TEMPLE HEIGHTS MANOR II (EIN 431149769) - 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

1977

Legal Domicile

Principal Officer

JOHN ALEX UPPERMAN

Phone

8163581515

Tax Period

2019-10-01 to 2020-09-30

TEMPLE HEIGHTS MANOR II, founded in 1977, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2019. Revenue surged 290% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.9M, a strong 84% operating margin.

Mission

PROVIDE HOUSING FOR ELDERLY AND DISABLED.

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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 (2019)

Revenue Breakdown

Contributions & Grants $61,711

Program Service Revenue $1,067,140

Investment Income $4,686,718

Other Revenue $339

TOTAL REVENUE $5,815,908

Expense Breakdown

Grants Paid $38,038

Salaries & Benefits $142,767

Fundraising Expenses $0

Program Expenses $784,940

Other Expenses $759,309

TOTAL EXPENSES $940,114

Year-over-Year Comparison

	2019	2018	Change
Revenue	$5,815,908	$1,493,028	+2.9%
Expenses	$940,114	$1,265,924	-0.3%
Net Income	$4,875,794	$227,104	+20.5%

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

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
DENNIS DEWITT	SECRETARY	1.00	Officer Director	$0	$0	$0
WES BIRD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ALEX UPPERMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN PRADA	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN ANDERSON	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
2020	$5,815,908	$940,114	$6,920,406	$4,875,794
2019	$1,493,028	$1,265,924	$1,429,603	$227,104
2018	$1,489,981	$1,400,099	$1,500,650	$89,882

TEMPLE HEIGHTS MANOR II