SHELTERED HOMES OF ALEXANDRIA (EIN 540968556) - 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

1974

Legal Domicile

Principal Officer

JULIE JAKOPIC

Phone

7037463471

Tax Period

2022-07-01 to 2023-06-30

Sheltered Homes of Alexandria, founded in 1974, is a small nonprofit in the Mental Health sector that reported $784K in total revenue in fiscal year 2018. Revenue surged 134% from the prior year, signaling strong growth momentum. The organization ran a surplus of $428K, a strong 55% operating margin.

Mission

TO PROVIDE NON-SECTARIAN HOUSING FOR MENTALLY DISABLED OR IMPARIED ADULTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $197,041

Program Service Revenue $426,600

Investment Income $2,960

Other Revenue $0

TOTAL REVENUE $626,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $598,606

Other Expenses $644,041

TOTAL EXPENSES $644,041

Year-over-Year Comparison

	2022	2021	Change
Revenue	$626,601	$267,020	+1.3%
Expenses	$644,041	$79,379	+7.1%
Net Income	$-17,440	$187,641	-1.1%

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
JULIE NATHANSON JAKOPIC	CHAIR	2.00	Officer Director	$0	$0	$0
SUZANNE CHIS	TREASURER UNTIL JUNE 2023	2.00	Officer Director	$0	$0	$0
DEBRA ARNETT	TREASURER AS OF JUNE 2023	2.00	Officer Director	$0	$0	$0
MARY CATHERINE GIBBS	SECRETARY	1.00	Officer Director	$0	$0	$0
J GLENN HOPKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
HARRY HART	BOARD MEMBER	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
2023	$626,601	$644,041	$7,025,158	$-17,440
2022	$267,020	$79,379	$6,984,210	$187,641
2021	$345,837	$326,991	$4,223,914	$18,846
2020	$290,926	$409,755	$3,854,403	$-118,829
2019	$783,654	$356,121	$3,994,359	$427,533

SHELTERED HOMES OF ALEXANDRIA