EPISCOPAL-CATHOLIC APARTMENTS INC (EIN 237206733) - 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

1972

Legal Domicile

Principal Officer

RICK ROACH

Tax Period

2024-01-01 to 2024-12-31

EPISCOPAL-CATHOLIC APARTMENTS INC, founded in 1972, is a small nonprofit that reported $929K in total revenue in fiscal year 2024. Revenue fell 96% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $145K, a strong 16% operating margin.

Mission

TO PROVIDE LOW-INCOME HOUSING TO THE ELDERLY IN THE WINTER HAVEN, FLORIDA VICINITY.

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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 $0

Program Service Revenue $0

Investment Income $928,941

Other Revenue $0

TOTAL REVENUE $928,941

Expense Breakdown

Grants Paid $783,641

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $783,641

Other Expenses $0

TOTAL EXPENSES $783,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$928,941	$22,069,012	-1.0%
Expenses	$783,641	$1,623,825	-0.5%
Net Income	$145,300	$20,445,187	-1.0%

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
ANTHONY LOCASCIO	TREASURER	N/A	Officer Director	$0	$0	$0
JUDY RUTHERFORD	SECRETARY	N/A	Officer Director	$0	$0	$0
DIANNE DUNN	DIRECTOR	N/A	Director	$0	$0	$0
GLENN AMZLER	DIRECTOR	N/A	Director	$0	$0	$0
RICK ROACH	PRESIDENT	N/A	Officer Director	$0	$0	$0
REV PAUL HEAD	DIRECTOR	N/A	Director	$0	$0	$0
FR GLENN LOPEZ	DIRECTOR	N/A	Director	$0	$0	$0
CHAD DAVIS	DIRECTOR	N/A	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	$928,941	$783,641	$23,534,660	$145,300
2023	$22,069,012	$1,623,825	$23,710,803	$20,445,187
2022	$2,055,795	$1,740,415	$3,083,962	$315,380
2021	$1,771,050	$1,586,787	$2,753,062	$184,263
2020	$1,675,770	$1,500,722	$2,559,787	$175,048
2019	$1,662,885	$1,432,681	$2,407,563	$230,204
2018	$1,629,459	$1,479,615	$2,236,928	$149,844

EPISCOPAL-CATHOLIC APARTMENTS INC