HOLDREGE MEMORIAL HOMES INC (EIN 470424939) - 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

1950

Legal Domicile

Principal Officer

KEVIN MORIARTY

Phone

3089958963

Tax Period

2023-07-01 to 2024-06-30

HOLDREGE MEMORIAL HOMES INC, founded in 1950, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year.

Mission

TO PROVIDE LONG-TERM HEALTH CARE FOR THE ELDERLY.

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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 $133,880

Program Service Revenue $9,379,822

Investment Income $27,975

Other Revenue $12,150

TOTAL REVENUE $9,553,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,012,115

Fundraising Expenses $94,477

Program Expenses $8,850,471

Other Expenses $2,561,080

TOTAL EXPENSES $9,573,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,553,827	$11,520,612	-0.2%
Expenses	$9,573,195	$9,533,176	+0.0%
Net Income	$-19,368	$1,987,436	-1.0%

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

189

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
MIKE ECKLUN	SECRETARY	1.00	Officer Director	$0	$0	$0
REED MCCLYMONT	TREASURER	1.00	Officer Director	$0	$0	$0
BETSY OLSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VICKIE KLEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
LES GRIMM	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT MCCORMICK	BOARD MEMBER	1.00	Director	$0	$0	$0
RUTH JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL ECHTENKAMP	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN STUTE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY OMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RITA SKILES	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	No data	No data	No data	No data
2024	$9,553,827	$9,573,195	$8,966,936	$-19,368
2023	$11,520,612	$9,533,176	$10,526,686	$1,987,436
2022	$8,488,512	$9,086,067	$8,485,760	$-597,555
2021	$10,005,953	$9,147,097	$9,288,813	$858,856
2020	$9,085,876	$8,921,406	$10,363,847	$164,470
2019	$8,435,863	$8,288,644	$9,361,515	$147,219

HOLDREGE MEMORIAL HOMES INC