CHASEBURG HOUSING FOR THE ELDERLY (EIN 391301988) - 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

1979

Legal Domicile

Principal Officer

JOHN WROBEL

Phone

6084832649

Tax Period

2025-01-01 to 2025-12-31

CHASEBURG HOUSING FOR THE ELDERLY, founded in 1979, is a micro nonprofit that reported $98K in total revenue in fiscal year 2025. Expenses of $90K left a modest 7% surplus.

Mission

LOW-INC HOUSING FOR ELDERLY

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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 (2025)

Revenue Breakdown

Contributions & Grants $22,203

Program Service Revenue $73,648

Investment Income $1,707

Other Revenue $0

TOTAL REVENUE $97,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,171

Fundraising Expenses $0

Program Expenses $66,545

Other Expenses $73,109

TOTAL EXPENSES $90,280

Year-over-Year Comparison

	2025	2024	Change
Revenue	$97,558	$100,264	0.0%
Expenses	$90,280	$65,630	+0.4%
Net Income	$7,278	$34,634	-0.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE ROBERTS	MANAGER	10.00	Highest	$15,996	$0	$15,996
CRYSTAL ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
DAGNEY DAHLKE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT BERRA	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD MIDTLIEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN WROBEL	PRESDIRECTOR	4.00	Officer	$0	$0	$0
MYRNA OSTREM	SECRETARYTREASURER	5.00	Officer	$0	$0	$0
DENNIS BERG	VICE PRESIDENT	2.00	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
2025	$97,558	$90,280	$139,476	$7,278
2024	$100,264	$65,630	$143,483	$34,634
2023	$97,255	$71,432	$138,554	$25,823
2022	$100,505	$76,371	$137,363	$24,134
2021	$94,109	$76,927	$144,820	$17,182
2020	$82,378	$77,399	$149,052	$4,979
2019	$78,396	$63,512	$156,437	$14,884
2018	$81,416	$66,645	$190,097	$14,771

CHASEBURG HOUSING FOR THE ELDERLY