PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC (EIN 611212366) - 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

HARRIET WAGNER

Phone

5022599101

Tax Period

2023-01-01 to 2023-12-31

PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC, founded in 1992, is a micro nonprofit in the Human Services sector that reported $41K in total revenue in fiscal year 2023. Revenue surged 186% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT THE PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC., WHICH PROVIDES HOUSING, NURSING FACILITIES, AND OTHER SERVICES FOR SENIOR CITIZENS.

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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 $1,000

Program Service Revenue $0

Investment Income $40,085

Other Revenue $0

TOTAL REVENUE $41,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,085	$14,387	+1.9%
Expenses	N/A	N/A	N/A
Net Income	N/A	$14,387	N/A

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

N/A

Volunteers

N/A

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

$211,688

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS MARY-STUART REICHARD	CHAIR	1.00	Officer Director	$0	$0	$0
MS MISSY DEARK MULL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MS ANNE SWOPE	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MS MARGARET SEIFFERT	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MR J MICHAEL DALTON	SECRETARY	1.00	Officer Director	$0	$0	$0
DR HARRIET WAGNER	PRESIDENT/CEO	1.00	Officer	$0	$2,126	$211,688
MR BEN DURHAM	EXECUTIVE VICE PRESIDENT	1.00	Highest	$0	$1,576	$150,633

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	$41,085	No data	$7,185	No data
2022	$14,387	No data	$258,928	No data
2021	$128,758	No data	$7,185	No data
2020	$50,358	No data	$7,185	No data
2019	$58,913	$436,415	$7,185	$-377,502
2018	$28,647	$141,857	$441,932	$-113,210

PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC