MARLETTE SENIOR LIVING (EIN 843210271) - 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

ANGELA MCCONNACHIE

Phone

9892179500

Tax Period

2024-01-01 to 2024-12-31

MARLETTE SENIOR LIVING, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 204% from the prior year, signaling strong growth momentum. Expenses of $2.9M exceeded revenue, resulting in a 157% operating deficit.

Mission

PROVIDING EXCEPTIONAL CARE CLOSE TO HOME AS THE LEADING RURAL HEALTHCARE ORGANIZATION

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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 $37,146

Program Service Revenue $1,070,715

Investment Income $4,761

Other Revenue $8,645

TOTAL REVENUE $1,121,267

Expense Breakdown

Grants Paid $125

Salaries & Benefits $1,154,821

Fundraising Expenses $0

Program Expenses $2,425,403

Other Expenses $1,726,650

TOTAL EXPENSES $2,881,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,121,267	$368,255	+2.0%
Expenses	$2,881,596	$1,060,420	+1.7%
Net Income	$-1,760,329	$-692,165	+1.5%

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

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

$1,078,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT CURTIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
GAIL DENTON	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID MESSING	SECRETARY	1.00	Director	$0	$0	$0
CAROL STARLING	DIRECTOR	1.00	Director	$0	$0	$0
ERIK TAMLYN	DIRECTOR	1.00	Director	$0	$0	$0
FAITH FAHRNER RN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ROHLING	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ORR	DIRECTOR	1.00	Director	$0	$0	$0
STEVE ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA MEIBURG	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW DANIELS	CO-CEO	2.00	Officer	$0	$41,884	$432,377
ANGELA MCCONNACHIE	CO-CEO	2.00	Officer	$0	$6,523	$375,367
KIMBERLY GENTNER	CFO	2.00	Officer	$0	$11,090	$270,731

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	$1,121,267	$2,881,596	$10,874,229	$-1,760,329
2023	$445,183	$1,150,740	$10,879,658	$-705,557
2023	$368,255	$1,060,420	$11,094,139	$-692,165
2022	$205,253	$192,044	$8,159,517	$13,209

MARLETTE SENIOR LIVING