TRINITY HOME BOARD (EIN 060669126) - 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

1934

Legal Domicile

Principal Officer

ROBERT WERNER

Phone

2036243101

Tax Period

2023-01-01 to 2023-12-31

TRINITY HOME BOARD, founded in 1934, is a micro nonprofit in the Health Care sector that reported $80K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $123K exceeded revenue, resulting in a 53% operating deficit.

Mission

TO AID THE ELDERLY IN THE NEW HAVEN AREA.

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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 $15,354

Program Service Revenue $0

Investment Income $64,779

Other Revenue $0

TOTAL REVENUE $80,133

Expense Breakdown

Grants Paid $120,694

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,694

Other Expenses $2,156

TOTAL EXPENSES $122,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,133	$56,186	+0.4%
Expenses	$122,850	$151,390	-0.2%
Net Income	$-42,717	$-95,204	-0.6%

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
RICHARD LAMERE	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT WERNER	TREASURER	1.00	Officer Director	$0	$0	$0
MARGARET ATHERTON	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLAN ATHERTON	DIRECTOR	1.00	Director	$0	$0	$0
BOB DORLAND	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE GILLIN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ISAACS	DIRECTOR	1.00	Director	$0	$0	$0
DORIS MANSEAU	DIRECTOR	1.00	Director	$0	$0	$0
WARNER MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE REA	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL ROBLES	DIRECTOR	1.00	Director	$0	$0	$0
ERICA ROBLES	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROTHGEB	DIRECTOR	1.00	Director	$0	$0	$0
DEB STEWART	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WINDOM	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
2024	No data	No data	No data	No data
2023	$80,133	$122,850	$1,473,692	$-42,717
2022	$56,186	$151,390	$1,516,409	$-95,204
2021	$78,097	$240,452	$1,611,613	$-162,355
2020	$102,908	$107,625	$1,773,968	$-4,717
2019	$600,819	$100,371	$1,765,043	$500,448
2018	$74,238	$103,880	$1,264,595	$-29,642

TRINITY HOME BOARD