TALBOT BERNARD SENIOR HOUSING INC (EIN 043559374) - 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

2001

Legal Domicile

Principal Officer

GAIL LATIMORE

Phone

6178254224

Tax Period

2024-10-01 to 2025-09-30

TALBOT BERNARD SENIOR HOUSING INC, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $620K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $2.6M represent 51 months of operating reserves.

Mission

TO PROVIDE AFFORDABLE HOUSING FOR QUALIFIED ELDERLY TENANTS

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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 $606,465

Investment Income $12,123

Other Revenue $1,213

TOTAL REVENUE $619,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $624,637

Other Expenses $653,416

TOTAL EXPENSES $653,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$619,801	$511,090	+0.2%
Expenses	$653,416	$549,377	+0.2%
Net Income	$-33,615	$-38,287	-0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA MONTEIRO	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
TANYA WESLEY-WHITE	DIRECTOR	1.00	Director	$0	$0	$0
ANNETT MCCLANAHAN	TREASURER	1.00	Officer Director	$0	$0	$0
MARIDENA ROJAS	CHAIR	1.00	Officer Director	$0	$0	$0
WHITNEY DEMETRIUS	DIRECTOR	1.00	Director	$0	$0	$0
MARGO BLACKWELL-MOQUIN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BENJAMIN	DIRECTOR	1.00	Director	$0	$0	$0
CARLA RICHARDS	SECRETARY	1.00	Officer Director	$0	$0	$0
ALPHONSO PETERS	DIRECTOR	1.00	Director	$0	$0	$0
KATHALENE CAIRNS MACPHERSON	DIRECTOR	1.00	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	$619,801	$653,416	$3,645,248	$-33,615
2024	$511,090	$549,377	$3,621,843	$-38,287
2023	$402,196	$502,223	$3,660,264	$-100,027
2022	$393,690	$562,841	$3,758,103	$-169,151
2021	$328,108	$476,436	$3,860,676	$-148,328
2020	$323,802	$485,020	$3,931,414	$-161,218
2019	$323,474	$463,864	$4,009,775	$-140,390
2018	$399,787	$517,532	$4,156,917	$-117,745

TALBOT BERNARD SENIOR HOUSING INC