Assumption Home Inc (EIN 410873335) - 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

1963

Legal Domicile

Principal Officer

Anne Major

Phone

3206853693

Tax Period

2023-01-01 to 2023-12-31

Assumption Home Inc, founded in 1963, is a mid-sized nonprofit in the Human Services sector that reported $13.6M in total revenue in fiscal year 2023. Expenses of $12.9M left a modest 5% surplus.

Mission

Provide a continuum of health and residential services in a Christian environment.

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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 $290,791

Program Service Revenue $13,085,719

Investment Income $220,813

Other Revenue $0

TOTAL REVENUE $13,597,323

Expense Breakdown

Grants Paid $13,331

Salaries & Benefits $8,058,425

Fundraising Expenses $0

Program Expenses $11,723,513

Other Expenses $4,780,823

TOTAL EXPENSES $12,852,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,597,323	$13,119,128	+0.0%
Expenses	$12,852,579	$11,282,596	+0.1%
Net Income	$744,744	$1,836,532	-0.6%

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

275

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

$373,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rev Matthew Luft	Second VP/CEO (Jan - Jun)	1.00	Officer Director	$0	$0	$0
Father Leroy Scheierl	CEO/VP (Jul - Dec)	1.00	Officer Director	$0	$0	$0
Larry Sell	Secretary (Jan - Jun)	1.00	Officer Director	$0	$0	$0
Merrilee Stang	Secretary (Jul - Dec)	1.00	Officer Director	$0	$0	$0
Mike Roth	Treasurer	1.00	Officer Director	$0	$0	$0
Melissa Rowe	Director (Jan -Jul)	1.00	Director	$0	$0	$0
Fr Isaiah Frederick	Director (Jan -Jul)	1.00	Director	$0	$0	$0
Nicole Holthaus	Director	1.00	Director	$0	$0	$0
Harry Bertram	Director	1.00	Director	$0	$0	$0
Cheryl Eickhoff	Director	1.00	Director	$0	$0	$0
Terri Larison	Director (Jan -Jul)	1.00	Director	$0	$0	$0
Brother David Allen	Director (Jan -Jul)	1.00	Director	$0	$0	$0
Scott Rowe	Director (Jan -Jul)	1.00	Director	$0	$0	$0
Kelly Springer	Director (Jan -Jul)	1.00	Director	$0	$0	$0
Mary Boyde	Administrator	38.00	Officer	$212,141	$0	$212,141
Brenda Weller	Director of Finance (Jan - Nov)	38.00	Officer	$133,454	$27,512	$160,966

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$13,597,323	$12,852,579	$23,002,544	$744,744
2022	$13,119,128	$11,282,596	$22,261,219	$1,836,532
2022	$13,119,128	$11,282,596	$22,261,219	$1,836,532
2021	$11,138,191	$9,762,844	$20,902,199	$1,375,347
2021	$11,138,191	$9,762,844	$20,902,199	$1,375,347
2020	$9,724,616	$10,021,078	$20,853,831	$-296,462
2019	$9,303,185	$9,082,168	$20,372,866	$221,017
2018	$9,039,872	$8,898,618	$20,689,965	$141,254

Assumption Home Inc