ROYALE OAKS HOUSE OF HOPE (EIN 260808357) - 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

2007

Legal Domicile

Phone

4028276000

Tax Period

2023-01-01 to 2023-12-31

ROYALE OAKS HOUSE OF HOPE, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $624K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $782K exceeded revenue, resulting in a 25% operating deficit.

Mission

Royale Oaks House of Hopes primary activity is to hold the assets of Royale Oaks and House of Hope Alzheimers Care and charge rental fee to Florence Home the company operating Royale Oaks and House of Hope Alzheimers Care Assisted Living communities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $74,282

Program Service Revenue $542,221

Investment Income $-477

Other Revenue $7,896

TOTAL REVENUE $623,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $772,261

Other Expenses $782,114

TOTAL EXPENSES $782,114

Year-over-Year Comparison

	2023	2022	Change
Revenue	$623,922	$524,149	+0.2%
Expenses	$782,114	$775,452	+0.0%
Net Income	$-158,192	$-251,303	-0.4%

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

$486,263

Total Directors

$486,263

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Debra Thacker	CFO	2.00	Officer Director	$0	$17,132	$243,248
Lois Jordan	President CEO	2.00	Officer Director	$0	$19,321	$243,015
Robert A Bloechle	Chairman	1.00	Officer Director	$0	$0	$0
Mark Higgins	Treasurer	1.00	Officer Director	$0	$0	$0
Phil Christensen	Secretary	1.00	Officer Director	$0	$0	$0
Stephanie O'Keefe	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	No data	No data	No data	No data
2023	$623,922	$782,114	$3,411,190	$-158,192
2022	$524,149	$775,452	$3,682,427	$-251,303
2021	$537,911	$807,229	$4,073,796	$-269,318
2020	$867,234	$847,066	$4,576,880	$20,168
2019	$737,196	$868,920	$4,059,929	$-131,724
2018	$960,663	$837,317	$4,410,141	$123,346

ROYALE OAKS HOUSE OF HOPE