Friendsview Manor (EIN 930478660) - 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

1956

Legal Domicile

Principal Officer

Dale Welcome

Phone

5035383144

Tax Period

2023-08-01 to 2024-07-31

Friendsview Manor, founded in 1956, is a mid-sized nonprofit in the Human Services sector that reported $25.0M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $30.0M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROVIDE ACTIVE RESIDenTIAL LIVING AND QUALITY CONTINUING CARE TO SENIORS IN A CHRIST-CENTERED 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $247,580

Program Service Revenue $23,981,063

Investment Income $696,686

Other Revenue $43,925

TOTAL REVENUE $24,969,254

Expense Breakdown

Grants Paid $235,545

Salaries & Benefits $10,637,544

Fundraising Expenses $0

Program Expenses $26,992,105

Other Expenses $19,169,577

TOTAL EXPENSES $30,042,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,969,254	$21,496,668	+0.2%
Expenses	$30,042,666	$22,215,332	+0.4%
Net Income	$-5,073,412	$-718,664	+6.1%

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

425

Volunteers

145

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

$366,977

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
todd engle	Executive Dir.	40.00	Officer	$222,730	$9,135	$231,865
Joann Aguirre	Resident Care Mgr.	66.00		$197,541	$7,454	$204,995
Flordeles Newport	Nurse Assistant	69.00		$137,349	$10,598	$147,947
KATHY WATSON	HEALTH SVCS. DIR.	40.00		$137,932	$0	$137,932
Roger Watson	CFO	40.00	Officer	$126,235	$8,877	$135,112
Cora Armijo	Resident Care Mgr.	45.00		$112,576	$3,035	$115,611
Dale Welcome	Chair	1.00	Officer Director	$0	$0	$0
Steve Gulley	Vice Chair	1.00	Officer Director	$0	$0	$0
Darlene Zickefoose	Secretary	1.00	Officer Director	$0	$0	$0
Delvin Zook	Treasurer	1.00	Officer Director	$0	$0	$0
Marcia Bogert	Director	1.00	Director	$0	$0	$0
Susan Doak	Director	1.00	Director	$0	$0	$0
Laura Goodfellow	Director	1.00	Director	$0	$0	$0
Larry Hampton	Director	1.00	Director	$0	$0	$0
Dwight Kimberly	Director	1.00	Director	$0	$0	$0
Kathryn Saunders	Director	1.00	Director	$0	$0	$0
Marc Sheldon	Director	1.00	Director	$0	$0	$0
Carol Sherwood	Director	1.00	Director	$0	$0	$0
Debby Thomas	Director	1.00	Director	$0	$0	$0
Truman Stone	Director	1.00	Director	$0	$0	$0
Scott Winter	Director	1.00	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	$24,969,254	$30,042,666	$203,747,918	$-5,073,412
2023	$21,496,668	$22,215,332	$213,469,166	$-718,664
2022	$16,215,837	$17,823,938	$218,947,640	$-1,608,101
2021	$15,726,155	$16,922,511	$207,331,905	$-1,196,356
2020	$15,837,123	$15,552,291	$69,864,265	$284,832
2019	$14,692,350	$14,392,345	$71,312,938	$300,005
2018	$14,157,572	$13,239,491	$71,189,376	$918,081

Friendsview Manor