VIA CHRISTI HEALTHCARE OUTREACH PROGRAM FOR ELDERS INC (EIN 481236589) - 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

2002

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

VIA CHRISTI HEALTHCARE OUTREACH PROGRAM FOR ELDERS INC, founded in 2002, is a mid-sized nonprofit that reported $41.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.8M, a strong 16% operating margin.

Mission

PROVIDE & COORDINATE IN-HOME AND COMMUNITY SERVICES TO THE ELDERLY AND DISABLED PERSONS.

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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 $2,788

Program Service Revenue $41,346,741

Investment Income $520,531

Other Revenue $-1,562

TOTAL REVENUE $41,868,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,135,814

Fundraising Expenses $0

Program Expenses $26,262,881

Other Expenses $20,883,397

TOTAL EXPENSES $35,019,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,868,498	$35,999,241	+0.2%
Expenses	$35,019,211	$31,345,386	+0.1%
Net Income	$6,849,287	$4,653,855	+0.5%

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

174

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

$2,622,259

Total Directors

$3,251,163

Key Employees

$215,450

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ANN MUSGRAVE MHA BSN RN	SECRETARY/SENIOR VP, POST-ACUTE AND AT-HOME SERVICES	0.0	Officer Director	$0	$56,092	$1,599,602
PATRICK LAMPE	CHAIR	1.0	Officer Director	$0	$0	$0
THOMAS E STITT CPA	TREASURER	1.0	Officer Director	$0	$0	$0
AARON G SHOEMAKER MD	DIRECTOR	0.0	Director	$0	$59,174	$1,651,561
ERIN SHADBOLT	VP POST ACUTE & AT-HOME SERVICES & CEO	0.0	Officer	$0	$52,831	$622,399
MARGARET VAUGHAN	AVP OF FINANCE, ASCENSION LIVING (START 5/2025)	0.0	Officer	$0	$0	$0
ROBIN T BINEK	AVP OF FINANCE, ASCENSION LIVING	0.0	Officer	$0	$39,771	$400,258
MELISSA C JOHNSON	EXECUTIVE DIRECTOR	50.0	Key Emp	$194,923	$20,527	$215,450
CARRIE COHEN MD	PHYSICIAN	50.0	Highest	$212,123	$27,933	$240,056
COURTNEY BOWMAN APRN	NURSE PRACTITIONER	50.0	Highest	$101,572	$15,158	$116,730
ESTHER N MIGWI RN	REGISTERED NURSE	50.0	Highest	$131,744	$3,262	$135,006
KHALIDA M MAHDI MD	MEDICAL DIRECTOR	50.0	Highest	$243,081	$41,352	$284,433
REBEKAH JANELL OWINGS	DIRECTOR, REHABILIATION SERVICES (END 12/2024)	50.0	Highest	$107,806	$11,868	$119,674
MICHAEL ROBERT GORDON	FORMER OFFICER (END 8/2023)	0.0		$0	$0	$220,260
PETER M LEIBOLD	FORMER BOARD OFFICER (END 6/2024)	0.0		$0	$45,069	$2,693,006

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	$41,868,498	$35,019,211	$34,386,922	$6,849,287
2024	No data	No data	No data	No data
2023	$33,458,660	$28,705,918	$18,277,836	$4,752,742
2022	$28,474,726	$24,068,304	$12,490,641	$4,406,422
2021	$24,624,185	$20,996,724	$16,535,796	$3,627,461
2020	$21,512,187	$19,347,800	$6,906,042	$2,164,387
2019	$15,681,248	$18,430,711	$1,373,854	$-2,749,463
2018	$18,063,255	$18,666,210	$4,849,470	$-602,955

VIA CHRISTI HEALTHCARE OUTREACH PROGRAM FOR ELDERS INC