ALBERTA SIMMONS SENIOR HOUSING INC

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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

1996

Legal Domicile

Principal Officer

JEANNE DILLON

Phone

5032404198

Tax Period

2024-07-01 to 2025-06-30

ALBERTA SIMMONS SENIOR HOUSING INC, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $754K in total revenue in fiscal year 2024. Expenses of $924K exceeded revenue, resulting in a 23% operating deficit.

Mission

PROVIDE HOUSING FACILITIES FOR THE ELDERLY.

Program Service Accomplishments

Program 1

Expenses: $924,212 Revenue: $747,772

TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES ESPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, AND HAPPINESS. ALBERTA SIMMONS...

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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 $348,346

Program Service Revenue $399,426

Investment Income $6,282

Other Revenue $0

TOTAL REVENUE $754,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $214,861

Fundraising Expenses $0

Program Expenses $924,212

Other Expenses $709,351

TOTAL EXPENSES $924,212

Year-over-Year Comparison

	2024	2023	Change
Revenue	$754,054	$716,766	+0.1%
Expenses	$924,212	$892,916	+0.0%
Net Income	$-170,158	$-176,150	0.0%

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

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
GRETA CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE DILLON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BRENDA JACKSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
NORMA MILLNER	DIRECTOR	1.00	Director	$0	$0	$0
FAITH SIMMONS	SECRETARY	1.00	Officer 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
2025	$754,054	$924,212	$1,209,231	$-170,158
2024	$716,766	$892,916	$1,378,814	$-176,150
2023	$682,125	$862,927	$1,555,140	$-180,802
2022	$660,415	$832,470	$1,739,932	$-172,055
2021	$643,401	$780,433	$1,947,602	$-137,032
2020	$635,942	$822,647	$2,058,105	$-186,705
2019	$623,322	$805,829	$2,233,642	$-182,507