CALHOUN PRESBYTERIAN APARTMENTS INC (EIN 630771723) - 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

1978

Legal Domicile

Principal Officer

LARRY DAWSON

Phone

2562372569

Tax Period

2023-01-01 to 2023-12-31

CALHOUN PRESBYTERIAN APARTMENTS INC, founded in 1978, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2018. The organization ran a surplus of $164K, a strong 16% operating margin.

Mission

TO PROVIDE HOUSING FOR THE ELDERLY AND HANDICAPPED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $25,000

Program Service Revenue $190,210

Investment Income $1,460,411

Other Revenue $2,223

TOTAL REVENUE $1,677,844

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,529

Fundraising Expenses $0

Program Expenses $186,387

Other Expenses $196,893

TOTAL EXPENSES $229,422

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,677,844	$1,113,026	+0.5%
Expenses	$229,422	$860,845	-0.7%
Net Income	$1,448,422	$252,181	+4.7%

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

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
LARRY DAWSON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAN MASON	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
KAREN CROCKETT	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT SYKES	BOARD MEMBER	1.00	Director	$0	$0	$0
ETHELYN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
LIN VEASEY	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY WHITLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SCHUESSLER WARE	BOARD MEMBER	1.00	Director	$0	$0	$0
LEWIS DOWNING	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY PARRIS	BOARD MEMBER	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
2023	$1,677,844	$229,422	$3,036,770	$1,448,422
2022	$1,113,026	$860,845	$1,654,676	$252,181
2021	$1,053,265	$846,235	$1,491,181	$207,030
2020	$1,064,604	$821,507	$1,330,391	$243,097
2019	$991,246	$804,065	$1,320,622	$187,181
2018	$1,008,489	$844,269	$1,372,931	$164,220

CALHOUN PRESBYTERIAN APARTMENTS INC