CARITAS PLAZA (EIN 930814490) - 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

1982

Legal Domicile

Principal Officer

MARCI PIERCE

Phone

5032314866

Tax Period

2024-07-01 to 2025-06-30

CARITAS PLAZA, founded in 1982, is a small nonprofit that reported $593K in total revenue in fiscal year 2024. Expenses of $653K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE OBJECTIVE OF CARITAS PLAZA IS TO PROVIDE LOW-INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS THROGUH A 30-UNIT APARTMENT BUILDING. THIS OBJECTIVE IS ASSISTED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) WHICH PROVIDES SUBSIDIZED RENTS TO THE CORPORATION. ALL RECEIPTS OF INCOME IN THE PROJECT CONTRIBUTE TO THE ACCOMPLISHMENT OF THIS OBJECTIVE.

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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 $75,851

Program Service Revenue $515,848

Investment Income $1,366

Other Revenue $0

TOTAL REVENUE $593,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,250

Fundraising Expenses $0

Program Expenses $495,507

Other Expenses $544,934

TOTAL EXPENSES $653,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$593,065	$569,191	+0.0%
Expenses	$653,184	$557,161	+0.2%
Net Income	$-60,119	$12,030	-6.0%

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

$533,103

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE SCHNEID	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHRIS DUFFIN	DIRECTOR	1.00	Director	$0	$0	$0
JEN WALTER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT JONSSON	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE WOOD	EXECUTIVE DIRECTOR	40.00	Officer	$0	$14,584	$375,247
KALEEN DEATHERAGE	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$157,856

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	$593,065	$653,184	$945,598	$-60,119
2024	$569,191	$557,161	$1,004,168	$12,030
2023	$498,639	$505,965	$945,143	$-7,326
2022	$502,753	$466,344	$1,080,973	$36,409
2021	$506,992	$491,459	$1,079,669	$15,533
2020	$456,554	$419,538	$1,102,297	$37,016
2019	$414,944	$969,169	$1,154,544	$-554,225
2018	$357,488	$458,225	$1,560,118	$-100,737

CARITAS PLAZA