CARROLL LUTHERAN VILLAGE INC (EIN 521127007) - 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

1981

Legal Domicile

Principal Officer

JEFFREY W BRANCH

Phone

4108480090

Tax Period

2022-07-01 to 2023-06-30

CARROLL LUTHERAN VILLAGE INC, founded in 1981, is a mid-sized nonprofit in the Human Services sector that reported $33.2M in total revenue in fiscal year 2022.

Mission

RESID., ASSISTED & SKILLED CARE TO RESIDENTS OVER 60 AND SKILLED REHAB. SVC TO QUALIFIED 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 (2022)

Revenue Breakdown

Contributions & Grants $517,841

Program Service Revenue $32,091,568

Investment Income $169,361

Other Revenue $394,796

TOTAL REVENUE $33,173,566

Expense Breakdown

Grants Paid $24,184

Salaries & Benefits $15,416,337

Fundraising Expenses $46,950

Program Expenses $28,904,114

Other Expenses $18,997,532

TOTAL EXPENSES $34,438,053

Year-over-Year Comparison

	2022	2021	Change
Revenue	$33,173,566	$33,951,883	0.0%
Expenses	$34,438,053	$34,118,190	+0.0%
Net Income	$-1,264,487	$-166,307	+6.6%

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

433

Volunteers

167

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

$948,058

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BOLLINGER	CHAIR	2.00	Officer Director	$0	$0	$0
DAVID MORGAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DONALD B MEYERS	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
SHARON MCCLERNAN	BOARD	2.00	Director	$0	$0	$0
VIRGINIA HARRISON	BOARD	2.00	Director	$0	$0	$0
DOT SISLER	BOARD	2.00	Director	$0	$0	$0
JOSEPH CONKLIN	BOARD	2.00	Director	$0	$0	$0
NEIL SALONEN	BOARD	2.00	Director	$0	$0	$0
JAMES SCHWARTZ	BOARD	2.00	Director	$0	$0	$0
JEFFREY W BRANCH	PRESIDENT/CEO	16.00	Officer	$0	$30,183	$481,612
STEVEN POWELL	VP FINANCE	16.00	Officer	$0	$11,509	$246,685
KENNETH CONNELLY	VP OF OPERATIONS	16.00	Officer	$0	$21,459	$219,761
JENNIFER MILLER	DIRECTOR OF HEALTHCARE	40.00	Highest	$107,515	$18,833	$126,348
KERRIE ROMERIL	DIRECTOR OF NURSING	40.00	Highest	$140,415	$2,616	$143,031
ROSS BAKER	DIRECTOR OF FACILITIES	40.00	Highest	$104,040	$16,346	$120,386
ANN MCDERMOTT	ASSOCIATE EXECUTIVE DIRECT	40.00	Highest	$139,745	$12,652	$152,397
KRISTINA CATON	RN RESIDENT CARE SUPERVISOR	40.00	Highest	$123,962	$4,806	$128,768

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$33,173,566	$34,438,053	$114,532,146	$-1,264,487
2022	$33,951,883	$34,118,190	$102,545,420	$-166,307
2021	$37,049,156	$34,609,167	$104,149,842	$2,439,989
2020	$33,769,893	$34,414,044	$100,772,126	$-644,151
2019	$33,058,074	$33,161,333	$99,161,002	$-103,259
2018	$32,759,667	$33,278,579	$98,846,219	$-518,912

CARROLL LUTHERAN VILLAGE INC