ROXBURY SENIOR HOUSING INC BERNHARDT MEADOW (EIN 061532359) - 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

2000

Legal Domicile

Principal Officer

JOAN TEMPLE

Phone

2033553017

Tax Period

2025-01-01 to 2025-12-31

ROXBURY SENIOR HOUSING INC BERNHARDT MEADOW, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $293K in total revenue in fiscal year 2025. Expenses of $377K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO PLAN, CONSTRUCT, AND RUN A LOW INCOME ELDERLY HOUSING FACILITY

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $293,290

Investment Income $84

Other Revenue $0

TOTAL REVENUE $293,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,546

Fundraising Expenses $0

Program Expenses $336,918

Other Expenses $328,037

TOTAL EXPENSES $376,583

Year-over-Year Comparison

	2025	2024	Change
Revenue	$293,374	$291,654	+0.0%
Expenses	$376,583	$324,486	+0.2%
Net Income	$-83,209	$-32,832	+1.5%

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
JOAN TEMPLE	PRESIDENT	N/A	Officer Director	$0	$0	$0
REV DAVID PETERS	SECRETARY	N/A	Officer Director	$0	$0	$0
WILLIAM HIBBARD	TREASURER	N/A	Officer Director	$0	$0	$0
HOWARD BRONSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SHEILA GROSS	DIRECTOR	N/A	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	$293,374	$376,583	$1,516,929	$-83,209
2024	$291,654	$324,486	$1,588,963	$-32,832
2023	$289,388	$328,720	$1,621,346	$-39,332
2022	$265,294	$314,356	$1,664,822	$-49,062
2021	$255,671	$312,544	$1,716,044	$-56,873
2020	$251,049	$293,051	$1,770,418	$-42,002
2019	$251,298	$299,142	$1,817,172	$-47,844
2018	$250,761	$292,431	$1,857,993	$-41,670

ROXBURY SENIOR HOUSING INC BERNHARDT MEADOW