PRESBYTERIAN MANORS OF MID-AMERICA… - Form 990 Financial Data

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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

1978

Legal Domicile

Phone

3166851100

Tax Period

2024-07-01 to 2025-06-30

PRESBYTERIAN MANORS OF MID-AMERICA INC, founded in 1978, is a mid-sized nonprofit that reported $13.3M in total revenue in fiscal year 2024.

Mission

SUPPORT ORGANIZATION ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSE OF ASHFIELD ACTIVE LIVING & WELLNESS COMMUNITIES, INC. (ABERDEEN HEIGHTS), PRESBYTERIAN MANORS, INC., AND ABERDEEN RIDGE, INC., 509(A)(2) ORGANIZATIONS. PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA) PERFORMS EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES, AND PROJECT DEVELOPMENT FUNCTIONS FOR ABERDEEN HEIGHTS AND PMI. ADDITIONALLY, PMMA PROVIDES OVERALL POLICY AND PLANNING GUIDANCE TO ABERDEEN HEIGHTS, PMI, AND ABR.

Program Service Accomplishments

Program 1

Expenses: $9,660,011 Revenue: $12,846,349

PROVISION OF EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES AND PROJECT DEVELOPMENT FUNCTIONS FOR PRESBYTERIAN MANORS, INC., ASHFIELD ACTIVE LIVING AND WELLNESS...

PROVISION OF EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES AND PROJECT DEVELOPMENT FUNCTIONS FOR PRESBYTERIAN MANORS, INC., ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. (ABERDEEN HEIGHTS), AND ABERDEEN RIDGE, INC.

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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 $26,466

Program Service Revenue $12,846,349

Investment Income $414,569

Other Revenue $1,755

TOTAL REVENUE $13,289,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,181,001

Fundraising Expenses $698,930

Program Expenses $9,660,011

Other Expenses $2,745,519

TOTAL EXPENSES $12,928,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,289,139	$12,578,107	+0.1%
Expenses	$12,928,122	$12,442,311	+0.0%
Net Income	$361,017	$135,796	+1.7%

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

$1,312,352

Total Directors

Key Employees

$662,133

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN F HARRIS	CHAIR	1.0	Officer Director	$0	$0	$0
ROBERT S BONNEY	VICE CHAIR	1.0	Officer Director	$0	$0	$0
GARY D BRENNECKE	TRUSTEE	1.0	Director	$0	$0	$0
JOHN GOODWIN	TRUSTEE	1.0	Director	$0	$0	$0
NANCY DULING	TRUSTEE	1.0	Director	$0	$0	$0
PATRICIA COOK	TRUSTEE	1.0	Director	$0	$0	$0
ROB SCHENDEL	TRUSTEE	1.0	Director	$0	$0	$0
BRUCE H SHOGREN	PRESIDENT/CEO	5.0	Officer	$402,426	$41,543	$443,969
JOAN MILLER	ASST. TREASURER/CONTROLLER	5.0	Officer	$144,548	$16,143	$160,691
MELANIE OWENS	CFO/TREASURER	5.0	Officer	$252,648	$20,446	$273,094
SHERRY K HIND	CORPORATE SECRETARY	5.0	Officer	$147,578	$11,243	$158,821
WILLIAM H TAYLOR	CHIEF OPERATING OFFICER	5.0	Officer	$250,734	$25,043	$275,777
ELIZABETH HUCK	Senior VP OF SALES & MARKETING	40.0	Key Emp	$207,520	$14,447	$221,967
GARY MCGUIRE	VP INFORMATION SYSTEMS	40.0	Key Emp	$199,877	$17,528	$217,405
JEANNE GERSTENKORN	SR VP OF HEALTH SERVICES	40.0	Key Emp	$211,406	$11,355	$222,761
BRADLEY RADATZ	REG. DIRECTOR OF OPERATIONS	40.0	Highest	$156,019	$19,793	$175,812
CHRISTIE WOLFF	EXECUTIVE DIRECTOR	40.0	Highest	$167,266	$16,976	$184,242
JANE WOLOSON	EXECUTIVE DIRECTOR	40.0	Highest	$190,234	$13,305	$203,539
JOHN T ALLIN	EXECUTIVE DIRECTOR	40.0	Highest	$167,571	$11,450	$179,021
RHONDA PARKS	REG. DIRECTOR OF OPERATIONS	40.0	Highest	$171,548	$13,446	$184,994

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	$13,289,139	$12,928,122	$15,500,894	$361,017
2024	$12,578,107	$12,442,311	$7,946,356	$135,796
2023	$11,394,897	$11,468,885	$6,643,398	$-73,988
2022	$11,442,980	$11,317,769	$6,689,672	$125,211
2021	$11,068,938	$13,107,378	$16,620,873	$-2,038,440
2020	$11,113,896	$11,215,831	$11,858,146	$-101,935
2019	$9,355,444	$10,337,415	$9,275,044	$-981,971
2018	$9,220,168	$9,641,762	$5,202,537	$-421,594

PRESBYTERIAN MANORS OF MID-AMERICA INC