OSKALOOSA RETIREMENT HOMES INC C/O KEYWAY MANAGEMENT COMPANY (EIN 421081648) - 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

PATRICIA HARLAND

Phone

5152230300

Tax Period

2025-01-01 to 2025-12-31

OSKALOOSA RETIREMENT HOMES INC C/O KEYWAY MANAGEMENT COMPANY, founded in 1979, is a small nonprofit that reported $508K in total revenue in fiscal year 2025. Expenses of $466K left a modest 8% surplus.

Mission

PROVIDE LOW INCOME HOUSING FOR ELDERLY IN THE OSKALOOSA, IOWA LOCALITY.

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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 $507,735

Investment Income $9

Other Revenue $0

TOTAL REVENUE $507,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,039

Fundraising Expenses $0

Program Expenses $333,923

Other Expenses $376,222

TOTAL EXPENSES $466,261

Year-over-Year Comparison

	2025	2024	Change
Revenue	$507,744	$514,994	0.0%
Expenses	$466,261	$448,948	+0.0%
Net Income	$41,483	$66,046	-0.4%

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

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
PATRICIA HARLAND	PRESIDENT	0.15	Officer Director	$0	$0	$0
CHERLYNN WAITE	VICE PRESIDENT	0.15	Officer Director	$0	$0	$0
KEARSTIN SHIPMAN	SECRETARY	0.15	Officer Director	$0	$0	$0
JOANN PLATE	DIRECTOR	0.15	Director	$0	$0	$0
KHEARSTON SCHUJTER	DIRECTOR	0.15	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	$507,744	$466,261	$524,536	$41,483
2024	No data	No data	No data	No data
2023	$467,839	$380,026	$474,374	$87,813
2022	$389,970	$404,784	$411,335	$-14,814
2021	$388,669	$397,812	$455,239	$-9,143
2020	$388,276	$356,847	$513,521	$31,429
2019	$400,240	$338,060	$537,307	$62,180
2018	$389,043	$337,936	$522,456	$51,107

OSKALOOSA RETIREMENT HOMES INC C/O KEYWAY MANAGEMENT COMPANY