ASCENSION HEALTH SENIOR CARE (EIN 431227406) - 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

2014

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

ASCENSION HEALTH SENIOR CARE, founded in 2014, is a mid-sized nonprofit in the Health Care sector that reported $26.3M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $32.4M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE SPIRITUALLY CENTERED, HOLISTIC, COMPASSIONATE SKILLED NURSING SERVICES TO THOSE IN OUR COMMUNITY FOR THE SHORT TERM OR LONG TERM.

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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 $226,679

Program Service Revenue $25,082,648

Investment Income $900,849

Other Revenue $86,258

TOTAL REVENUE $26,296,434

Expense Breakdown

Grants Paid $2,070,434

Salaries & Benefits $12,788,578

Fundraising Expenses $0

Program Expenses $4,089,930

Other Expenses $17,567,125

TOTAL EXPENSES $32,426,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,296,434	$29,137,952	-0.1%
Expenses	$32,426,137	$29,839,644	+0.1%
Net Income	$-6,129,703	$-701,692	+7.7%

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

117

Volunteers

N/A

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

$3,259,042

Total Directors

$3,625,985

Key Employees

$950,358

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN SHADBOLT	VP POST ACUTE & AT-HOME SERVICES & CEO/SECRETARY	0.0	Officer Director	$0	$52,831	$622,399
LISA ANN MUSGRAVE MHA BSN RN	SENIOR VP, POST-ACUTE AND AT-HOME SERVICES/CHAIR	0.0	Officer Director	$0	$56,092	$1,599,602
ROBIN T BINEK	AVP OF FINANCE, ASCENSION LIVING/TREASURER	0.0	Officer Director	$0	$39,771	$400,258
RYAN BREEDLOVE	DIRECTOR/VP POST ACUTE CONTINUING CARE & AT HOME SERVICES	0.0	Officer Director	$0	$52,177	$636,783
KENNETH R SMOOT	DIRECTOR/CHIEF MISSION INTEGRATION OFFICER	0.0	Director	$0	$31,147	$366,943
MARGARET VAUGHAN	AVP OF FINANCE, ASCENSION LIVING (START 5/2025)	0.0	Officer	$0	$0	$0
BRIAN MCKAIG	CHIEF OPERATING OFFICER, PACE	50.0	Key Emp	$258,791	$34,668	$293,459
KELLIE ELIZABETH GRONEFELD	CHIEF OPERATING OFFICER, ASCENSION LIVING	50.0	Key Emp	$311,286	$47,658	$358,944
TERRI JEAN LUKE	CHIEF NURSING OFFICER	50.0	Key Emp	$251,658	$46,297	$297,955
DAVID DEFFENBAUGH	DIRECTOR, BUSINESS OPERATIONS	50.0	Highest	$189,596	$41,127	$230,723
KRISTEN FELKER	DIRECTOR, BUSINESS OPERATIONS	50.0	Highest	$210,770	$18,803	$229,573
LISA M ORZADA	DIRECTOR, BUSINESS OPERATIONS	50.0	Highest	$200,806	$38,391	$239,197
SHANNON EILEEN MACNEIL	DIRECTOR, CLINICAL OPERATIONS	50.0	Highest	$193,437	$6,838	$200,275
TAMMY KROLL	DIRECTOR, CLINICAL OPERATIONS	50.0	Highest	$190,515	$23,367	$213,882
CHRISTINE K MCCOY JD	FORMER BOARD OFFICER (END 12/2023)	0.0		$0	$385,984	$5,287,112
JENNA COURTNEY MIHM	FORMER BOARD OFFICER (END 12/2023)	0.0		$0	$38,645	$1,320,182
KARLY LEWIS MUCKS	FORMER OFFICER (END 5/2024)	50.0		$148,536	$512	$149,048
MATTHEW A JAGGER	FORMER BOARD OFFICER (END 12/2023)	0.0		$0	$61,452	$996,900
MICHAEL ROBERT GORDON	FORMER OFFICER (END 8/2023)	0.0		$0	$0	$220,260

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
2025	$26,296,434	$32,426,137	$61,732,503	$-6,129,703
2024	No data	No data	No data	No data
2023	$30,767,201	$29,138,679	$82,558,521	$1,628,522
2022	$34,804,494	$29,943,776	$62,464,548	$4,860,718
2021	$37,706,553	$43,363,777	$102,929,303	$-5,657,224
2020	$38,489,681	$35,874,917	$180,208,879	$2,614,764
2019	$24,388,733	$20,465,588	$87,654,541	$3,923,145
2018	$33,733,375	$43,562,864	$97,368,011	$-9,829,489

ASCENSION HEALTH SENIOR CARE