EMBURY APARTMENTS INC (EIN 237125951) - 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

1970

Legal Domicile

Principal Officer

J BRIAN NEALON

Phone

5185873600

Tax Period

2024-01-01 to 2024-12-31

EMBURY APARTMENTS INC, founded in 1970, is a community nonprofit in the Housing & Shelter sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $799K, a strong 58% operating margin.

Mission

EMBURY APARTMENTS OFFERS AFFORDABLE INDEPENDENT HOUSING TO SENIORS, WITH AN EMPHASIS ON MAINTAINING INDEPENDENCE THROUGHOUT THE AGING PROCESS.

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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 $4,786

Program Service Revenue $1,172,400

Investment Income $192,364

Other Revenue $0

TOTAL REVENUE $1,369,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $473,119

Fundraising Expenses $0

Program Expenses $469,753

Other Expenses $97,001

TOTAL EXPENSES $570,120

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,369,550	$1,083,625	+0.3%
Expenses	$570,120	$541,034	+0.1%
Net Income	$799,430	$542,591	+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

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

$650,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J BRIAN NEALON	CEO	5.00	Officer	$0	$17,200	$321,200
SHELLY AMATO	CSO	5.00	Officer	$0	$526	$193,779
KATHERINE LAHOFF	CFO	5.00	Officer	$0	$13,416	$135,832
TARA PLEAT	President	1.00	Officer Director	$0	$0	$0
DEBORAH DAMM-O'BRIEN	Vice President	1.00	Officer Director	$0	$0	$0
RAYMOND MARTIN	Treasurer	1.00	Officer Director	$0	$0	$0
JESSE BOUCHER	Secretary	1.00	Director	$0	$0	$0
BROOKE PANCOE	Director	1.00	Director	$0	$0	$0
KELLI DERWAY	Director	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
2024	$1,369,550	$570,120	$16,430,361	$799,430
2023	$1,083,625	$541,034	$15,629,312	$542,591
2022	$1,277,576	$556,318	$14,895,102	$721,258
2021	$1,608,556	$534,130	$15,055,012	$1,074,426
2020	$1,015,661	$401,488	$13,884,388	$614,173
2019	$1,084,926	$329,734	$12,832,496	$755,192
2018	$931,482	$363,222	$12,057,051	$568,260

EMBURY APARTMENTS INC