GENESIS RESIDENTIAL (EIN 465609714) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

KATHY WEST

Phone

2564391975

Tax Period

2024-10-01 to 2025-09-30

GENESIS RESIDENTIAL, founded in 2014, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2017. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 6% surplus.

Mission

TO PROVIDE RESIDENTIAL HABILITATION FOR ADULTS WITH INTELLECTUAL DISABILITIES IN NORTHEAST ALABAMA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $650,000

Program Service Revenue $2,050,629

Investment Income $17,336

Other Revenue $0

TOTAL REVENUE $2,717,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $971,665

Fundraising Expenses $0

Program Expenses $1,390,235

Other Expenses $1,069,382

TOTAL EXPENSES $2,041,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,717,965	$2,233,763	+0.2%
Expenses	$2,041,047	$2,098,228	0.0%
Net Income	$676,918	$135,535	+4.0%

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

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	Role	Reportable Comp	Other Comp	Total
AMY ALLEN	DIRECTOR	Director	$0	$0	$0
JULIE FRITZ	PRESIDENT	Officer Director	$0	$0	$0
JAMES RAY	SECRETARY	Officer Director	$0	$0	$0
KATHY WEST	EXECUTIVE DIRECTOR	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
2025	$2,717,965	$2,041,047	$2,106,922	$676,918
2024	$2,233,763	$2,098,228	$1,543,109	$135,535
2023	$1,952,354	$1,924,471	$1,196,079	$27,883
2022	$1,853,185	$1,739,546	$1,185,174	$113,639
2021	$1,847,494	$1,689,146	$1,233,602	$158,348
2020	$1,872,027	$1,620,540	$1,069,695	$251,487
2019	$1,616,002	$1,569,380	$673,895	$46,622
2018	$1,612,968	$1,509,813	$620,002	$103,155

GENESIS RESIDENTIAL