STAYWELL SENIOR CARE (EIN 461289922) - 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

2015

Legal Domicile

Principal Officer

ROBERT S CLAUSER

Phone

3366255151

Tax Period

2020-10-01 to 2021-09-30

STAYWELL SENIOR CARE, founded in 2015, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2020. Revenue decreased 14% compared to the prior year. Expenses of $6.4M left a modest 9% surplus.

Mission

TO PROVIDE BENEFITS TO SENIORS DETERMINED TO NEED A SKILLED LEVEL OF CARE REQUIRED UNDER THE STATE MEDICAID PLAN FOR COVERAGE OF NURSING FACILITY SERVICES UNDER THE DEFERRAL PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY ("PACE')

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,095,581

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,095,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,125,475

Fundraising Expenses $0

Program Expenses $6,364,154

Other Expenses $4,298,405

TOTAL EXPENSES $6,423,880

Year-over-Year Comparison

	2020	2019	Change
Revenue	$7,095,581	$8,221,139	-0.1%
Expenses	$6,423,880	$8,526,635	-0.2%
Net Income	$671,701	$-305,496	-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

$390,247

Total Directors

$390,247

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY SIMPSON MD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LORETTA LONG	TREASURER	2.00	Officer Director	$0	$12,722	$168,961
ROB CLAUSER	CHAIR/VICE PRESIDENT	2.00	Officer Director	$0	$15,877	$221,286
AASHKA MEHTA	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHEN CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM COCKERHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
LINDA BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS MILLIARD	DIRECTOR	40.00	Highest	$101,460	$11,942	$113,402
KAREN MARTIN	DIRECTOR	40.00	Highest	$100,771	$15,877	$116,648

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
2021	$7,095,581	$6,423,880	No data	$671,701
2020	$8,221,139	$8,526,635	$4,192,409	$-305,496
2019	$9,067,446	$7,755,307	$4,858,609	$1,312,139
2018	$9,054,371	$7,177,097	$3,446,315	$1,877,274

STAYWELL SENIOR CARE