THE GIVENS ESTATES INC (EIN 510199312) - 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

1975

Legal Domicile

Phone

8282744800

Tax Period

2024-01-01 to 2024-12-31

THE GIVENS ESTATES INC, founded in 1975, is a major nonprofit in the Human Services sector that reported $103.4M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.8M, a strong 20% operating margin.

Mission

VISION STATEMENT: EXPANDING THE POSSIBILITIES FOR AGING

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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 $3,107,362

Program Service Revenue $82,693,125

Investment Income $8,652,017

Other Revenue $8,990,716

TOTAL REVENUE $103,443,220

Expense Breakdown

Grants Paid $1,435,152

Salaries & Benefits $38,827,823

Fundraising Expenses $0

Program Expenses $73,156,369

Other Expenses $42,346,438

TOTAL EXPENSES $82,609,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,443,220	$79,993,556	+0.3%
Expenses	$82,609,413	$68,908,942	+0.2%
Net Income	$20,833,807	$11,084,614	+0.9%

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

595

Volunteers

140

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

$1,318,021

Total Directors

Key Employees

$461,551

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adam K Ennis	Director	1.0	Director	$0	$0	$0
Alfred J Whitesides Jr	Director	1.0	Director	$0	$0	$0
Alisa J Brown	Director	1.0	Director	$0	$0	$0
Charles L Frederick	Director	1.0	Director	$0	$0	$0
Charles Pine	Director	1.0	Director	$0	$0	$0
Connie B Martin	Director	1.0	Director	$0	$0	$0
David C Whilden	Director	1.0	Director	$0	$0	$0
Donna A Broadwell	Director	1.0	Director	$0	$0	$0
Doris P Loomis Esq	Director	1.0	Director	$0	$0	$0
Dr Kelli R Brown	Director	1.0	Director	$0	$0	$0
Dr Margaret A Kuhn	Director	1.0	Director	$0	$0	$0
F Patrick McGuire	Director	1.0	Director	$0	$0	$0
G Edward Towson II	Director	1.0	Director	$0	$0	$0
Gerald H Meyer	Director	1.0	Director	$0	$0	$0
Horace S Jennings	Director	1.0	Director	$0	$0	$0
Joseph P McGuire	Director	1.0	Director	$0	$0	$0
Judy L Phillips	Director	1.0	Director	$0	$0	$0
Kemper W Brown Sr	Director	1.0	Director	$0	$0	$0
Kenneth W Swayze Jr	Director	1.0	Director	$0	$0	$0
Larry B Harris	Director	1.0	Director	$0	$0	$0
Murphy Horne Fletcher	Director	1.0	Director	$0	$0	$0
Rebekah M Lowe	Director	1.0	Director	$0	$0	$0
Rev Karen L Easter Bayne	Director	1.0	Director	$0	$0	$0
Rev Mary W Brown	Director	1.0	Director	$0	$0	$0
Rev R Keith Turman	Director	1.0	Director	$0	$0	$0
Rev Robert E Shepherd	Director	1.0	Director	$0	$0	$0
Rev W Mark Ralls	Director	1.0	Director	$0	$0	$0
Robert C Roberts	Director	1.0	Director	$0	$0	$0
Robert M McKown	Director	1.0	Director	$0	$0	$0
Russell Moxley	Director	1.0	Director	$0	$0	$0
Sarah-Ann Smith	Director	1.0	Director	$0	$0	$0
Suzanne E Landis	Director	1.0	Director	$0	$0	$0
Suzanne M Sutherland	Director	1.0	Director	$0	$0	$0
William Mance	Director	1.0	Director	$0	$0	$0
Allen Squires	CFO	40.0	Officer	$406,158	$33,203	$439,361
Kevin Schwab	CEO	40.0	Officer	$500,175	$87,060	$587,235
Scott Farkas	COO	40.0	Officer	$240,573	$50,852	$291,425
Ken Kramer	Executive Director - Givens Highland Farms	40.0	Key Emp	$218,970	$56,130	$275,100
Kirsten Cone	Executive Director - GE	40.0	Key Emp	$166,327	$20,124	$186,451
Brian Guengerich	VP Development	40.0	Highest	$160,776	$30,275	$191,051
Christian Grunder	VP HR	40.0	Highest	$168,854	$34,139	$202,993
David Kerestes	Controller	40.0	Highest	$162,868	$33,803	$196,671
Neal Lail	VP Marketing	40.0	Highest	$204,733	$7,080	$211,813
Ricky Foor	VP IT	40.0	Highest	$160,365	$30,210	$190,575

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	$103,443,220	$82,609,413	$416,171,400	$20,833,807
2023	$79,993,556	$68,908,942	$383,968,447	$11,084,614
2022	$71,456,797	$58,352,449	$353,131,640	$13,104,348
2021	$72,683,846	$55,452,723	$338,452,219	$17,231,123
2020	$64,590,409	$53,621,997	$262,529,502	$10,968,412
2019	$61,521,897	$54,296,785	$241,536,641	$7,225,112
2018	$58,040,448	$49,582,568	$223,843,627	$8,457,880

THE GIVENS ESTATES INC