SAINT ELIZABETH PLACE PROVIDENCE

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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

1982

Legal Domicile

Principal Officer

MATTHEW R TRIMBLE

Phone

4012731090

Tax Period

2024-07-01 to 2025-06-30

SAINT ELIZABETH PLACE PROVIDENCE, founded in 1982, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Expenses of $2.7M left a modest 7% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING THROUGH A 149-UNIT APARTMENT COMPLEX TO INDIVIDUALS, EITHER SENIORS WHO ARE AT LEAST 62 YEARS OF AGE OR OTHERS WHO ARE MOBILITY IMPAIRED, SUBSIDIZED UNDER THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE ORGANIZATION PROVIDES COMPLETE SUPPORTIVE SERVICES, INCLUDING A HEALTH CENTER, A CONVENIENCE STORE, COFFEE SHOP, HAIR SALON AND TRANSPORTATION.

Program Service Accomplishments

Program 1

Expenses: $2,061,360 Revenue: $287,477

COSTS INCURRED IN CONNECTION WITH PROVIDING HOUSING TO THE ELDERLY UNDER SECTION 8 OF THE NATIONAL HOUSING ACT AND OTHER SUPPORTIVE SERVICES.

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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 $2,551,849

Program Service Revenue $276,614

Investment Income $28,480

Other Revenue $10,863

TOTAL REVENUE $2,867,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $774,215

Fundraising Expenses $0

Program Expenses $2,061,360

Other Expenses $1,902,114

TOTAL EXPENSES $2,676,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,867,806	$2,765,169	+0.0%
Expenses	$2,676,329	$2,604,237	+0.0%
Net Income	$191,477	$160,932	+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

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

$573,450

Total Directors

Key Employees

$192,580

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAIRE C FLAHERTY	CHAIR	2.00	Officer Director	$0	$0	$0
JUDY VIGAR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TIMOTHY J MURRAY CPA CVA	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTEN L DISANTO	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVEN W TILLEY	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
CRAIG W CARPENTER	TRUSTEE	2.00	Director	$0	$0	$0
ROBIN DZIUBA	TRUSTEE	2.00	Director	$0	$0	$0
FREDERICK G HARRISON	TRUSTEE	2.00	Director	$0	$0	$0
STEVEN H KITCHIN	TRUSTEE	2.00	Director	$0	$0	$0
MARK J PROVOST CPA MST	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLEY RANALLI	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT SEABACK	TRUSTEE	2.00	Director	$0	$0	$0
PHILIP C SLOCUM	TRUSTEE	2.00	Director	$0	$0	$0
MARK LOISELLE	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$13,897	$237,344
MATTHEW TRIMBLE	PRESIDENT & CEO	0.50	Officer	$0	$25,026	$336,106
ROBERTA MERKLE	VP-STRATEGIC INITIATIVES	1.00	Key Emp	$0	$13,273	$192,580
ERICA BRYSON	CHIEF PHILANTHROPY OFFICER	1.00	Highest	$0	$11,951	$135,298

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	$2,867,806	$2,676,329	$4,292,429	$191,477
2024	$2,765,169	$2,604,237	$4,300,605	$160,932
2023	$2,684,452	$2,542,943	$4,983,690	$141,509
2022	$2,659,198	$2,505,052	$4,194,179	$154,146
2021	$2,570,637	$2,380,895	$4,149,286	$189,742
2020	$2,543,688	$2,394,928	$4,079,260	$148,760
2019	$2,502,074	$2,513,690	$4,261,751	$-11,616
2018	$2,453,534	$2,595,450	$4,325,737	$-141,916