FRANCIS HEIGHTS INC (EIN 840626174) - 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

1970

Legal Domicile

Principal Officer

SHELLY MARQUEZ

Phone

3038303300

Tax Period

2023-01-01 to 2023-12-31

FRANCIS HEIGHTS INC, founded in 1970, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. The organization ran a surplus of $687K, a strong 18% operating margin.

Mission

THE CORPORATION WAS FORMED FOR THE PURPOSE OF OPERATING A 383-UNIT COMMUNITY LOCATED IN DENVER, COLORADO WHICH PROVIDES HOUSING AND RELATED SERVICES FOR ELDERLY, LOW- AND MODERATE-INCOME PERSONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,763,012

Program Service Revenue $1,837,200

Investment Income $21,763

Other Revenue $139,694

TOTAL REVENUE $3,761,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,013,936

Other Expenses $3,074,871

TOTAL EXPENSES $3,074,871

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,761,669	$3,750,897	+0.0%
Expenses	$3,074,871	$3,185,308	0.0%
Net Income	$686,798	$565,589	+0.2%

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

N/A

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

$1,703,406

Total Directors

$704,744

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE ROSENBLUM	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$10,201	$232,549
KASSIDI BOENING	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$28,632	$172,676
MELISSA CLAYTON	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$33,798	$299,519
CHAD PAYNE	TREASURER	1.00	Officer	$0	$8,496	$200,685
ELLEN ABRAMS	VICE PRESIDENT	1.00	Officer	$0	$22,735	$118,750
JOANNA CROSBY	VICE PRESIDENT	1.00	Officer	$0	$9,802	$124,515
KUHL BROWN	VICE PRESIDENT	1.00	Officer	$0	$34,402	$187,264
SHELLY MARQUEZ	PRESIDENT	1.00	Officer	$0	$25,412	$269,145
BRUCE SAAB	VICE PRESIDENT (UNTIL 10/23)	1.00	Officer	$0	$13,324	$98,303

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	$3,761,669	$3,074,871	$20,177,388	$686,798
2022	$3,750,897	$3,185,308	$10,783,641	$565,589
2021	$3,933,126	$3,199,771	$10,627,604	$733,355
2020	$3,410,554	$3,190,530	$9,564,277	$220,024
2019	$3,343,272	$3,261,717	$9,872,613	$81,555
2018	$3,286,588	$3,101,179	$9,978,622	$185,409

FRANCIS HEIGHTS INC