JONESBURG SENIOR CITIZEN HOUSING INC (EIN 431206961) - 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

Principal Officer

JERRY SCHWARTZ

Phone

6365973001

Tax Period

2024-07-01 to 2025-06-30

JONESBURG SENIOR CITIZEN HOUSING INC, founded in 1980, is a micro nonprofit that reported $100K in total revenue in fiscal year 2024. Expenses of $118K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROMOTE THE GENERAL SOCIAL WELFARE OF THE COMMUNITY AND FOR THAT PURPOSE TO ACQUIRE, CONSTRUCT, PROVIDE AND OPERATE RENTAL HOUSING TO ELIGIBLE OCCUPANTS AS DETERMINED BY FARMERS HOME ADMINISTRATION REGULATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $99,274

Investment Income $293

Other Revenue $0

TOTAL REVENUE $99,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,483

Other Expenses $118,130

TOTAL EXPENSES $118,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,567	$96,006	+0.0%
Expenses	$118,130	$109,948	+0.1%
Net Income	$-18,563	$-13,942	+0.3%

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

$6,350

Total Directors

$6,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY SCHWARTZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
GREG BELEW	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JILL COBB	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELE ALBERTERNST	TREASURER	5.00	Officer Director	$6,350	$0	$6,350

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	$99,567	$118,130	$296,424	$-18,563
2024	$96,006	$109,948	$321,374	$-13,942
2023	$101,224	$116,797	$348,054	$-15,573
2022	$100,137	$78,682	$370,682	$21,455
2021	$93,952	$89,564	$356,883	$4,388
2020	$98,691	$97,420	$361,238	$1,271
2019	$105,973	$101,921	$362,969	$4,052

JONESBURG SENIOR CITIZEN HOUSING INC