Jefferson-Chalmers Non-Profit Senior Housing Corporation (EIN 382866912) - 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

1973

Legal Domicile

Principal Officer

PHILLIP BROOKS III

Phone

3138245326

Tax Period

2020-01-01 to 2020-12-31

Jefferson-Chalmers Non-Profit Senior Housing Corporation, founded in 1973, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2020.

Mission

PROVIDING LOW INCOME HOUSING FOR SENIORS

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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 (2020)

Revenue Breakdown

Contributions & Grants $913,602

Program Service Revenue $361,657

Investment Income $422

Other Revenue $37,843

TOTAL REVENUE $1,313,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,698

Fundraising Expenses $0

Program Expenses $1,269,358

Other Expenses $1,216,487

TOTAL EXPENSES $1,359,185

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,313,524	$1,329,884	0.0%
Expenses	$1,359,185	$1,360,165	0.0%
Net Income	$-45,661	$-30,281	+0.5%

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

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	Role	Reportable Comp	Other Comp	Total
PHILLIP BROOKS III	CHAIRMAN effective 7/14/20	Officer Director	$0	$0	$0
PATRICIA GREEN	BOARD MEMBER effective 7/14/20	Director	$0	$0	$0
ORODELL P WALKER	BOARD MEMBER effective 7/14/20	Director	$0	$0	$0
JANNETT S GAINES	BOARD MEMBER effective 7/14/20	Director	$0	$0	$0
PERRY MORGAN	BOARD MEMBER effective 7/14/20	Director	$0	$0	$0
ANNICA BROWN	Trustee/Director until 7/13/20	Director	$0	$0	$0
BARBARA CARREHER	Tustee/Director until 7/13/20	Director	$0	$0	$0
LYAIA FISHER	Trustee/Director until 7/13/20	Director	$0	$0	$0
ORELA BROWN	Vice President until 7/13/20	Officer Director	$0	$0	$0
SHEREE WALTON	Secretary until 7/13/20	Officer Director	$0	$0	$0
HELEN BRUDE	Treasurer until 7/13/20	Officer Director	$0	$0	$0
BISHOP PA BROOKS	President until 7/13/20	Officer 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
2020	$1,313,524	$1,359,185	$2,414,168	$-45,661
2019	$1,329,884	$1,360,165	$2,488,726	$-30,281
2018	$1,281,342	$1,340,037	$2,672,327	$-58,695

Jefferson-Chalmers Non-Profit Senior Housing Corporation