BLUE MOUNTAIN SENIOR HOUSING GROUP

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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

DANIELLE GARBE RESER

Phone

5095294980

Tax Period

2025-04-01 to 2026-03-31

BLUE MOUNTAIN SENIOR HOUSING GROUP, founded in 1994, is a micro nonprofit that reported $91K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $109K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS WITH VERY LOW INCOME.

Program Service Accomplishments

Program 1

Expenses: $108,727 Revenue: $39,046

THE ORGANIZATION OWNS AND OPERATES A 10-UNIT APARTMENT COMPLEX WHICH PROVIDES LOW INCOME HOUSING FOR SENIOR HOUSING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $51,256

Program Service Revenue $39,046

Investment Income $548

Other Revenue $0

TOTAL REVENUE $90,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,727

Other Expenses $108,727

TOTAL EXPENSES $108,727

Year-over-Year Comparison

	2025	2024	Change
Revenue	$90,850	$82,175	+0.1%
Expenses	$108,727	$135,814	-0.2%
Net Income	$-17,877	$-53,639	-0.7%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG BAYNE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARCI PERKINS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MIKE MITCHELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN B SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JASON WICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
JIM BARROW	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE BENNETT	DIRECTOR	1.00	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
2026	$90,850	$108,727	$346,924	$-17,877
2025	$82,175	$135,814	$371,503	$-53,639
2024	$92,708	$121,516	$399,667	$-28,808
2023	$83,164	$113,887	$419,048	$-30,723
2022	$84,989	$102,583	$453,149	$-17,594
2021	$79,395	$115,620	$469,349	$-36,225
2020	$77,614	$90,325	$494,964	$-12,711
2019	$75,180	$105,072	$508,424	$-29,892