THE MARIAN HOME (EIN 421025626) - 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

1960

Legal Domicile

Principal Officer

TRACY TROTTER

Phone

5155761138

Tax Period

2023-09-01 to 2024-08-31

THE MARIAN HOME, founded in 1960, is a community nonprofit in the Health Care sector that reported $8.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $7.9M left a modest 5% surplus.

Mission

TO PROVIDE HOUSING, HEALTH CARE, SKILLED NURSING AND OTHER RELATED SERVICES FOR AGING CITIZENS.

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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 $165,960

Program Service Revenue $8,095,465

Investment Income $21,259

Other Revenue $0

TOTAL REVENUE $8,282,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,203,283

Fundraising Expenses $0

Program Expenses $7,032,475

Other Expenses $2,681,451

TOTAL EXPENSES $7,884,734

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,282,684	$7,329,412	+0.1%
Expenses	$7,884,734	$6,910,174	+0.1%
Net Income	$397,950	$419,238	-0.1%

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

171

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

$160,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY TROTTER	ADMINISTRATO	40.00	Officer	$140,708	$19,342	$160,050
JIM KESTERSON	CHAIR	2.00	Officer Director	$0	$0	$0
BENNETT O'CONNOR	SECRETARY/TR	2.00	Director	$0	$0	$0
ROYCE RANNINGER	DIRECTOR	2.00	Director	$0	$0	$0
MSGR KEVIN MCCOY	DIRECTOR	2.00	Director	$0	$0	$0
STEVE KERSTEN	DIRECTOR	2.00	Director	$0	$0	$0
JIM ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
NANCY CRIMMINS	DIRECTOR	2.00	Director	$0	$0	$0
DEB KELLEHER	DIRECTOR	2.00	Director	$0	$0	$0
MIKE DOYLE	DIRECTOR	2.00	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	$8,282,684	$7,884,734	$17,660,185	$397,950
2023	$7,329,412	$6,910,174	$15,821,497	$419,238
2022	$7,138,917	$6,917,428	$15,580,702	$221,489
2021	$8,048,327	$6,529,342	$14,748,417	$1,518,985
2020	$7,665,962	$6,574,848	$14,835,069	$1,091,114
2019	$6,694,617	$6,855,096	$13,805,450	$-160,479
2018	$8,433,671	$6,420,649	$14,170,448	$2,013,022

THE MARIAN HOME