NATIONAL CHURCH RESIDENCES OF WARTON TX (EIN 311254893) - 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

1989

Legal Domicile

Principal Officer

JILL KOLB

Phone

6144512151

Tax Period

2019-10-01 to 2020-09-30

NATIONAL CHURCH RESIDENCES OF WARTON TX, founded in 1989, is a small nonprofit that reported $635K in total revenue in fiscal year 2019. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $591K, a strong 93% operating margin.

Mission

PROVIDE HOUSING FOR LOW AND MODERATE INCOME PERSONS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $30,754

Program Service Revenue $11,974

Investment Income $566,992

Other Revenue $25,373

TOTAL REVENUE $635,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,011

Other Expenses $44,198

TOTAL EXPENSES $44,198

Year-over-Year Comparison

	2019	2018	Change
Revenue	$635,093	$326,310	+0.9%
Expenses	$44,198	$341,511	-0.9%
Net Income	$590,895	$-15,201	-39.9%

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

$1,583,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN T BODKIN	PRESIDENT	0.10	Officer	$0	$66,568	$450,644
SUSAN DIMICKELE	SECRETARY	0.10	Officer	$0	$44,655	$419,203
TANYA KIM HAHN	VICE PRESIDENT	0.10	Officer	$0	$37,964	$399,495
JULIA FRATIANNE	TREASURER	0.10	Officer	$0	$59,583	$313,930
MICHAEL FLOWERS	DIRECTOR	0.10	Director	$0	$0	$0
VIRGINIA BARNEY	DIRECTOR	0.10	Director	$0	$0	$0
JAMES SAVAGE	DIRECTOR	0.10	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
2020	$635,093	$44,198	No data	$590,895
2019	$326,310	$341,511	$1,240,131	$-15,201
2018	$335,906	$320,094	$1,278,191	$15,812

NATIONAL CHURCH RESIDENCES OF WARTON TX