COTTAGES AT CRESTVIEW INC (EIN 470865229) - 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

2002

Legal Domicile

Principal Officer

JIMMY DANCY

Phone

8282872281

Tax Period

2023-07-01 to 2024-06-30

COTTAGES AT CRESTVIEW INC, founded in 2002, is a small nonprofit in the Housing & Shelter sector that reported $230K in total revenue in fiscal year 2023.

Mission

TO PROVIDE LOW-COST HOUSING FOR ELDERLY RESIDENTS THAT HAVE LIMITED INCOME.

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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 $126,532

Program Service Revenue $101,712

Investment Income $1,513

Other Revenue $0

TOTAL REVENUE $229,757

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,900

Fundraising Expenses $0

Program Expenses $230,030

Other Expenses $237,476

TOTAL EXPENSES $241,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$229,757	$220,175	+0.0%
Expenses	$241,376	$245,598	0.0%
Net Income	$-11,619	$-25,423	-0.5%

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

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
JIM DANCY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JIM EDWARDS	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
LORI SIMPSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE CARSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE HATTON	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
2025	No data	No data	No data	No data
2024	$229,757	$241,376	$1,471,479	$-11,619
2023	$220,175	$245,598	$1,478,182	$-25,423
2022	$207,854	$226,201	$1,505,777	$-18,347
2021	$202,561	$235,033	$1,527,788	$-32,472
2020	$184,529	$255,333	$1,568,112	$-70,804
2019	$170,814	$240,274	$1,630,634	$-69,460
2018	$169,118	$232,394	$1,699,332	$-63,276

COTTAGES AT CRESTVIEW INC