ST ANDREWS OF JENNINGS PHASE II (EIN 431926462) - 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

2004

Legal Domicile

Principal Officer

JOSEPH GIRARDI

Phone

3147260111

Tax Period

2023-01-01 to 2023-12-31

ST ANDREWS OF JENNINGS PHASE II, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $197K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $236K exceeded revenue, resulting in a 20% operating deficit.

Mission

LOW INCOME HOUSING

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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 $0

Program Service Revenue $191,804

Investment Income $1,772

Other Revenue $3,171

TOTAL REVENUE $196,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,653

Fundraising Expenses $0

Program Expenses $183,528

Other Expenses $206,790

TOTAL EXPENSES $236,443

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,747	$180,188	+0.1%
Expenses	$236,443	$239,193	0.0%
Net Income	$-39,696	$-59,005	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM COOPER	SEC/TREASURE	1.00	Officer Director	$0	$0	$0
MAUREEN DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON HANNEKE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL HOLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELLY MATHON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
COURTNEY WEST	CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH GIRARDI	CFO	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$196,747	$236,443	$1,444,532	$-39,696
2022	$180,188	$239,193	$1,498,350	$-59,005
2021	$168,928	$207,265	$1,537,204	$-38,337
2020	$174,811	$190,825	$1,551,596	$-16,014
2019	$171,547	$200,660	$1,573,120	$-29,113
2018	$175,685	$233,907	$1,599,564	$-58,222

ST ANDREWS OF JENNINGS PHASE II