PILGRIM PLACE (EIN 951691301) - 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

1915

Legal Domicile

Principal Officer

TODD BARRETTA

Phone

9093995500

Tax Period

2023-01-01 to 2023-12-31

PILGRIM PLACE, founded in 1915, is a mid-sized nonprofit in the Human Services sector that reported $26.9M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $25.7M left a modest 4% surplus.

Mission

SENIOR HOUSING AND SERVICES

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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 $945,570

Program Service Revenue $24,183,415

Investment Income $1,552,707

Other Revenue $203,001

TOTAL REVENUE $26,884,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,355,517

Fundraising Expenses $671,054

Program Expenses $18,849,440

Other Expenses $13,376,529

TOTAL EXPENSES $25,732,046

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,884,693	$18,937,724	+0.4%
Expenses	$25,732,046	$24,385,556	+0.1%
Net Income	$1,152,647	$-5,447,832	-1.2%

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

247

Volunteers

250

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

$511,457

Total Directors

Key Employees

$199,840

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RIKI WOLF	CHAIR	5.00	Officer Director	$0	$0	$0
BRENT MAIRE	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MARK DIMITRUK	TREASURER	5.00	Officer Director	$0	$0	$0
KAREN LEVIN	SECRETARY	5.00	Officer Director	$0	$0	$0
NYREE GRAY	PAST CHAIR	5.00	Director	$0	$0	$0
DEREK BALDWIN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON BARNES	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN FABISH	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GARNER	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE GREEN	DIRECTOR	1.00	Director	$0	$0	$0
KAY HELD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LULL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE MARGIOTTA	DIRECTOR	1.00	Director	$0	$0	$0
RICH MAYFIELD	DIRECTOR	1.00	Director	$0	$0	$0
RUBEN MEDINA	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MOORE	DIRECTOR	1.00	Director	$0	$0	$0
DONNA ORANGE	DIRECTOR	1.00	Director	$0	$0	$0
KRUTAV PATEL	DIRECTOR	1.00	Director	$0	$0	$0
JESS SWICK	DIRECTOR	1.00	Director	$0	$0	$0
PHALANA TILLER	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE WALKER	DIRECTOR	1.00	Director	$0	$0	$0
RONALD BOLDING	CEO	40.00	Officer	$250,572	$9,840	$260,412
AUDREY MORABITO	CFO (TERM END 11/14/23)	40.00	Officer	$243,365	$7,680	$251,045
RICHARD RODAS	VP OF HEALTH SERVICES	40.00	Key Emp	$184,839	$15,001	$199,840
ODIE TOLLEFSON	VP OF HR	40.00	Highest	$141,578	$13,310	$154,888
DIANNA FISHER	VP OF ADVANCEMENT	40.00	Highest	$132,707	$2,438	$135,145
LINDA PARONG	MDS COORDINATOR	40.00	Highest	$140,506	$0	$140,506
SHEILA SIEGRSMA	RN	40.00	Highest	$120,616	$0	$120,616
STELLA HERNANDEZ	DIRECTOR OF NURSUING	40.00	Highest	$159,573	$0	$159,573

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	No data	No data	No data	No data
2023	$26,884,693	$25,732,046	$76,793,691	$1,152,647
2022	$18,937,724	$24,385,556	$75,309,127	$-5,447,832
2021	$25,268,890	$22,515,671	$82,254,947	$2,753,219
2020	$24,248,726	$21,445,891	$78,420,064	$2,802,835
2019	$22,471,506	$20,284,448	$75,539,338	$2,187,058

PILGRIM PLACE