BETH-ANNE RESIDENCES

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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

1998

Legal Domicile

Principal Officer

SHARIF WALKER

Phone

7734737870

Tax Period

2024-07-01 to 2025-06-30

BETH-ANNE RESIDENCES, founded in 1998, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2024. Expenses of $2.0M exceeded revenue, resulting in a 23% operating deficit.

Mission

THE ORGANIZATION OWNS AND OPERATES A 125 UNIT RESIDENTIAL RENTAL FACILITY FOR THE ELDERLY AND DISABLED INDIVIDUALS PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT.

Program Service Accomplishments

Program 1

Expenses: $1,846,590 Revenue: $1,596,467

THE ORGANIZATION'S PRIMARY PROGRAM IS TO PROVIDE AN ASSISTED LIVING FACILITY FOR LOW INCOME ELDERLY AND DISABLED INDIVIDUALS PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT.

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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 $1,596,467

Investment Income $10,607

Other Revenue $0

TOTAL REVENUE $1,607,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $482,652

Fundraising Expenses $0

Program Expenses $1,846,590

Other Expenses $1,487,252

TOTAL EXPENSES $1,969,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,607,074	$1,646,526	0.0%
Expenses	$1,969,904	$1,871,618	+0.1%
Net Income	$-362,830	$-225,092	+0.6%

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

N/A

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
SHARIF WALKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW CURTIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
VAUNA HERNANDEZ	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
LOLITA SLAUGHTER	FINANCE DIRECTOR	1.00	Officer Director	$0	$0	$0
MAHOMED OUEDRAGO	TREASURER	1.00	Officer Director	$0	$0	$0
JEREMY EDELSON	SECRETARY	1.00	Officer Director	$0	$0	$0
FRANK BASS	DIRECTOR	1.00	Director	$0	$0	$0
SHERMAN HICKS	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
CLARIBEL RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA GREEN	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA SPITZER	DIRECTOR	1.00	Director	$0	$0	$0
JOE YOUNG	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
2025	$1,607,074	$1,969,904	$5,187,321	$-362,830
2024	$1,646,526	$1,871,618	$5,465,460	$-225,092
2023	$1,587,211	$1,882,201	$5,655,168	$-294,990
2022	$1,595,352	$1,857,593	$5,975,593	$-262,241
2021	$1,523,704	$1,673,240	$6,204,064	$-149,536
2019	$1,382,351	$1,628,287	$6,658,430	$-245,936
2018	$1,372,098	$1,627,227	$7,002,067	$-255,129