THE LENA AND DAVID T WILENTZ SENIOR RESIDENCE INC (EIN 222289444) - 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

1985

Legal Domicile

Principal Officer

ROBERT BARRY

Phone

7326493502

Tax Period

2024-01-01 to 2024-12-31

THE LENA AND DAVID T WILENTZ SENIOR RESIDENCE INC, founded in 1985, is a mid-sized nonprofit in the Housing & Shelter sector that reported $18.4M in total revenue in fiscal year 2024. Revenue surged 853% from the prior year, signaling strong growth momentum. Expenses of $17.3M left a modest 6% surplus.

Mission

LOW INCOME HOUSING FOR THE ELDERLY.

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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 $382,500

Program Service Revenue $1,052,444

Investment Income $17,002,532

Other Revenue $4,708

TOTAL REVENUE $18,442,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $324,739

Fundraising Expenses $0

Program Expenses $17,192,547

Other Expenses $16,975,265

TOTAL EXPENSES $17,300,004

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,442,184	$1,936,172	+8.5%
Expenses	$17,300,004	$1,863,517	+8.3%
Net Income	$1,142,180	$72,655	+14.7%

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

$878,976

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF SCHWARTZ	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH PLOTNICK	PRESIDENT	2.00	Officer Director	$0	$0	$0
NEAL GITTLEMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NEIL WEISS	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
IVAN GREENSTEIN	TREASURER	2.00	Officer Director	$0	$0	$0
ADRIENNE ROGOVE	CAMPUS PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT BARRY	PRESIDENT	5.00	Officer	$0	$57,000	$382,459
JENNIFER WEISSMEN	EXECUTIVE DIRECTOR	40.00	Officer	$53,044	$0	$53,044
KRISTI A SAVELL	COMPTROLLER (FORMER)	5.00	Officer	$0	$0	$53,807
JEAN LEONE	VP OF CLINICAL OPS	1.00	Officer	$0	$25,000	$361,974
JOHN WILKENS	CONTROLLER	5.00	Officer	$0	$0	$27,692

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	$18,442,184	$17,300,004	No data	$1,142,180
2023	$1,936,172	$1,863,517	$1,671,321	$72,655
2022	$1,888,009	$1,814,810	$1,864,780	$73,199
2021	$1,851,075	$1,722,292	$2,039,916	$128,783
2020	$1,751,419	$1,718,887	$2,237,645	$32,532
2019	$1,741,142	$1,759,099	$2,497,131	$-17,957
2018	$1,745,342	$1,744,514	$2,734,743	$828

THE LENA AND DAVID T WILENTZ SENIOR RESIDENCE INC