CARLISLE OPPORTUNITY HOMES INC (EIN 231706834) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

JONI CAPONE

Phone

7172495321

Tax Period

2024-01-01 to 2024-12-31

CARLISLE OPPORTUNITY HOMES INC, founded in 1969, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Revenue fell 145% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE LOW TO MODERATE INCOME RENTAL HOUSING FOR THE CARLISLE PENNSYLVANIA COMMUNITY AND SURROUNDING AREA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $132,004

Investment Income $-184,926

Other Revenue $0

TOTAL REVENUE $-52,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $195,416

Other Expenses $195,416

TOTAL EXPENSES $195,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-52,922	$116,773	-1.5%
Expenses	$195,416	$187,675	+0.0%
Net Income	$-248,338	$-70,902	+2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
MARK BISHOP	VICE PRESIDE	1.00	Officer	$0	$0	$0
SONYA BROWNE	SECRETARY	1.00	Officer	$0	$0	$0
JONI CAPONE	TREASURER	1.00	Officer	$0	$0	$0
JUDY COBB	BOARD MEMBER	1.00	Officer	$0	$0	$0
TOM GUSLER	BOARD MEMBER	1.00	Officer	$0	$0	$0
GEORGE F DOUGLAS III	PRESIDENT	1.00	Officer	$0	$0	$0
BARBARA WOODS	BOARD MEMBER	1.00	Officer	$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	$-52,922	$195,416	No data	$-248,338
2023	$116,773	$187,675	$254,620	$-70,902
2022	$206,635	$182,603	$325,522	$24,032

CARLISLE OPPORTUNITY HOMES INC