SENIOR HERITAGE PLAZA INC (EIN 742369023) - 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

1985

Legal Domicile

Principal Officer

CHAD WRIGHT

Phone

7193876700

Tax Period

2024-01-01 to 2024-12-31

SENIOR HERITAGE PLAZA INC, founded in 1985, is a small nonprofit in the Housing & Shelter sector that reported $419K in total revenue in fiscal year 2024. Expenses of $358K left a modest 14% surplus.

Mission

PROVIDE AFFORDABLE LOW-INCOME HOUSING FOR THE ELDERLY AND DISABLED

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $410,527

Investment Income $6,146

Other Revenue $2,164

TOTAL REVENUE $418,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,096

Other Expenses $358,279

TOTAL EXPENSES $358,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,837	$399,221	+0.0%
Expenses	$358,279	$330,748	+0.1%
Net Income	$60,558	$68,473	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON DEABUENO	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID LORD	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
VALERIE ANDERS	TREASURER	1.00	Officer Director	$0	$0	$0
CARLA HARTSELL	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVE BUNKERS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HUNSINGER	DIRECTOR	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	$418,837	$358,279	$1,582,170	$60,558
2023	$399,221	$330,748	$1,464,471	$68,473
2022	$383,031	$349,787	$1,431,711	$33,244
2021	$374,922	$331,701	$1,433,240	$43,221
2020	$371,914	$336,446	$1,420,031	$35,468
2019	$362,044	$305,685	$1,417,279	$56,359
2018	$361,177	$313,675	$1,392,714	$47,502

SENIOR HERITAGE PLAZA INC