The Residences at Eaton Senior Communities (EIN 840798069) - 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

1968

Legal Domicile

Principal Officer

Dan Kullas

Phone

3039373000

Tax Period

2023-10-01 to 2024-09-30

The Residences at Eaton Senior Communities, founded in 1968, is a community nonprofit in the Housing & Shelter sector that reported $5.9M in total revenue in fiscal year 2023. Expenses of $5.4M left a modest 8% surplus.

Mission

To provide housing services for low to moderate income seniors.

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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 $92,233

Program Service Revenue $5,690,932

Investment Income $96,996

Other Revenue $0

TOTAL REVENUE $5,880,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,909,057

Fundraising Expenses $99,563

Program Expenses $4,105,644

Other Expenses $3,486,383

TOTAL EXPENSES $5,395,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,880,161	$5,992,010	0.0%
Expenses	$5,395,440	$4,984,476	+0.1%
Net Income	$484,721	$1,007,534	-0.5%

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

$319,570

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Kullas	Chair	0.40	Officer Director	$0	$0	$0
Jennifer Vagher	Vice Chair	0.40	Officer Director	$0	$0	$0
Richard Wyse	Secretary/Treasurer	0.40	Officer Director	$0	$0	$0
Sandy Bowlin	Director	0.40	Director	$0	$0	$0
Ben Bryan	Director	0.40	Director	$0	$0	$0
Martin Herz	Director (Through March)	0.40	Director	$0	$0	$0
Joey Kellum	Director	0.40	Director	$0	$0	$0
Martina Kuhar	Director	0.40	Director	$0	$0	$0
Jesica Nichols	Director	0.40	Director	$0	$0	$0
Michael Gilbert	Director	0.40	Director	$0	$0	$0
Diana Delgado	President/CEO	1.50	Officer	$0	$15,021	$203,790
Tracy Swen	Director of Finance	36.00	Officer	$104,202	$0	$115,780
Mary Ann Mulligan	Executive Director	40.00	Highest	$111,683	$10,354	$122,037

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	$5,880,161	$5,395,440	$15,580,062	$484,721
2023	$5,992,010	$5,004,846	$15,356,670	$987,164
2022	$5,045,629	$4,944,149	$14,148,336	$101,480
2021	$4,288,663	$4,491,001	$12,361,716	$-202,338
2020	$3,764,514	$4,276,013	$12,879,400	$-511,499
2019	$3,331,728	$3,489,039	$12,123,346	$-157,311
2018	$3,237,360	$2,920,374	$4,016,897	$316,986

The Residences at Eaton Senior Communities