Belmont Place Senior Housing Inc (EIN 731664924) - 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

2003

Legal Domicile

Principal Officer

Sheree Ensley

Phone

5803263351

Tax Period

2025-01-01 to 2025-12-31

Belmont Place Senior Housing Inc, founded in 2003, is a small nonprofit in the Housing & Shelter sector that reported $133K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $175K exceeded revenue, resulting in a 32% operating deficit.

Mission

To own and operate a HUD Section 202 multi-family apartment complex located in Hugo, Oklahoma

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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 (2025)

Revenue Breakdown

Contributions & Grants $47,509

Program Service Revenue $84,550

Investment Income $850

Other Revenue $0

TOTAL REVENUE $132,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,891

Fundraising Expenses $0

Program Expenses $153,924

Other Expenses $140,043

TOTAL EXPENSES $174,934

Year-over-Year Comparison

	2025	2024	Change
Revenue	$132,909	$113,319	+0.2%
Expenses	$174,934	$150,484	+0.2%
Net Income	$-42,025	$-37,165	+0.1%

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

$160,869

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin Cory	President	1.00	Officer	$0	$0	$0
Ronny Beasley	Vice President	1.00	Officer	$0	$0	$0
Carla Langley	Treasurer	1.00	Officer	$0	$0	$0
Terry Boylan	Board Member	1.00	Director	$0	$0	$0
Macy Self	Board Member	1.00	Director	$0	$0	$102,336
Gina Self	Board Member	1.00	Director	$0	$0	$0
Brandon McDaniel	Board Member	1.00	Director	$0	$0	$58,533

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	$132,909	$174,934	$695,226	$-42,025
2024	$113,319	$150,484	$773,966	$-37,165
2023	$95,131	$139,186	$756,422	$-44,055
2022	$91,379	$143,219	$777,195	$-51,840
2021	$91,239	$135,627	$797,846	$-44,388
2020	$84,480	$104,975	$810,947	$-20,495

Belmont Place Senior Housing Inc