SUMMERDALE COURT INC (EIN 311581955) - 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

1997

Legal Domicile

Principal Officer

MATTHEW C OSBORNE

Phone

6788606833

Tax Period

2024-01-01 to 2024-12-31

SUMMERDALE COURT INC, founded in 1997, is a micro nonprofit in the Human Services sector that reported $89K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $144K exceeded revenue, resulting in a 62% operating deficit.

Mission

TO PROVIDE AFFORDABLE QUALITY HOUSING TO THE ELDERLY, PEOPLE WITH DISABILITIES AND VERY 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 $88,542

Investment Income $76

Other Revenue $281

TOTAL REVENUE $88,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,352

Fundraising Expenses $0

Program Expenses $134,005

Other Expenses $116,462

TOTAL EXPENSES $143,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,899	$112,191	-0.2%
Expenses	$143,814	$149,553	0.0%
Net Income	$-54,915	$-37,362	+0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW OSBORNE	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAUL PONTE	DIRECTOR	1.00	Director	$0	$0	$0
MARK SEGEL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK SHEA	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BALDACCI	DIRECTOR	1.00	Director	$0	$0	$0
ELEANOR WHITE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STAPE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN O'BRITZ	DIRECTOR	1.00	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	$88,899	$143,814	$507,266	$-54,915
2023	$112,191	$149,553	$550,364	$-37,362
2022	$114,308	$161,171	$596,157	$-46,863
2021	$117,672	$155,774	$653,747	$-38,102
2020	$117,588	$125,946	$668,659	$-8,358

SUMMERDALE COURT INC