COLONIAL HOUSE (EIN 550404907) - Form 990 Financial Analysis & Trantor Score

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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

1950

Legal Domicile

Principal Officer

JANE D KINCHELOE

Phone

3044286575

Tax Period

2025-01-01 to 2025-12-31

COLONIAL HOUSE, founded in 1950, is a small nonprofit that reported $441K in total revenue in fiscal year 2025. Expenses of $403K left a modest 9% surplus.

Mission

TO PROVIDE ASSISTED LIVING FACILITY FOR RESIDENTIAL CARE TO ELDERLY RESIDENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $17,026

Program Service Revenue $412,420

Investment Income $11,276

Other Revenue $0

TOTAL REVENUE $440,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $223,525

Fundraising Expenses $0

Program Expenses $391,112

Other Expenses $179,694

TOTAL EXPENSES $403,219

Year-over-Year Comparison

	2025	2024	Change
Revenue	$440,722	$446,647	0.0%
Expenses	$403,219	$409,354	0.0%
Net Income	$37,503	$37,293	+0.0%

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

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
JUDY CRICHTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DALLAS WINGROVE	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY MILLS	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL PRUNTY	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNEMARIE MAGGARD	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA GUICE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE D KINCHELOE	PRESIDENT	1.00	Officer	$0	$0	$0
WARREN CARTER	VICE PRESIDENT	2.00	Officer	$0	$0	$0
BECKY MARTIN	SECRETARY	2.00	Officer	$0	$0	$0
KIM TENNANT	TREASURER	2.00	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
2025	$440,722	$403,219	$846,298	$37,503
2024	$446,647	$409,352	$777,741	$37,295
2023	$524,032	$422,372	$701,904	$101,660
2022	$230,637	$472,760	$576,428	$-242,123
2021	$402,209	$469,725	$879,726	$-67,516
2020	$409,695	$419,089	$877,719	$-9,394
2019	$500,360	$437,965	$885,176	$62,395

COLONIAL HOUSE