CARLISLE SENIOR HOUSING ASSOCIATES (EIN 232142507) - 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

1980

Legal Domicile

Principal Officer

PAUL RICHARDS

Phone

7172491315

Tax Period

2025-01-01 to 2025-12-31

CARLISLE SENIOR HOUSING ASSOCIATES, founded in 1980, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2025. The organization ran a surplus of $336K, a strong 22% operating margin.

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 (2025)

Revenue Breakdown

Contributions & Grants $7,487

Program Service Revenue $1,428,872

Investment Income $8,044

Other Revenue $57,128

TOTAL REVENUE $1,501,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $354,404

Fundraising Expenses $0

Program Expenses $863,621

Other Expenses $810,627

TOTAL EXPENSES $1,165,031

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,501,531	$1,566,883	0.0%
Expenses	$1,165,031	$1,221,325	0.0%
Net Income	$336,500	$345,558	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

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
PAM HAUPT	MEMBER	1.00	Director	$0	$0	$0
PAUL RICHARDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
WALTER ECKMAN	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE CORNWALL	MEMBER	1.00	Director	$0	$0	$0
DARRELL RUTH	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
MICHELLE LISK	MEMBER	1.00	Director	$0	$0	$0
MICHAEL J POE	MEMBER	1.00	Director	$0	$0	$0
JAN H HODGES	MEMBER	1.00	Director	$0	$0	$0
DEBORAH REITZEL	MEMBER	1.00	Director	$0	$0	$0
THOMAS MELNICHAK	MEMBER	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
2025	$1,501,531	$1,165,031	$1,535,748	$336,500
2024	No data	No data	No data	No data
2023	$1,561,151	$1,211,219	$1,814,542	$349,932
2022	$1,526,224	$1,037,692	$1,932,841	$488,532
2021	$1,455,379	$1,131,848	$1,920,132	$323,531
2020	$1,311,813	$1,115,849	$1,937,653	$195,964
2019	$1,180,003	$1,115,904	$2,225,407	$64,099
2018	$1,178,287	$1,154,127	$2,451,541	$24,160

CARLISLE SENIOR HOUSING ASSOCIATES