James Penny House Inc (EIN 202604592) - 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

2005

Legal Domicile

Principal Officer

Euella Sims

Phone

6618328402

Tax Period

2023-01-01 to 2023-12-31

James Penny House Inc, founded in 2005, is a small nonprofit in the Human Services sector that reported $926K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

HOUSE SPECIAL NEEDS CHILDREN IN A GROUP HOME.

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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 $0

Program Service Revenue $925,196

Investment Income $0

Other Revenue $739

TOTAL REVENUE $925,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $821,990

Fundraising Expenses $0

Program Expenses $1,055,102

Other Expenses $292,038

TOTAL EXPENSES $1,114,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$925,935	$994,849	-0.1%
Expenses	$1,114,028	$954,173	+0.2%
Net Income	$-188,093	$40,676	-5.6%

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

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

$106,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Euella Sims	Executive Dir.	40.00	Officer	$106,800	$0	$106,800
Robert Carter	STRTP Director	40.00		$101,000	$0	$101,000
Brian Prine	Vice President	1.00	Officer Director	$0	$0	$0
Teresa Prine	President	1.00	Officer Director	$0	$0	$0
Amanda Haggerty	board member	1.00	Officer Director	$0	$0	$0
Lori Cluff	Secretary	1.00	Officer Director	$0	$0	$0
Alexis Garza	Treasurer	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	No data	No data	No data	No data
2023	$925,935	$1,114,028	$208,558	$-188,093
2022	$994,849	$954,173	$396,651	$40,676
2021	$1,123,183	$823,078	$355,975	$300,105
2020	$674,120	$702,908	$60,270	$-28,788
2019	$721,933	$712,614	$84,658	$9,319
2018	$663,761	$652,780	$75,350	$10,981

James Penny House Inc