CHRISTWOOD (EIN 721192571) - 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

1999

Legal Domicile

Principal Officer

L STEPHEN HOLZHALB III

Phone

9858980515

Tax Period

2024-01-01 to 2024-12-31

CHRISTWOOD, founded in 1999, is a mid-sized nonprofit in the Human Services sector that reported $28.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $26.0M left a modest 9% surplus.

Mission

CONTINUING CARE RETIREMENT COMMUNITY

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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 $1,287,475

Program Service Revenue $26,255,372

Investment Income $895,348

Other Revenue $0

TOTAL REVENUE $28,438,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,761,853

Fundraising Expenses $286,572

Program Expenses $21,974,531

Other Expenses $12,236,157

TOTAL EXPENSES $25,998,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,438,195	$25,901,739	+0.1%
Expenses	$25,998,010	$24,487,121	+0.1%
Net Income	$2,440,185	$1,414,618	+0.7%

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

388

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

$1,402,824

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET COLLETT	BOARD MEMBER	0.75	Director	$0	$0	$0
TIMOTHY J CUTT	BOARD MEMBER	0.75	Director	$0	$0	$0
RICHARD W CRYAR	BOARD MEMBER	0.75	Director	$0	$0	$0
MICHAEL A CUSHMAN	BOARD MEMBER	0.75	Director	$0	$0	$0
SETH DONALD	BOARD MEMBER	0.75	Director	$0	$0	$0
PATTI ELLISH	PRESIDENT	1.75	Officer Director	$0	$0	$0
BEVERLY BAKER GARIEPY	VICE PRESIDENT	1.25	Officer Director	$0	$0	$0
CHAVGNEY PIERCE	BOARD MEMBER	0.75	Director	$0	$0	$0
PATRICK BRYAN HUVAL	BOARD MEMBER	0.75	Director	$0	$0	$0
CHARLES GOODYEAR	BOARD MEMBER	0.75	Director	$0	$0	$0
JOHN W GREENE	VICE PRESIDENT	1.25	Officer Director	$0	$0	$0
JAMES VALLIANT	SECRETARY	1.25	Officer Director	$0	$0	$0
KERRY K MILTON	BOARD MEMBER	0.75	Director	$0	$0	$0
M TODD RICHARD	BOARD MEMBER	0.75	Director	$0	$0	$0
JAMES H ROGERS	TREASURER	1.25	Officer Director	$0	$0	$0
L STEPHEN HOLZHALB III	EXECUTIVE OFFICER	50.00	Officer	$240,640	$5,000	$245,640
ELIZABETH JACKSON	CHIEF MARKETING AND COMMUNICATIONS OFFICER	50.00	Officer	$175,476	$5,000	$180,476
TAMI PERRY	CHIEF OPERATING OFFICER	50.00	Officer	$170,445	$10,645	$181,090
MARTY DEAN	HEALTH CARE ADMINISTRATOR	50.00	Officer	$0	$0	$0
JASON WEILBAECHER	FOOD BEVERAGE DIRECTOR	50.00	Officer	$124,236	$10,645	$134,881
GREG AVILA	PLANT OPERATIONS DIRECTOR	50.00	Officer	$114,357	$12,704	$127,061
IRIS BLUNDELL	CHIEF FINANCIAL OFFICER	50.00	Officer	$149,328	$0	$149,328
RANDY BECNEL	WELLNESS DIRECTOR	50.00	Officer	$122,663	$11,324	$133,987
JENNIFER S BUCHHOLZ	COMPANION SERVICES DIRECTOR	50.00	Officer	$106,581	$12,612	$119,193
KENNETH HAMLIN	INFORMATION ADMINISTRATION DIRECTOR	50.00	Officer	$118,549	$12,619	$131,168
LESTER KROBERT	IT MANAGER	50.00	Highest	$145,879	$13,045	$158,924
JAMIE BALL	AIL COORDINATOR	50.00	Highest	$126,561	$10,645	$137,206
JOHN DEAN	ADMINISTRATOR	50.00	Highest	$121,646	$0	$121,646
ERICA ECKERT	ADMINISTRATOR	50.00	Highest	$115,979	$7,169	$123,148
PATRICK CROSBY	ADMINISTRATOR	50.00	Highest	$105,238	$4,428	$109,666

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	$28,438,195	$25,998,010	$85,845,033	$2,440,185
2023	$25,901,739	$24,487,121	$73,507,181	$1,414,618
2022	$25,914,286	$23,268,957	$73,670,944	$2,645,329
2021	$22,502,168	$22,877,950	$70,104,956	$-375,782
2020	$23,308,360	$22,899,511	$68,778,452	$408,849
2019	$23,956,780	$23,118,704	$69,380,147	$838,076
2018	$22,022,990	$21,996,827	$66,441,139	$26,163

CHRISTWOOD