	$2,232,932	$2,133,079	$9,993,263	$99,853
2020	$2,174,385	$1,901,435	$10,960,587	$272,950
2019	$2,123,535	$1,824,812	$10,039,334	$298,723