SEPP RURAL ELDERLY HOUSING INC C/O SEPP INC (EIN 161311568) - 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

1990

Legal Domicile

Principal Officer

JOHN BERNARDO

Phone

6077238989

Tax Period

2024-07-01 to 2025-06-30

SEPP RURAL ELDERLY HOUSING INC C/O SEPP INC, founded in 1990, is a small nonprofit in the Housing & Shelter sector that reported $209K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $201K left a modest 4% surplus.

Mission

TO PROVIDE LOW-INCOME HOUSING.

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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 $207,936

Investment Income $94

Other Revenue $1,018

TOTAL REVENUE $209,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,759

Fundraising Expenses $0

Program Expenses $134,188

Other Expenses $156,217

TOTAL EXPENSES $200,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,048	$242,040	-0.1%
Expenses	$200,976	$211,194	0.0%
Net Income	$8,072	$30,846	-0.7%

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

$186,845

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS AUGOSTINI	TREASURER	0.50	Officer Director	$0	$0	$0
CHRISTOPHER BARKER	MEMBER	0.50	Director	$0	$0	$0
LEN BASSO	MEMBER	0.50	Director	$0	$0	$0
SUSAN BROWN	MEMBER	0.50	Director	$0	$0	$0
ETHAN COOK	MEMBER	0.50	Director	$0	$0	$0
THOMAS DELLAPENNA	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
STACEY DUNCAN	MEMBER	0.50	Director	$0	$0	$0
BENJAMIN FEDERMAN	MEMBER	0.50	Director	$0	$0	$0
DAVID HARDER	MEMBER	0.50	Director	$0	$0	$0
RONALD HARTING	MEMBER	0.50	Director	$0	$0	$0
JIM HAYES	MEMBER	0.50	Director	$0	$0	$0
DAVID HUGHES	MEMBER	0.50	Director	$0	$0	$0
RONALD KEIBEL	MEMBER	0.50	Director	$0	$0	$0
LINDA MACDONALD	MEMBER	0.50	Director	$0	$0	$0
PETER MACIAK	MEMBER	0.50	Director	$0	$0	$0
JOHN MAURO	MEMBER	0.50	Director	$0	$0	$0
KEVIN MCLAUGHLIN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
ALEX MCLAUGHLIN	MEMBER	0.50	Director	$0	$0	$0
DANIEL SCHOFIELD	SECRETARY	0.50	Officer Director	$0	$0	$0
JULIE SWEET	MEMBER	0.50	Director	$0	$0	$0
NAGELY VALERIO	MEMBER	0.50	Director	$0	$0	$0
JENNIFER YONKOSKI	MEMBER	0.50	Director	$0	$0	$0
JOHN BERNARDO	EXECUTIVE DIRECTOR	0.50	Officer	$0	$24,344	$186,845

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	$209,048	$200,976	$537,921	$8,072
2024	$242,040	$211,194	$553,890	$30,846
2023	$195,431	$188,527	$538,599	$6,904
2022	$191,585	$184,246	$549,233	$7,339
2021	$183,587	$184,180	$575,362	$-593
2020	$183,015	$184,401	$572,424	$-1,386
2019	$180,877	$168,710	$592,866	$12,167

SEPP RURAL ELDERLY HOUSING INC C/O SEPP INC