BL TREVATHANHATLER E MORGAN ELDERLY HOUSING INC (EIN 611389333) - 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

2001

Legal Domicile

Principal Officer

GENE GILLILAND

Phone

8128765478

Tax Period

2024-04-01 to 2025-03-31

BL TREVATHANHATLER E MORGAN ELDERLY HOUSING INC, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $218K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $272K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY

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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 $90,755

Program Service Revenue $127,440

Investment Income $91

Other Revenue $0

TOTAL REVENUE $218,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,329

Fundraising Expenses $0

Program Expenses $165,472

Other Expenses $241,458

TOTAL EXPENSES $271,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$218,286	$236,570	-0.1%
Expenses	$271,787	$273,144	0.0%
Net Income	$-53,501	$-36,574	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE GILLAND	DIRECTOR	2.00	Director	$0	$0	$0
DOUG CLARK	PRESIDENT	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	$218,286	$271,787	$999,336	$-53,501
2024	$236,570	$273,144	$1,058,200	$-36,574
2023	$186,102	$229,895	$1,093,175	$-43,793
2022	$182,070	$242,922	$1,140,808	$-60,852
2021	$183,611	$229,961	$1,195,811	$-46,350
2020	$182,349	$213,226	$1,229,851	$-30,877
2019	$201,687	$238,800	$1,255,856	$-37,113
2018	$175,247	$223,783	$1,278,177	$-48,536

BL TREVATHANHATLER E MORGAN ELDERLY HOUSING INC