NATIONAL CHURCH RESIDENCES ELDERLY OF MONTGOMERY WV INC

EIN: 202158546 501(c)(3)

COLUMBUS, OH

Total Revenue
$1,232,833
Total Expenses
$1,031,510
Total Assets
$5,136,997
Net Assets
$703,329
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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
2005
Legal Domicile
WV
Principal Officer
SEAN ALEXANDER
Phone
6144512151
Tax Period
2024-10-01 to 2025-09-30

NATIONAL CHURCH RESIDENCES ELDERLY OF MONTGOMERY WV INC, founded in 2005, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $201K, a strong 16% operating margin.

Mission

PROVIDE HOUSING FOR LOW AND MODERATE INCOME PERSONS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $786,007
Program Service Revenue $396,337
Investment Income $14,202
Other Revenue $36,287
TOTAL REVENUE $1,232,833

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $927,859
Other Expenses $1,031,510
TOTAL EXPENSES $1,031,510

Year-over-Year Comparison

2024 2023 Change
Revenue $1,232,833 $1,152,971 +0.1%
Expenses $1,031,510 $1,160,351 -0.1%
Net Income $201,323 $-7,380 -28.3%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
3

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
7
$2,611,373
Total Directors
6
$1,384,244
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATTHEW D RULE PRESIDENT 0.10
Officer Director
$0 $48,755 $579,239
SONYA BROWN VICE PRESIDENT 0.10
Officer Director
$0 $44,001 $482,725
JILL KOLB TREASURER 0.10
Officer Director
$0 $42,628 $322,280
GREG COMFORT DIRECTOR: THROUGH 12/31/24 0.10
Director
$0 $0 $0
TINGTING LI DIRECTOR: THROUGH 12/31/24 0.10
Director
$0 $0 $0
ROBERT MALONEY DIRECTOR: THROUGH 12/31/24 0.10
Director
$0 $0 $0
JULIE M WOOLLEY SECRETARY 0.10
Officer
$0 $28,845 $490,006
ROBERT S WALTER VICE PRESIDENT: THROUGH 06/30/24 0.10
Officer
$0 $24,996 $435,707
ERIC WALKER VICE PRESIDENT 0.10
Officer
$0 $35,444 $301,416
SEAN ALEXANDER VICE PRESIDENT: EFFECTIVE 01/01/25 0.10
Officer
$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 $1,232,833 $1,031,510 $5,136,997 $201,323
2024 $1,152,971 $1,160,351 $5,060,233 $-7,380
2023 $1,210,098 $1,021,193 $5,196,366 $188,905
2022 $1,127,544 $1,150,709 $5,226,308 $-23,165
2021 $1,093,723 $1,156,248 $5,292,279 $-62,525
2020 $1,094,527 $1,046,905 $5,311,654 $47,622
2019 $1,059,320 $1,033,333 $5,368,785 $25,987
2018 $1,070,908 $1,029,422 $5,523,217 $41,486
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