CHATEAU LOUISE (EIN 710882344) - 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

JENNIFER CLOWERS

Phone

2257657709

Tax Period

2022-07-01 to 2023-06-30

CHATEAU LOUISE, founded in 2001, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 243% from the prior year, signaling strong growth momentum. The organization ran a surplus of $661K, a strong 59% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING AND SPECIALIZED SERVICES FOR THE ELDERLY AND (SEE SCHEDULE O)HANDICAPPED PERSONS OF THE COMMUNITY IN ORDER TO MEET THEIR SPECIALIZED NEEDS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $113,258

Program Service Revenue $145,475

Investment Income $864,758

Other Revenue $0

TOTAL REVENUE $1,123,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,687

Fundraising Expenses $0

Program Expenses $428,033

Other Expenses $377,135

TOTAL EXPENSES $462,822

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,123,491	$327,984	+2.4%
Expenses	$462,822	$454,575	+0.0%
Net Income	$660,669	$-126,591	-6.2%

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

$2,624,639

Total Directors

$2,047,271

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON WALKER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOLEE BOLLINGER	SECRETARY (THRU 3/2023)	1.00	Officer Director	$0	$158,309	$943,636
KAREN ALLEN	PRESIDENT	3.00	Officer Director	$0	$47,420	$454,787
LOWELL STANTON	REGIONAL CFO (UNTIL 8/2022)	1.00	Officer Director	$0	$42,795	$648,848
LYNN BRADLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
OLIVIA OGDEN OLINDE	BOARD MEMBER	0.50	Director	$0	$0	$0
SHARON THOMS	BOARD MEMBER	0.50	Director	$0	$0	$0
SR HELEN CAHILL OSF	BOARD MEMBER	0.50	Director	$0	$0	$0
VICTOR HOWELL	CHAIR	0.50	Officer Director	$0	$0	$0
WILLIAM R MULLINS III	BOARD MEMBER	0.50	Director	$0	$0	$0
JENNIFER CLOWERS	REGIONAL CFO (FROM 8/2022)	0.50	Officer	$0	$70,655	$577,368
JEFF LIMBOCKER	FORMER CFO (THRU 9/2022)	0.00		$0	$20,489	$875,663

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	$1,123,491	$462,822	$251,095	$660,669
2022	$327,984	$454,575	$2,620,153	$-126,591
2021	$324,886	$499,473	$2,653,243	$-174,587
2020	$324,220	$462,489	$2,745,316	$-138,269
2019	$326,937	$445,086	$2,875,563	$-118,149

CHATEAU LOUISE