WALTER B ROBERTS MANOR (EIN 470524718) - 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

1967

Legal Domicile

Principal Officer

MARK BULGER

Phone

4023424099

Tax Period

2023-08-01 to 2024-07-31

WALTER B ROBERTS MANOR, founded in 1967, is a small nonprofit that reported $236K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $348K exceeded revenue, resulting in a 47% operating deficit.

Mission

PROVIDE AFFORDABLE AND SAFE HOUSING FOR SENIORS AND PERSONS WITH DISABILITIES IN OMAHA, NEBRASKA

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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 $235,796

Investment Income $56

Other Revenue $0

TOTAL REVENUE $235,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,083

Fundraising Expenses $0

Program Expenses $281,095

Other Expenses $312,722

TOTAL EXPENSES $347,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,852	$251,446	-0.1%
Expenses	$347,805	$273,164	+0.3%
Net Income	$-111,953	$-21,718	+4.2%

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

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
MARK BULGER	CHAIR	000.25	Officer Director	$0	$0	$0
JAMIE CARLSON	TREASURER	000.25	Officer Director	$0	$0	$0
LISA JOHNSON	DIRECTOR	000.25	Director	$0	$0	$0
KIM JURANEK	DIRECTOR	000.25	Director	$0	$0	$0
EVY KATZ	DIRECTOR	000.25	Director	$0	$0	$0
KATIE LARSON	DIRECTOR	000.25	Director	$0	$0	$0
RYAN OSENTOWSKI	DIRECTOR	000.25	Director	$0	$0	$0
PAM WALKER	DIRECTOR	000.25	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	$235,852	$347,805	$217,719	$-111,953
2023	$251,446	$273,164	$317,337	$-21,718
2022	$219,646	$292,919	$328,255	$-73,273
2021	$236,256	$260,096	$395,186	$-23,840
2020	$245,123	$221,339	$420,892	$23,784
2019	$236,183	$225,124	$398,594	$11,059

WALTER B ROBERTS MANOR