ST JAMES PLACE OF BATON ROUGE (EIN 720887915) - 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

1980

Legal Domicile

Principal Officer

RICHARD J WAGER

Phone

2252154500

Tax Period

2024-01-01 to 2024-12-31

ST JAMES PLACE OF BATON ROUGE, founded in 1980, is a mid-sized nonprofit in the Human Services sector that reported $33.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

A PREMIER CONTINUING CARE RETIREMENT COMMUNITY PROVIDING THE HIGHEST POSSIBLE QUALTIY OF LIFE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $326,685

Program Service Revenue $32,331,491

Investment Income $816,454

Other Revenue $-152,134

TOTAL REVENUE $33,322,496

Expense Breakdown

Grants Paid $68,855

Salaries & Benefits $15,533,512

Fundraising Expenses $295,468

Program Expenses $28,889,787

Other Expenses $17,569,060

TOTAL EXPENSES $33,171,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,322,496	$30,073,137	+0.1%
Expenses	$33,171,427	$31,163,664	+0.1%
Net Income	$151,069	$-1,090,527	-1.1%

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

459

Volunteers

275

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

$611,024

Total Directors

$387,412

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD WAGER	PRESIDENT, CEO	40.00	Officer Director	$370,248	$17,164	$387,412
KIM SANGARI	CHAIR	0.50	Officer Director	$0	$0	$0
JOHN F SMITH	VICE CHAIRMAN	0.50	Officer Director	$0	$0	$0
RALPH BENDER	MEMBER	0.50	Director	$0	$0	$0
LUCIUS BUTTS	MEMBER	0.50	Director	$0	$0	$0
BISHOP SHANNON DUCKWORTH	MEMBER	0.50	Director	$0	$0	$0
CHRIS DUNCAN	MEMBER	0.50	Director	$0	$0	$0
LINDA GIBSON	MEMBER	0.50	Director	$0	$0	$0
STEVE JACKSON	MEMBER	0.50	Director	$0	$0	$0
MARGARET JOHNSON	SJP RESIDENT REPRESENTATIVE	0.50	Director	$0	$0	$0
GEORGE KURZ	MEMBER	0.50	Director	$0	$0	$0
NANETTE NOLAND	MEMBER	0.50	Director	$0	$0	$0
DAVID WARRINGTON	MEMBER	0.50	Director	$0	$0	$0
THOMAS J MELANCON	SR. VICE PRESIDENT, CFO	40.00	Officer	$214,507	$9,105	$223,612
JUDY PERRY	DIRECT OF SALES	40.00	Highest	$142,752	$14,080	$156,832
ANN HONORE	SALES COUNSELOR	40.00	Highest	$129,342	$4,548	$133,890
ANTHONY GAUDIANO	DINING SERVICE DIRECTOR	40.00	Highest	$120,512	$3,946	$124,458
KEVIN CHEATHAM	DIRECTOR OF BUILDING AND G	40.00	Highest	$110,285	$5,949	$116,234
FARISA HUSBAND-KELLY	DIRECTOR OF NURSING	40.00	Highest	$118,085	$1,771	$119,856

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	$33,322,496	$33,171,427	$78,860,078	$151,069
2023	$30,073,137	$31,163,664	$75,345,099	$-1,090,527
2022	$27,512,192	$28,692,384	$71,570,566	$-1,180,192
2021	$25,820,811	$27,797,717	$72,313,074	$-1,976,906
2020	$28,482,556	$26,260,620	$70,486,284	$2,221,936
2019	$26,863,120	$26,161,668	$70,403,239	$701,452
2018	$26,209,519	$25,925,408	$68,412,584	$284,111

ST JAMES PLACE OF BATON ROUGE