ATHERTON BAPTIST HOMES (EIN 951683861) - 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

1914

Legal Domicile

Principal Officer

REV BRETT R MEREDITH

Phone

6262894178

Tax Period

2024-01-01 to 2024-12-31

ATHERTON BAPTIST HOMES, founded in 1914, is a mid-sized nonprofit in the Human Services sector that reported $27.3M in total revenue in fiscal year 2024. Expenses of $24.8M left a modest 9% surplus.

Mission

A SENIOR COMMUNITY ROOTED IN CHRISTIAN VALUES, ENRICHING LIVES AND HONORING ALL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $639,762

Program Service Revenue $23,906,082

Investment Income $2,495,388

Other Revenue $263,443

TOTAL REVENUE $27,304,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,945,058

Fundraising Expenses $310,320

Program Expenses $21,608,242

Other Expenses $13,809,852

TOTAL EXPENSES $24,754,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,304,675	$26,089,939	+0.0%
Expenses	$24,754,910	$24,291,727	+0.0%
Net Income	$2,549,765	$1,798,212	+0.4%

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

217

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

$678,452

Total Directors

$445,757

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV J CRAIG STATTON	PRESIDENT/CEO THROUGH 09/2024	40.00	Officer Director	$233,346	$32,085	$265,431
MRS JOCELYN PASCUAL	CHIEF FINANCIAL OFFICER	40.00	Officer	$190,948	$41,747	$232,695
REV BRETT MEREDITH	PRESIDENT/CEO START 10/2024	40.00	Officer Director	$146,317	$34,009	$180,326
MRS JOELLE MEDINA	SNF ADMINISTRATOR	40.00	Highest	$144,491	$33,734	$178,225
MRS KIMBERLY FLOWERS	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$139,720	$33,772	$173,492
MRS ANGELA LEE	RCFE ADMINISTRATOR	40.00	Highest	$126,748	$31,021	$157,769
MS BREANNA WALKER	SALES MANAGER	40.00	Highest	$140,772	$13,734	$154,506
MS QUENNIE LIZA CALLO SAMACO	LVN/ADMIN NURSE	40.00	Highest	$126,313	$16,580	$142,893
MR DALE L MONTGOMERY	CHAIR	0.30	Officer Director	$0	$0	$0
ESQ WARREN A WILLIAMS	VICE-CHAIR	0.30	Officer Director	$0	$0	$0
MR STEPHEN GARCIA	TREASURER	0.30	Officer Director	$0	$0	$0
MRS LINDA WALPUS	SECRETARY	0.30	Officer Director	$0	$0	$0
MR JOHN ALDRIDGE	BOARD MEMBER	0.30	Director	$0	$0	$0
MR KEVIN CHO	BOARD MEMBER	0.30	Director	$0	$0	$0
MR GARY FRUEHOLZ	BOARD MEMBER	0.30	Director	$0	$0	$0
MR JOHN KEYES	BOARD MEMBER THROUGH 10/2024	0.30	Director	$0	$0	$0
DR KIRK MACKIE	BOARD MEMBER	0.30	Director	$0	$0	$0
MR LEE MERRITT	BOARD MEMBER	0.30	Director	$0	$0	$0
MRS JUNE SAKAGUCHI	BOARD MEMBER	0.30	Director	$0	$0	$0
MR STEVEN SEILER	BOARD MEMBER START 02/2024	0.30	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	$27,304,675	$24,754,910	$75,583,988	$2,549,765
2023	$26,089,939	$24,291,727	$69,556,758	$1,798,212
2022	$24,629,443	$23,811,699	$65,793,452	$817,744
2021	$29,674,182	$22,985,593	$68,058,252	$6,688,589
2020	$23,881,183	$23,219,087	$64,469,595	$662,096
2019	$23,308,689	$22,255,912	$60,303,796	$1,052,777
2018	$23,099,105	$21,311,861	$58,423,128	$1,787,244

ATHERTON BAPTIST HOMES