BIRCH LEAF APARTMENTS INC (EIN 710763732) - 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

1993

Legal Domicile

Principal Officer

BLAKE SMITH

Phone

5013153344

Tax Period

2023-01-01 to 2023-12-31

BIRCH LEAF APARTMENTS INC, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $133K in total revenue in fiscal year 2018. Net assets of $339K represent 31 months of operating reserves.

Mission

PROVIDE HOUSING FOR THE MENTALLY DISABLED.

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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 $0

Program Service Revenue $164,617

Investment Income $139

Other Revenue $4,000

TOTAL REVENUE $168,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,301

Fundraising Expenses $0

Program Expenses $153,840

Other Expenses $146,145

TOTAL EXPENSES $161,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,756	$176,707	0.0%
Expenses	$161,446	$182,231	-0.1%
Net Income	$7,310	$-5,524	-2.3%

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

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
JUDGE TED CAPEHART	MEMBER	1.00	Director	$0	$0	$0
THOMAS BUTLER	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOSH FARMER	MEMBER	1.00	Director	$0	$0	$0
JACQUELINE ROSS	MEMBER	1.00	Director	$0	$0	$0
BILL HINSON	SECRETARY	3.00	Officer Director	$0	$0	$0
TYLER BLAIR	FINANCE CHAIRMAN	1.00	Officer Director	$0	$0	$0
PURUSHOTTAM THAPA	MEMBER	1.00	Director	$0	$0	$0
BRIAN MILLER	MEMBER	1.00	Director	$0	$0	$0
ELLIOTT CHESTER	MEMBER	1.00	Director	$0	$0	$0
JACK KEATHLEY	CHAIRMAN	5.00	Officer Director	$0	$0	$0
SUSAN REID	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
2024	No data	No data	No data	No data
2023	$168,756	$161,446	$351,740	$7,310
2022	$176,707	$182,231	$351,635	$-5,524
2021	$176,271	$158,951	$363,505	$17,320
2020	$157,188	$164,696	$351,479	$-7,508
2019	$137,509	$151,604	$352,835	$-14,095
2018	$132,671	$131,191	$371,460	$1,480

BIRCH LEAF APARTMENTS INC