SHIRKEY ESTATES INC (EIN 431197607) - 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

1980

Legal Domicile

Phone

8167763272

Tax Period

2025-01-01 to 2025-12-31

SHIRKEY ESTATES INC, founded in 1980, is a micro nonprofit that reported $98K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $108K exceeded revenue, resulting in a 10% operating deficit.

Mission

RENT TO PATRONS WHO ARE 65 YEARS OR OLDER

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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 $96,096

Investment Income $41

Other Revenue $1,625

TOTAL REVENUE $97,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,500

Other Expenses $107,923

TOTAL EXPENSES $107,923

Year-over-Year Comparison

	2025	2024	Change
Revenue	$97,762	$80,547	+0.2%
Expenses	$107,923	$112,038	0.0%
Net Income	$-10,161	$-31,491	-0.7%

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
DENNIS ESTES	PRESIDENT	1.00	Director	$0	$0	$0
Shelly Sander	DIRECTOR	1.00	Director	$0	$0	$0
Bill Purcell	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DANA	SECRETARY	1.00	Director	$0	$0	$0
James Hulsey	VICE PRESIDENT	1.00	Director	$0	$0	$0
Stephanie Wheeler	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	$97,762	$107,923	$271,519	$-10,161
2024	$80,547	$112,038	$293,521	$-31,491
2023	$87,929	$84,894	$336,391	$3,035
2022	$94,609	$89,660	$344,606	$4,949
2021	$94,619	$96,192	$350,469	$-1,573
2020	$95,901	$100,617	$362,442	$-4,716
2019	$95,182	$98,648	$359,138	$-3,466
2018	$94,854	$90,809	$372,364	$4,045

SHIRKEY ESTATES INC