THE CONGREGATIONAL HOME (EIN 480669554) - 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

1958

Legal Domicile

Phone

7852671666

Tax Period

2024-01-01 to 2024-12-31

THE CONGREGATIONAL HOME, founded in 1958, is a mid-sized nonprofit in the Human Services sector that reported $25.4M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $29.0M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE RESIDENTIAL AND HEALTH CARE SERVICES THROUGH RETIREMENT APARTMENTS, ASSISTED LIVING, LICENSED NURSING FACILITES, AND OTHER HOME AND COMMUNITY BASED SERVICES.

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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 $84,629

Program Service Revenue $24,977,792

Investment Income $199,192

Other Revenue $128,723

TOTAL REVENUE $25,390,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,878,928

Fundraising Expenses $368,129

Program Expenses $23,952,765

Other Expenses $13,109,059

TOTAL EXPENSES $28,987,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,390,336	$28,467,606	-0.1%
Expenses	$28,987,987	$26,569,701	+0.1%
Net Income	$-3,597,651	$1,897,905	-2.9%

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

512

Volunteers

107

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

$482,612

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chuck Engel	Chairman	1.0	Officer Director	$0	$0	$0
Glenda DuBoise	Secretary	1.0	Officer Director	$0	$0	$0
Thadd Taylor	Treasurer	1.0	Officer Director	$0	$0	$0
Todd Pettygrove	Immediate Past Chair	1.0	Officer Director	$0	$0	$0
Ann Buckland	Director	1.0	Director	$0	$0	$0
Audrey Sunderraj	Director	1.0	Director	$0	$0	$0
Darin Stephens	Director	1.0	Director	$0	$0	$0
Ethan Spurling	Director	1.0	Director	$0	$0	$0
Larry Parks	Director	1.0	Director	$0	$0	$0
Leah Gabler-Marschall	Director	1.0	Director	$0	$0	$0
Pat Tolin	Director	1.0	Director	$0	$0	$0
Paul Hoferer	Director	1.0	Director	$0	$0	$0
Terry Harbert	Director	1.0	Director	$0	$0	$0
Tim Madden	Director	1.0	Director	$0	$0	$0
Cindy Tanner	Chief Health Officer	40.0	Officer	$120,744	$31,342	$152,086
Darin Feldkamp	CFO (INCOMING 9/30/24)	40.0	Officer	$30,000	$0	$30,000
Mary Blubaugh	CEO	40.0	Officer	$199,827	$173	$200,000
Melissa Reynolds	CFO (OUTGOING 7/8/24)	40.0	Officer	$80,463	$20,063	$100,526
Matthew Burns	VP of Community Services	40.0	Highest	$129,872	$10,779	$140,651

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	$25,390,336	$28,987,987	$72,629,376	$-3,597,651
2023	$28,467,606	$26,569,701	$75,209,906	$1,897,905
2022	$21,981,913	$24,777,893	$71,354,150	$-2,795,980
2021	$25,393,014	$24,190,282	$55,530,899	$1,202,732
2020	$22,606,695	$22,696,215	$59,593,592	$-89,520
2019	$22,073,501	$22,630,519	$59,626,259	$-557,018
2018	$21,045,811	$21,966,424	$48,364,299	$-920,613

THE CONGREGATIONAL HOME