WILLOW GLEN ELDERLY HOUSING CORP (EIN 263344209) - 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

Principal Officer

STACY BROWN

Phone

3302976400

Tax Period

2024-01-01 to 2024-12-31

WILLOW GLEN ELDERLY HOUSING CORP, founded in 2007, is a small nonprofit in the Housing & Shelter sector that reported $276K in total revenue in fiscal year 2024. Expenses of $399K exceeded revenue, resulting in a 45% operating deficit.

Mission

TO PROMOTE ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.

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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 $64,385

Program Service Revenue $205,738

Investment Income $2,931

Other Revenue $2,487

TOTAL REVENUE $275,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $360,029

Other Expenses $398,791

TOTAL EXPENSES $398,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$275,541	$266,728	+0.0%
Expenses	$398,791	$415,797	0.0%
Net Income	$-123,250	$-149,069	-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

$371,594

Total Directors

$371,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACY BROWN	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$142,166
MICHAEL BOGO	DEPUTY DIRECTOR	1.00	Officer Director	$0	$0	$123,942
KAITLYN MCNERNEY	CFO	3.00	Officer Director	$0	$0	$105,486
ROD MISHLER	TREASURER	1.00	Officer Director	$0	$0	$0
BARB WENSEL	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF MILLS	CHAIR	1.00	Officer Director	$0	$0	$0
RENEE BOOHER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DONNA KOVOLYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
HEIDI KOVACH	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN GREENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY CAPPARELL	BOARD MEMBER	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	$275,541	$398,791	$3,795,002	$-123,250
2023	$266,728	$415,797	$3,918,109	$-149,069
2022	$260,339	$407,240	$4,060,552	$-146,901
2021	$265,955	$434,338	$4,205,839	$-168,383
2020	$265,347	$401,660	$4,372,206	$-136,313
2019	$255,825	$385,594	$4,498,976	$-129,769
2018	$261,489	$445,772	$4,626,552	$-184,283

WILLOW GLEN ELDERLY HOUSING CORP