ARGENTUM (EIN 541563782) - 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

1991

Legal Domicile

Principal Officer

JAMES BALDA

Phone

5715272621

Tax Period

2024-01-01 to 2024-12-31

ARGENTUM, founded in 1991, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year.

Mission

ARGENTYM IS DEDICATED TO PROFESSIONALLY OWED, MANAGED, AND OPERATED ASSISTED SENIOR LIVING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,917,240

Program Service Revenue $5,377,435

Investment Income $158,574

Other Revenue $593,061

TOTAL REVENUE $8,046,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,278,519

Fundraising Expenses $0

Other Expenses $3,694,777

TOTAL EXPENSES $7,973,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,046,310	$9,667,228	-0.2%
Expenses	$7,973,296	$11,321,370	-0.3%
Net Income	$73,014	$-1,654,142	-1.0%

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

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

$1,002,516

Total Directors

$675,331

Key Employees

$543,843

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BALDA	PRESIDENT/CEO	40.00	Officer Director	$623,480	$51,851	$675,331
JUDD HARPER	CHAIRMAN	1.50	Officer Director	$0	$0	$0
SARAHBETH HANSON	BOARD MEMBER	1.50	Director	$0	$0	$0
MERCEDES KERR	SECRETARY	1.50	Officer Director	$0	$0	$0
TANA GALL	VICE CHAIRMAN	1.50	Officer Director	$0	$0	$0
CHRIS HYATT	PUBLIC POLICY COMMITTEE CO-CHAIR	1.50	Officer Director	$0	$0	$0
JOHN ATKINSON	EX OFFICIO	1.00	Director	$0	$0	$0
BRENDA BACON	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK CALLISON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS CUMMINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
COREY DENMAN	EX OFFICIO	1.00	Director	$0	$0	$0
DOUG DOLLENBERG JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE EBY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY FIERY	EX OFFICIO	1.00	Director	$0	$0	$0
GUY GELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLETTE GRAY	EX OFFICIO	1.00	Director	$0	$0	$0
KAI HSIAO	BOARD MEMBER	1.00	Director	$0	$0	$0
ADAM KAPLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA LANDWIRTH	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN MCCALEB	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY MICHAEL	EX OFFICIO	1.00	Director	$0	$0	$0
ARICK MORTON	EX OFFICIO	1.00	Director	$0	$0	$0
JOHN OLYMPITIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SEVY PETRAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN SKIVER	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY SMITH	TREASURER	1.50	Officer Director	$0	$0	$0
DORIS ELLIE SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE TREFZGER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL NELSON	IMMEDIATE PAST CHAIRMAN	1.00	Director	$0	$0	$0
HOLLY BELTER-CHESSER	BOARD MEMBER	1.00	Director	$0	$0	$0
SEBASTIAN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCESCA FALZARANO	EX OFFICIO	1.00	Director	$0	$0	$0
JON GLASS	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMIRA MADHANY	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY MORGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG OLSON	EX OFFICIO	1.00	Director	$0	$0	$0
EARL PARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PRICE	EX OFFICIO	1.00	Director	$0	$0	$0
REGINA MAMONE	CFO	40.00	Officer	$159,364	$21,361	$180,725
OLIVIA WILSON	SENIOR DIRECTOR OF HUMAN RESOURCES, FINANCE, AND A	40.00	Officer	$121,568	$24,892	$146,460
MARGARET ELEHWANY	SENIOR VICE PRESIDENT, PUBLIC AFFAIRS	40.00	Key Emp	$267,369	$42,548	$309,917
RONALD WILLIAMS	SENIOR VP OF BUSINESS OPERATIONS	40.00	Key Emp	$198,838	$35,088	$233,926
ASHANTE ABUBAKAR	VP, WORKFORCE DEVELOPMENT	40.00	Highest	$139,993	$5,774	$145,767
CYNTHIA BADE	VP, DEVELOPMENT	40.00	Highest	$143,638	$28,360	$171,998
STEPHANIE ROBERT	VP, CONTENT AND MARKETING	40.00	Highest	$142,679	$15,150	$157,829
DIANA MARTINEZ	PRESIDENT/CEO OF TALA	40.00	Highest	$146,410	$27,532	$173,942
SAARA DILLARD	GRANTS MANAGER	40.00	Highest	$117,780	$4,516	$122,296

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	$8,046,310	$7,973,296	$7,363,435	$73,014
2023	$9,667,228	$11,321,370	$8,082,330	$-1,654,142
2022	$8,036,743	$9,209,262	$10,143,837	$-1,172,519
2021	$17,911,647	$11,741,828	$9,206,006	$6,169,819
2020	$8,679,493	$9,935,597	$3,153,013	$-1,256,104
2019	$9,740,378	$9,605,069	$4,201,803	$135,309
2018	$9,431,044	$9,643,213	$3,580,855	$-212,169

ARGENTUM