HOLLADAY PARK PLAZA (EIN 930513697) - 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

1967

Legal Domicile

Principal Officer

LYNN JOHNSON

Phone

8887246424

Tax Period

2023-10-01 to 2024-09-30

HOLLADAY PARK PLAZA, founded in 1967, is a mid-sized nonprofit in the Human Services sector that reported $23.7M in total revenue in fiscal year 2023.

Mission

A PREMIER RETIREMENT COMMUNITY WHERE ALL ARE WELCOME AND RESIDENTS' LIVES ARE CONTINUALLY ENRICHED.

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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 $735,180

Program Service Revenue $21,681,438

Investment Income $1,297,185

Other Revenue $-310

TOTAL REVENUE $23,713,493

Expense Breakdown

Grants Paid $402,777

Salaries & Benefits $9,953,714

Fundraising Expenses $0

Program Expenses $20,417,402

Other Expenses $14,376,783

TOTAL EXPENSES $24,733,274

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,713,493	$22,148,904	+0.1%
Expenses	$24,733,274	$22,639,805	+0.1%
Net Income	$-1,019,781	$-490,901	+1.1%

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

273

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

Total Directors

Key Employees

$364,583

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN PLATTE	EXECUTIVE DIRECTOR	40.00	Key Emp	$307,983	$56,600	$364,583
KATELYNN SAMUELSON-NGUYEN	ADMINISTRATOR	40.00	Highest	$146,462	$29,098	$175,560
AMY BOHNA	DIRECTOR OF NURSING	40.00	Highest	$140,066	$15,452	$155,518
KIYOKO CHIN	REGISTERED NURSE	40.00	Highest	$133,928	$6,958	$140,886
TAMARA PERZHU	CARE MANAGER RN	40.00	Highest	$109,782	$19,200	$128,982
MARSHALL HENSHAW	RN	40.00	Highest	$106,774	$12,757	$119,531
LYNN JOHNSON	CHAIR	1.00	Officer Director	$0	$0	$0
KATHLEEN MCLAUGHLIN	VICE CHAIR / SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS JENSEN	RESIDENT DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER TIFF WOOD	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	$23,713,493	$24,733,274	$79,202,133	$-1,019,781
2023	$22,148,904	$22,639,805	$76,783,395	$-490,901
2022	$21,349,360	$21,265,933	$76,804,463	$83,427
2021	$26,089,589	$20,546,958	$80,790,793	$5,542,631
2020	$20,184,241	$19,808,509	$78,859,068	$375,732
2019	$20,714,415	$19,002,182	$77,332,385	$1,712,233
2018	$20,712,754	$18,097,867	$75,645,840	$2,614,887

HOLLADAY PARK PLAZA