LEONIA RETIREMENT HOUSING CORP (EIN 222266251) - 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

1975

Legal Domicile

Principal Officer

REBECCA ROOT

Phone

2019479779

Tax Period

2024-01-01 to 2024-12-31

LEONIA RETIREMENT HOUSING CORP, founded in 1975, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 5% surplus.

Mission

TO PROVIDE LOW AND MODERATE INCOME SENIOR CITIZEN HOUSING.

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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 $0

Program Service Revenue $1,371,458

Investment Income $102,503

Other Revenue $10,020

TOTAL REVENUE $1,483,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,089,786

Other Expenses $1,407,829

TOTAL EXPENSES $1,407,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,483,981	$1,420,180	+0.0%
Expenses	$1,407,829	$1,343,908	+0.0%
Net Income	$76,152	$76,272	0.0%

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
REBECCA ROOT	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN SULLIVAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE HUTNIK	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
TOM HUBAN	DIRECTOR	1.00	Director	$0	$0	$0
KAY SU	DIRECTOR	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	$1,483,981	$1,407,829	$4,708,546	$76,152
2023	$1,420,180	$1,343,908	$4,682,483	$76,272
2022	$1,390,073	$1,303,164	$4,742,722	$86,909
2021	$1,393,684	$1,261,213	$3,595,425	$132,471
2020	$1,357,743	$1,250,200	$3,506,848	$107,543
2019	$1,279,340	$1,195,722	$3,460,504	$83,618
2018	$1,071,621	$1,188,188	$3,742,579	$-116,567

LEONIA RETIREMENT HOUSING CORP