ROSALIE SPANG TRUST 0088044 FBO HO… - Form 990 Financial Data

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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

1932

Legal Domicile

Phone

4122094730

Tax Period

2025-01-01 to 2025-12-31

ROSALIE SPANG TRUST 0088044 FBO HOME FOR, founded in 1932, is a small nonprofit that reported $276K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 27% operating margin.

Mission

FINANCIAL SUPPORT FOR REBECCA RESIDENCE

Program Service Accomplishments

Program 1

Expenses: $165,361

FINANCIAL SUPPORT FOR REBECCA RESIDENCE WHOSE MISSION IS TO PROVIDE HIGH QUALITY INDIVIDUAL CARE FOR THE AGING COMMUNITY IN NEED OF INDEPENDENT LIVING, PERSONAL CARE, SKILLED NURSING, AND...

FINANCIAL SUPPORT FOR REBECCA RESIDENCE WHOSE MISSION IS TO PROVIDE HIGH QUALITY INDIVIDUAL CARE FOR THE AGING COMMUNITY IN NEED OF INDEPENDENT LIVING, PERSONAL CARE, SKILLED NURSING, AND REHABILITATION THERAPY, IN A CHRISTIAN ENVIRONMENT, AND TO SERVE THOSE WITH LIMITED FUNDS TO THE BEST OF ITS ABILITY.

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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 $275,961

Other Revenue $0

TOTAL REVENUE $275,961

Expense Breakdown

Grants Paid $156,744

Salaries & Benefits $43,085

Fundraising Expenses $0

Program Expenses $165,361

Other Expenses $1,541

TOTAL EXPENSES $201,370

Year-over-Year Comparison

	2025	2024	Change
Revenue	$275,961	$228,685	+0.2%
Expenses	$201,370	$203,256	0.0%
Net Income	$74,591	$25,429	+1.9%

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

N/A

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
PNC BANK N A	TRUSTEE	1.0		$43,085	$0	$43,085

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	$275,961	$201,370	$3,560,814	$74,591
2024	$228,685	$203,256	$3,485,708	$25,429
2023	$7,217	$203,215	$3,460,172	$-195,998
2022	$465,101	$209,202	$3,661,806	$255,899
2021	$400,761	$190,121	$3,405,538	$210,640
2020	$63,427	$179,841	$3,195,960	$-116,414

ROSALIE SPANG TRUST 0088044 FBO HOME FOR