COLONIAL VIEW LTD (EIN 391334520) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

KARALEE PREMUS

Phone

6088373174

Tax Period

2024-10-01 to 2025-09-30

COLONIAL VIEW LTD, founded in 1977, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $166K, a strong 15% operating margin.

Mission

TO PROVIDE ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $600,031

Program Service Revenue $457,984

Investment Income $27,056

Other Revenue $88

TOTAL REVENUE $1,085,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $493,803

Fundraising Expenses $0

Program Expenses $513,599

Other Expenses $425,212

TOTAL EXPENSES $919,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,085,159	$1,035,363	+0.0%
Expenses	$919,015	$889,494	+0.0%
Net Income	$166,144	$145,869	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$113,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TED CHASE	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG FUMELLE	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN ANDRES	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
RUSS FASSBENDER	DIRECTOR	1.00	Director	$0	$0	$0
DR GREG MOTL	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET TRAVNICK OBERFOELL	DIRECTOR	1.00	Director	$0	$0	$0
VICKY WEIER	DIRECTOR (THRU MID-OCT)	1.00	Director	$0	$0	$0
KARALEE PREMUS	ADMINISTRATOR	40.00	Officer	$95,179	$17,904	$113,083

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	$1,085,159	$919,015	$2,880,064	$166,144
2024	$1,035,363	$889,494	$2,712,268	$145,869
2023	$979,587	$863,771	$2,901,751	$115,816
2022	$970,114	$688,564	$2,737,922	$281,550
2021	$961,414	$698,144	$2,731,823	$263,270
2020	$947,384	$680,523	$2,363,256	$266,861
2019	$891,925	$634,352	$2,125,078	$257,573
2018	$865,027	$697,022	$1,989,999	$168,005

COLONIAL VIEW LTD