HAVEN PENIEL SENIOR RESIDENCE (EIN 134284680) - 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

2004

Legal Domicile

Principal Officer

VIVIAN S BUCHANON

Phone

2157870400

Tax Period

2024-01-01 to 2024-12-31

HAVEN PENIEL SENIOR RESIDENCE, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $575K in total revenue in fiscal year 2024. Expenses of $821K exceeded revenue, resulting in a 43% operating deficit.

Mission

HOUSING FOR SENIOR CITIZENS

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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 $0

Program Service Revenue $556,679

Investment Income $18,188

Other Revenue $0

TOTAL REVENUE $574,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $160,857

Fundraising Expenses $0

Program Expenses $821,190

Other Expenses $660,333

TOTAL EXPENSES $821,190

Year-over-Year Comparison

	2024	2023	Change
Revenue	$574,867	$536,662	+0.1%
Expenses	$821,190	$770,400	+0.1%
Net Income	$-246,323	$-233,738	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY E MILLER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
FAYE WILSON YOUNG	TREASURER	1.00	Officer Director	$0	$0	$0
LILLIAN DIXON	SECRETARY	1.00	Officer Director	$0	$0	$0
GILBERT ROWE	VICE CHAIRMAN	1.00	Officer 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	$574,867	$821,190	$6,035,030	$-246,323
2023	$536,662	$770,400	$6,202,595	$-233,738
2022	$530,209	$785,473	$6,433,177	$-255,264
2021	$517,760	$706,927	$6,663,147	$-189,167
2020	$530,231	$704,708	$6,846,518	$-174,477

HAVEN PENIEL SENIOR RESIDENCE