CITY SQUARE ELDERLY HOUSING INC (EIN 042794776) - 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

1983

Legal Domicile

Principal Officer

CINDY LAMB

Phone

5867539002

Tax Period

2024-07-01 to 2025-06-30

CITY SQUARE ELDERLY HOUSING INC, founded in 1983, is a community nonprofit in the Housing & Shelter sector that reported $4.8M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $946K, a strong 20% operating margin.

Mission

TO PROVIDE HOUSING FACILITIES FOR LOW INCOME SENIOR CITIZENS.

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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 $3,996,323

Program Service Revenue $708,380

Investment Income $111,356

Other Revenue $7,685

TOTAL REVENUE $4,823,744

Expense Breakdown

Grants Paid $223,787

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,429,132

Other Expenses $3,653,718

TOTAL EXPENSES $3,877,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,823,744	$4,218,842	+0.1%
Expenses	$3,877,505	$13,049,853	-0.7%
Net Income	$946,239	$-8,831,011	-1.1%

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

N/A

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

$613,148

Total Directors

$613,148

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERYLE MOREY	PRESIDENT	0.10	Officer Director	$0	$0	$0
MARY DALESSANDRO	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
JERI DRAUGHON	SECRETARY	0.10	Officer Director	$0	$0	$0
SHIRLEY MORELAND	TREASURER	0.10	Officer Director	$0	$0	$0
CINDY LAMB	ASSISTANT TREASURER	0.10	Officer Director	$0	$38,191	$245,105
ANNE SACKRISON	ASSISTANT SECRETARY	0.10	Officer Director	$0	$69,471	$368,043
GERALD MAHOM JR	DIRECTOR	0.10	Director	$0	$0	$0
DEANIE ROBINSON	DIRECTOR	0.10	Director	$0	$0	$0
GLORIA HARRIS	DIRECTOR	0.10	Director	$0	$0	$0
CATHERINE POWELL	DIRECTOR	0.10	Director	$0	$0	$0
LINDA DENNIS	DIRECTOR	0.10	Director	$0	$0	$0
WILLIAM H GROGAN	DIRECTOR	0.10	Director	$0	$0	$0
MARIETTA MARTIN	DIRECTOR	0.10	Director	$0	$0	$0
DARLA HUTTINGER	REGIONAL MANAGER	0.10	Highest	$0	$43,767	$220,392
MARGUERITE D ANGELO	REGIONAL MANAGER	0.10	Highest	$0	$28,825	$213,583
DIANE SMITH	NATIONAL DEVELOPMENT MANAGER	0.10	Highest	$0	$55,737	$259,515
MEL HUDSON	NATIONAL CONSTRUCTION MANAGER	0.10	Highest	$0	$66,377	$269,361
TIM BRAUNSCHEIDAL	CHIEF OPERATIONS OFFICER	0.10	Highest	$0	$54,786	$242,844
ANNIE MITCHELL	FORMER PRESIDENT	0.10	Officer Director	$0	$0	$0
GLORIA PARRIS	FORMER VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
JUDY ROBERTS	FORMER DIRECTOR	0.10	Director	$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	$4,823,744	$3,877,505	$11,609,797	$946,239
2024	$4,218,842	$13,049,853	$10,979,979	$-8,831,011
2023	$3,729,388	$12,094,067	$21,618,130	$-8,364,679
2022	$1,938,820	$1,921,027	$3,565,286	$17,793
2021	$1,949,244	$1,954,240	$3,649,743	$-4,996
2020	$1,918,906	$1,885,627	$3,737,959	$33,279
2019	$1,882,543	$1,888,900	$3,743,714	$-6,357

CITY SQUARE ELDERLY HOUSING INC