ZION PLACE INCORPORATED T/A LUTHER MANOR (EIN 510248666) - 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

1982

Legal Domicile

Principal Officer

HEATHER L NEFF

Phone

5405625443

Tax Period

2019-01-01 to 2019-12-31

ZION PLACE INCORPORATED T/A LUTHER MANOR, founded in 1982, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2018.

Mission

THE CORPORATION OPERATED A 123 UNIT APARTMENT PROJECT FOR THE LOW INCOME ELDERLY AND/OR HANDICAPPED. THE APARTMENTS WERE LEASED TO TENANTS ON A YEARLY BASIS IN ACCORDANCE WITH A SECTION 8 HOUSING ASSISTANCE CONTRACT WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $216,528

Investment Income $5,168,742

Other Revenue $31,471

TOTAL REVENUE $5,416,741

Expense Breakdown

Grants Paid $3,656,379

Salaries & Benefits $85,907

Fundraising Expenses $0

Program Expenses $3,826,095

Other Expenses $290,920

TOTAL EXPENSES $4,033,206

Year-over-Year Comparison

	2019	2018	Change
Revenue	$5,416,741	$1,346,325	+3.0%
Expenses	$4,033,206	$1,321,690	+2.1%
Net Income	$1,383,535	$24,635	+55.2%

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

$581,097

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES L DOWNS JR	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARIE MALINCHAK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
REV K DAVID SKOLE	SECRETARY	2.00	Officer Director	$0	$0	$0
REV JAMES ARMENTROUT	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE N ARTHUR	DIRECTOR	2.00	Director	$0	$0	$0
ALLEN BLACKWOOD JR	DIRECTOR	2.00	Director	$0	$0	$0
DAN P KAHILL	DIRECTOR	2.00	Director	$0	$0	$0
DIANNE B MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
NANCY K OVERSTREET	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA L PHELPS	DIRECTOR	2.00	Director	$0	$0	$0
DOUG PRICE	DIRECTOR	2.00	Director	$0	$0	$0
JAMES H TROST	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER L NEFF	PRESIDENT & CEO	4.00	Officer	$0	$17,920	$329,285
MICHAEL R BIRD	CFO	4.00	Officer	$0	$17,855	$251,812

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
2019	$5,416,741	$4,033,206	No data	$1,383,535
2018	$1,346,325	$1,321,690	$1,655,817	$24,635

ZION PLACE INCORPORATED T/A LUTHER MANOR