TRINITY HEALTH PACE OF MONTGOMERY COUNTY INC (EIN 923450659) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

DANIEL DRAKE

Phone

7343431000

Tax Period

2023-07-01 to 2024-06-30

Mission

TO PROVIDE HEALTH CARE SERVICES FOR THE ELDERLY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,436

Fundraising Expenses $0

Program Expenses $313,692

Other Expenses $374,924

TOTAL EXPENSES $547,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$547,360	$29,031	+17.9%
Net Income	N/A	$-29,031	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$2,567,832

Total Directors

$3,931,408

Key Employees

$1,127,643

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DRAKE	DIRECTOR; PRESIDENT & CEO	1.00	Officer Director	$0	$172,937	$931,718
ARTHUR HENKEL	DIRECTOR; CHAIR	0.10	Officer Director	$0	$0	$0
ANNA MARIE TAG RSM	DIRECTOR; VICE CHAIR	0.10	Officer Director	$0	$0	$0
BENJAMIN CARTER	DIRECTOR; TRINITY HEALTH EVP & COO	0.10	Director	$0	$80,718	$2,999,690
JOANNE HANDY	DIRECTOR	0.10	Director	$0	$0	$0
BEVERLY JONES	DIRECTOR THROUGH 8/23	0.10	Director	$0	$0	$0
WILLIAM MINNIX	DIRECTOR	0.10	Director	$0	$0	$0
LEJON POOLE	DIRECTOR	0.10	Director	$0	$0	$0
MARJORIE TAPIA RSM	DIRECTOR THROUGH 7/23	0.10	Director	$0	$0	$0
ANTONIA VILLARRUEL	DIRECTOR	0.10	Director	$0	$0	$0
DEWAYNE WELLS	DIRECTOR	0.10	Director	$0	$0	$0
MARCUS BOWENS	TREASURER; CFO CONTINUING CARE	1.00	Officer	$0	$83,832	$650,040
MANDI MURRAY	SECRETARY; TRIN VP MANAGING COUNSEL	1.00	Officer	$0	$125,041	$636,095
KIMBERLY SAXTON	VICE PRESIDENT, FINANCE THROUGH 2/24	1.00	Officer	$0	$56,987	$349,979
KAREN NICHOLS	CHIEF MEDICAL OFFICER	1.00	Key Emp	$0	$36,409	$502,238
ANNE LEWIS	CHIEF OPERATING OFFICER	1.00	Key Emp	$0	$49,652	$384,983
CARRIE HAYS MCELROY	CHIEF CLINICAL OPERATIONS	1.00	Key Emp	$0	$41,104	$240,422

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
2025	No data	No data	No data	No data
2024	No data	$547,360	$1,908,295	No data

TRINITY HEALTH PACE OF MONTGOMERY COUNTY INC