JAMES LENOX HOUSE ASSOCIATION INC (EIN 131624148) - 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

1979

Legal Domicile

Principal Officer

STEVEN PENARO

Phone

2122885884

Tax Period

2024-04-01 to 2025-03-31

JAMES LENOX HOUSE ASSOCIATION INC, founded in 1979, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 46% operating margin.

Mission

PROVIDE HOUSING AND QUALITY SUPPORTIVE SERVICES TO OLDER ADULTS ON MANHATTAN'S UPPER EAST SIDE.

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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 $3,406,009

Program Service Revenue $0

Investment Income $300,424

Other Revenue $0

TOTAL REVENUE $3,706,433

Expense Breakdown

Grants Paid $1,105,885

Salaries & Benefits $580,306

Fundraising Expenses $225,051

Program Expenses $1,469,546

Other Expenses $311,361

TOTAL EXPENSES $1,997,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,706,433	$1,468,320	+1.5%
Expenses	$1,997,552	$4,350,066	-0.5%
Net Income	$1,708,881	$-2,881,746	-1.6%

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

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

$467,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN PENARO	PRESIDENT	2.00	Officer Director	$0	$0	$0
KENNETH SIEGEL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW FORBIS	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN A IRWIN	SECRETARY	2.00	Officer Director	$0	$0	$0
ANDREW BONZANI	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD J HARAY	DIRECTOR	2.00	Director	$0	$0	$0
FRAN CONDON	DIRECTOR	2.00	Director	$0	$0	$0
ANNE STELLWAGEN CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM N DYE	DIRECTOR	2.00	Director	$0	$0	$0
NICOLA M HERYET	DIRECTOR	2.00	Director	$0	$0	$0
BETH LAVELLE	DIRECTOR	2.00	Director	$0	$0	$0
CALVIN MARSHALL MEW	DIRECTOR	2.00	Director	$0	$0	$0
NANCY RABSTEJNEK NICHOLS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID M RUBIN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM T SULLIVAN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM J WELSH	DIRECTOR	2.00	Director	$0	$0	$0
JOHN D ZELTIN	DIRECTOR	2.00	Director	$0	$0	$0
RUTH R ALWARD	DIRECTOR	2.00	Director	$0	$0	$0
BEATRICE BROADWATER	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA S SAMUELSON	DIRECTOR (THRU 9/11/24)	2.00	Director	$0	$0	$0
NANCY TRINKA	DIRECTOR	2.00	Director	$0	$0	$0
BRIGIT HICKEY	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD MARION	DIRECTOR	2.00	Director	$0	$0	$0
KYLE HAISS	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH H GIRVEN	EXECUTIVE DIRECTOR	15.00	Officer	$150,622	$39,026	$340,270
DAVID PEACE	COO	36.00	Officer	$100,119	$15,708	$126,951
LANE PEACE	DEVELOPMENT DIRECTOR	20.00	Highest	$76,372	$15,760	$168,504

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	$3,706,433	$1,997,552	$10,207,408	$1,708,881
2024	$1,468,320	$4,350,066	$8,550,139	$-2,881,746
2023	$728,966	$2,131,634	$10,639,991	$-1,402,668
2022	$1,244,716	$1,403,188	$10,873,002	$-158,472
2021	$393,397	$815,721	$11,199,607	$-422,324
2020	$1,614,228	$1,325,536	$9,450,834	$288,692
2019	$1,283,467	$897,593	$10,630,980	$385,874
2018	$1,291,007	$807,331	$10,833,078	$483,676

JAMES LENOX HOUSE ASSOCIATION INC