Richfield Living (EIN 540534606) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1937

Legal Domicile

Phone

5403804500

Tax Period

2023-10-01 to 2024-09-30

RICHFIELD LIVING, founded in 1937, is a mid-sized nonprofit in the Health Care sector that reported $31.8M in total revenue in fiscal year 2018. Revenue decreased 6% compared to the prior year.

Mission

Helping individuals experience life to the fullest, through every phase of their journey.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,862,063

Investment Income $84,065,412

Other Revenue $10,868

TOTAL REVENUE $85,938,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,368,840

Fundraising Expenses $0

Program Expenses $69,834,524

Other Expenses $80,759,416

TOTAL EXPENSES $82,128,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,938,343	$41,705,113	+1.1%
Expenses	$82,128,256	$51,536,371	+0.6%
Net Income	$3,810,087	$-9,831,258	-1.4%

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

635

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

$529,213

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Thornhill	Director	2.0	Director	$0	$0	$0
Donnovan Young	Director	2.0	Director	$0	$0	$0
Kirtesh Patel	Director	2.0	Director	$0	$0	$0
Sydney Nordt	Director	2.0	Director	$0	$0	$0
George Zubrod	CEO	40.0	Officer	$32,550	$0	$32,550
Mary P Clements	CFO	40.0	Officer	$285,968	$19,183	$305,151
Tonya Woolwine	Executive/Corp Secretary	40.0	Officer	$160,200	$31,312	$191,512
Charles Crickenberger	Director of Proj Mngt	40.0	Highest	$106,412	$28,096	$134,508

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	$85,938,343	$82,128,256	$434,323	$3,810,087
2023	$41,705,113	$51,536,371	$112,424,645	$-9,831,258
2022	$35,334,990	$48,031,705	$125,330,778	$-12,696,715
2021	$32,030,155	$41,328,494	$138,338,925	$-9,298,339
2020	$34,264,868	$35,563,545	$148,385,168	$-1,298,677
2019	$31,814,185	$32,217,280	$109,503,845	$-403,095

Richfield Living