EVANGELICAL RETIREMENT HOMES INC (EIN 420868449) - 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

1962

Legal Domicile

Principal Officer

ROBERT DAHL

Phone

9528555000

Tax Period

2023-01-01 to 2023-12-31

EVANGELICAL RETIREMENT HOMES INC, founded in 1962, is a mid-sized nonprofit that reported $11.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH CARE, HOUSING, AND COMMUNITY SERVICES FOR THE ELDERLY.

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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 $1,168,200

Program Service Revenue $10,088,336

Investment Income $-178,805

Other Revenue $24,975

TOTAL REVENUE $11,102,706

Expense Breakdown

Grants Paid $725

Salaries & Benefits $6,444,840

Fundraising Expenses $0

Program Expenses $9,865,005

Other Expenses $4,808,946

TOTAL EXPENSES $11,254,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,102,706	$10,682,363	+0.0%
Expenses	$11,254,511	$10,406,180	+0.1%
Net Income	$-151,805	$276,183	-1.5%

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

256

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

$2,578,269

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT DAHL	PRESIDENT/CEO	0.97	Officer	$0	$108,350	$728,206
MATTHEW KERN	CHIEF OPERATING OFFICER	0.97	Officer	$0	$109,481	$442,057
KATHY YOUNGQUIST	CHIEF FINANCIAL OFFICER	0.97	Officer	$0	$79,279	$416,436
KATHY KOPP	CHIEF STRATEGIC OFFICER	0.97	Officer	$0	$88,142	$368,733
ANGELA BROWN	CHIEF HUMAN RESOURCE OFFICER	0.97	Officer	$0	$68,177	$313,835
SHARON WILSON	CHIEF CLINICAL AND COMPLIANCE OFFICER	0.97	Officer	$0	$48,520	$309,002
PAUL MUNGAI	CERTIFIED NURSING ASSISTANT	101.71	Highest	$176,415	$7,653	$184,068
STEPHANIE PROPER	ADMINISTRATOR	40	Highest	$115,326	$27,362	$142,688
MARY ZILM	REGISTERED NURSE	44.99	Highest	$127,149	$11,190	$138,339
JUNETTE AKIA	REGISTERED NURSE	41.7	Highest	$108,282	$66	$108,348
NIKKI WEBER DANIELS	CHAIR AND DIRECTOR	0.25	Officer Director	$0	$0	$0
PATRICK NUSS	VICE CHAIR & DIRECTOR	0.25	Officer Director	$0	$0	$0
PAUL ANDERSON	SECRETARY/TREASURER AND DIRECTOR	0.25	Officer Director	$0	$0	$0
MICHAEL ADERINKOMI	DIRECTOR	0.25	Director	$0	$0	$0
LORES VLAMINCK	DIRECTOR	0.25	Director	$0	$0	$0
STANN LEFF	CHAIR & DIRECTOR (THRU MARCH)	0.25	Officer Director	$0	$0	$0
DOCTOR GUY TANGEDAHL	DIRECTOR (THRU JUNE)	0.25	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$11,102,706	$11,254,511	$16,651,196	$-151,805
2022	$10,682,363	$10,406,180	$16,594,910	$276,183
2021	$10,166,714	$9,333,740	$16,494,150	$832,974
2020	$9,206,053	$8,843,851	$16,943,088	$362,202
2019	$8,909,864	$8,999,045	$17,712,122	$-89,181
2018	$8,424,109	$9,034,806	$17,798,168	$-610,697

EVANGELICAL RETIREMENT HOMES INC