ELIZABETH JAMES SENIOR HOUSING (EIN 911592445) - 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

1993

Legal Domicile

Principal Officer

LESLIE WOODWORTH

Phone

2063297303

Tax Period

2023-01-01 to 2023-12-31

ELIZABETH JAMES SENIOR HOUSING, founded in 1993, is a small nonprofit that reported $777K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO OWN AND OPERATE A 60 UNIT HUD SUBSIDIZED APARTMENT BUILDING FOR LOW 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 $442,361

Program Service Revenue $233,716

Investment Income $155

Other Revenue $100,716

TOTAL REVENUE $776,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,461

Fundraising Expenses $0

Program Expenses $747,214

Other Expenses $666,777

TOTAL EXPENSES $794,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$776,948	$634,242	+0.2%
Expenses	$794,238	$604,403	+0.3%
Net Income	$-17,290	$29,839	-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

$403,853

Total Directors

$290,794

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS PERSONS	PRESIDENT, CEO	0.10	Officer Director	$0	$18,473	$258,340
DERRICK BELGARDE	VP, TREASURER, ACTING SECRETARY	1.00	Officer Director	$0	$0	$0
LESLEY JENKINS	DIRECTOR	1.00	Director	$0	$5,100	$32,454
LESLIE WOODWORTH	CFO	0.10	Officer	$0	$16,250	$145,513

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	No data	No data	No data	No data
2023	$776,948	$794,238	$2,564,099	$-17,290
2022	$634,242	$604,403	$2,581,724	$29,839
2021	$645,640	$493,080	$2,606,608	$152,560
2020	$637,318	$654,148	$2,616,718	$-16,830
2019	$644,189	$670,178	$2,659,571	$-25,989
2018	$806,809	$597,741	$2,719,184	$209,068

ELIZABETH JAMES SENIOR HOUSING