Presbyterian Homes of Port Charlotte Inc (EIN 237118133) - 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

Legal Domicile

Principal Officer

John Snapp

Phone

9416296664

Tax Period

2025-01-01 to 2025-12-31

Presbyterian Homes of Port Charlotte Inc is a small nonprofit that reported $220K in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $98K, a strong 44% operating margin.

Mission

Low-rent government assisted 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 $0

Program Service Revenue $0

Investment Income $219,353

Other Revenue $830

TOTAL REVENUE $220,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,083

Fundraising Expenses $0

Program Expenses $120,391

Other Expenses $95,253

TOTAL EXPENSES $122,336

Year-over-Year Comparison

	2025	2024	Change
Revenue	$220,183	$597,854	-0.6%
Expenses	$122,336	$253,120	-0.5%
Net Income	$97,847	$344,734	-0.7%

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

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	Role	Reportable Comp	Other Comp	Total
Jim Alexis	Assistant Secre	Officer Director	$0	$0	$0
Scott Boggs	Secretary	Officer Director	$0	$0	$0
Betty Brady	Director	Director	$0	$0	$0
Diana Fredricks	Assistant Treas	Officer Director	$0	$0	$0
Bob Karn	Director	Director	$0	$0	$0
Lynn Knox	Vice Pres.	Officer Director	$0	$0	$0
Robert Pritt	Director	Director	$0	$0	$0
Darren Stowe	Director	Director	$0	$0	$0
Jim Reed	Director	Director	$0	$0	$0
John Snapp	President	Officer Director	$0	$0	$0
Melanie Whitcomb	Director	Director	$0	$0	$0
James Wilson	Director	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	$220,183	$122,336	$12,592,432	$97,847
2024	$597,854	$253,120	$12,798,835	$344,734
2023	$11,139,332	$745,706	$12,454,101	$10,393,626
2022	$524,868	$659,883	$1,763,170	$-135,015
2021	$781,871	$721,668	$1,979,203	$60,203
2020	$767,376	$718,478	$1,916,330	$48,898

Presbyterian Homes of Port Charlotte Inc