899 CHARLESTON (EIN 030594291) - 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

2006

Legal Domicile

Principal Officer

MARK BADDAS

Phone

6504346106

Tax Period

2024-07-01 to 2025-06-30

899 CHARLESTON, founded in 2006, is a mid-sized nonprofit in the Housing & Shelter sector that reported $20.5M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $24.0M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROVIDE RESIDENTIAL FACILITIES DESIGNATED TO MEET THE NEEDS OF AGED PERSONS AND ADDRESS THE WELL-BEING OF THE RESIDENTS.

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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 $22,132

Program Service Revenue $18,291,757

Investment Income $2,161,215

Other Revenue $17,805

TOTAL REVENUE $20,492,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,678,114

Fundraising Expenses $0

Program Expenses $21,106,690

Other Expenses $14,330,444

TOTAL EXPENSES $24,008,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,492,909	$17,955,693	+0.1%
Expenses	$24,008,558	$22,351,354	+0.1%
Net Income	$-3,515,649	$-4,395,661	-0.2%

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

158

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

$552,807

Total Directors

Key Employees

$412,744

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA ROSENFIELD	DIRECTOR/CHAIR	1.00	Officer Director	$0	$0	$0
MARLENE LEVENSON	DIRECTOR/VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CRAIG SEIDEL	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
EFRAT KASZNIK	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
BETTY ADLER	DIRECTOR (START 2/26/25)	1.00	Director	$0	$0	$0
NORM BERKMAN	DIRECTOR	1.00	Director	$0	$0	$0
RITA GHATAK	DIRECTOR	1.00	Director	$0	$0	$0
TONY KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE KUSHNIR	DIRECTOR	1.00	Director	$0	$0	$0
LARRY MARKS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MONOSSON	DIRECTOR	1.00	Director	$0	$0	$0
CAROL ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY ROSSEN	DIRECTOR (THRU 8/19/2024)	1.00	Director	$0	$0	$0
ALEX ROZENFELD	DIRECTOR	1.00	Director	$0	$0	$0
RIC RUDMAN	DIRECTOR	1.00	Director	$0	$0	$0
TERRY SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SOSNICK	DIRECTOR (THRU 6/18/2025)	1.00	Director	$0	$0	$0
DAVID STEIRMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK BADDAS	EXECUTIVE DIRECTOR	40.00	Officer	$264,603	$32,248	$296,851
BENJAMIN CHAIKA	CHIEF FINANCIAL OFFICER	40.00	Officer	$246,182	$9,774	$255,956
STACY GUTHMANN	DIRECTOR OF SALES AND MARKETING	40.00	Key Emp	$202,902	$19,756	$222,658
LAYANA SANTOS	DIRECTOR OF HEALTH SERVICES	40.00	Key Emp	$164,281	$25,805	$190,086
KATHYA RAVELLO	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$134,455	$47,285	$181,740
JUAN LOPEZ	DIRECTOR OF PLANT OPERATIONS	40.00	Highest	$130,478	$42,135	$172,613
ANTON DE VERA	SOUS CHEF	40.00	Highest	$125,323	$36,062	$161,385
CHARLES SAUNDERS	DIRECTOR OF DINING SERVICES	40.00	Highest	$127,786	$30,804	$158,590
KAREN LERNER	HEALTH AND WELLNESS NAVIGATOR	40.00	Highest	$108,356	$5,246	$113,602

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	$20,492,909	$24,008,558	$147,719,698	$-3,515,649
2024	No data	No data	No data	No data
2023	$14,310,537	$22,263,211	$136,006,219	$-7,952,674
2022	$14,361,135	$19,652,726	$136,462,765	$-5,291,591
2021	$17,017,896	$18,866,750	$143,487,864	$-1,848,854
2020	$16,732,164	$18,492,634	$145,194,279	$-1,760,470
2019	$16,332,299	$18,610,425	$145,777,237	$-2,278,126
2018	$16,092,033	$17,978,230	$146,913,586	$-1,886,197

899 CHARLESTON