Wittenberg Manor III (EIN 453839035) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Steve Ellis

Phone

5104715282

Tax Period

2024-01-01 to 2024-12-31

Wittenberg Manor III, founded in 2011, is a micro nonprofit in the Housing & Shelter sector that reported $7K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 32% operating margin.

Mission

To develop and provide affordable housing to elderly persons

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,605

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $6,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,221

Other Expenses $4,494

TOTAL EXPENSES $4,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,606	$11,577	-0.4%
Expenses	$4,494	$4,826	-0.1%
Net Income	$2,112	$6,751	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Dave Mueller	Vice President	0.50	Officer Director	$0	$0	$0
Jerrie Moyer	Director	0.50	Director	$0	$0	$0
Maria Mitchell	Secretary	0.50	Officer Director	$0	$0	$0
Henry Blank	Treasurer	0.50	Officer Director	$0	$0	$0
Phil Casperson	Director	0.50	Director	$0	$0	$0
J Lyle Kreger	Director	0.50	Director	$0	$0	$0
Frank Mitchell II	Director	0.50	Director	$0	$0	$0
Steve Ellis	President	0.50	Officer 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	No data	No data	No data	No data
2024	$6,606	$4,494	$856,098	$2,112
2023	$11,577	$4,826	$853,986	$6,751
2022	$50,327	$12,089	$847,235	$38,238
2021	$6,001	$12,191	$809,189	$-6,190
2020	$30,002	$18,890	$813,314	$11,112
2019	$16,103	$12,781	$798,222	$3,322
2018	$3,608	$10,720	$794,900	$-7,112

Wittenberg Manor III