JUBILEE SENIOR HOMES INC (EIN 113666500) - 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

2002

Legal Domicile

Principal Officer

DAN SAWISLAK

Phone

5108414410

Tax Period

2023-07-01 to 2024-06-30

JUBILEE SENIOR HOMES INC, founded in 2002, is a small nonprofit in the Housing & Shelter sector that reported $432K in total revenue in fiscal year 2023. Revenue surged 106% from the prior year, signaling strong growth momentum. Expenses of $698K exceeded revenue, resulting in a 62% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO CONSTRUCT AND OPERATE HOUSING FOR LOW-INCOME SENIORS.

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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 $300,678

Program Service Revenue $131,064

Investment Income $106

Other Revenue $0

TOTAL REVENUE $431,848

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,676

Fundraising Expenses $0

Program Expenses $682,306

Other Expenses $585,807

TOTAL EXPENSES $698,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$431,848	$209,224	+1.1%
Expenses	$698,483	$753,520	-0.1%
Net Income	$-266,635	$-544,296	-0.5%

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

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

$488,325

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES CHOYCE	TREASURER	0.10	Officer Director	$0	$0	$0
JANET KENNEDY	DIRECTOR	0.10	Director	$0	$0	$0
KATTYE GILES	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
MARIAN WOLFE	DIRECTOR	0.10	Director	$0	$0	$0
RONNIE TURNER	PRESIDENT	0.33	Officer Director	$0	$0	$0
SUSAN SHELTON	DIRECTOR - LEFT 07/06/23	0.10	Director	$0	$0	$0
WILLIE PHILLIPS	SECRETARY	0.33	Officer Director	$0	$0	$0
WILLIAM GOODWIN	DIRECTOR	0.33	Director	$0	$0	$0
DAN SAWISLAK	CEO	0.10	Officer	$0	$55,612	$280,631
ERIC KNECHT	CFO	0.10	Officer	$0	$42,554	$207,694

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	No data	No data	No data	No data
2024	$431,848	$698,483	$5,466,677	$-266,635
2023	$209,224	$753,520	$5,572,793	$-544,296
2022	$347,683	$667,033	$5,963,725	$-319,350
2021	$337,107	$617,840	$6,118,574	$-280,733
2020	$323,832	$643,183	$6,229,675	$-319,351
2019	$913,810	$611,883	$6,381,460	$301,927
2018	$309,061	$570,662	$6,018,661	$-261,601

JUBILEE SENIOR HOMES INC