Lewinsville Retirement Residence Inc (EIN 541067694) - 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

Richadrd t Carter Treasurer

Phone

7034428660

Tax Period

2023-10-01 to 2024-09-30

Lewinsville Retirement Residence Inc, founded in 1982, is a community nonprofit in the Housing & Shelter sector that reported $4.0M in total revenue in fiscal year 2019.

Mission

Low income housing for seniors and handicapped To provide a safe, secure, affordable, and aesthetically pleasing environment designed to compassionately meet the needs of seniors and handicapped persons without regard to their racial, social,ethnic,

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,028,131

Program Service Revenue $1,254,933

Investment Income $8,382

Other Revenue $0

TOTAL REVENUE $4,291,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,526,873

Fundraising Expenses $0

Program Expenses $5,016,308

Other Expenses $3,528,070

TOTAL EXPENSES $5,054,943

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,291,446	$4,134,203	+0.0%
Expenses	$5,054,943	$4,741,844	+0.1%
Net Income	$-763,497	$-607,641	+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

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

$167,557

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard T Carter	Treasurer/Director	5.00	Officer Director	$0	$0	$0
William Chenault	Director	2.00	Director	$0	$0	$0
Sara Becker	President & Director	5.00	Officer Director	$0	$0	$0
George Stewart	Director	3.00	Director	$0	$0	$0
Erik Kloster	Director	2.00	Director	$0	$0	$0
Roy Siple	Vice President & Director	3.00	Officer Director	$0	$0	$0
Carolyn CHNuzzo	Executive Director	37.50	Key Emp Highest	$167,557	$0	$167,557

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	$4,291,446	$5,054,943	$21,837,129	$-763,497
2023	$4,134,203	$4,741,844	$22,908,764	$-607,641
2022	$4,142,115	$4,501,871	$23,915,511	$-359,756
2021	$4,276,526	$4,421,787	$26,993,459	$-145,261
2020	$4,016,761	$4,083,535	$25,499,650	$-66,774

Lewinsville Retirement Residence Inc