PHMNEW RICHMOND SENIOR HOUSING INC (EIN 411883153) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PHMNEW RICHMOND SENIOR HOUSING INC, founded in 1997, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.6M in total revenue in fiscal year 2023.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,123

Program Service Revenue $10,256,270

Investment Income $111,991

Other Revenue $218,428

TOTAL REVENUE $10,612,812

Expense Breakdown

Grants Paid $8,985

Salaries & Benefits $6,653,729

Fundraising Expenses $0

Program Expenses $9,506,939

Other Expenses $4,012,677

TOTAL EXPENSES $10,675,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,612,812	$9,848,549	+0.1%
Expenses	$10,675,391	$10,136,049	+0.1%
Net Income	$-62,579	$-287,500	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

107

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
JENNIFER ANDERSON	CAMPUS ADMIN	40.00		$123,613	$24,796	$148,409
HOLLY BIEDERMAN	RN	40.00		$115,459	$4,618	$120,077
ANA FOX	RA	40.00		$101,300	$3,039	$104,339

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	$10,612,812	$10,675,391	$21,170,588	$-62,579
2023	$9,848,549	$10,136,049	$20,449,482	$-287,500
2022	$8,629,621	$9,698,970	$18,038,985	$-1,069,349
2021	$8,376,438	$9,733,805	$18,158,628	$-1,357,367
2020	$8,370,144	$9,170,126	$20,047,380	$-799,982
2019	$8,281,455	$9,109,524	$20,780,838	$-828,069
2018	$7,877,065	$8,763,851	$21,626,668	$-886,786

PHMNEW RICHMOND SENIOR HOUSING INC