HIGHVIEW RETIREMENT HOME ASSOCIATION (EIN 362217982) - 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

1904

Legal Domicile

Principal Officer

CAROL COX

Phone

8156246700

Tax Period

2023-07-01 to 2024-06-30

HIGHVIEW RETIREMENT HOME ASSOCIATION, founded in 1904, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Expenses of $3.6M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE A HOME FOR AGED 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,230,671

Investment Income $1,983

Other Revenue $13,728

TOTAL REVENUE $3,246,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,373,787

Fundraising Expenses $0

Program Expenses $2,723,309

Other Expenses $1,269,510

TOTAL EXPENSES $3,643,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,246,382	$3,133,425	+0.0%
Expenses	$3,643,297	$3,542,703	+0.0%
Net Income	$-396,915	$-409,278	0.0%

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

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

$106,357

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL ROBINSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
RAYMOND ARCO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN ROSS	TREASURER	1.00	Officer Director	$0	$0	$0
BILL VEDRA	SECRETARY	1.00	Officer Director	$0	$0	$0
MARTHA NIELSEN	TRUSTEE	1.00	Director	$0	$0	$0
ANNE O'KEEFE	TRUSTEE	1.00	Director	$0	$0	$0
NORM LINDSTEDT	TRUSTEE (THRU FEB 2024)	1.00	Director	$0	$0	$0
CAROL COX	CEO	40.00	Officer	$98,082	$8,275	$106,357

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	No data	No data	No data	No data
2024	$3,246,382	$3,643,297	$2,858,771	$-396,915
2023	$3,133,425	$3,542,703	$3,325,621	$-409,278
2022	$3,304,450	$3,471,115	$3,731,622	$-166,665
2021	$2,821,099	$3,246,584	$4,443,015	$-425,485
2020	$3,306,944	$3,283,867	$4,954,711	$23,077
2019	$3,501,937	$3,349,894	$4,548,589	$152,043

HIGHVIEW RETIREMENT HOME ASSOCIATION