SHENANDOAH HAVEN APARTMENTS (EIN 200488534) - 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

2003

Legal Domicile

Principal Officer

MYRA WALKER

Phone

9314324111

Tax Period

2024-07-01 to 2025-06-30

SHENANDOAH HAVEN APARTMENTS, founded in 2003, is a micro nonprofit that reported $93K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $132K exceeded revenue, resulting in a 41% operating deficit.

Mission

THIS PROPERTY HAS A COMMITMENT TO SERVE THE DISABLED THROUGH AFFORDABLE HOUSING AND MAKE EVERY EFFORT TO PROVIDE AN ENVIRONMENT CONDUCIVE TO THE WELL BEING OF THE PERSON.

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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 $32,706

Program Service Revenue $55,674

Investment Income $7

Other Revenue $4,935

TOTAL REVENUE $93,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,311

Other Expenses $131,501

TOTAL EXPENSES $131,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,322	$105,950	-0.1%
Expenses	$131,501	$116,846	+0.1%
Net Income	$-38,179	$-10,896	+2.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE FERRAN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARVIN LUSK	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY WILLIAMS	CHAIRPERSON	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
2025	$93,322	$131,501	$761,482	$-38,179
2024	$105,950	$116,846	$787,086	$-10,896
2023	$98,377	$124,338	$806,173	$-25,961
2022	$81,805	$128,482	$830,838	$-46,677
2021	$80,011	$104,844	$859,506	$-24,833
2020	$104,772	$117,740	$884,376	$-12,968
2019	$83,274	$103,963	$916,708	$-20,689

SHENANDOAH HAVEN APARTMENTS