FAIRBURY ASSISTED LIVING FACILITY (EIN 470841274) - 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

2001

Legal Domicile

Principal Officer

CHANCE KLASEK

Phone

4027296100

Tax Period

2023-10-01 to 2024-09-30

FAIRBURY ASSISTED LIVING FACILITY, founded in 2001, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2023. Expenses of $2.5M left a modest 10% surplus.

Mission

TO PROVIDE THE HIGHEST QUALITY OF CARE AND HOSPITALITY TO TENANTS IN JEFFERSON COUNTY.

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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 $64,511

Program Service Revenue $2,467,478

Investment Income $45,785

Other Revenue $161,370

TOTAL REVENUE $2,739,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,086,927

Fundraising Expenses $0

Program Expenses $2,109,925

Other Expenses $1,388,772

TOTAL EXPENSES $2,475,699

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,739,144	$2,700,900	+0.0%
Expenses	$2,475,699	$2,376,205	+0.0%
Net Income	$263,445	$324,695	-0.2%

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

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
RICK STANTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE BOLDT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHANCE KLASEK	SECRETARY	1.00	Officer Director	$0	$0	$0
JON PEPPMULLER	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID REESE	VICE PRESIDENT (THRU 08/24)	1.00	Officer Director	$0	$0	$0
REGINA BERGH	TREASURER (THRU 08/24)	1.00	Officer Director	$0	$0	$0
MIKE GASTON	MEMBER	1.00	Director	$0	$0	$0
PAT GANYO	MEMBER	1.00	Director	$0	$0	$0
DICK HOPPE	MEMBER (THRU 08/24)	1.00	Director	$0	$0	$0
WILLIAM WELCH	INTERIM CEO	1.00	Officer	$0	$0	$0
BURKE KLINE	CEO (THRU 08/24)	1.00	Officer	$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
2024	$2,739,144	$2,475,699	$3,432,369	$263,445
2023	$2,700,900	$2,376,205	$3,007,640	$324,695
2022	$2,003,558	$2,045,278	$2,570,376	$-41,720
2021	$2,141,581	$1,699,532	$2,727,943	$442,049
2020	$2,062,506	$1,731,380	$2,845,008	$331,126
2019	$1,951,015	$1,648,137	$2,809,590	$302,878
2018	$1,877,729	$1,642,290	$2,905,826	$235,439

FAIRBURY ASSISTED LIVING FACILITY