BALDWIN RETIREMENT APARTMENT COMPLEXINC (EIN 480845554) - 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

1976

Legal Domicile

Principal Officer

STEPHANIE NEWELL

Phone

7855946996

Tax Period

2023-01-01 to 2023-12-31

BALDWIN RETIREMENT APARTMENT COMPLEXINC, founded in 1976, is a small nonprofit in the Housing & Shelter sector that reported $545K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $229K, a strong 42% operating margin.

Mission

PROVIDE AFFORDABLE HOUSING FOR THE ELDERLY AND LOW INCOME INDIVIDUALS

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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 $221,643

Program Service Revenue $322,464

Investment Income $983

Other Revenue $0

TOTAL REVENUE $545,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,657

Fundraising Expenses $0

Program Expenses $210,183

Other Expenses $187,500

TOTAL EXPENSES $316,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$545,090	$689,851	-0.2%
Expenses	$316,157	$339,025	-0.1%
Net Income	$228,933	$350,826	-0.3%

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

$37,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN WILLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONNA THOMA	NON-VOTING TENANT REP	1.00	Director	$0	$0	$0
LESLIE ERWINE	TREASURER	1.00	Officer Director	$0	$0	$0
JIM DENNEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHANIE NEWELL	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
RONDA WIDENER	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MICHAEL MCCLINTOCK	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MACK CURRY III ESQ	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
WENDY CHERRY	PROPERTY MANAGER	28.00	Officer	$37,900	$0	$37,900

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	No data	No data	No data	No data
2023	$545,090	$316,157	$1,399,071	$228,933
2022	$689,851	$339,025	$1,188,712	$350,826
2021	$421,858	$307,634	$860,827	$114,224
2020	$295,124	$286,888	$790,950	$8,236
2019	$347,175	$302,704	$780,921	$44,471
2018	$247,267	$247,335	$753,268	$-68

BALDWIN RETIREMENT APARTMENT COMPLEXINC