BICENTENNIAL APARTMENTS (EIN 810374973) - 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

1982

Legal Domicile

Principal Officer

JAMES MCISAAC

Phone

4066834013

Tax Period

2024-01-01 to 2024-12-31

BICENTENNIAL APARTMENTS, founded in 1982, is a small nonprofit in the Housing & Shelter sector that reported $150K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $232K exceeded revenue, resulting in a 55% operating deficit.

Mission

ENHANCE AND IMPROVE THE LIVES OF SENIOR CITIZENS IN BEAVERHEAD COUNTY AND RUBY VALLEY.

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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 $0

Investment Income $149,225

Other Revenue $436

TOTAL REVENUE $149,661

Expense Breakdown

Grants Paid $192,826

Salaries & Benefits $7,159

Fundraising Expenses $0

Program Expenses $192,826

Other Expenses $32,036

TOTAL EXPENSES $232,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,661	$224,844	-0.3%
Expenses	$232,021	$191,373	+0.2%
Net Income	$-82,360	$33,471	-3.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MCISAAC	PRESIDENT	10.00	Officer Director	$0	$0	$0
FRED MORGANTHALER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBYN WALKER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARLENE STONELAKE	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY MIDLESTADT	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE WARNER	DIRECTOR	1.00	Director	$0	$0	$0
MARY SPORICH	DIRECTOR	1.00	Director	$0	$0	$0
HARRIETT CHAMBERS	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	$149,661	$232,021	$5,281,598	$-82,360
2023	$224,844	$191,373	$5,361,669	$33,471
2022	$1,962,959	$311,999	$5,329,749	$1,650,960
2021	$567,177	$390,778	$3,714,332	$176,399
2020	$538,760	$375,424	$3,531,466	$163,336
2019	$487,647	$363,054	$3,367,182	$124,593
2018	$466,626	$362,369	$3,250,437	$104,257

BICENTENNIAL APARTMENTS