CULPEPPER GARDEN III INCORPORATED (EIN 541873290) - 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

1997

Legal Domicile

Principal Officer

PETER KANT

Phone

7035280162

Tax Period

2023-07-01 to 2024-06-30

CULPEPPER GARDEN III INCORPORATED, founded in 1997, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2017. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE LOW INCOME HOUSING UNITS AND SUPPORTIVE SERVICES FOR ELDERLY TENANTS OVER THE AGE OF 62. CULPEPPER GARDEN III DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, ELDERLINESS, RELIGION, OR NATIONAL ORIGIN.

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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 $150,000

Program Service Revenue $4,283,347

Investment Income $-852

Other Revenue $0

TOTAL REVENUE $4,432,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,063,729

Fundraising Expenses $0

Program Expenses $4,473,689

Other Expenses $1,740,036

TOTAL EXPENSES $4,803,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,432,495	$4,391,159	+0.0%
Expenses	$4,803,765	$4,485,027	+0.1%
Net Income	$-371,270	$-93,868	+3.0%

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

103

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
PETER KANT	CHAIR	1.00	Officer Director	$0	$0	$0
MARY SUSAN PHILP	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES MENG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
HUGH FRANKLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
RAFAEL E ROMAN	TREASURER	1.00	Officer Director	$0	$0	$0
VINH NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE HAMMOND-PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
KEN AUGHENBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
MICHELINE CASTAN-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA FAVOLA	DIRECTOR	1.00	Director	$0	$0	$0
ANDRES TOBAR	DIRECTOR	1.00	Director	$0	$0	$0
MESBAH MOTAMED	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SPAHR	DIRECTOR	1.00	Director	$0	$0	$0
SANDY BUSHUE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
ADAM KRISCHER	DIRECTOR	1.00	Director	$0	$0	$0
BIRTUKAN MATAFERIA	LPN	40.00	Highest	$119,148	$0	$119,148
PAUL TIMPANE	PROPERTY OPERATIONS DIRECTOR	2.00	Highest	$5,998	$0	$119,961

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	$4,432,495	$4,803,765	$3,905,692	$-371,270
2023	$4,391,159	$4,485,027	$4,176,607	$-93,868
2022	$4,223,629	$4,189,767	$4,408,963	$33,862
2021	$3,986,845	$3,985,235	$4,348,861	$1,610
2020	$3,745,141	$3,966,389	$4,327,118	$-221,248
2019	$3,676,501	$3,804,298	$4,528,912	$-127,797
2018	$3,648,737	$3,816,367	$4,644,600	$-167,630

CULPEPPER GARDEN III INCORPORATED