AGATE HOUSING AND SERVICES (EIN 010639118) - 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

2002

Legal Domicile

Principal Officer

KYLE HANSON

Phone

6128740311

Tax Period

2023-07-01 to 2024-06-30

AGATE HOUSING AND SERVICES, founded in 2002, is a mid-sized nonprofit in the Religion sector that reported $18.5M in total revenue in fiscal year 2023. Expenses of $22.8M exceeded revenue, resulting in a 24% operating deficit.

Mission

TO END HOMELESSNESS AND RELIEVE HUNGER THROUGH ACTION AND ADVOCACY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $15,680,917

Program Service Revenue $2,619,797

Investment Income $63,296

Other Revenue $103,368

TOTAL REVENUE $18,467,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,047,763

Fundraising Expenses $848,817

Program Expenses $17,348,381

Other Expenses $12,767,735

TOTAL EXPENSES $22,815,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,467,378	$17,132,224	+0.1%
Expenses	$22,815,498	$19,083,188	+0.2%
Net Income	$-4,348,120	$-1,950,964	+1.2%

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

195

Volunteers

108

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

$206,396

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG OWEN	CHAIR	1.00	Officer Director	$0	$0	$0
RAJIN SINGH OLSON	DIRECTOR	0.50	Director	$0	$0	$0
MARY GRAHEK	TREASURER	1.00	Officer Director	$0	$0	$0
FIYYAZ KARIM	SECRETARY	0.50	Officer Director	$0	$0	$0
ALYSSA TROJE	DIRECTOR	0.50	Director	$0	$0	$0
BEN WALTZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUSIE BYERS	DIRECTOR	0.50	Director	$0	$0	$0
BOB WEIL	ASSOCIATE TREASURER	0.50	Officer Director	$0	$0	$0
GRETA GAETZ	DIRECTOR	0.50	Director	$0	$0	$0
JEFF BAIDOO	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE DECKER GERRARD	DIRECTOR	0.50	Director	$0	$0	$0
KYLE HANSON	EXECUTIVE DIRECTOR	40.00	Officer	$191,798	$14,598	$206,396
LAURA STRAW	FINANCE DIRECTOR	40.00	Highest	$140,387	$16,703	$157,090
GEOFFREY MEYER	DIRECTOR OF SITE BASED SERVICES	40.00	Highest	$104,697	$4,171	$108,868
KELINA MORGAN	DIRECTOR OF HOUSING PROGRAM	40.00	Highest	$116,396	$5,657	$122,053
MICHELLE PERRIN	FORMER DIRECTOR	40.00	Highest	$103,694	$15,310	$119,004
PAUL VERRETTE	DIRECTOR OF PUBLIC POLICY	40.00	Highest	$106,270	$8,593	$114,863

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	No data	No data	No data	No data
2024	$18,467,378	$22,815,498	$15,075,618	$-4,348,120
2023	$17,132,224	$19,083,188	$17,628,506	$-1,950,964
2022	$18,145,205	$17,710,336	$17,135,849	$434,869
2021	$20,148,207	$19,752,965	$18,050,052	$395,242
2020	$19,132,861	$13,119,820	$12,695,506	$6,013,041
2019	$12,675,541	$12,432,287	$5,116,323	$243,254

AGATE HOUSING AND SERVICES