THE UNITED PRESBYTERIAN HOME OF WASHINGTON IOWA (EIN 420713662) - 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

1947

Legal Domicile

Principal Officer

AMY KLEESE

Phone

3196535473

Tax Period

2024-01-01 to 2024-12-31

THE UNITED PRESBYTERIAN HOME OF WASHINGTON IOWA, founded in 1947, is a mid-sized nonprofit in the Human Services sector that reported $10.3M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $10.0M left a modest 4% surplus.

Mission

THE MISSION OF THE UNITED PRESBYTERIAN HOME, GUIDED BY CHRISTIAN COMPASSION, CONCERN, AND STEWARDSHIP, IS TO PROVIDE SENIORS WITH QUALITY SRVICES, CARE AND HOUSING.

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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 $1,012,893

Program Service Revenue $9,295,482

Investment Income $27,044

Other Revenue $2,550

TOTAL REVENUE $10,337,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,481,306

Fundraising Expenses $0

Program Expenses $8,977,193

Other Expenses $4,475,419

TOTAL EXPENSES $9,956,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,337,969	$9,358,697	+0.1%
Expenses	$9,956,725	$10,335,613	0.0%
Net Income	$381,244	$-976,916	-1.4%

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

191

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

$274,621

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN TORPEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
LONNIE LITCHFIELD	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JIM CUDDEBACK	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN STALEY	DIRECTOR	1.00	Director	$0	$0	$0
MARY ELLEN STAMP	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE WALKER	DIRECTOR	1.00	Director	$0	$0	$0
BETH ANN TINGLEY-PIGGE	DIRECTOR	1.00	Director	$0	$0	$0
ERIK BUCHHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
CINDY EPPERLY	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN KNUPP	DIRECTOR	1.00	Director	$0	$0	$0
LEISHA LINGE	DIRECTOR	1.00	Director	$0	$0	$0
AMY KLEESE	PRESIDENT/CE	40.00	Officer	$107,772	$11,306	$119,078
ERIN DRAHOTA	DIRECTOR OF	40.00	Officer	$120,001	$35,542	$155,543
KARA WILLIAMS	DIRECTOR HEA	40.00	Highest	$114,477	$39,832	$154,309
ELLYSIA COTTRELL	DIRECTOR OF	40.00	Highest	$105,749	$9,541	$115,290

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	$10,337,969	$9,956,725	$13,621,323	$381,244
2023	$9,358,697	$10,335,613	$14,385,466	$-976,916
2022	$8,665,152	$9,825,081	$15,104,649	$-1,159,929
2021	$9,017,024	$8,772,728	$15,972,380	$244,296
2020	$8,999,635	$8,172,784	$16,198,200	$826,851
2019	$8,130,613	$8,450,689	$15,955,392	$-320,076
2018	$7,509,507	$8,719,142	$16,856,653	$-1,209,635

THE UNITED PRESBYTERIAN HOME OF WASHINGTON IOWA