NEWBURY ELDERLY HOUSING INC (EIN 264372247) - 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

2009

Legal Domicile

Principal Officer

JEANNE AGRI

Phone

6032253295

Tax Period

2023-09-01 to 2024-08-31

NEWBURY ELDERLY HOUSING INC, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $379K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $528K exceeded revenue, resulting in a 40% operating deficit.

Mission

TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AND/OR DISABLED.

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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 $207,479

Program Service Revenue $171,066

Investment Income $10

Other Revenue $0

TOTAL REVENUE $378,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $461,907

Other Expenses $528,461

TOTAL EXPENSES $528,461

Year-over-Year Comparison

	2023	2022	Change
Revenue	$378,555	$418,653	-0.1%
Expenses	$528,461	$569,781	-0.1%
Net Income	$-149,906	$-151,128	0.0%

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

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

$586,076

Total Directors

$586,076

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE AGRI	PRESIDENT	2.00	Officer Director	$0	$27,947	$173,863
MICHAEL TABORY	VICE PRESIDENT	2.00	Officer Director	$0	$20,451	$140,351
STEVEN GREGOIRE	SECRETARY	2.00	Officer Director	$0	$3,911	$67,764
JILL LESMERISES	TREASURER	2.00	Officer Director	$0	$10,630	$105,731
BETH HEYWARD	ASSISTANT SECRETARY	2.00	Officer Director	$0	$16,006	$98,367

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	$378,555	$528,461	$5,572,908	$-149,906
2023	$418,653	$569,781	$5,653,599	$-151,128
2022	$422,472	$558,261	$5,834,720	$-135,789
2021	$407,777	$523,457	$5,995,566	$-115,680
2020	$324,226	$489,036	$6,120,797	$-164,810
2019	$302,133	$487,918	$6,262,240	$-185,785
2018	$291,589	$506,975	$6,417,236	$-215,386

NEWBURY ELDERLY HOUSING INC