TRADITIONS AT WORTHINGTON (EIN 851922027) - 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

2020

Legal Domicile

Principal Officer

LINDSEY DEHRING

Phone

6142733508

Tax Period

2023-01-01 to 2023-12-31

TRADITIONS AT WORTHINGTON, founded in 2020, is a small nonprofit that reported $861K in total revenue in fiscal year 2023. Expenses of $1.8M exceeded revenue, resulting in a 112% operating deficit.

Mission

Originating from a Christian commitment OF SERVICE, we PROVIDE HIGH QUALITY CARE, SERVICES AND COMMUNITIES 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 $861,238

Investment Income $0

Other Revenue $0

TOTAL REVENUE $861,238

Expense Breakdown

Grants Paid $0

Salaries & Benefits $289,429

Fundraising Expenses $0

Program Expenses $1,405,578

Other Expenses $1,535,481

TOTAL EXPENSES $1,824,910

Year-over-Year Comparison

	2023	2022	Change
Revenue	$861,238	N/A	N/A
Expenses	$1,824,910	$12,981	+139.6%
Net Income	$-963,672	$-12,981	+73.2%

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

N/A

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

$2,801,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan M DiMickele	President	0.1	Officer	$0	$45,633	$653,210
Robert S Walter	Vice President	0.1	Officer	$0	$37,100	$552,673
Matthew D Rule	Vice President	0.1	Officer	$0	$46,401	$524,989
Julie M Woolley	Secretary	0.1	Officer	$0	$28,373	$440,356
Brianna Mettler	Vice President	0.1	Officer	$0	$39,705	$333,248
Julia A Fratianne	Treasurer	0.1	Officer	$0	$44,753	$296,651
Janet Meeks	Chair	0.1	Officer Director	$0	$0	$0
Peter Pavarini	Director	0.1	Director	$0	$0	$0
Tim Doney	Director	0.1	Director	$0	$0	$0
Larry Crowell	Director	0.1	Director	$0	$0	$0
Jami Dewolf	Director	0.1	Director	$0	$0	$0
Ervan Rodgers	Director	0.1	Director	$0	$0	$0

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	$861,238	$1,824,910	$27,460,566	$-963,672
2022	No data	$12,981	$22,089,412	No data
2021	$-906,578	$9,592	$10,348,598	$-916,170

TRADITIONS AT WORTHINGTON