WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY

EIN: 830344521 501(c)(3) Housing & Shelter

LAFAYETTE HILL, PA

Total Revenue
$50,075,550
Total Expenses
$53,702,167
Total Assets
$241,696,788
Net Assets
$-79,575,567
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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
2001
Legal Domicile
PA
Principal Officer
COREY EVANS
Phone
2154028500
Tax Period
2023-01-01 to 2023-12-31

WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY, founded in 2001, is a mid-sized nonprofit in the Housing & Shelter sector that reported $50.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO ENRICH, HONOR AND SUPPORT THOSE WE SERVE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,057,652
Program Service Revenue $43,940,482
Investment Income $617,276
Other Revenue $460,140
TOTAL REVENUE $50,075,550

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,581,354
Fundraising Expenses $0
Program Expenses $47,189,291
Other Expenses $34,120,813
TOTAL EXPENSES $53,702,167

Year-over-Year Comparison

2023 2022 Change
Revenue $50,075,550 $40,846,709 +0.2%
Expenses $53,702,167 $50,183,818 +0.1%
Net Income $-3,626,617 $-9,337,109 -0.6%
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

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Governance

Voting Members
19
Independent Members
18
Employees
412
Volunteers
100

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
8
$1,201,048
Total Directors
20
$544,686
Key Employees
1
$240,447
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NEIL LUBARSKY CHAIRMAN 2.00
Officer Director
$0 $0 $0
WILLIAM MARAZZO VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
LYNN LEWIS TREASURER 1.00
Officer Director
$0 $0 $0
RICHARD L JONES JR SECRETARY 1.00
Officer Director
$0 $0 $0
HUGH MOULTON SECRETARY (LEFT JUNE 23) 1.00
Officer Director
$0 $0 $0
EDITH DIXON DIRECTOR 0.50
Director
$0 $0 $0
SUSAN PARKS DIRECTOR 0.50
Director
$0 $0 $0
DEBRA ROBERTS DIRECTOR 0.50
Director
$0 $0 $0
BRUCE FICKEN DIRECTOR 0.50
Director
$0 $0 $0
DEBBIE RODGERS DIRECTOR 0.50
Director
$0 $0 $0
JUDITH MCGRUTHER CHIEF EXECUTIVE OFFICER 40.00
Officer Director
$526,076 $18,610 $544,686
KEN LEVITAN DIRECTOR 0.50
Director
$0 $0 $0
ANDREW CANTOR DIRECTOR 0.50
Director
$0 $0 $0
LYNNE DAVIS DIRECTOR 0.50
Director
$0 $0 $0
SHARON PATTON-THAXTON DIRECTOR 0.50
Director
$0 $0 $0
RICHARD BRANTON DIRECTOR 0.50
Director
$0 $0 $0
PETER RYAN DIRECTOR 0.50
Director
$0 $0 $0
PATRICE HAVERSTICK DIRECTOR 0.50
Director
$0 $0 $0
JANE LAGRECA DIRECTOR 0.50
Director
$0 $0 $0
EFRAM SILBERSTEIN DIRECTOR 0.50
Director
$0 $0 $0
PETER FLEMING CHIEF OPERATING OFFICER 40.00
Officer
$324,030 $28,188 $352,218
WILLIAM MCCORMICK CHIEF FINANCIAL OFFICER 40.00
Officer
$274,674 $29,470 $304,144
SUSAN MCMENAMIN CHIEF HUMAN RESOURCE OFFIC 40.00
Key Emp
$223,669 $16,778 $240,447
CHRISTINE DWYER SALES/MARKETING DIRECTOR 40.00
Highest
$260,123 $15,560 $275,683
COREY EVANS DIRECTOR OF HEALTHCARE 40.00
Highest
$207,123 $6,394 $213,517
JOSEPH ILLUMINATI DIRECTOR OF INFORMATION TECHNOLOGY 40.00
Highest
$139,459 $26,458 $165,917
NICOLE BENNETT DIRECTOR OF RESIDENT SERVICES & DEVELOPMENT 40.00
Highest
$135,281 $27,063 $162,344
KELLY HOOVEN DIRECTOR OF FINANCE 40.00
Highest
$144,551 $13,455 $158,006
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 $50,075,550 $53,702,167 $241,696,788 $-3,626,617
2022 $40,846,709 $50,183,818 $234,929,225 $-9,337,109
2021 $39,315,037 $46,214,629 $237,675,792 $-6,899,592
2020 $40,014,582 $41,853,035 $241,951,376 $-1,838,453
2019 $37,440,950 $39,335,962 $246,145,474 $-1,895,012
2018 $35,121,190 $37,562,632 $240,398,481 $-2,441,442
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