WESTERVILLE ROTARY ELDERLY HOUSING INC DBA HARRIS-ASKINS HOUSE (EIN 311070892) - 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

1985

Legal Domicile

Principal Officer

THOMAS H STAEBLER

Phone

6148980855

Tax Period

2024-01-01 to 2024-12-31

WESTERVILLE ROTARY ELDERLY HOUSING INC DBA HARRIS-ASKINS HOUSE, founded in 1985, is a small nonprofit in the Housing & Shelter sector that reported $747K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $150K, a strong 20% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING TO ELDERLY AND LOW INCOME PEOPLE

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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 $0

Program Service Revenue $708,472

Investment Income $32,035

Other Revenue $6,243

TOTAL REVENUE $746,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $554,760

Other Expenses $596,483

TOTAL EXPENSES $596,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$746,750	$678,196	+0.1%
Expenses	$596,483	$573,506	+0.0%
Net Income	$150,267	$104,690	+0.4%

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

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	Role	Reportable Comp	Other Comp	Total
THOMAS H STAEBLER	PRESIDENT	Officer Director	$0	$0	$0
CAROL S GROSECLOSE	VICE PRESIDENT	Officer Director	$0	$0	$0
JOSEPH J BARONE	SECRETARY	Officer Director	$0	$0	$0
JODI FLETCHER	TREASURER	Officer Director	$0	$0	$0
JIM MEACHAM	TRUSTEE	Director	$0	$0	$0
KATHLEEN SHORT	TRUSTEE	Director	$0	$0	$0
CHIP BRUCHAC	TRUSTEE	Director	$0	$0	$0
LYN KIGER	TRUSTEE	Director	$0	$0	$0
BILL PLESSINGER	TRUSTEE	Director	$0	$0	$0
KATRINA PLOURDE	TRUSTEE	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
2024	$746,750	$596,483	$1,665,957	$150,267
2023	$678,196	$573,506	$1,564,010	$104,690
2022	$660,165	$598,050	$1,516,668	$62,115
2021	$678,034	$666,793	$1,558,183	$11,241
2020	$701,393	$559,684	$1,569,350	$141,709
2019	$643,415	$570,863	$1,533,389	$72,552
2018	$625,607	$602,825	$1,509,881	$22,782

WESTERVILLE ROTARY ELDERLY HOUSING INC DBA HARRIS-ASKINS HOUSE