CROSBY SENIOR SERVICES (EIN 204631039) - 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

2006

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

CROSBY SENIOR SERVICES, founded in 2006, is a community nonprofit in the Housing & Shelter sector that reported $5.0M in total revenue in fiscal year 2023. Expenses of $4.4M left a modest 12% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

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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 $168,651

Program Service Revenue $4,587,639

Investment Income $40,471

Other Revenue $221,832

TOTAL REVENUE $5,018,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,252,218

Fundraising Expenses $0

Program Expenses $3,901,097

Other Expenses $2,154,798

TOTAL EXPENSES $4,407,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,018,593	$5,154,121	0.0%
Expenses	$4,407,016	$5,034,030	-0.1%
Net Income	$611,577	$120,091	+4.1%

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

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
ANNE ROBERTS	HOUSING ADMIN	40.00		$100,564	$22,791	$123,355
DUANE LARSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN LINDH	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
MARK MEYER	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
KATIE BERG	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY HART	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KIM BLANK	BOARD MEMBER	1.00	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	$5,018,593	$4,407,016	$12,607,633	$611,577
2023	$5,154,121	$5,034,030	$39,407,802	$120,091
2022	$4,857,993	$4,685,886	$13,502,503	$172,107
2021	$4,549,542	$4,447,385	$13,493,227	$102,157
2020	$4,535,774	$4,536,292	$13,782,062	$-518
2019	$4,959,953	$4,868,853	$14,532,672	$91,100
2018	$4,780,973	$5,053,818	$14,925,552	$-272,845

CROSBY SENIOR SERVICES