QUAIL SUMMIT INC (EIN 161564650) - 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

1989

Legal Domicile

Principal Officer

LAURA HOLLENBECK

Phone

5853691010

Tax Period

2023-01-01 to 2023-12-31

QUAIL SUMMIT INC, founded in 1989, is a community nonprofit in the Housing & Shelter sector that reported $5.6M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE SUITABLE HOUSING, IMPROVED ACCESS TO HEALTH CARE, AND RELATED COMMUNITY SERVICES AND FACILITIES, IN ORDER TO MEET THE NEEDS AND REQUIREMENTS OF LOW-TO-MODERATE INCOME ELDERLY RESIDENTS.

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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 $5,073

Program Service Revenue $5,579,765

Investment Income $4,357

Other Revenue $37,334

TOTAL REVENUE $5,626,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,569,022

Fundraising Expenses $0

Program Expenses $5,043,463

Other Expenses $3,585,399

TOTAL EXPENSES $6,154,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,626,529	$5,099,858	+0.1%
Expenses	$6,154,421	$5,307,831	+0.2%
Net Income	$-527,892	$-207,973	+1.5%

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

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

$113,673

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP BECKLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTIN E EADES ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREW R TYMAN	TREASURER	1.00	Officer Director	$0	$0	$0
ROSEMARY PARK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE BLATCHFORD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SOLLENNE	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN POLIMENI	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD CUTRI	DIRECTOR	1.00	Director	$0	$0	$0
KYLE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY DEJOHN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HOLLENBECK	EXECUTIVE DIRECTOR	35.00	Officer	$106,608	$7,065	$113,673

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	$5,626,529	$6,154,421	$8,296,146	$-527,892
2022	$5,099,858	$5,307,831	$8,875,649	$-207,973
2021	$4,216,784	$4,752,341	$9,071,618	$-535,557
2020	$5,323,669	$4,985,122	$9,530,515	$338,547
2019	$4,506,826	$4,643,326	$9,508,357	$-136,500
2018	$4,569,632	$4,478,048	$9,766,871	$91,584

QUAIL SUMMIT INC