ATHENS WOODS ESTATES INC (EIN 391939605) - 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

1998

Legal Domicile

Principal Officer

KEITH CARLSON

Phone

5158381005

Tax Period

2024-01-01 to 2024-12-31

ATHENS WOODS ESTATES INC, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $199K in total revenue in fiscal year 2024. Expenses of $229K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE PRIMARY PURPOSES OF THE CORPORATION ARE TO RESPOND TO HOUSING, HEALTH, RECREATIONAL, SPIRITUAL, AND EMPLOYMENT NEEDS OF THE GREATER STRATFORD/STANHOPE COMMUNITIES.

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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 $39,109

Program Service Revenue $0

Investment Income $0

Other Revenue $160,303

TOTAL REVENUE $199,412

Expense Breakdown

Grants Paid $1,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,289

Other Expenses $227,665

TOTAL EXPENSES $229,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,412	$186,384	+0.1%
Expenses	$229,365	$151,790	+0.5%
Net Income	$-29,953	$34,594	-1.9%

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

120

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
AMY CASTRO	DIRECTOR	Director	$0	$0	$0
DALE WESTRUM	DIRECTOR	Director	$0	$0	$0
MIA PATTERSON	DIRECTOR	Director	$0	$0	$0
KIM JENSEN	DIRECTOR	Director	$0	$0	$0
JIM BRICKER	DIRECTOR	Director	$0	$0	$0
KEITH LEEDS	DIRECTOR	Director	$0	$0	$0
ROBERT POWELL	PRESIDENT	Officer Director	$0	$0	$0
BRUCE BERGGREN	VICE PRESIDENT	Officer Director	$0	$0	$0
LINDA NEPRENY	SECRETARY	Officer Director	$0	$0	$0
KEITH CARLSON	TREASURER	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
2024	$199,412	$229,365	$790,546	$-29,953
2023	$57,355	$83,246	$822,002	$-25,891
2022	$59,186	$82,137	$877,527	$-22,951
2021	$36,647	$98,875	$925,578	$-62,228
2020	$23,293	$91,497	$962,626	$-68,204
2019	$24,516	$51,501	$994,063	$-26,985
2018	$20,818	$47,825	$1,075,742	$-27,007

ATHENS WOODS ESTATES INC