AUNT SHUGS ASSISTED LIVING

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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

2016

Legal Domicile

Phone

4103652166

Tax Period

2024-01-01 to 2024-12-31

AUNT SHUGS ASSISTED LIVING, founded in 2016, is a micro nonprofit in the Housing & Shelter sector that reported $39K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 28% operating margin.

Mission

PROVIDE ASSISTED LIVING SERVICES TO ELDERLY WAR VETERANS AND THE DISABLED. THE BUSINESS STRIVES TO HELP THE AFORMENTIONED INDIVIDUALS TO FUNCTION AND LIVE INDEPENDENTLY.

Program Service Accomplishments

Program 1

Expenses: $19,480

THE BUSINESS IS VERY SUCCESSFUL IN PROVIDING ASSISTED SERVICES TO THE ELDERLY WAR VETERANS AND THE DISABLED. OUR MISSION TO HELP THE AFOREMENTIONED IN DEVELOPING INDEPENDENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $39,460

Investment Income $0

Other Revenue $0

TOTAL REVENUE $39,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,480

Other Expenses $28,580

TOTAL EXPENSES $28,580

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,460	$64,123	-0.4%
Expenses	$28,580	$66,433	-0.6%
Net Income	$10,880	$-2,310	-5.7%

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

N/A

Employees

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELIA CASON	DIRECTOR	0.00	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
2024	$39,460	$28,580	$20,990	$10,880
2023	$64,123	$66,433	$10,110	$-2,310
2022	$149,011	$137,829	$12,420	$11,182
2021	$50,665	$49,997	$1,238	$668