Wartburg

Overview

Mission

Wartburg enables seniors to live life to their fullest through excellence in healthcare and housing, which nurture body, mind, and spirit. Wartburg is unlike any retirement community you have ever seen before. For over a century and a half, we have provided comprehensive care services for seniors on our Mount Vernon campus and in their homes throughout the Riverdale, Eastchester, New Rochelle, Scarsdale, Larchmont, Pelham, and Bronxville, NY areas. Our mission is to provide the affordable senior living care and assistance that your family needs, no matter what that looks like. We take a proactive approach to providing care that allows us to meet a variety of needs throughout the Westchester County, NY region. Whether you need temporary assistance or ongoing services, Wartburg has the support you need. For those interested in li.

Operating model

Revenue model

Earned-program. 93% of the money available for current operations came from fees and other program revenue.

Distribution model

Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

• Financial Efficiency: 80
• Transparency & Controls: 88
• Accountability: 100
• Sustainability: 22
• Growth: 0

Detailed rating inputs

Details

• What they do: Mission, programs, and operating context captured from the official website.
• Where the money goes: 100% of revenue deployed · 71.2% of spending went to programs
• Governance: 15 of 15 board members independent · 9 of 9 filing controls reported
• Programs: 2 filed program accomplishments · $17M in reported program spending
• Leadership: top reported pay $612K · 24 people listed · 4 of 6 pay-setting controls reported
• Highest-paid contractors: 5 contractors listed · $3.1M reported
• Consistency: 40 of 40 current checks pass
• Schedules: 8 filed schedules · includes major donors, executive pay, and related organizations
• Filing history: 13 filing years from 2011 to 2024
• Contacts: How to reach this organization
• Money network: 8 filed money-flow records
• Related organizations: 14 filed related-organization links
• Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
• People: Everyone the filings name, and which of them the filings identify by more than a name.
• Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

• High — Financial Efficiency: Fundraising efficiency scored 6/100.
• High — Sustainability: Operating margin scored 1/100.
• High — Growth: Program expense growth scored 0/100.
• High — Growth: Revenue growth scored 0/100.
• High — Growth: Asset growth scored 0/100.
• Review — Sustainability: Total-asset coverage ratio scored 57/100.
• High — Sustainability: Liabilities to assets ratio scored 13/100.
• High — Sustainability: Officer compensation ratio scored 28/100.
• High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.