NAR ROBERTS JR INC (EIN 550744406) - 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

1995

Legal Domicile

Principal Officer

JOHN CLARK

Phone

3042638954

Tax Period

2024-07-01 to 2025-06-30

NAR ROBERTS JR INC, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $225K in total revenue in fiscal year 2024. Expenses of $201K left a modest 11% surplus.

Mission

TO PROVIDE DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.

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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 $146,702

Program Service Revenue $82,778

Investment Income $-4,289

Other Revenue $0

TOTAL REVENUE $225,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,592

Fundraising Expenses $0

Program Expenses $173,511

Other Expenses $156,942

TOTAL EXPENSES $200,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,191	$228,153	0.0%
Expenses	$200,534	$205,927	0.0%
Net Income	$24,657	$22,226	+0.1%

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

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

$187,176

Total Directors

$345,496

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CLARK	PRESIDENT	N/A	Officer Director	$0	$4,121	$79,121
DARTANYAN FRANKLIN	COMMUNITY RE	N/A	Director	$0	$10,081	$49,601
SAEED HICKS	COMMUNITY RE	N/A	Director	$0	$2,072	$46,072
JENNIFER HATCHELL	COMMUNITY RE	N/A	Director	$0	$0	$0
CANDICE STRANATHAN	COMMUNITY RE	N/A	Director	$0	$2,647	$62,647
SANDY KOVACH	SECRETARY	N/A	Officer Director	$0	$2,637	$50,637
DESSIRRAE KNIGHTEN	TREASURER	N/A	Officer Director	$0	$3,338	$57,418
TOSHA GREENFIELD	FORMER VP	N/A	Officer 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
2025	$225,191	$200,534	$860,895	$24,657
2024	$228,153	$205,927	$845,715	$22,226
2023	$188,016	$184,728	$806,771	$3,288
2022	$135,756	$167,774	$802,845	$-32,018
2021	$137,911	$160,622	$828,857	$-22,711
2020	$137,606	$167,270	$854,866	$-29,664
2019	$129,474	$158,799	$883,747	$-29,325

NAR ROBERTS JR INC