COURTYARD SQUARE INC (EIN 270552077) - 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

SARAH GRACEY

Phone

2172385700

Tax Period

2024-07-01 to 2025-06-30

COURTYARD SQUARE INC, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $273K in total revenue in fiscal year 2024. Expenses of $254K left a modest 7% surplus.

Mission

TO PROVIDE INDIVIDUALS WITH PSYCHIATRIC AND DEVELOPMENT DISABILITIES WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR NEEDS.

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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 $183,097

Program Service Revenue $79,435

Investment Income $8,093

Other Revenue $2,173

TOTAL REVENUE $272,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $225,216

Other Expenses $253,800

TOTAL EXPENSES $253,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,798	$276,178	0.0%
Expenses	$253,800	$207,773	+0.2%
Net Income	$18,998	$68,405	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBY HAUGHEE	SEC/TREAS.	0.20	Officer Director	$0	$0	$0
CODY KAY	VICE PRESIDE	0.20	Officer Director	$0	$0	$0
LADENA LAMBERT	PRESIDENT	0.20	Officer 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
2025	$272,798	$253,800	$1,103,259	$18,998
2024	$276,178	$207,773	$1,118,557	$68,405
2023	$268,188	$237,672	$1,090,705	$30,516
2022	$262,829	$230,686	$1,130,498	$32,143
2021	$254,832	$206,939	$1,164,188	$47,893
2020	$222,362	$187,199	$1,186,441	$35,163
2019	$219,341	$185,945	$1,237,882	$33,396
2018	$215,736	$185,114	$1,244,881	$30,622

COURTYARD SQUARE INC