McGregor Independent Senior Housing (EIN 364545139) - 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

2006

Legal Domicile

Principal Officer

Jennifer Hayes

Phone

2168518200

Tax Period

2022-01-01 to 2022-12-31

McGregor Independent Senior Housing, founded in 2006, is a micro nonprofit that reported $59K in total revenue in fiscal year 2022. Revenue fell 83% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE RENTAL HOUSING FACILITIES (26 UNITS) AND RELATED SERVICES TO QUALIFYING SENIOR CITIZENS UNDER 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $58,669

Investment Income $11

Other Revenue $0

TOTAL REVENUE $58,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,966

Fundraising Expenses $0

Program Expenses $38,691

Other Expenses $45,714

TOTAL EXPENSES $58,680

Year-over-Year Comparison

	2022	2021	Change
Revenue	$58,680	$347,344	-0.8%
Expenses	$58,680	$444,460	-0.9%
Net Income	$0	$-97,116	-1.0%

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

$646,194

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Conn	CEO	0.5	Officer	$0	$45,341	$394,752
Yuvette M Bozman	Executive Director	2.0	Highest	$0	$21,687	$170,672
Jennifer Hayes	CFO/Assistant Treasurer	0.5	Officer	$0	$9,855	$129,514
Susan Althans	Secretary	4.0	Officer	$0	$3,017	$121,928
Andrew S Haring	Director	1.0	Director	$0	$0	$0
ANGELA WILCOXSON	DIRECTOR	1.0	Director	$0	$0	$0
ANTHONY KUHEL JR	CHAIR	1.0	Officer Director	$0	$0	$0
BRADLEY D KNAPP	TREASURER	1.0	Officer Director	$0	$0	$0
CARRIE GLADSTONE	DIRECTOR	1.0	Director	$0	$0	$0
CHRIS HEINTEL	DIRECTOR	1.0	Director	$0	$0	$0
COLLEEN SWEENEY	DIRECTOR	1.0	Director	$0	$0	$0
D KIRK NEISWANDER	DIRECTOR	1.0	Director	$0	$0	$0
DEBORAH E PERKINS	DIRECTOR	1.0	Director	$0	$0	$0
DIANA LYNN MORRIS	DIRECTOR	1.0	Director	$0	$0	$0
Donte Gibbs	Director	1.0	Director	$0	$0	$0
HUMBERTO SANCHEZ	DIRECTOR	1.0	Director	$0	$0	$0
JANE K MEYER	DIRECTOR	1.0	Director	$0	$0	$0
JOHN MOODY	DIRECTOR	1.0	Director	$0	$0	$0
JULIE CRISCIONE	DIRECTOR	1.0	Director	$0	$0	$0
Katherine Fox Nagel	Vice Chair	1.0	Officer Director	$0	$0	$0
KATHRYN HICKNER	DIRECTOR	1.0	Director	$0	$0	$0
Kyle F Hodges	Director	1.0	Director	$0	$0	$0
Lisa Kious McGovern	Director	1.0	Director	$0	$0	$0
MICHAEL BECKHAM	DIRECTOR	1.0	Director	$0	$0	$0
RENEE HOLCOMB HARDWICK	DIRECTOR	1.0	Director	$0	$0	$0
ROBERTA R MCNAMARA	DIRECTOR	1.0	Director	$0	$0	$0
Sharon E Milligan	Director	1.0	Director	$0	$0	$0
Stuart Collins	DIRECTOR	1.0	Director	$0	$0	$0
THOMAS S CAMPANELLA	DIRECTOR	1.0	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
2022	$58,680	$58,680	No data	No data
2021	$347,344	$444,460	$2,933,569	$-97,116
2020	$321,706	$461,534	$3,914,248	$-139,828
2019	$338,429	$462,574	$4,045,428	$-124,145
2018	$324,988	$467,252	$4,178,799	$-142,264

McGregor Independent Senior Housing