CARLISLE ELDERLY HOUSING ASSOCIATION INC (EIN 042695253) - 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

1979

Legal Domicile

Principal Officer

DAVID GUARINO

Phone

9783695968

Tax Period

2023-01-01 to 2023-12-31

CARLISLE ELDERLY HOUSING ASSOCIATION INC, founded in 1979, is a small nonprofit that reported $171K in total revenue in fiscal year 2023. Expenses of $150K left a modest 12% surplus.

Mission

PROVIDING LOW INCOME HOUSING TO ELIGIBLE ELDERLY HOUSEHOLDS MEETING USDA RD AND HUD ELIGIBILITY

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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 $43,851

Program Service Revenue $122,233

Investment Income $3,571

Other Revenue $1,166

TOTAL REVENUE $170,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,981

Fundraising Expenses $0

Program Expenses $126,501

Other Expenses $127,617

TOTAL EXPENSES $149,598

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,821	$160,273	+0.1%
Expenses	$149,598	$146,202	+0.0%
Net Income	$21,223	$14,071	+0.5%

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

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

Total Directors

$16,476

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA ROLES	DIRECTOR	1.00	Director	$0	$0	$0
RALPH ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CARL CLINE	DIRECTOR	1.00	Director	$16,476	$0	$16,476
J BEV YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
BILL RUSSO	DIRECTOR	1.00	Director	$0	$0	$0
SAM PIETROPAOLO	PRESIDENT	1.00	Officer	$0	$0	$0
CHARLES FORSBERG	TREASURER	1.00	Officer	$0	$0	$0
DAVID GUARINO	SECRETARY	1.00	Officer	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$170,821	$149,598	$1,438,145	$21,223
2022	$160,273	$146,202	$1,434,625	$14,071
2021	$161,468	$121,210	$1,437,160	$40,258
2020	$153,843	$113,304	$1,414,091	$40,539
2019	$150,421	$122,438	$1,389,906	$27,983

CARLISLE ELDERLY HOUSING ASSOCIATION INC