WELLSBURG UNITY APARTMENTS INC (EIN 311072033) - 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

1986

Legal Domicile

Principal Officer

JOSHUA D SWORD

Phone

3042968223

Tax Period

2024-07-01 to 2025-06-30

WELLSBURG UNITY APARTMENTS INC, founded in 1986, is a micro nonprofit that reported $3 in total revenue in fiscal year 2024. Revenue fell 100% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE FINANCIAL ASSISTANCE TO COMMONLY CONTROLLED SUBSIDIZED HOUSING ENTITIES FOR LOW-INCOME ELDERLY AND DISABLED INDIVIDUALS.

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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 $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $3

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3	$692	-1.0%
Expenses	N/A	$500	-1.0%
Net Income	N/A	$192	N/A

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

$378,003

Total Directors

$378,003

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA D SWORD	PRESIDENT	1.00	Officer Director	$0	$58,522	$151,377
ANDY WALTERS	SECRETARY TR	1.00	Officer Director	$0	$42,059	$131,793
CLAUDETTE KARR	VICE PRESIDE	39.00	Officer Director	$0	$19,144	$94,833
PETER BOSTIC	EXECUTIVE BO	0.05	Director	$0	$0	$0
MIKE CAPUTO	EXECUTIVE BO	0.05	Director	$0	$0	$0
JOE CARTER	EXECUTIVE BO	0.05	Director	$0	$0	$0
STEVE DAY	EXECUTIVE BO	0.05	Director	$0	$0	$0
DAN DOYLE	EXECUTIVE BO	0.05	Director	$0	$0	$0
JOHN EPPERLY	EXECUTIVE BO	0.03	Director	$0	$0	$0
JOYCE GIBSON	EXECUTIVE BO	0.05	Director	$0	$0	$0
ELAINE HARRIS	EXECUTIVE BO	0.05	Director	$0	$0	$0
JESSIE KING	EXECUTIVE BO	0.03	Director	$0	$0	$0
DALE LEE	EXECUTIVE BO	0.05	Director	$0	$0	$0
CHUCK PARKER	EXECUTIVE BO	0.05	Director	$0	$0	$0
DANIEL J POLING	EXECUTIVE BO	0.05	Director	$0	$0	$0
KAREN SHIPLEY	EXECUTIVE BO	0.05	Director	$0	$0	$0
KRISTIE SKIDMORE	EXECUTIVE BO	0.05	Director	$0	$0	$0
GARY SOUTHALL	EXECUTIVE BO	0.03	Director	$0	$0	$0
BRIAN WEDGE	EXECUTIVE BO	0.05	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	$3	No data	$914,472	No data
2024	$692	$500	$914,469	$192
2023	$510	$3,165	$914,457	$-2,655
2022	$526	$500	$914,447	$26
2021	$604	$1,435	$914,421	$-831
2020	$19,877	$525	$914,317	$19,352
2019	$19,280	$941	$894,940	$18,339
2018	$594	$1,871	$875,660	$-1,277

WELLSBURG UNITY APARTMENTS INC