WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC (EIN 453825159) - 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

2011

Legal Domicile

Principal Officer

JAMES SPENCER

Phone

3014072030

Tax Period

2023-01-01 to 2023-12-31

WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC, founded in 2011, is a community nonprofit in the Crime & Legal sector that reported $7.2M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $6.3M left a modest 12% surplus.

Mission

PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATED ORGANIZATIONS.

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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 $0

Program Service Revenue $6,927,691

Investment Income $248,821

Other Revenue $55,795

TOTAL REVENUE $7,232,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,310,238

Fundraising Expenses $0

Program Expenses $74,893

Other Expenses $2,018,993

TOTAL EXPENSES $6,329,231

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,232,307	$5,627,605	+0.3%
Expenses	$6,329,231	$5,324,379	+0.2%
Net Income	$903,076	$303,226	+2.0%

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

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

$1,609,468

Total Directors

Key Employees

$176,243

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY KUHN	CHAIR	1.20	Officer Director	$0	$0	$0
STEVEN WAGNER	VICE CHAIR	1.20	Officer Director	$0	$0	$0
JENNIFER CHANDLER HAUGE	SECRETARY	1.20	Officer Director	$0	$0	$0
ROBERT BREMNER	DIRECTOR	0.80	Director	$0	$0	$0
DON BOARDMAN	DIRECTOR	0.80	Director	$0	$0	$0
PEGGY CECCHINE	DIRECTOR	0.80	Director	$0	$0	$0
DALE CLARK	DIRECTOR	0.80	Director	$0	$0	$0
SALLY COX	DIRECTOR	0.80	Director	$0	$0	$0
HOWARD GLECKMAN	DIRECTOR	0.80	Director	$0	$0	$0
GREGG JOHNSON	DIRECTOR	0.80	Director	$0	$0	$0
RUTH KATZ	DIRECTOR	0.80	Director	$0	$0	$0
JOHN KREUTZER	DIRECTOR	0.80	Director	$0	$0	$0
PHILLIP MAGIDSON	DIRECTOR	0.80	Director	$0	$0	$0
JAY NEWTON-SMALL	DIRECTOR	0.80	Director	$0	$0	$0
ROBYN STONE	DIRECTOR (UNTIL 01/23)	0.80	Director	$0	$0	$0
DENIS VON KAEPPLER	DIRECTOR	0.80	Director	$0	$0	$0
ALICE BUHL	DIRECTOR	0.80	Director	$0	$0	$0
JANET KELLEY	DIRECTOR	0.80	Director	$0	$0	$0
BRUCE BARTELS	IMMEDIATE PAST CHAIR	0.80	Officer Director	$0	$0	$0
LYNN O'CONNOR	PRESIDENT/CEO	15.00	Officer	$595,433	$37,262	$632,695
CHRISTINE PODLES	COO	15.00	Officer	$333,861	$11,348	$345,209
DUSANKA DELOVSKA-TRAKOVA	CIO	15.00	Officer	$284,108	$11,653	$295,761
TRACI ALLEY	CHIEF HR OFFICER	15.00	Officer	$320,899	$14,904	$335,803
JENNIFER SARGENT	VP HUMAN RESOURCES	1.00	Key Emp	$161,373	$14,870	$176,243
KENYA JEANLOUIS	DIRECTOR OF CLINICAL OPERATIONS	40.00	Highest	$139,267	$11,350	$150,617
CHRISTEN MILSTEAD	VICE PRESIDENT OF MARKETING	40.00	Highest	$162,282	$14,899	$177,181
AMANDA MASSETTI	CONTROLLER	40.00	Highest	$196,042	$9,368	$205,410
KRISTIN SHANKS	VICE PRESIDENT OF SALES	15.00	Highest	$310,332	$14,444	$324,776
CODY CHRISTIAN	DIRECTOR OF ACCRED. AND QUALITY IMPROV.	40.00	Highest	$134,956	$9,489	$144,445

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	$7,232,307	$6,329,231	$4,940,848	$903,076
2022	$5,627,605	$5,324,379	$3,650,121	$303,226
2021	$10,825,775	$6,306,819	$1,817,966	$4,518,956
2020	$6,298,244	$11,394,168	$2,343,523	$-5,095,924
2019	$5,669,812	$7,039,659	$2,419,007	$-1,369,847
2018	$4,717,354	$4,863,944	$4,021,364	$-146,590

WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC