AdventHealth Senior Care Inc (EIN 841817046) - 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

2019

Legal Domicile

Principal Officer

Jessica Baird-Wertman

Phone

4073571000

Tax Period

2023-01-01 to 2023-12-31

AdventHealth Senior Care Inc, founded in 2019, is a mid-sized nonprofit that reported $66.4M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $88.3M exceeded revenue, resulting in a 33% operating deficit.

Mission

Provision of medical care and operation of primary care physician practices for seniors.

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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 $0

Program Service Revenue $66,288,560

Investment Income $93,163

Other Revenue $0

TOTAL REVENUE $66,381,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,933,089

Fundraising Expenses $0

Program Expenses $77,150,703

Other Expenses $66,365,757

TOTAL EXPENSES $88,298,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,381,723	$73,342,721	-0.1%
Expenses	$88,298,846	$90,231,119	0.0%
Net Income	$-21,917,123	$-16,888,398	+0.3%

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

209

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

$2,240,708

Total Directors

$5,834,138

Key Employees

$1,423,206

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Block Mark	Medicare Beneficiary	0.10	Director	$2,000	$0	$2,000
Eisenhut MD Joshua	Director	50.00	Director	$359,711	$46,207	$405,918
Gray MD Kristen	Director	50.00	Director	$255,319	$34,476	$289,795
Guirguis MD Amir	Director	50.00	Director	$430,966	$39,583	$470,549
Haber DO Tanya	Director	50.00	Director	$368,208	$51,466	$419,674
John MD Tobin	Director (Beg 08/23)	35.40	Director	$283,802	$46,189	$433,605
Libby MD Joseph	Director	50.00	Director	$239,387	$40,688	$280,075
Newberg MD Matthew	Director	50.00	Director	$276,110	$43,924	$320,034
Niewald MD Andrew	Director	50.00	Director	$378,845	$46,777	$425,622
Reyes Arnaldy MD Amy	Director	50.00	Director	$259,125	$33,406	$292,531
Rodgers MD Robert	Dir (Beg 02/23) CMO	50.00	Director	$0	$105,059	$602,852
Stiltz Bryan	Dir (Beg 02/23)/Pres/CEO/Chairman	25.00	Officer Director	$0	$167,645	$1,394,176
West Brandi	Consumer Advocate	0.10	Director	$0	$101,773	$497,307
Pettijohn Kelly	Vice President (End 04/23)/CFO	17.00	Officer	$0	$92,403	$846,532
Baird-Wertman Jessica	COO (Beg 04/23)	50.00	Key Emp	$0	$92,761	$745,602
Woods C Scott	Vice President (End 10/23)	16.70	Key Emp	$0	$90,228	$677,604
Cortes MD Joyce	Physiciaan	50.00	Highest	$306,737	$44,662	$351,399
Nguyen MD Hugh	Physiciaan	50.00	Highest	$354,727	$45,428	$400,155
Peck MD Benjamin	Physician	50.00	Highest	$323,782	$45,828	$369,610
Siram MD Ramchandra	Physician	50.00	Highest	$312,583	$20,107	$332,690
Moon Robert	CE-Vice President/CFO PHSO	8.30	Highest	$36,866	$20,708	$285,183

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	$66,381,723	$88,298,846	$66,660,975	$-21,917,123
2022	$73,342,721	$90,231,119	$31,162,786	$-16,888,398
2021	$49,665,878	$55,344,880	$9,495,625	$-5,679,002

AdventHealth Senior Care Inc