BORG PIONEER MEMORIAL HOME (EIN 450233749) - 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

1948

Legal Domicile

Principal Officer

KELLY JOHNSON

Phone

7019938345

Tax Period

2024-01-01 to 2024-12-31

BORG PIONEER MEMORIAL HOME, founded in 1948, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

ALL ACTIVITIES CONDUCTED BY THE BORG HOME ARE IN SUPPORT OF THE LONG TERM CARE NEEDS OF ITS RESIDENTS. THERE ARE AN AVERAGE OF BETWEEN 40-ESIDENTS AT ALL TIMES

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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 $28,449

Program Service Revenue $1,092,346

Investment Income $10,413

Other Revenue $4,879

TOTAL REVENUE $1,136,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $746,134

Fundraising Expenses $0

Program Expenses $1,222,550

Other Expenses $476,416

TOTAL EXPENSES $1,222,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,136,087	$1,319,174	-0.1%
Expenses	$1,222,550	$1,339,765	-0.1%
Net Income	$-86,463	$-20,591	+3.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE ASHPOLE	ADMINISTRATIVE DIRECTOR	32.00		$84,157	$0	$84,157
DOUG WESSELS	Director	1.00	Director	$0	$0	$0
ROBERT THOMASSON	Director	1.00	Director	$0	$0	$0
CRAIG THORFINNSON	Director	1.00	Director	$0	$0	$0
SANDY WRIGHT	Director	1.00	Director	$0	$0	$0
DAVID HARTZ	Vice President	3.00	Officer	$0	$0	$0
SUSAN VIVITSON	Secretary/TREAS	2.00	Officer	$0	$0	$0
KELLY JOHNSON	President	1.00	Officer	$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	$1,136,087	$1,222,550	$978,974	$-86,463
2023	$1,319,174	$1,339,765	$1,057,651	$-20,591
2022	$1,310,515	$1,334,484	$1,077,028	$-23,969
2021	$1,223,495	$1,376,782	$1,211,717	$-153,287
2020	$1,342,542	$1,258,072	$1,342,606	$84,470
2019	$1,258,210	$1,291,059	$1,267,718	$-32,849
2018	$1,218,261	$1,199,558	$1,252,785	$18,703

BORG PIONEER MEMORIAL HOME