REGAL OAKS APARTMENTS INC

EIN: 455268425 501(c)(3) Housing & Shelter

HENDERSONVILLE, NC

Total Revenue
$149,492
Total Expenses
$248,797
Total Assets
$2,801,197
Net Assets
$-791,713
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
NC
Principal Officer
SHERYL FORTUNE
Phone
8286924744
Tax Period
2023-01-01 to 2023-12-31

REGAL OAKS APARTMENTS INC, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $149K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $249K exceeded revenue, resulting in a 66% operating deficit.

Mission

TO OWN AND OPERATE A 24-UNIT APARTMENT COMPLEX, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. THE PROJECT IS LOCATED IN HENDERSONVILLE, NORTH CAROLINA AND IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT AS TO RENTAL RATES AND OPERATING METHODS. ADDITIONALLY, UNITS IN THE PROJECT ARE COVERED UNDER A PROJECT RENTAL ASSISTANCE CONTRACT WITH HUD AND A SIGNIFICANT PORTION OF THE PROJECT'S RENTAL INCOME IS RECEIVED FROM HUD.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $65,565
Program Service Revenue $98,509
Investment Income $-14,582
Other Revenue $0
TOTAL REVENUE $149,492

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $242,296
Other Expenses $248,797
TOTAL EXPENSES $248,797

Year-over-Year Comparison

2023 2022 Change
Revenue $149,492 $163,069 -0.1%
Expenses $248,797 $262,843 -0.1%
Net Income $-99,305 $-99,774 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
14

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
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHERYL FORTUNE PRESIDENT 2.00
Officer Director
$0 $0 $0
DANIEL HEYMAN VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
JENNIFER DUVALL TREASURER 2.00
Officer Director
$0 $0 $0
BLANCA SANCHEZ SECRETARY 2.00
Officer Director
$0 $0 $0
MALLORY BENJAMIN DIRECTOR 1.00
Director
$0 $0 $0
SONYA FLYNN DIRECTOR 1.00
Director
$0 $0 $0
CANDI GUFFEY DIRECTOR 1.00
Director
$0 $0 $0
TYLER HENRY DIRECTOR 1.00
Director
$0 $0 $0
MARYANN HOLLOCKER DIRECTOR 1.00
Director
$0 $0 $0
NORY LEBRUN DIRECTOR 1.00
Director
$0 $0 $0
KRISTEN LEE DIRECTOR 1.00
Director
$0 $0 $0
ELLEN MACDONALD-ALMAZAN DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER MAYNOR DIRECTOR 1.00
Director
$0 $0 $0
STEVE WILKIE 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
2024 No data No data No data No data
2023 $149,492 $248,797 $2,801,197 $-99,305
2022 $163,069 $262,843 $2,900,460 $-99,774
2021 $165,407 $234,413 $2,991,341 $-69,006
2020 $161,876 $239,884 $3,062,079 $-78,008
2019 $146,767 $277,915 $3,140,286 $-131,148
2018 $163,548 $257,867 $3,265,716 $-94,319
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