LOYAL HEIGHTS MANOR C/O COAST REAL ESTATE SERVICES INC (EIN 911044719) - 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

1980

Legal Domicile

Principal Officer

ROBERT REETZ

Phone

8003393634

Tax Period

2024-04-01 to 2025-03-31

LOYAL HEIGHTS MANOR C/O COAST REAL ESTATE SERVICES INC, founded in 1980, is a community nonprofit in the Housing & Shelter sector that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROVIDE HOUSING FOR ELDERLY OR DISABILED PERSONS TO MEET THEIR PHYSICAL AND SOCIAL 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 (2024)

Revenue Breakdown

Contributions & Grants $820,822

Program Service Revenue $331,768

Investment Income $198,010

Other Revenue $52,719

TOTAL REVENUE $1,403,319

Expense Breakdown

Grants Paid $550,000

Salaries & Benefits $249,516

Fundraising Expenses $0

Program Expenses $1,498,284

Other Expenses $758,875

TOTAL EXPENSES $1,558,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,403,319	$1,415,436	0.0%
Expenses	$1,558,391	$1,158,452	+0.3%
Net Income	$-155,072	$256,984	-1.6%

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

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
ROBERT REETZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY TURNBULL	SECRETARY	1.00	Officer Director	$0	$0	$0
LARS EGGEHORN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID PITNEY	DIRECTOR	1.00	Director	$0	$0	$0
ROGER DAHL	TREASURER	1.00	Officer Director	$0	$0	$0
SAMUEL BRODLAND	VICE-PRESIDENT	1.00	Officer 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	$1,403,319	$1,558,391	$6,579,859	$-155,072
2024	$1,415,436	$1,158,452	$6,869,139	$256,984
2023	$1,139,702	$1,218,579	$6,752,269	$-78,877
2022	$903,742	$1,128,616	$6,957,756	$-224,874
2021	$281,567	$347,931	$7,518,228	$-66,364
2020	$978,358	$918,794	$7,601,489	$59,564
2019	$1,032,194	$1,067,303	$7,818,454	$-35,109
2018	$921,531	$900,671	$7,845,056	$20,860

LOYAL HEIGHTS MANOR C/O COAST REAL ESTATE SERVICES INC