JESUP RETIREMENT LIVING INC (EIN 262780110) - 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

2012

Legal Domicile

Phone

3198273359

Tax Period

2023-01-01 to 2023-12-31

JESUP RETIREMENT LIVING INC, founded in 2012, is a micro nonprofit in the Housing & Shelter sector that reported $28K in total revenue in fiscal year 2023. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 323% operating deficit.

Mission

TO PROVIDE ASSISTED LIVING HOUSING FOR THE JESUP, IOWA COMMUNITY.

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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 $1,000

Program Service Revenue $27,000

Investment Income $289

Other Revenue $0

TOTAL REVENUE $28,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,613

Other Expenses $119,613

TOTAL EXPENSES $119,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,289	$312,644	-0.9%
Expenses	$119,613	$320,493	-0.6%
Net Income	$-91,324	$-7,849	+10.6%

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	Role	Reportable Comp	Other Comp	Total
TODD ROHLFSEN	President	Director	$0	$0	$0
MARSHA MCGLAUGHLIN	Secretary	Director	$0	$0	$0
PAUL GUDENKAUF	Vice President	Director	$0	$0	$0
ROGER HERSHBERGER	Director	Director	$0	$0	$0
VICKI STAEBELL	Director	Director	$0	$0	$0
SUE DUROE	Director	Director	$0	$0	$0
REX REINHART	Director	Director	$0	$0	$0
JOHN C WHITE	Director	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	$28,289	$119,613	$3,170,460	$-91,324
2022	$312,644	$320,493	$3,372,781	$-7,849
2021	$285,102	$324,061	$3,436,376	$-38,959
2020	$251,605	$328,914	$3,520,093	$-77,309
2019	$300,645	$324,888	$3,632,285	$-24,243
2018	$294,658	$329,603	$3,704,413	$-34,945

JESUP RETIREMENT LIVING INC