RESIDENCE XII (EIN 911093433) - 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

1979

Legal Domicile

Principal Officer

LORI FREGIN

Phone

4258238844

Tax Period

2019-07-01 to 2020-04-30

RESIDENCE XII, founded in 1979, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2019. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $885K, a strong 34% operating margin.

Mission

TO PROVIDE INTENSIVE IN/OUTPATIENT TREATMENT FOR CHEMICALLY DEPENDENT WOMEN.

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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 (2019)

Revenue Breakdown

Contributions & Grants $31,330

Program Service Revenue $1,027,707

Investment Income $1,554,588

Other Revenue $1,347

TOTAL REVENUE $2,614,972

Expense Breakdown

Grants Paid $13,481

Salaries & Benefits $1,072,762

Fundraising Expenses $23,706

Program Expenses $1,444,615

Other Expenses $644,162

TOTAL EXPENSES $1,730,405

Year-over-Year Comparison

	2019	2018	Change
Revenue	$2,614,972	$3,158,794	-0.2%
Expenses	$1,730,405	$3,745,990	-0.5%
Net Income	$884,567	$-587,196	-2.5%

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

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

$239,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAKAYLAA POWERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY BLACKBURN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GREG PIANTANIDA	TREASURER	2.00	Officer Director	$0	$0	$0
JO COTTLE	SECRETARY	2.00	Officer Director	$0	$0	$0
LISA ROBERTS	MEMBER	2.00	Director	$0	$0	$0
KELLI STRAND DANIELS	MEMBER (UNTIL 12/2019)	2.00	Director	$0	$0	$0
URSULA ENGLISH	MEMBER (UNTIL 12/2019)	2.00	Director	$0	$0	$0
RACHELLE NESTA-GOFF	MEMBER (UNTIL 12/2019)	2.00	Director	$0	$0	$0
ELIZABETH BRAUN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$106,374	$6,703	$113,077
LORI FREGIN	DIRECTOR OF ADMINISTRATION	40.00	Officer	$111,112	$15,395	$126,507

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
2020	$2,614,972	$1,730,405	No data	$884,567
2019	$3,158,794	$3,745,990	$4,910,328	$-587,196
2018	$3,289,369	$3,372,131	$5,352,797	$-82,762

RESIDENCE XII