SPECIAL RESIDENTIAL OPPORTUNITIESINC (EIN 222348184) - 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

1981

Legal Domicile

Principal Officer

DARRELL WHITBECK

Phone

5853346000

Tax Period

2024-01-01 to 2024-12-31

SPECIAL RESIDENTIAL OPPORTUNITIESINC, founded in 1981, is a small nonprofit in the Human Services sector that reported $253K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $224K left a modest 11% surplus.

Mission

TO PROVIDE HOUSING FOR DEVELOPMENTALLY DISABLED.

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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 $252,018

Investment Income $569

Other Revenue $0

TOTAL REVENUE $252,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,810

Fundraising Expenses $0

Program Expenses $151,502

Other Expenses $160,054

TOTAL EXPENSES $223,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,587	$216,605	+0.2%
Expenses	$223,864	$196,984	+0.1%
Net Income	$28,723	$19,621	+0.5%

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

$368,543

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN KURZ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JOYCE WEIR	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
TIM VAUGHAN	2ND VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES KING	TREASURER	1.00	Officer Director	$0	$0	$0
ROY BEECHER	ASST. TREASURER	1.00	Officer Director	$0	$0	$0
SEAN OSSANT	SECRETARY	1.00	Officer Director	$0	$0	$0
EILEEN GAGE	ASST. SECRETARY	1.00	Officer Director	$0	$0	$0
DARRELL WHITBECK	PRESIDENT	1.00	Officer	$0	$39,934	$252,451
RENE SANDRONI	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$11,372	$116,092

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	$252,587	$223,864	$219,634	$28,723
2023	$216,605	$196,984	$193,225	$19,621
2022	$221,483	$191,341	$175,377	$30,142
2021	$231,374	$192,148	$154,328	$39,226
2020	$231,256	$191,472	$146,563	$39,784
2019	$216,932	$183,911	$140,341	$33,021
2018	$213,886	$195,124	$132,296	$18,762

SPECIAL RESIDENTIAL OPPORTUNITIESINC