AAA ELDERLY HOUSING - HERITAGE COURT OF SHERIDAN INC (EIN 621691744) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

KATHY TYNES

Phone

8705436300

Tax Period

2017-07-01 to 2018-06-30

AAA ELDERLY HOUSING - HERITAGE COURT OF SHERIDAN INC, founded in 1997, is a micro nonprofit in the Housing & Shelter sector that reported $74K in total revenue in fiscal year 2017. Expenses of $87K exceeded revenue, resulting in a 18% operating deficit.

Mission

OPERATIONS AND MAINTENANCE OF HOUSING BENEFITING A VARYING NUMBER OF THE ELDERLY IN THE SHERIDAN AREA THROUGH THE USE OF ITS HOUSING UNITS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $73,829

Investment Income $94

Other Revenue $342

TOTAL REVENUE $74,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,842

Fundraising Expenses $0

Program Expenses $56,998

Other Expenses $71,540

TOTAL EXPENSES $87,382

Year-over-Year Comparison

	2017	2016	Change
Revenue	$74,265	$73,776	+0.0%
Expenses	$87,382	$91,789	0.0%
Net Income	$-13,117	$-18,013	-0.3%

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

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

$216,220

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD SMITH	MEMBER	1.0	Director	$0	$0	$0
RUTH ZIMMEREBNER	SECRETARY	1.0	Officer Director	$0	$0	$0
PEGGY BULLOCK	MEMBER	1.0	Director	$0	$0	$0
DEBI ATTWOOD	MEMBER	1.0	Director	$0	$0	$0
SIMMIE ARMSTRONG JR	MEMBER	1.0	Director	$0	$0	$0
MARY TURNER	MEMBER	1.0	Director	$0	$0	$0
PATTY ZIEMAN	MEMBER	1.0	Director	$0	$0	$0
PHIL MCBEE	CHAIRMAN	1.0	Officer Director	$0	$0	$0
MANDY ALFORD	MEMBER	1.0	Director	$0	$0	$0
FREDDIE JENKINS	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
BURTHEL THOMAS	MEMBER	1.0	Director	$0	$0	$0
THERESA HORTON	MEMBER	1.0	Director	$0	$0	$0
NORMAN D CLARK	MEMBER	1.0	Director	$0	$0	$0
JEFF WARDLAW	MEMBER	1.0	Director	$0	$0	$0
WILLIAM BUSBY	MEMBER	1.0	Director	$0	$0	$0
BETTY M BRADSHAW	PRESIDENT & CEO	0.25	Officer	$0	$10,085	$129,047
KATHY TYNES	DIRECTOR OF FISCAL OPERATIONS	0.25	Officer	$0	$10,852	$87,173

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
2018	$74,265	$87,382	$474,422	$-13,117

AAA ELDERLY HOUSING - HERITAGE COURT OF SHERIDAN INC