DALTON SENIOR HOUSING INC (EIN 581518011) - 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

1983

Legal Domicile

Principal Officer

JEFFREY D MYERS

Phone

7062787006

Tax Period

2023-10-01 to 2024-09-30

DALTON SENIOR HOUSING INC, founded in 1983, is a small nonprofit that reported $416K in total revenue in fiscal year 2023. The organization ran a surplus of $71K, a strong 17% operating margin.

Mission

THE GOAL OF DALTON SENIOR HOUSING IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AS WELL AS TO OFFER THEM OPPORTUNITIES TO PARTICIPATE IN SOCIAL AND CULTURAL ACTIVITIES. SOME ACTIVITIES INLCUDE: OLDER AMERICANS MONTH IS CELEBRATED EACH MAY, HOLIDAYS ARE CELEBRATED INCLUDING NEW YEAR'S EVE SERVICE, VALENTNE'S DAY, ST. PATRICK'S DAY, EASTER, MOTHER'S AND FATHER'S DAYS, AND CHRISTMAS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $625

Program Service Revenue $403,578

Investment Income $1,381

Other Revenue $10,786

TOTAL REVENUE $416,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $262,100

Other Expenses $345,398

TOTAL EXPENSES $345,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$416,370	$404,334	+0.0%
Expenses	$345,398	$356,778	0.0%
Net Income	$70,972	$47,556	+0.5%

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

$2,682,036

Total Directors

$2,484,873

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY D MYERS	PRESIDENT/CEO/VICE CHAIR	1.00	Officer Director	$0	$119,279	$1,673,818
JULIE A SOEKORO	VP/CFO/SECRETARY/TREASURER	1.00	Officer Director	$0	$109,497	$811,055
STEVEN P BRIDENSTINE	ASSISTANT TREASURER	1.00	Officer	$0	$1,111	$197,163
J DAVID GREGG	CHAIRMAN	1.00	Officer Director	$0	$0	$0
OLIVER F COBB	TRUSTEE	1.00	Director	$0	$0	$0
REV SUZANNE W HOOIE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT B HUBBS	TRUSTEE	1.00	Director	$0	$0	$0
HANNAH C JONES	TRUSTEE	1.00	Director	$0	$0	$0
DOUG PEEPLES	TRUSTEE	1.00	Director	$0	$0	$0
JULIE L THARPE	TRUSTEE	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
2024	$416,370	$345,398	$499,040	$70,972
2023	$404,334	$356,778	$527,596	$47,556
2022	$391,424	$381,444	$455,547	$9,980
2021	$342,235	$387,634	$538,314	$-45,399
2020	$369,808	$300,908	$507,249	$68,900
2019	$364,179	$306,566	$483,095	$57,613
2018	$360,973	$362,978	$447,295	$-2,005

DALTON SENIOR HOUSING INC