CARLSBAD SENIOR COMMUNITY CORP (EIN 300405328) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

SANDY CHANCEY

Phone

8778295500

Tax Period

2024-07-01 to 2025-06-30

CARLSBAD SENIOR COMMUNITY CORP, founded in 2007, is a small nonprofit in the Housing & Shelter sector that reported $187K in total revenue in fiscal year 2024. Expenses of $254K exceeded revenue, resulting in a 36% operating deficit.

Mission

PROVIDE HOUSING FOR LOW-INCOME ELDERLY PERSONS SPECIFICALLY DESIGNED TO MEET THEIR NEEDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $76,626

Program Service Revenue $109,355

Investment Income $362

Other Revenue $485

TOTAL REVENUE $186,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,899

Fundraising Expenses $0

Program Expenses $224,598

Other Expenses $179,830

TOTAL EXPENSES $253,729

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,828	$185,780	+0.0%
Expenses	$253,729	$266,765	0.0%
Net Income	$-66,901	$-80,985	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SANDY CHANCEY	PRESIDENT	N/A	Officer	$0	$0	$0
SCOT FISHBURN	VICE PRESIDE	N/A	Officer	$0	$0	$0
ROBERT C GRIFFITH	SECRETARY/TR	N/A	Officer	$0	$0	$0
GARY WATKINS	OFFICER	N/A	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	$186,828	$253,729	$1,473,888	$-66,901
2024	No data	No data	No data	No data
2023	$160,134	$233,032	$1,614,268	$-72,898
2022	$164,665	$221,662	$1,704,403	$-56,997
2021	$162,936	$212,599	$1,727,195	$-49,663
2020	$162,999	$175,374	$1,780,169	$-12,375
2019	$150,831	$168,204	$1,789,169	$-17,373
2018	$160,435	$181,365	$1,810,502	$-20,930

CARLSBAD SENIOR COMMUNITY CORP