CROWELL MEMORIAL HOME (EIN 470378987) - 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

1975

Legal Domicile

Principal Officer

GLENN COATES

Phone

4024262177

Tax Period

2024-07-01 to 2025-06-30

CROWELL MEMORIAL HOME, founded in 1975, is a community nonprofit in the Health Care sector that reported $6.9M in total revenue in fiscal year 2024.

Mission

NURSING HOME AND ASSISTED LIVING CARE FOR THE ELDERLY AND DISABLED, INCLUDING PRIVATE PAY, MEDICAID, AND MEDICARE ELIGIBLE RESIDENTS.

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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 $102,594

Program Service Revenue $6,781,836

Investment Income $-9,601

Other Revenue $6,877

TOTAL REVENUE $6,881,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,500,882

Fundraising Expenses $0

Program Expenses $6,666,946

Other Expenses $1,753,173

TOTAL EXPENSES $7,254,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,881,706	$6,888,263	0.0%
Expenses	$7,254,055	$7,161,598	+0.0%
Net Income	$-372,349	$-273,335	+0.4%

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

186

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

$123,645

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA COX	BOARD MEMBER	1.00	Director	$0	$0	$0
GLENN COATES	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE MACKIE	BOARD MEMBER	1.00	Director	$0	$0	$0
TAWNYA ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
JACLYN SVENDGARD	ADMINISTRATOR	1.00	Director	$123,645	$0	$123,645
DAVID DREW	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN BRYANT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHAD LEGGOTT	TREASURER	1.00	Officer Director	$0	$0	$0
JAY WOLFF	BOARD MEMBER	1.00	Director	$0	$0	$0
GINA GILES	SECRETARY	1.00	Officer Director	$0	$0	$0
KIM KULP	BOARD MEMBER	1.00	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
2025	$6,881,706	$7,254,055	$2,861,523	$-372,349
2024	$6,888,263	$7,161,598	$3,129,963	$-273,335
2023	$6,174,245	$6,537,564	$3,145,266	$-363,319
2022	$6,433,192	$6,259,434	$3,701,687	$173,758
2021	$6,151,456	$5,879,548	$4,058,734	$271,908
2020	$6,129,529	$6,331,098	$4,050,962	$-201,569
2019	$5,664,649	$6,047,768	$4,051,711	$-383,119

CROWELL MEMORIAL HOME