LIFESTREAM COMPLETE SENIOR LIVING AT NORTHEAST PHOENIX INC

EIN: 860682800 501(c)(3) Housing & Shelter

YOUNGTOWN, AZ

Total Revenue
$2,419,346
Total Expenses
$2,212,775
Total Assets
$5,202,285
Net Assets
$492,327
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
AZ
Principal Officer
NATHAN MERRILL
Phone
7194875386
Tax Period
2024-01-01 to 2024-12-31

LIFESTREAM COMPLETE SENIOR LIVING AT NORTHEAST PHOENIX INC, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 9% surplus.

Mission

SERVING SENIORS BY ENRICHING THEIR PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH IN A CLOSE-KNIT 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $56
Program Service Revenue $2,416,603
Investment Income $0
Other Revenue $2,687
TOTAL REVENUE $2,419,346

Expense Breakdown

Grants Paid $0
Salaries & Benefits $474,980
Fundraising Expenses $0
Program Expenses $1,900,490
Other Expenses $1,737,795
TOTAL EXPENSES $2,212,775

Year-over-Year Comparison

2024 2023 Change
Revenue $2,419,346 $2,207,609 +0.1%
Expenses $2,212,775 $2,066,344 +0.1%
Net Income $206,571 $141,265 +0.5%
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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Governance

Voting Members
12
Independent Members
1
Employees
14
Volunteers
10

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
6
$1,291,621
Total Directors
12
$1,944,049
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANA RASIC BOARD CHAIR/CEO 2.00
Officer Director
$0 $34,700 $441,874
DANIEL VAGLE BOARD MEMBER 0.50
Director
$0 $0 $65,604
NATHAN MERRILL BOARD TREASURER/CFO 2.00
Officer Director
$0 $38,304 $350,129
JENNY KENNEDY BOARD SECRETARY 0.50
Officer Director
$0 $0 $10,700
AUSTIN HARBACH ASSISTANT SECRETARY 3.00
Officer Director
$0 $15,482 $172,671
TOM WORKMAN ASSISTANT SECRETARY 0.50
Officer Director
$0 $0 $0
RICK SUMMERS BOARD MEMBER/COO 3.00
Officer Director
$0 $18,741 $316,247
CHRISTI MILLER BOARD MEMBER/VP OF HUMAN RESOURCES 3.00
Director
$0 $17,882 $245,308
KRISTEN JACOBY BOARD MEMBER/RGNL DIRECTOR OPS. 0.00
Director
$0 $3,734 $172,970
DON MORGAN BOARD MEMBER 0.50
Director
$0 $0 $70,167
LARRY SMITH BOARD MEMBER 0.50
Director
$0 $0 $32,775
DALE TURNER BOARD MEMBER 0.50
Director
$0 $0 $65,604
LISA D SISCO EXECUTIVE DIRECTOR 40.00
Highest
$0 $28,235 $132,460
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 $2,419,346 $2,212,775 $5,202,285 $206,571
2023 $2,207,609 $2,066,344 $5,324,229 $141,265
2022 $2,032,138 $2,091,312 $5,366,064 $-59,174
2021 $1,811,177 $2,112,824 $5,535,208 $-301,647
2020 $2,326,619 $2,844,696 $5,877,063 $-518,077
2019 $2,686,151 $2,917,094 $6,063,795 $-230,943
2018 $2,628,718 $2,955,650 $6,309,139 $-326,932
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