ELLOREE SMITH SENIOR LIVING INC (EIN 300736988) - 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

2012

Legal Domicile

Principal Officer

DONNIE HILLIARD

Phone

8035361056

Tax Period

2024-04-01 to 2025-03-31

ELLOREE SMITH SENIOR LIVING INC, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $120K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $133K exceeded revenue, resulting in a 11% operating deficit.

Mission

ELLOREE SMITH SENIOR LIVING, INC. IS A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES OF THE STATE OF SOUTH CAROLINA. THE CORPORATION WAS FORMED FOR THE PURPOSE OF OPERATING A 10 UNIT COMMUNITY KNOWN AS ELLOREE SMITH SENIOR LIVING LOCATED IN ELLOREE, SOUTH CAROLINA, WHICH PROVIDES HOUSING FOR LOW-INCOME ELDERLY PERSONS, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT, AS AMENDED.

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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 $85,737

Program Service Revenue $32,518

Investment Income $1,207

Other Revenue $298

TOTAL REVENUE $119,760

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,462

Other Expenses $132,770

TOTAL EXPENSES $132,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,760	$107,537	+0.1%
Expenses	$132,770	$138,653	0.0%
Net Income	$-13,010	$-31,116	-0.6%

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
DONNIE HILLIARD	PRESIDENT	0.50	Officer Director	$0	$0	$0
MARGARET ROBERTS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
GENE KIZER	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
HERBERT TAIT	DIRECTOR	0.50	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	$119,760	$132,770	$944,332	$-13,010
2024	$107,537	$138,653	$954,139	$-31,116
2023	$95,926	$131,215	$1,000,297	$-35,289
2022	$90,623	$114,429	$1,022,264	$-23,806
2021	$87,295	$123,073	$1,047,543	$-35,778
2020	$84,418	$109,212	$1,084,832	$-24,794
2019	$80,447	$121,968	$1,110,970	$-41,521

ELLOREE SMITH SENIOR LIVING INC