PRESBYTERIAN HOMES FOUNDATION (EIN 411465334) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PRESBYTERIAN HOMES FOUNDATION is a 501(c)(3) with EIN 411465334, based in ROSEVILLE, MN. Founded in 1982, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $18,839,205 in total revenue and $10,084,913 in total expenses, with net assets of $83,424,271.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,701,811

Program Service Revenue $0

Investment Income $10,137,394

Other Revenue $0

TOTAL REVENUE $18,839,205

Expense Breakdown

Grants Paid $8,497,595

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,054,495

Other Expenses $1,587,318

TOTAL EXPENSES $10,084,913

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,839,205	$9,097,701	+1.1%
Expenses	$10,084,913	$7,353,429	+0.4%
Net Income	$8,754,292	$1,744,272	+4.0%

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

N/A

Employees

N/A

Volunteers

N/A

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

$1,886,027

Total Directors

$1,886,027

Key Employees

$408,664

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL LINDH	CEO & BOARD CHAIR	1.00	Officer Director	$0	$26,250	$1,089,847
MARK MEYER	CFO & SECRETARY/TREASURER	1.00	Officer Director	$0	$21,645	$500,745
MARK PEDERSON	SVP OPERATIONS & VICE CHAI	1.00	Officer Director	$0	$21,854	$295,435
JONATHAN FLETCHER	VP OF DEVELOPMENT	1.00	Key Emp	$0	$28,580	$408,664

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	$18,839,205	$10,084,913	$102,580,351	$8,754,292
2023	$9,097,701	$7,353,429	$81,539,619	$1,744,272
2022	$5,256,330	$7,787,500	$76,348,913	$-2,531,170
2021	$19,725,550	$6,876,875	$93,078,808	$12,848,675
2020	$9,363,373	$10,697,120	$80,496,740	$-1,333,747
2019	$9,792,843	$6,499,434	$79,843,815	$3,293,409
2018	$19,186,575	$6,720,619	$76,707,504	$12,465,956

PRESBYTERIAN HOMES FOUNDATION