BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY (EIN 570337132) - 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

1943

Legal Domicile

Principal Officer

SARAH TIPTON

Phone

8434066298

Tax Period

2023-01-01 to 2023-12-31

BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY, founded in 1943, is a mid-sized nonprofit in the Human Services sector that reported $63.2M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

OPERATION OF A FAITH-BASED RETIREMENT FACILITY PROVIDING HOUSING AND HEALTH CARE SERVICES

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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 $1,692,682

Program Service Revenue $56,698,800

Investment Income $2,539,402

Other Revenue $2,286,086

TOTAL REVENUE $63,216,970

Expense Breakdown

Grants Paid $785,082

Salaries & Benefits $32,719,879

Fundraising Expenses $289,541

Program Expenses $56,930,945

Other Expenses $33,667,414

TOTAL EXPENSES $67,172,375

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,216,970	$48,387,457	+0.3%
Expenses	$67,172,375	$55,493,685	+0.2%
Net Income	$-3,955,405	$-7,106,228	-0.4%

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

886

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

$860,742

Total Directors

Key Employees

$1,264,058

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT VINGI	CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN HUSSAIN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DAVID ADAMS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT BALDWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
HEYWARD CARTER JR ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA CHRISTIE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNE M HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
MELINDA LUCKA KELLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DR PATRICK J KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
NADINE LOMAX	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
REV GREGORY SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
RT REV RUTH WOODLIFF-STANLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH E H TIPTON	CEO/PRESIDENT	50.00	Officer	$362,495	$75,278	$437,773
LYNNE L KERRISON	EVP/CFO	50.00	Officer	$370,876	$52,093	$422,969
AARON D ROOP	SR. VP	50.00	Key Emp	$243,516	$47,620	$291,136
JONNA COOK	VP OF HEALTH SERVICES	50.00	Key Emp	$203,992	$25,406	$229,398
JAMES A EPPER	VP OF CULINARY SERVICES	50.00	Key Emp	$160,319	$27,640	$187,959
DANIEL F LARRABEE	VP OF ENVIRONMENTAL SERVICES	50.00	Key Emp	$155,859	$5,437	$161,296
LAURA WILSON	VP OF MARKETING	50.00	Key Emp	$152,617	$25,836	$178,453
THEODORE LU	VP OF HUMAN RESOURCES	50.00	Key Emp	$197,707	$18,109	$215,816
KIMBERLY BORTS	VP COMM/DEVELOP	50.00	Highest	$144,016	$16,695	$160,711
KATHERINE JAYNE	VP OF COMMUNITY LIFE SERVICES	50.00	Highest	$135,292	$31,026	$166,318
RUTH EVANS	MDS COORDINATOR	50.00	Highest	$133,070	$17,811	$150,881
RYAN BENTLEY	AD OF CULINARY SERVICES	50.00	Highest	$137,786	$18,563	$156,349
EVAN ROBERTS	DIRECTOR OF NURSING	50.00	Highest	$127,863	$27,039	$154,902

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	$63,216,970	$67,172,375	$309,485,590	$-3,955,405
2022	$48,387,457	$55,493,685	$292,676,122	$-7,106,228
2021	$50,827,097	$43,478,904	$293,506,409	$7,348,193
2020	$45,090,062	$40,756,595	$253,426,353	$4,333,467
2019	$44,144,815	$38,535,071	$240,251,184	$5,609,744
2018	$39,768,263	$36,110,128	$173,478,933	$3,658,135

BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY