UPPER KIRBY APARTMENTS INC (EIN 273008817) - 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

2010

Legal Domicile

Principal Officer

BRYAN WARD

Phone

9727157400

Tax Period

2023-07-01 to 2024-06-30

UPPER KIRBY APARTMENTS INC, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.5M, a strong 88% operating margin.

Mission

TO OPERATE AS A TITLE HOLDING CORPORATION WITHIN THE MEANING OF IRC SECTION 501(C)(25) AND HOLD TITLE TO REAL PROPERTY ON BEHALF OF PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF NEVADA.

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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 $0

Program Service Revenue $0

Investment Income $24,056

Other Revenue $1,697,538

TOTAL REVENUE $1,721,594

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $213,962

TOTAL EXPENSES $213,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,721,594	$1,798,084	0.0%
Expenses	$213,962	$245,605	-0.1%
Net Income	$1,507,632	$1,552,479	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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R SCOTT DENNIS	DIRECTOR	1.00	Director	$0	$0	$0
BETH ZAYICEK	DIRECTOR/COO	1.00	Director	$0	$0	$0
BERT J CROUCH	PRESIDENT	1.00	Officer	$0	$0	$0
COURTNEY POPELKA	VP/ASST SEC	1.00	Officer	$0	$0	$0
HALEY WALDRON	TREASURER/ASST SEC	1.00	Officer	$0	$0	$0
PERRY CHUDNOFF	VP/ASST SEC	1.00	Officer	$0	$0	$0
TOM HURST	VP/ASST SEC	1.00	Officer	$0	$0	$0
CHRIS CLEGHORN	VP/ASST SEC	1.00	Officer	$0	$0	$0
JACKSON LAPIN	VP/ASST SEC	1.00	Officer	$0	$0	$0
PETER FEINBERG	VP/ASST SEC	1.00	Officer	$0	$0	$0
KEVIN PIROZZOLI	VP/ASST SEC	1.00	Officer	$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	No data	No data	No data	No data
2024	$1,721,594	$213,962	$45,840,718	$1,507,632
2023	$1,798,084	$245,605	$52,982,347	$1,552,479
2022	$1,567,397	$249,023	$58,478,935	$1,318,374
2021	$1,707,817	$225,953	$52,751,903	$1,481,864
2020	$2,213,256	$224,207	$48,708,879	$1,989,049
2019	$1,880,758	$224,119	$50,464,909	$1,656,639

UPPER KIRBY APARTMENTS INC