DAVIS NORTHSOUTH RESIDENTIAL (EIN 942943762) - 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

1988

Legal Domicile

Principal Officer

Brandon Hatch

Phone

8013161145

Tax Period

2024-01-01 to 2024-12-31

DAVIS NORTHSOUTH RESIDENTIAL, founded in 1988, is a small nonprofit that reported $247K in total revenue in fiscal year 2024. Expenses of $224K left a modest 9% surplus.

Mission

Low income housing for mentally disadvantaged adults.

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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 $0

Program Service Revenue $246,955

Investment Income $28

Other Revenue $0

TOTAL REVENUE $246,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,384

Other Expenses $223,588

TOTAL EXPENSES $223,588

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,983	$231,856	+0.1%
Expenses	$223,588	$215,159	+0.0%
Net Income	$23,395	$16,697	+0.4%

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	Role	Reportable Comp	Other Comp	Total
Brandon Hatch	President	Officer Director	$0	$0	$0
Ryan Westergard	Treasurer	Officer Director	$0	$0	$0
Matt Jensen	Board Member	Director	$0	$0	$0
Lorene Kamalu	Board Member	Director	$0	$0	$0
Clark Wilkinson	Baord Member	Director	$0	$0	$0
Trent Sanders	Board Member	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
2024	$246,983	$223,588	$364,322	$23,395
2023	$231,856	$215,159	$369,800	$16,697
2022	$229,567	$218,789	$385,109	$10,778
2021	$226,589	$210,901	$401,115	$15,688
2020	$216,310	$201,757	$409,413	$14,553
2019	$217,972	$195,883	$418,692	$22,089
2018	$215,233	$206,796	$417,735	$8,437

DAVIS NORTHSOUTH RESIDENTIAL