CALEB VILLAGE HEIGHTS FOUNDATION INC (EIN 043276483) - 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

1995

Legal Domicile

Principal Officer

SHAWN SMITLEY

Phone

7815954665

Tax Period

2024-01-01 to 2024-12-31

CALEB VILLAGE HEIGHTS FOUNDATION INC, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 10% surplus.

Mission

TO DEVELOP, ACQUIRE, PRESERVE AND MAINTAIN AFFORDABLE HOUSING FOR INDIVIDUALS WITH SPECIAL NEEDS AND LIVING REQUIREMENTS.

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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 $0

Program Service Revenue $2,266,884

Investment Income $247,819

Other Revenue $0

TOTAL REVENUE $2,514,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,251,200

Other Expenses $2,251,200

TOTAL EXPENSES $2,251,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,514,703	$2,277,653	+0.1%
Expenses	$2,251,200	$2,164,467	+0.0%
Net Income	$263,503	$113,186	+1.3%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROXIE SEVERANCE	CHAIRPERSON	2.00	Director	$0	$0	$0
KATHRYN BURNS	CLERK	2.00	Director	$0	$0	$0
VINCE O'DONNELL	TREASURER	2.00	Director	$0	$0	$0
MELISSA GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
JONI BOISSONNEAULT	DIRECTOR	2.00	Director	$0	$0	$0
BILL BRAUNER	DIRECTOR	2.00	Director	$0	$0	$0
HOLLY BURBANK	VICE CHAIRPERSON	2.00	Director	$0	$0	$0
GIGI GUYTON-THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
MATT LINCOLN	DIRECTOR	2.00	Director	$0	$0	$0
CORONA PRITCHARD	DIRECTOR	2.00	Director	$0	$0	$0
BESSY KONG	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT SNOW	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA NUTTER	PRESIDENT & CEO	2.00	Highest	$0	$0	$155,346
JENNIFER WEST	DIRECTOR OF ASSET MGMT	2.00	Highest	$0	$0	$151,170
WENDY THOMAS	DIRECTOR OF FINANCE	2.00	Highest	$0	$0	$140,625
MATTHEW SAWYER	FACILITIES & CONSTRUCTION MANAGER	2.00	Highest	$0	$0	$127,615
MELANIE JOHNSON	DIRECTOR OF PROPERTY MANAG	2.00	Highest	$0	$0	$148,122

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
2024	$2,514,703	$2,251,200	$8,092,020	$263,503
2023	$2,277,653	$2,164,467	$7,821,087	$113,186
2022	$2,151,534	$1,952,266	$7,682,726	$199,268
2021	$2,202,449	$1,738,001	$8,000,342	$464,448
2020	$2,077,904	$1,688,404	$7,503,791	$389,500
2019	$2,006,458	$1,641,731	$7,151,443	$364,727
2018	$1,965,485	$1,456,272	$6,611,423	$509,213

CALEB VILLAGE HEIGHTS FOUNDATION INC