SHAWL II SENIOR HOUSING OF MONTAGUE (EIN 382931825) - 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

1990

Legal Domicile

Principal Officer

BRIDGETTE ZAPPACOSTA

Phone

3138237700

Tax Period

2024-01-01 to 2024-12-31

SHAWL II SENIOR HOUSING OF MONTAGUE, founded in 1990, is a small nonprofit in the Housing & Shelter sector that reported $274K in total revenue in fiscal year 2024.

Mission

TO PROVIDE ELDERLY AND/OR HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SPECIAL SERVICES.

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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 $5,353

Program Service Revenue $267,564

Investment Income $961

Other Revenue $0

TOTAL REVENUE $273,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,250

Fundraising Expenses $0

Program Expenses $163,773

Other Expenses $207,557

TOTAL EXPENSES $274,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,878	$271,772	+0.0%
Expenses	$274,807	$229,131	+0.2%
Net Income	$-929	$42,641	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUS PARLING	DIRECTOR	1.00	Director	$0	$0	$0
DR JOSEF STACHOWICZ	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SQUIRES	SECRETARY	1.00	Officer Director	$0	$0	$0
JANICE DOWLING	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT ACKERMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIDGETTE ZAPPACOSTA	DIRECTOR OF FINANCE	1.00	Officer	$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
2024	$273,878	$274,807	$436,993	$-929
2023	$271,772	$229,131	$464,553	$42,641
2022	$260,180	$239,861	$460,341	$20,319
2021	$258,384	$243,997	$474,993	$14,387
2020	$253,230	$256,775	$484,763	$-3,545
2019	$245,501	$237,588	$514,668	$7,913
2018	$240,610	$240,852	$586,574	$-242

SHAWL II SENIOR HOUSING OF MONTAGUE