PRESBYTERIAN HOMES (EIN 471545753) - 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

2014

Legal Domicile

Phone

8479793902

Tax Period

2024-04-01 to 2025-03-31

PRESBYTERIAN HOMES, founded in 2014, is a major nonprofit in the Human Services sector that reported $115.8M in total revenue in fiscal year 2024. Expenses of $100.5M left a modest 13% surplus.

Mission

PRESBYTERIAN HOMES, DBA PRESBYTERIAN LIVING, A FAITH BASED NOT FOR PROFIT, CREATES VIBRANT COMMUNITIES FOR OLDER ADULTS THAT INSPIRE WELLNESS, INDEPENDENCE, JOY, AND SECURITY - ENRICHING THE LIVES OF RESIDENTS AND THEIR FAMILIES.

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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 $2,366,529

Program Service Revenue $101,079,574

Investment Income $6,355,158

Other Revenue $6,006,313

TOTAL REVENUE $115,807,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,687,494

Fundraising Expenses $0

Program Expenses $84,022,536

Other Expenses $53,771,123

TOTAL EXPENSES $100,458,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,807,574	$111,758,400	+0.0%
Expenses	$100,458,617	$97,955,152	+0.0%
Net Income	$15,348,957	$13,803,248	+0.1%

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

999

Volunteers

251

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

$2,389,531

Total Directors

Key Employees

$1,237,002

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELINOR HITE	Director /Secretary	1.0	Officer Director	$0	$0	$0
ERIC MOLLMAN	Director /Co-Chair	1.0	Officer Director	$0	$0	$0
MIKE LINCOLN	Director /Treasurer	1.0	Officer Director	$0	$0	$0
VINCE KELLY	Director /Co-Chair	1.0	Officer Director	$0	$0	$0
CHARLIE DENISON	Director	1.0	Director	$0	$0	$0
DENNIS MARX	Director	1.0	Director	$0	$0	$0
JESSICA STRAUSBAUGH	Director	1.0	Director	$0	$0	$0
JIM BRAULT	Director	1.0	Director	$0	$0	$0
JULIE SEYMOUR	Director	1.0	Director	$0	$0	$0
MARK WETZEL	Director	1.0	Director	$0	$0	$0
MARSHA OBERREIDER	Director	1.0	Director	$0	$0	$0
PAULA NOBLE	Director	1.0	Director	$0	$0	$0
REV MICHAEL KIRBY	Director	1.0	Director	$0	$0	$0
ROBERT DEARBORN	Director	1.0	Director	$0	$0	$0
SAM REYNOLDS	Director	1.0	Director	$0	$0	$0
THOMAS MCAFEE	Director	1.0	Director	$0	$0	$0
MARK HAVRILKA	CFO	24.5	Officer	$697,225	$110,992	$808,217
NADIM ABI-ANTOUN	CEO	19.0	Officer	$939,197	$217,349	$1,156,546
SHANNON GUTIERREZ	COO	24.5	Officer	$389,561	$35,207	$424,768
ANTHONY MADL	Exec. Dir. Lake Forest Place	37.5	Key Emp	$204,318	$45,096	$249,414
JOSEPH HASSEL	VP, Facility Management	28.0	Key Emp	$293,579	$48,016	$341,595
LISA VANDERMARK	Exec. Dir. The Moorings	37.5	Key Emp	$295,802	$66,479	$362,281
SAMANTHA VICTOR-ALVARADO	VP, Human Resources	26.0	Key Emp	$216,648	$67,064	$283,712
ALPANA PATEL	VP, Clinical Services	24.5	Highest	$238,709	$38,275	$276,984
CHERYL MILLER	Director of Risk, Compliance & Legal	24.5	Highest	$200,470	$38,633	$239,103
LINDSEY AUMICK	Director of Finance	24.5	Highest	$237,036	$24,800	$261,836
RAMONA WILT	VP, Marketing and Sales	24.5	Highest	$256,670	$54,408	$311,078
RAYMOND BENEGAS	VP, Information Technology	28.0	Highest	$257,890	$61,115	$319,005
ANDREW WISSEL	Director, HR / Former VP, HR	24.5		$181,929	$38,704	$220,633
TODD SWORTZEL	Executive Advisor/Former CEO	15.0		$853,267	$12,202	$865,469

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	$115,807,574	$100,458,617	$477,921,235	$15,348,957
2024	$111,758,400	$97,955,152	$466,853,965	$13,803,248
2023	$96,821,383	$96,041,913	$448,238,138	$779,470
2022	$88,918,255	$86,410,903	$460,360,428	$2,507,352
2021	$92,628,655	$83,551,872	$450,344,403	$9,076,783
2020	$88,111,504	$82,954,599	$435,486,176	$5,156,905
2019	$80,772,872	$77,287,637	$455,838,690	$3,485,235

PRESBYTERIAN HOMES