HENDRY COUNTY NON-PROFIT HOUSING GREENTREE EAST & SENIOR APARTMENTS (EIN 311776329) - 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

2001

Legal Domicile

Principal Officer

RON ZIMMERLY

Phone

8632348397

Tax Period

2023-10-01 to 2024-09-30

HENDRY COUNTY NON-PROFIT HOUSING GREENTREE EAST & SENIOR APARTMENTS, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $765K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $913K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE GOVERNMENTAL AGENCY PROVIDES HOUSING FUNDED BY USDA LOANS AND GRANTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $238,227

Program Service Revenue $516,663

Investment Income $10,161

Other Revenue $0

TOTAL REVENUE $765,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $200,035

Fundraising Expenses $0

Program Expenses $893,397

Other Expenses $713,362

TOTAL EXPENSES $913,397

Year-over-Year Comparison

	2023	2022	Change
Revenue	$765,051	$682,509	+0.1%
Expenses	$913,397	$822,441	+0.1%
Net Income	$-148,346	$-139,932	+0.1%

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

$5,804

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUAN CARDENAS	COMMISSIONER	1.00	Officer Director	$0	$0	$0
EMILY HUNTER	COMMISSIONER	1.00	Officer Director	$0	$0	$0
VIVA ROBINSON	COMMISSIONER	1.00	Officer Director	$0	$0	$0
RON ZIMMERLY	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$5,804

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	$765,051	$913,397	$5,567,390	$-148,346
2023	$682,509	$822,441	$5,726,365	$-139,932
2022	$679,201	$829,077	$5,899,261	$-149,876
2021	$641,784	$720,497	$6,149,594	$-78,713
2020	$652,210	$700,532	$6,247,331	$-48,322
2019	$604,718	$689,821	$6,364,600	$-85,103
2018	$566,625	$692,239	$6,493,710	$-125,614

HENDRY COUNTY NON-PROFIT HOUSING GREENTREE EAST & SENIOR APARTMENTS