YORKTOWN SENIOR HOUSE INC

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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

1990

Legal Domicile

Principal Officer

JOHN LIMEBERRY

Phone

5023640340

Tax Period

2023-07-01 to 2024-06-30

Mission

LOW-INCOME HOUSING

Program Service Accomplishments

Program 1

THE PROJECT CONSISTS OF 50-UNITS AND IS LOCATED IN LOUISVILLE, KENTUCKY. THE PROJECT IS INSURED UNDER SECTION 207 PURSUANT TO SECTION 223(F) OF THE NATIONAL HOUSING ACT AND REGULATIONS PUBLISHED...

THE PROJECT CONSISTS OF 50-UNITS AND IS LOCATED IN LOUISVILLE, KENTUCKY. THE PROJECT IS INSURED UNDER SECTION 207 PURSUANT TO SECTION 223(F) OF THE NATIONAL HOUSING ACT AND REGULATIONS PUBLISHED THERE UNDER OF THE FEDERAL HOUSING COMMISSIONER, AS AMENDED. THE PROJECT IS SUBJECT TO REGULATION BY THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD).

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$2,709,987	-1.0%
Expenses	N/A	$238,468	-1.0%
Net Income	N/A	$2,471,519	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLLEEN QUINTER	SECRETARY	1.00	Officer Director	$0	$0	$0
DARRELL SMITH	TRESURER	1.00	Officer Director	$0	$0	$0
DONNIE GULLION	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
RICK SHELMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FRANCIS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LIMEBERRY	PRESIDENT	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$467,560	$502,884	$897,950	$-35,324
2021	$476,064	$441,554	$903,206	$34,510
2020	$484,249	$475,810	$908,816	$8,439
2019	$479,498	$457,423	$934,665	$22,075