HIGHLANDS RESIDENTIAL (EIN 993397027) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Principal Officer

KATHY WEST

Phone

2564391975

Tax Period

2024-10-01 to 2025-09-30

HIGHLANDS RESIDENTIAL, founded in 2024, is a small nonprofit in the Housing & Shelter sector that reported $318K in total revenue in fiscal year 2023. The organization ran a surplus of $174K, a strong 55% operating margin.

Mission

HIGHLANDS RESIDENTIAL, INC. IS A NON-PROFIT CORPORATION WHOSE PURPOSE IS TO PROVIDE SERVICES FOR PERSONS WITH INTELLECTUAL DISABILITY AND RELATED CONDITIONS. THESE SERVICES ARE PROVIDED IN A COMMUNITY-BASED SETTING, COMPLIANT WITH THE HOME AND COMMUNITY BASED SETTINGS RULE OF THE CENTERS FOR MEDICARE AND MEDICAID SERVICES. THESE PROGRAMS WILL INCLUDE RESIDENTIAL HABILITATION (GROUP HOME) FOR ADULTS WITH INTELLECTUAL DISABILITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,474,869

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,474,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $497,503

Fundraising Expenses $0

Program Expenses $699,905

Other Expenses $569,135

TOTAL EXPENSES $1,066,638

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,474,869	$318,318	+3.6%
Expenses	$1,066,638	$143,947	+6.4%
Net Income	$408,231	$174,371	+1.3%

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

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
SUZY BURNS	PRESIDENT	Officer Director	$0	$0	$0
TONYA MYERS	SECRETARY/TREASURER	Officer Director	$0	$0	$0
JASON RICE	DIRECTOR	Director	$0	$0	$0
KATHY WEST	EXECUTIVE DIRECTOR	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	$1,474,869	$1,066,638	$709,932	$408,231
2024	$318,318	$143,947	$383,577	$174,371

HIGHLANDS RESIDENTIAL