CARBONDALE SENIOR HOUSING CORPORATION PHASE III (EIN 841412229) - 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

1997

Legal Domicile

Principal Officer

IAN BAYS

Phone

9709639326

Tax Period

2024-07-01 to 2025-06-30

CARBONDALE SENIOR HOUSING CORPORATION PHASE III, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $156K in total revenue in fiscal year 2024. Expenses of $185K exceeded revenue, resulting in a 19% operating deficit.

Mission

PROVIDING HOUSING AND SUPPORT FOR VERY LOW INCOME ELDERLY AND/OR DISABLED INDIVIDUALS.

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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 $152,949

Investment Income $2,816

Other Revenue $0

TOTAL REVENUE $155,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,308

Fundraising Expenses $0

Program Expenses $137,496

Other Expenses $158,687

TOTAL EXPENSES $184,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,765	$147,719	+0.1%
Expenses	$184,995	$173,297	+0.1%
Net Income	$-29,230	$-25,578	+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

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

$115,335

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE LAMONT	CHAIR	1.00	Officer Director	$0	$0	$0
IAN BAYS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALYCE PERRY	DIRECTOR	1.00	Director	$0	$0	$0
KARYN SPIROPOULOS	SECRETARY	1.00	Officer Director	$0	$0	$0
RAMONA GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
BRAD ZIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN ROTHMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JERILYN NIESLANIK	EXECUTIVE DIRECTOR	8.00	Officer	$23,067	$0	$115,335

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	$155,765	$184,995	$1,006,994	$-29,230
2024	No data	No data	No data	No data
2023	$148,076	$185,082	$1,057,917	$-37,006
2022	$255,245	$174,044	$1,098,865	$81,201
2021	$449,144	$171,750	$1,014,721	$277,394
2020	$139,630	$155,219	$726,103	$-15,589
2019	$127,928	$147,562	$740,597	$-19,634
2018	$125,822	$154,577	$766,042	$-28,755

CARBONDALE SENIOR HOUSING CORPORATION PHASE III