KESWICK PINES INC (EIN 521761391) - 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

1989

Legal Domicile

Principal Officer

ERIC GHAUL

Phone

7328490400

Tax Period

2021-01-01 to 2021-12-31

KESWICK PINES INC, founded in 1989, is a mid-sized nonprofit that reported $19.8M in total revenue in fiscal year 2021. Expenses of $17.8M left a modest 10% surplus.

Mission

SERVES THE ELDERLY THROUGH APARTMENT LIVING, ASSISTED LIVING, AND NURSING HOME CARE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,403,244

Program Service Revenue $15,932,218

Investment Income $845,296

Other Revenue $644,142

TOTAL REVENUE $19,824,900

Expense Breakdown

Grants Paid $26,200

Salaries & Benefits $10,054,115

Fundraising Expenses $0

Program Expenses $15,508,352

Other Expenses $7,705,453

TOTAL EXPENSES $17,785,768

Year-over-Year Comparison

	2021	2020	Change
Revenue	$19,824,900	$18,478,364	+0.1%
Expenses	$17,785,768	$17,430,198	+0.0%
Net Income	$2,039,132	$1,048,166	+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

314

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

$385,761

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY KATZ	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARK KOLCHIN	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
DOUGLAS BAUERBAND	TREASURER	2.00	Officer Director	$0	$0	$0
REV WILLIAM COOK	MEMBER	2.00	Director	$0	$0	$0
ALAN DINKFELT	MEMBER	2.00	Director	$0	$0	$0
CAROLYN HIBBARD	MEMBER	2.00	Director	$0	$0	$0
JOHN HOLLAND	MEMBER	2.00	Director	$0	$0	$0
ROBERT HUBINGER	MEMBER	2.00	Director	$0	$0	$0
OTTO MORCH	MEMBER	2.00	Director	$0	$0	$0
JOSEPH OWSINSKI	MEMBER	2.00	Director	$0	$0	$0
CHARITY ROSZEL	MEMBER	2.00	Director	$0	$0	$0
ERIC GHAUL	CEO	40.00	Officer	$194,847	$9,481	$204,328
GEORGINA BAVAIS	CFO	40.00	Officer	$159,138	$22,295	$181,433
PATRICIA POLCHAK	HEALTHCARE ADMINISTRATOR	40.00	Highest	$147,161	$15,739	$162,900
ADRIANNE SOBOCINSKI	PHYSICAL THERAPIST	40.00	Highest	$116,646	$22,696	$139,342
WENDY HARSHAW	DIRECTOR OF MARKETING	40.00	Highest	$101,515	$7,688	$109,203
GAIL SHEPARD	DIRECTOR OF NURSES	40.00	Highest	$104,573	$24,520	$129,093

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
2021	$19,824,900	$17,785,768	$28,869,676	$2,039,132
2020	$18,478,364	$17,430,198	$31,781,297	$1,048,166
2019	$18,708,029	$17,141,196	$29,621,706	$1,566,833
2018	$19,259,306	$16,647,766	$29,424,705	$2,611,540

KESWICK PINES INC