IMMANUEL (EIN 470733774) - 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

1990

Legal Domicile

Principal Officer

SCOTT BEAR

Phone

4028292900

Tax Period

2023-07-01 to 2024-06-30

IMMANUEL, founded in 1990, is a mid-sized nonprofit in the Health Care sector that reported $61.8M in total revenue in fiscal year 2023. The organization ran a surplus of $24.1M, a strong 39% operating margin.

Mission

IMMANUEL IS ORGANIZED TO SUPPORT THE MISSIONS OF IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, IMMANUEL COMMUNITY VISION FOUNDATION, IMMANUEL LONG TERM CARE, AND IRC II, INC. BY MAKING CHARITABLE CONTRIBUTIONS, INVESTING FUNDS, DEVELOPING SENIOR PROGRAMS, DEVELOPING FUNDING OPPORTUNITIES AND INVESTING IN AFFORDABLE PROJECTS FOR SENIORS.

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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 $2,945

Program Service Revenue $21,628,640

Investment Income $39,009,267

Other Revenue $1,122,879

TOTAL REVENUE $61,763,731

Expense Breakdown

Grants Paid $183,743

Salaries & Benefits $12,499,929

Fundraising Expenses $0

Program Expenses $28,188,912

Other Expenses $24,973,665

TOTAL EXPENSES $37,657,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,763,731	$59,549,116	+0.0%
Expenses	$37,657,337	$34,688,671	+0.1%
Net Income	$24,106,394	$24,860,445	0.0%

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

2756

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

$1,977,943

Total Directors

$14,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY ALLOWAY	CHAIR	1.25	Officer Director	$0	$0	$0
JILL POWERS	VICE CHAIR	1.25	Officer Director	$0	$0	$0
CLARENCE NICHOLS	SECRETARY	1.25	Officer Director	$0	$0	$0
GEORGE GRIEB	DIRECTOR THRU 2/24	1.25	Director	$0	$0	$0
JON BOTHOF	DIRECTOR	1.25	Director	$0	$0	$0
STEVE SCANLAN	DIRECTOR	1.25	Director	$0	$0	$0
JANE TONNIGES	DIRECTOR	1.25	Director	$0	$0	$0
REV E JON BENSON	DIRECTOR	1.25	Director	$0	$0	$0
KRISTEN HOFFMAN MD	DIRECTOR	1.25	Director	$0	$0	$0
RANDAL BURNS	DIRECTOR	1.25	Director	$0	$0	$0
SCOTT HOWERTER	DIRECTOR	1.25	Director	$0	$0	$0
BRENDA BERGMAN-EVANS	DIRECTOR	1.25	Director	$14,963	$0	$14,963
ANDREA SKOLKIN	DIRECTOR	1.25	Director	$0	$0	$0
STEVEN BULLOCK	DIRECTOR	1.25	Director	$0	$0	$0
DAN FRIEDLUND	DIRECTOR	1.25	Director	$0	$0	$0
BISHOP SCOTT JOHNSON	DIRECTOR	1.25	Director	$0	$0	$0
ERIC N GURLEY	PRESIDENT & CEO	25.00	Officer	$615,818	$278,087	$893,905
JULIE PALADINO-KAMINSKI	CHIEF OPERATING OFFICER	17.00	Officer	$331,514	$58,944	$390,458
SCOTT BEAR	CFO & TREASURER	24.00	Officer	$329,371	$49,369	$378,740
TAMMY SEALER	CHIEF DEVELOPMENT OFFICER	28.00	Officer	$279,597	$35,243	$314,840
DEVIN FOX MD	VP OF CLINICAL OPERATIONS	12.00	Highest	$401,856	$30,945	$432,801
RHONDA DISTEFANO VP	CONSTR, FACILITIES MGMT & ENV SVCS	18.00	Highest	$255,180	$26,531	$281,711
JOSEPH BROWN	SVP OF MARKETING & SALES EXPERIENCE	26.00	Highest	$226,219	$6,719	$232,938
MARVIN PEARSON	VP OF INFORMATION TECHNOLOGY	18.00	Highest	$221,643	$8,069	$229,712
JOHN CROGHAN	VP OF COMMUNITY OPERATIONS	12.00	Highest	$217,066	$54,561	$271,627

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	$61,763,731	$37,657,337	$774,684,871	$24,106,394
2023	$59,549,116	$34,688,671	$747,738,499	$24,860,445
2022	$38,630,446	$26,985,779	$716,280,010	$11,644,667
2021	$36,516,637	$11,374,651	$692,717,595	$25,141,986
2020	$16,543,525	$10,465,564	$587,541,061	$6,077,961
2019	$16,097,666	$8,817,555	$577,441,238	$7,280,111
2018	$15,752,648	$9,136,690	$569,035,476	$6,615,958

IMMANUEL