CONGREGATIONAL HOMES INC (EIN 952047121) - 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

1957

Legal Domicile

Principal Officer

PATRICIA L WILLIAMS

Phone

9096245061

Tax Period

2024-10-01 to 2025-09-30

CONGREGATIONAL HOMES INC, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $41.7M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF CONGREGATIONAL HOMES, INC. IS TO HELP ENSURE A HIGH QUALITY OF LIFE FOR A DIVERSE COMMUNITY OF OLDER ADULTS BY PROVIDING COMPREHENSIVE AND SECURE SERVICES THAT PROMOTE WELLNESS, INDEPENDENCE, PARTICIPATION AND DIGNITY.

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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 $2,921,959

Program Service Revenue $36,353,230

Investment Income $1,657,043

Other Revenue $741,776

TOTAL REVENUE $41,674,008

Expense Breakdown

Grants Paid $517,220

Salaries & Benefits $22,200,721

Fundraising Expenses $0

Program Expenses $36,775,056

Other Expenses $19,429,463

TOTAL EXPENSES $42,147,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,674,008	$33,240,288	+0.3%
Expenses	$42,147,404	$39,261,196	+0.1%
Net Income	$-473,396	$-6,020,908	-0.9%

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

468

Volunteers

150

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

$673,532

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ABRAMS	2ND VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ROBIN ASPINALL	BOARD CHAIRPERSON	3.00	Officer Director	$0	$0	$0
MIKE BLITZ	DIRECTOR	1.00	Director	$0	$0	$0
ELEANOR BROWN	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
BERNADETTE BUSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JAN BUSH	DIRECTOR	1.00	Director	$0	$0	$0
EUGENIA ELLIOTT	DIRECTOR (THRU 06/25)	1.00	Director	$0	$0	$0
NEIL GERARD	1ST VICE CHAIRPERSON, CHAIRPERSON - STRATEGIC PLAN	2.00	Officer Director	$0	$0	$0
JILL GRIGSBY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HARPOLE	DIRECTOR	1.00	Director	$0	$0	$0
JANE HURD	DIRECTOR	1.00	Director	$0	$0	$0
JAY LABINGER	DIRECTOR	1.00	Director	$0	$0	$0
CAMILLE LEE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MENEFEE-LIBEY	DIRECTOR	1.00	Director	$0	$0	$0
RACHELLE MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
MARY JEAN NEAULT	2ND VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
LESLIE NEGRITTO	DIRECTOR	1.00	Director	$0	$0	$0
KATHY PEZDEK	DIRECTOR	1.00	Director	$0	$0	$0
TIM SANDOVAL	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE STODDARD	2ND VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MICHAEL STRANGE	DIRECTOR	2.00	Director	$0	$0	$0
DR DALJINDER TAKHAR DIRECTOR	CHAIRPERSON, HEALTH SERVICES COMMITTEE	4.00	Director	$24,000	$0	$24,000
MICHAEL VESTINO	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE WEEKES	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WELLS	DIRECTOR	1.00	Director	$0	$0	$0
RYAN ZIMMERMAN	DIRECTOR	2.00	Director	$0	$0	$0
EVELIYN DIAZ BROWN	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
HENRY FORD	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
MARY ANN QUAY	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
DARYL SMITH	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
JEFF STARK	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
JOHN WHITING	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
PATRICIA WILLIAMS	PRESIDENT & CEO	40.00	Officer	$254,594	$28,375	$282,969
LISA ATILANO	COO	40.00	Officer	$182,166	$14,258	$196,424
JENNIFER OSBORNE	CFO	40.00	Officer	$158,232	$35,907	$194,139
WILLIAM LEVITT	VICE PRESIDENT OF FACILITIES & PROJECT MANAGEMENT	40.00	Highest	$130,873	$18,432	$149,305
LINNETTE GUIDERA	VICE PRESIDENT OF ENGAGEMENT	40.00	Highest	$122,294	$22,169	$144,463
NORMA DERAS	COMPENSATION & BENEFITS AD	40.00	Highest	$126,790	$18,193	$144,983
LINA DINO	DIRECTOR OF NURSING	40.00	Highest	$160,584	$20,940	$181,524
SHARON MCMILON	STAFF DEVELOPMENT	40.00	Highest	$157,047	$9,712	$166,759

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	$41,674,008	$42,147,404	$168,456,588	$-473,396
2024	$33,240,288	$39,261,196	$165,233,178	$-6,020,908
2023	$36,480,183	$37,333,380	$163,216,964	$-853,197
2022	$30,202,381	$32,145,551	$158,268,055	$-1,943,170
2021	$32,927,075	$32,428,160	$121,991,966	$498,915
2020	$31,162,085	$31,736,106	$121,754,742	$-574,021
2019	$30,211,476	$30,113,557	$118,054,112	$97,919
2018	$30,022,321	$29,397,376	$94,856,775	$624,945

CONGREGATIONAL HOMES INC