PRESBYTERIAN HOMES OF BLOOMINGTON INC (EIN 411871732) - 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

1997

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316300

Tax Period

2023-10-01 to 2024-09-30

PRESBYTERIAN HOMES OF BLOOMINGTON INC, founded in 1997, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2023. Expenses of $1.9M left a modest 9% surplus.

Mission

THE MISSION OF PRESBYTERIAN HOMES OF BLOOMINGTON, INC. IS 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 $1,131

Program Service Revenue $1,700,500

Investment Income $124,550

Other Revenue $228,459

TOTAL REVENUE $2,054,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $250,449

Fundraising Expenses $0

Program Expenses $1,475,255

Other Expenses $1,609,705

TOTAL EXPENSES $1,860,154

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,054,640	$2,080,929	0.0%
Expenses	$1,860,154	$1,826,691	+0.0%
Net Income	$194,486	$254,238	-0.2%

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

N/A

Employees

N/A

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

$1,590,593

Total Directors

$1,886,028

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LINDH	BOARD CHAIR/CEO	1.00	Officer Director	$0	$26,250	$1,089,847
MARK MEYER	SEC/TREAS/CFO	1.00	Officer Director	$0	$21,646	$500,746
JONATHAN FLETCHER	VP DEVELOPMENT	1.00		$0	$28,580	$408,664
MARK PEDERSON	BRD VICE CHAIR	1.00	Director	$0	$21,854	$295,435

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	$2,054,640	$1,860,154	$6,720,393	$194,486
2023	$2,080,929	$1,826,691	$7,042,611	$254,238
2022	$1,781,481	$1,818,736	$7,179,689	$-37,255
2021	$1,771,215	$1,756,456	$7,288,919	$14,759
2020	$1,833,307	$1,780,739	$7,677,341	$52,568
2019	$1,808,291	$1,775,421	$7,823,978	$32,870
2018	$1,775,167	$1,760,381	$7,665,548	$14,786

PRESBYTERIAN HOMES OF BLOOMINGTON INC