SOUTH BAY RETIREMENT RESIDENCE CO CARING HOUSING MINISTRIES (EIN 954321266) - 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

1991

Legal Domicile

Phone

8182541414

Tax Period

2025-01-01 to 2025-12-31

SOUTH BAY RETIREMENT RESIDENCE CO CARING HOUSING MINISTRIES, founded in 1991, is a small nonprofit in the Housing & Shelter sector that reported $910K in total revenue in fiscal year 2025.

Mission

To provide low income housing and related facilities to elderly and handicapped persons. The Organization provides, as needed, services specially designed to meet the physical, social and psychological needs of the elderly and that contributes to their health, security amd happiness.The Project receives a substantial portion of their rental revenue from HUD under section 202 and project rental asstiance contract (PRAC).

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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 $0

Program Service Revenue $888,345

Investment Income $21,783

Other Revenue $0

TOTAL REVENUE $910,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $990,390

Other Expenses $990,390

TOTAL EXPENSES $990,390

Year-over-Year Comparison

	2025	2024	Change
Revenue	$910,128	$895,440	+0.0%
Expenses	$990,390	$987,869	+0.0%
Net Income	$-80,262	$-92,429	-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
Shirley Clemons	Director	0.00	Director	$0	$0	$0
Carlos Coates	Director	0.00	Director	$0	$0	$0
Cheri L Blair	President	0.50	Officer Director	$0	$0	$0
Rev Don Koepke	Vice President	0.50	Officer Director	$0	$0	$0
Deacon Pose Banks	Treasurer	0.50	Officer Director	$0	$0	$0
Anita McCrimmon	Secretary	0.50	Officer Director	$0	$0	$0
Richard Earl Jr	Director	0.50	Director	$0	$0	$0
Martin T Laurent	Director	0.00	Director	$0	$0	$0
Annette Laster	Director	0.00	Director	$0	$0	$0
Floyd Knox	Director	0.00	Director	$0	$0	$0
Jean Enock Berus	Director	0.50	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	$910,128	$990,390	$2,829,856	$-80,262
2024	$895,440	$987,869	$2,891,924	$-92,429
2023	$877,301	$988,062	$3,005,970	$-110,761
2022	$794,228	$882,665	$3,102,626	$-88,437
2021	$766,916	$883,817	$3,188,367	$-116,901
2020	$737,149	$840,534	$3,301,864	$-103,385
2019	$692,028	$825,433	$3,410,666	$-133,405
2018	$657,577	$800,639	$3,527,491	$-143,062

SOUTH BAY RETIREMENT RESIDENCE CO CARING HOUSING MINISTRIES