Carlisle American Home Association (EIN 230344260) - 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

1923

Legal Domicile

Principal Officer

BOB HIRSCH

Phone

7175551212

Tax Period

2022-01-01 to 2022-12-31

Carlisle American Home Association, founded in 1923, is a small nonprofit that reported $130K in total revenue in fiscal year 2022. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $198K exceeded revenue, resulting in a 52% operating deficit.

Mission

Provide social meeting place for members

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,876

Program Service Revenue $0

Investment Income $26

Other Revenue $124,952

TOTAL REVENUE $129,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,009

Fundraising Expenses $0

Program Expenses $15,943

Other Expenses $56,838

TOTAL EXPENSES $197,847

Year-over-Year Comparison

	2022	2021	Change
Revenue	$129,854	$103,425	+0.3%
Expenses	$197,847	$92,622	+1.1%
Net Income	$-67,993	$10,803	-7.3%

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

318

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL WILLIAMS	President	N/A	Officer Director	$0	$0	$0
JASON ALLEN	Vice President	N/A	Officer Director	$0	$0	$0
ROBERT HIRSCH	Treasurer	N/A	Officer Director	$0	$0	$0
BOBBY SHIPP	Secretary	N/A	Officer Director	$0	$0	$0
VIC COYLE	Member At Large	N/A	Officer 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
2022	$129,854	$197,847	$33,689	$-67,993
2020	$37,026	$47,216	$62,998	$-10,190
2019	$261,797	$281,072	$90,162	$-19,275
2018	$298,792	$255,981	$104,409	$42,811

Carlisle American Home Association