Castle Shannon Presbyterian Senior Housing Inc (EIN 311587456) - 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

James Pieffer

Phone

4128266030

Tax Period

2024-01-01 to 2024-12-31

Castle Shannon Presbyterian Senior Housing Inc, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $157K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $181K exceeded revenue, resulting in a 15% operating deficit.

Mission

Subsidized housing for eligible low income adults with developmental disabilities.

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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 $120,209

Program Service Revenue $36,191

Investment Income $304

Other Revenue $0

TOTAL REVENUE $156,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,024

Fundraising Expenses $0

Program Expenses $158,710

Other Expenses $150,907

TOTAL EXPENSES $180,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$156,704	$169,137	-0.1%
Expenses	$180,931	$144,132	+0.3%
Net Income	$-24,227	$25,005	-2.0%

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

$1,341,003

Total Directors

$1,005,222

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David J Lowe Esq	Director and Chairman	0.10	Director	$0	$0	$0
Michael Luckett	Director and Vice-Chairman	0.10	Director	$0	$0	$0
Celeste Golonski	Director and Secretary	1.00	Officer Director	$0	$11,009	$241,322
James B Pieffer	Director and President	1.00	Officer Director	$0	$37,604	$450,812
Todd Boslau	Director and Treasurer	1.00	Officer Director	$0	$37,189	$313,088
Jerome J Selia	Director	0.10	Director	$0	$0	$0
Barbara Sullivan	Director	0.10	Director	$0	$0	$0
Stephani Danes	Director	0.10	Director	$0	$0	$0
Cassandra Law	Assistant Secretary	1.00	Officer	$0	$15,018	$154,787
Greg Malisky	Assistant Treasurer	1.00	Officer	$0	$15,254	$180,994

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	$156,704	$180,931	$343,019	$-24,227
2023	$169,137	$144,132	$376,280	$25,005
2022	$176,307	$140,047	$351,834	$36,260
2021	$160,148	$175,988	$309,102	$-15,840
2020	$122,917	$170,520	$341,469	$-47,603
2019	$112,026	$169,338	$370,775	$-57,312

Castle Shannon Presbyterian Senior Housing Inc