STEEPLE POINTE SENIOR LIVING COMMUNITY (EIN 411852273) - 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

1996

Legal Domicile

Principal Officer

JERRY CARLEY

Phone

7636891162

Tax Period

2024-07-01 to 2025-06-30

STEEPLE POINTE SENIOR LIVING COMMUNITY, founded in 1996, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

OUR MISSION IS TO WITNESS TO GOD'S LOVE BY PROVIDING COMPASSIONATE, QUALITY CARE WITH SPECIAL CONCERN FOR THE UNDERSERVED AND THOSE IN NEED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $178,824

Program Service Revenue $3,540,027

Investment Income $525

Other Revenue $1,599

TOTAL REVENUE $3,720,975

Expense Breakdown

Grants Paid $42,004

Salaries & Benefits $2,324,992

Fundraising Expenses $0

Program Expenses $3,119,533

Other Expenses $1,477,715

TOTAL EXPENSES $3,844,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,720,975	$3,406,166	+0.1%
Expenses	$3,844,711	$3,367,144	+0.1%
Net Income	$-123,736	$39,022	-4.2%

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

$2,175,998

Total Directors

$276,423

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIANA STURM	VP OF BHS	1.00	Officer Director	$0	$20,535	$276,423
DAVID HOEL	CHAIR	1.00	Officer Director	$0	$0	$0
JEFFERY BENSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LYNETTE PEARSON	DIRECTOR	1.00	Director	$0	$0	$0
JERRY CARLEY	CEO OF BHS	1.00	Officer	$0	$174,329	$1,087,851
KEVIN RYMANOWSKI	CFO OF BHS	1.00	Officer	$0	$89,096	$600,393
REID HEWITT	EXECUTIVE DIRECTOR	5.00	Officer	$0	$13,898	$211,331
JOSHUA ACHUKA	DON AL (THRU 11/2024)	40.00	Highest	$101,741	$11,963	$113,704

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	$3,720,975	$3,844,711	$2,310,585	$-123,736
2024	No data	No data	No data	No data
2023	$3,199,073	$2,968,588	$2,396,405	$230,485
2022	$2,521,046	$2,534,788	$2,165,906	$-13,742
2021	$2,403,920	$2,593,094	$2,107,436	$-189,174
2020	$2,361,551	$2,458,310	$2,586,741	$-96,759
2019	$2,006,812	$2,061,591	$2,912,928	$-54,779
2018	$2,146,777	$2,108,034	$3,115,300	$38,743

STEEPLE POINTE SENIOR LIVING COMMUNITY