ACTION HOUSING INC WESTLAKE ELDERLY APARTMENTS INC (EIN 251865764) - 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

1998

Legal Domicile

Principal Officer

LENA ANDREWS

Phone

4128293910

Tax Period

2024-07-01 to 2025-06-30

ACTION HOUSING INC WESTLAKE ELDERLY APARTMENTS INC, founded in 1998, is a small nonprofit that reported $258K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $360K exceeded revenue, resulting in a 40% operating deficit.

Mission

PROVIDE AFFORDABLE, DECENT HOUSING FOR ELDERLY INDIVIDUALS

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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 $188,053

Program Service Revenue $67,350

Investment Income $108

Other Revenue $2,215

TOTAL REVENUE $257,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,760

Fundraising Expenses $0

Program Expenses $315,098

Other Expenses $342,287

TOTAL EXPENSES $360,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,726	$233,817	+0.1%
Expenses	$360,047	$316,733	+0.1%
Net Income	$-102,321	$-82,916	+0.2%

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

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
LENA ANDREWS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JODI LINCOLN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES EASH	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH RALICH	TREASURER	1.00	Officer Director	$0	$0	$0
JOE COSTA	DIRECTOR	1.00	Director	$0	$0	$0
GREG SIMMONS	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
2025	$257,726	$360,047	$1,382,063	$-102,321
2024	$233,817	$316,733	$1,438,255	$-82,916
2023	$256,231	$319,947	$1,428,622	$-63,716
2022	$208,342	$281,452	$1,424,093	$-73,110

ACTION HOUSING INC WESTLAKE ELDERLY APARTMENTS INC