COKATO APARTMENTS INC CO SMR MANAGEME (EIN 411357224) - 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

PAUL BOGER

Phone

3202823864

Tax Period

2025-01-01 to 2025-12-31

COKATO APARTMENTS INC CO SMR MANAGEME, founded in 1979, is a small nonprofit that reported $884K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $819K left a modest 7% surplus.

Mission

PROVIDE AFFORDABLE HOUSING FOR ELDERLY INDIVIDUALS AND FAMILIES.

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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 $0

Program Service Revenue $878,676

Investment Income $5,028

Other Revenue $0

TOTAL REVENUE $883,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $819,012

Other Expenses $819,012

TOTAL EXPENSES $819,012

Year-over-Year Comparison

	2025	2024	Change
Revenue	$883,704	$802,833	+0.1%
Expenses	$819,012	$727,957	+0.1%
Net Income	$64,692	$74,876	-0.1%

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

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
PAUL BOGER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BEVERLY IRVIN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
LIBBY BAYUK	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SEVERSON	DIRECTOR	1.00	Director	$0	$0	$0
DEB SEABERG	SECRETARY	1.00	Officer Director	$0	$0	$0
LEANN KING	DIRECTOR	1.00	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
2025	$883,704	$819,012	$1,897,528	$64,692
2024	$802,833	$727,957	$1,870,179	$74,876
2023	$783,758	$749,118	$1,836,923	$34,640
2022	$716,134	$698,359	$1,867,278	$17,775
2021	$690,477	$654,938	$1,861,045	$35,539
2020	$705,160	$572,044	$1,861,046	$133,116

COKATO APARTMENTS INC CO SMR MANAGEME