CHALON LIVING INC (EIN 860805615) - 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

1994

Legal Domicile

Principal Officer

TINA KOVACS

Phone

8779985401

Tax Period

2023-07-01 to 2024-06-30

CHALON LIVING INC, founded in 1994, is a small nonprofit in the Housing & Shelter sector that reported $303K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $334K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE HOUSING FOR ELDERLY AND DISABLED PERSONS BASED ON THEIR ABILITY TO PAY. ALSO TO PROVIDE SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL AND PSYCHOLOGICAL NEEDS.

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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 $177,259

Program Service Revenue $120,603

Investment Income $1,942

Other Revenue $2,877

TOTAL REVENUE $302,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,517

Fundraising Expenses $0

Program Expenses $334,362

Other Expenses $246,845

TOTAL EXPENSES $334,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,681	$264,688	+0.1%
Expenses	$334,362	$309,414	+0.1%
Net Income	$-31,681	$-44,726	-0.3%

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	Role	Reportable Comp	Other Comp	Total
MARIA ELENA GALLEGO	DIRECTOR	Officer Director	$0	$0	$0
DAVID ROJAS	DIRECTOR	Director	$0	$0	$0
MAYRA ZUNIGA	DIRECTOR	Director	$0	$0	$0
DR MARGIE HARTFIELD	DIRECTOR	Director	$0	$0	$0
GARY BRASHER	DIRECTOR	Director	$0	$0	$0
DR ARNOLD MONTIEL	DIRECTOR	Director	$0	$0	$0
DR MICHAEL ORI	DIRECTOR	Director	$0	$0	$0
DR JAMES PHILLIP WILLIAMS	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$302,681	$334,362	$1,113,968	$-31,681
2023	$264,688	$309,414	$1,133,801	$-44,726
2022	$243,905	$322,096	$1,184,812	$-78,191
2021	$242,880	$281,209	$1,262,678	$-38,329
2020	$234,984	$271,415	$1,300,404	$-36,431
2019	$235,415	$292,158	$1,349,833	$-56,743

CHALON LIVING INC