Epiphany Senior Citizens Housing Corp (EIN 411703162) - 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

1981

Legal Domicile

Principal Officer

Kristann Yocum

Phone

7637550320

Tax Period

2023-01-01 to 2023-12-31

Epiphany Senior Citizens Housing Corp, founded in 1981, is a community nonprofit in the Housing & Shelter sector that reported $6.6M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $5.8M left a modest 12% surplus.

Mission

To provide housing for the elderly and to provide services designed to meet their needs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $200,935

Program Service Revenue $6,088,003

Investment Income $290,549

Other Revenue $0

TOTAL REVENUE $6,579,487

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $3,416,842

Fundraising Expenses $0

Program Expenses $5,011,041

Other Expenses $2,396,410

TOTAL EXPENSES $5,814,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,579,487	$5,388,603	+0.2%
Expenses	$5,814,752	$5,030,578	+0.2%
Net Income	$764,735	$358,025	+1.1%

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

121

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

$186,794

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Art Coates	President	5.00	Officer Director	$0	$0	$0
Nick Combs	Vice President	5.00	Officer Director	$0	$0	$0
David Kassing thru 113023	Finance	5.00	Officer Director	$0	$0	$0
Ed Bock	Secretary	5.00	Officer Director	$0	$0	$0
Dr Rick Bertie	Director	1.00	Director	$0	$0	$0
Lori Clark	Director	1.00	Director	$0	$0	$0
Maxine Hogan	Director	1.00	Director	$0	$0	$0
Dr John Loes	Director	1.00	Director	$0	$0	$0
Denis Plankers	Director	1.00	Director	$0	$0	$0
John Awalt	Director	1.00	Director	$0	$0	$0
Terry Betthauser	Director	1.00	Director	$0	$0	$0
Mark Hapka	Director	1.00	Director	$0	$0	$0
Tom Kopachek	Director	1.00	Director	$0	$0	$0
Barry Wills	Director	1.00	Director	$0	$0	$0
Susan Carlson Since 12523	Director	1.00	Director	$0	$0	$0
Caroline LaCoursiere	Executive Director	40.00	Officer	$95,976	$12,129	$108,105
Kelsey Marin	Finance Manager	40.00	Officer	$68,768	$9,921	$78,689

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	No data	No data	No data	No data
2023	$6,579,487	$5,814,752	$14,899,560	$764,735
2022	$5,388,603	$5,030,578	$14,607,924	$358,025
2021	$5,459,574	$4,413,411	$15,750,166	$1,046,163
2020	$5,265,942	$4,604,966	$15,644,281	$660,976
2019	$5,566,931	$4,724,845	$14,868,067	$842,086
2018	$5,558,220	$4,561,566	$14,314,219	$996,654

Epiphany Senior Citizens Housing Corp