ST JOHNS III - WINCHESTER COURT III C/O SCHOEDEL & SCHOEDEL CPAS (EIN 911628052) - 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

1997

Legal Domicile

Principal Officer

BRUCE MILLER

Phone

5097472158

Tax Period

2024-10-01 to 2025-09-30

ST JOHNS III - WINCHESTER COURT III C/O SCHOEDEL & SCHOEDEL CPAS, founded in 1997, is a small nonprofit that reported $256K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $305K exceeded revenue, resulting in a 19% operating deficit.

Mission

LOW-INCOME 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 (2024)

Revenue Breakdown

Contributions & Grants $109,149

Program Service Revenue $143,260

Investment Income $3,936

Other Revenue $0

TOTAL REVENUE $256,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,031

Fundraising Expenses $0

Program Expenses $305,043

Other Expenses $275,012

TOTAL EXPENSES $305,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,345	$272,295	-0.1%
Expenses	$305,043	$317,352	0.0%
Net Income	$-48,698	$-45,057	+0.1%

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
KAREN SCHOMBURG	DIRECTOR	2.00	Director	$0	$0	$0
RUSSELL WERKMAN	DIRECTOR	2.00	Director	$0	$0	$0
REV HEATHER VANDEVENTER	DIRECTOR	2.00	Director	$0	$0	$0
KAREN BYRNE	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE MILLER	PRESIDENT	2.00	Officer	$0	$0	$0
DOUGLAS SPRUANCE	SEC-TREAS	2.00	Officer	$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	$256,345	$305,043	$870,006	$-48,698
2024	$272,295	$317,352	$912,473	$-45,057
2023	$244,282	$287,811	$958,827	$-43,529
2022	$237,232	$265,932	$1,000,815	$-28,700
2021	$236,845	$273,477	$1,055,170	$-36,632
2020	$225,015	$274,767	$1,072,718	$-49,752
2019	$218,653	$261,525	$1,129,642	$-42,872
2018	$220,045	$249,856	$1,159,815	$-29,811

ST JOHNS III - WINCHESTER COURT III C/O SCHOEDEL & SCHOEDEL CPAS