SHAKESPEARE SENIOR HDFC (EIN 134154583) - 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

2001

Legal Domicile

Principal Officer

MSGR DONALD SAKANO

Phone

7182933100

Tax Period

2023-01-01 to 2023-12-31

SHAKESPEARE SENIOR HDFC, founded in 2001, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.5M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE 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 $0

Program Service Revenue $1,239,944

Investment Income $5,741

Other Revenue $0

TOTAL REVENUE $1,245,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $239,306

Fundraising Expenses $0

Program Expenses $1,429,174

Other Expenses $1,292,253

TOTAL EXPENSES $1,531,559

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,245,685	$1,164,732	+0.1%
Expenses	$1,531,559	$1,601,712	0.0%
Net Income	$-285,874	$-436,980	-0.3%

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

$356,472

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MSGR DONALD SAKANO	CHAIRMAN	N/A	Officer Director	$0	$0	$0
REV MARK CREGAN	TREASURER	N/A	Officer Director	$0	$0	$0
REV JOSEPH FRANCO	DIRECTOR	N/A	Director	$0	$0	$0
KENNETH BROWNE	DIRECTOR	N/A	Director	$0	$0	$0
REV FR JOSE R CRUZ	DIRECTOR	N/A	Director	$0	$0	$0
BEATRIZ DIAZ TAVERAS	DIRECTOR	N/A	Director	$0	$0	$0
ROSANNA VIERA	DIRECTOR	N/A	Director	$0	$0	$0
KOBINA ARHIN	SVP/CEO	1.00	Officer	$0	$0	$306,737
DONNA SMITH	CFO	1.00	Officer	$0	$0	$49,735

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	$1,245,685	$1,531,559	$3,440,983	$-285,874
2022	$1,164,732	$1,601,712	$3,642,867	$-436,980
2021	$1,185,742	$1,533,348	$4,157,785	$-347,606
2020	$975,398	$1,344,720	$4,370,004	$-369,322
2019	$864,952	$1,260,405	$4,571,675	$-395,453
2018	$854,301	$1,204,784	$4,833,433	$-350,483

SHAKESPEARE SENIOR HDFC