COEUR DALENE, ID
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)HERITAGE PLACE PHASE III DBA ORCHARD RIDGE INDEPENDENT LIVING - E, founded in 2007, is a small nonprofit in the Housing & Shelter sector that reported $383K in total revenue in fiscal year 2023. Revenue surged 187% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 17% operating margin.
TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY. THE PROJECT IS A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SUBSIDIZED SECTION 8 PROGRAM.
HERITAGE PLACE PHASE III IS AN IDAHO NONPROFIT CORPORATION OPERATING AN ELDERLY HOUSING COMPLEX CONSISTING OF 25 UNITS ON A YEAR ROUND BASIS SUBSIDIZED UNDER SECTION 8. AS SUCH IT IS REGULATED BY THE...
HERITAGE PLACE PHASE III IS AN IDAHO NONPROFIT CORPORATION OPERATING AN ELDERLY HOUSING COMPLEX CONSISTING OF 25 UNITS ON A YEAR ROUND BASIS SUBSIDIZED UNDER SECTION 8. AS SUCH IT IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT AS TO RENT CHARGES AND OPERATING METHODS. THE PROJECT DEPENDS ON ECONOMIC ASSISTANCE FROM HUD IN THE FORM OF RENTAL SUPPLEMENTS TO ASSIST IN MEETING OPERATING EXPENSES OF THE PROJECT. THE PROJECT WAS ALMOST 100% OCCUPIED DURING THE YEAR. THIS SPEAKS OF THE GREAT NEED FOR SUCH PROJECTS IN THE AREA.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $382,789 | $133,388 | +1.9% |
| Expenses | $317,855 | $217,841 | +0.5% |
| Net Income | $64,934 | $-84,453 | -1.8% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| ANN JOHNSON | Executive Dir. | 5.00 |
Officer
|
$0 | $13,686 | $157,687 |
| SARAH MCLAIN | Secretary | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| ANN FARRAR | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| SUZANNE SUTTON METZGER | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| TONY BERNS | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| MIKE WILSON | Treasurer | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| DAVID BOBBITT | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| ROD COLWELL | President | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $382,789 | $317,855 | $2,442,794 | $64,934 |
| 2022 | $133,388 | $217,841 | $2,405,230 | $-84,453 |
| 2021 | $141,022 | $209,836 | $2,475,342 | $-68,814 |
| 2020 | $137,860 | $234,509 | $2,543,040 | $-96,649 |
| 2019 | $133,416 | $198,879 | $2,630,441 | $-65,463 |
| 2018 | $120,104 | $196,211 | $2,696,674 | $-76,107 |
Compare HERITAGE PLACE PHASE III DBA ORCHARD RIDGE INDEPENDENT LIVING - E with other nonprofits in Idaho and across the country.