NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC (EIN 521802714) - 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

1992

Legal Domicile

Principal Officer

RAY BRAUN

Phone

4102670504

Tax Period

2023-01-01 to 2023-12-31

NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $13.5M in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $19.1M exceeded revenue, resulting in a 42% operating deficit.

Mission

TO ENABLE THE ACCESS AND CHOICE OF AMERICA'S SENIORS IN THEIR HOUSING AND CARE BY PROVIDING DATA, ANALYTICS AND CONNECTIONS THAT BRING TOGETHER INVESTORS AND PROVIDERS IN THE SECTOR.

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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 (2023)

Revenue Breakdown

Contributions & Grants $100

Program Service Revenue $14,717,320

Investment Income $531,579

Other Revenue $-1,766,210

TOTAL REVENUE $13,482,789

Expense Breakdown

Grants Paid $72,250

Salaries & Benefits $5,946,955

Fundraising Expenses $0

Program Expenses $16,910,318

Other Expenses $13,113,500

TOTAL EXPENSES $19,132,705

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,482,789	$36,473,057	-0.6%
Expenses	$19,132,705	$24,988,614	-0.2%
Net Income	$-5,649,916	$11,484,443	-1.5%

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

Volunteers

120

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

$1,614,923

Total Directors

Key Employees

$321,941

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT READ	CHAIR UNTIL 06/23 THEN VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN BARLOW	VICE CHAIR UNTIL 06/23 THEN CHAIR	2.00	Officer Director	$0	$0	$0
IMRAN JAVAID	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
BRE GRUBBS	BOARD ASSISTANT TREASURER	0.40	Officer Director	$0	$0	$0
JOHN RIJOS	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
KELSEY MELLARD	BOARD ASSIST.SECRETARY-UNTIL 06/23	1.00	Officer Director	$0	$0	$0
CINDY BAIER	BOARD MEMBER	0.40	Director	$0	$0	$0
JACK CALLISON	BOARD MEMBER	0.40	Director	$0	$0	$0
CHIP GABRIEL	BOARD MEMBER	0.40	Director	$0	$0	$0
VICKAS GUPTA	BOARD MEMBER	0.40	Director	$0	$0	$0
KAI HSIAO	BOARD MEMBER	0.40	Director	$0	$0	$0
JUSTIN HUTCHENS	BOARD MEMBER	0.40	Director	$0	$0	$0
STEVEN INSOFT	BOARD MEMBER - UNTIL 06/2023	0.40	Director	$0	$0	$0
LYNNE KATZMANN	BOARD MEMBER	0.40	Director	$0	$0	$0
MERCEDES KERR	BOARD MEMBER	0.40	Director	$0	$0	$0
SEVY PETRAS	BOARD MEMBER	0.40	Director	$0	$0	$0
MATHEW RUARK	BOARD MEMBER	0.40	Director	$0	$0	$0
KATHLEEN RYSER	BOARD MEMBER	0.40	Director	$0	$0	$0
STEVEN SCHMIDT	BOARD MEMBER	0.40	Director	$0	$0	$0
KENNETH SEGARNICK	EX-OFFICIO,OAB REPRESENTATIVE	0.40	Director	$0	$0	$0
FEE STUBBLEFIELD	BOARD MEMBER	0.40	Director	$0	$0	$0
CHRIS TAYLOR	BOARD MEMBER - UNTIL 06/2023	0.40	Director	$0	$0	$0
ARON WILL	BOARD MEMBER AS OF 07/23	0.40	Director	$0	$0	$0
LUCIDA BAIER	BOARD MEMBER	0.40	Director	$0	$0	$0
ROBERT CHAPIN	BOARD MEMBER - UNTIL 06/2023	0.40	Director	$0	$0	$0
RAYMOUND BRAUN	PRESIDENT & CEO	60.00	Officer	$439,413	$38,723	$478,136
CHARLES HARRY	CHIEF OPERATING OFFICER	50.00	Officer	$441,879	$31,841	$473,720
ROBERT KRAMER	FOUNDER & ADVISOR	20.00	Officer	$340,817	$49,139	$389,956
PRISCILLA HAMMET	SR DIRECTOR, FINANCE & ADMIN	50.00	Officer	$236,067	$37,044	$273,111
ELIZABETH MACE	CHIEF ECONOMIST	50.00	Key Emp	$320,955	$986	$321,941
LAURIE TOMKO	SR DIRECTOR, CORPORATE COMMUNICATIONS AND MARK	40.00	Highest	$208,292	$26,305	$234,597
BILL KAUFMAN	SENIOR PRINCIPAL	40.00	Highest	$180,634	$41,150	$221,784
CAROLINE CLAPP	SENIOR PRINCIPAL	40.00	Highest	$159,197	$35,484	$194,681
JILL BLIMLINE	DIRECTOR OF EVENTS OPERATIONS	40.00	Highest	$155,234	$19,824	$175,058
LEIGH ANNA GERAGHTY	SR SALESFORCE INTERGRATION & SOLUTIONS MANAGER	40.00	Highest	$143,591	$35,434	$179,025
BRIAN JURUKTA	FORMER PRESIDENT & CEO	0.00		$303,578	$0	$303,578

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	No data	No data	No data	No data
2023	$13,482,789	$19,132,705	$43,138,888	$-5,649,916
2022	$63,095,686	$23,489,805	$48,917,133	$39,605,881
2022	$36,473,057	$24,988,614	$47,820,767	$11,484,443
2021	$19,355,581	$25,575,097	$55,654,799	$-6,219,516
2020	$12,485,750	$14,841,474	$9,247,906	$-2,355,724
2019	$19,833,513	$20,950,961	$13,626,818	$-1,117,448
2018	$18,476,298	$18,079,616	$13,543,105	$396,682

NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC