TRADITIONS AT WESTERVILLE

EIN: 475276287 501(c)(3)

COLUMBUS, OH

Total Revenue
$12,089,681
Total Expenses
$10,864,956
Total Assets
$43,307,659
Net Assets
$7,351,314
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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
2015
Legal Domicile
OH
Principal Officer
SEAN ALEXANDER
Phone
6144512151
Tax Period
2024-01-01 to 2024-12-31

TRADITIONS AT WESTERVILLE, founded in 2015, is a mid-sized nonprofit that reported $12.1M in total revenue in fiscal year 2024. Expenses of $10.9M left a modest 10% surplus.

Mission

ORIGINATING FROM A CHRISTIAN COMMITMENT OF SERVICE, WE PROVIDE HIGH QUALITY CARE, SERVICES AND COMMUNITIES 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $135
Program Service Revenue $11,929,419
Investment Income $160,127
Other Revenue $0
TOTAL REVENUE $12,089,681

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,317,454
Fundraising Expenses $0
Program Expenses $9,564,452
Other Expenses $7,547,502
TOTAL EXPENSES $10,864,956

Year-over-Year Comparison

2024 2023 Change
Revenue $12,089,681 $11,195,077 +0.1%
Expenses $10,864,956 $10,632,646 +0.0%
Net Income $1,224,725 $562,431 +1.2%
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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Governance

Voting Members
7
Independent Members
1
Employees
N/A
Volunteers
15

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
5
$2,160,445
Total Directors
7
$2,431,604
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDSEY DEHRING TREASURER & CHAIR 0.10
Officer Director
$0 $18,895 $310,853
MATTHEW D RULE VICE PRESIDENT & DIRECTOR 0.10
Officer Director
$0 $48,755 $578,999
SONYA BROWN DIRECTOR 0.10
Director
$0 $44,001 $482,173
BRIANNA METTLER PRESIDENT & DIRECTOR 0.10
Officer Director
$0 $44,785 $567,562
DENISE ANDERSON DIRECTOR 0.10
Director
$0 $18,681 $257,895
ANNA JENKINS DIRECTOR 0.10
Director
$0 $34,357 $234,122
PARKER STITZER DIRECTOR AT LARGE 0.10
Director
$0 $0 $0
KELLI MEYUNG VICE PRESIDENT 0.10
Officer
$0 $11,539 $213,385
JULIE M WOOLLEY SECRETARY 0.10
Officer
$0 $28,845 $489,646
SARAH SAUM EXECUTIVE DIRECTOR II 40.00
Highest
$0 $21,002 $150,898
KATARZYNA BARKLEY OCCUPATIONAL THERAPIST ASSISTANT 12.63
Highest
$0 $17,552 $128,057
THOMAS BOSLEY CLINICAL SERVICES MANAGER 40.00
Highest
$0 $15,917 $118,445
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 $12,089,681 $10,864,956 $43,307,659 $1,224,725
2023 $11,195,077 $10,632,646 $43,351,346 $562,431
2022 $9,976,388 $9,919,863 $43,374,350 $56,525
2021 $9,197,505 $8,115,276 $44,474,923 $1,082,229
2020 $8,810,449 $7,898,659 $45,986,525 $911,790
2019 $6,790,551 $7,258,306 $46,654,081 $-467,755
2018 $3,083,276 $4,383,534 $47,357,277 $-1,300,258
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