WESTBY HOUSING ASSOCIATES INC (EIN 010706379) - 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

2001

Legal Domicile

Principal Officer

BING ZILLMER

Phone

6087841381

Tax Period

2024-07-01 to 2025-06-30

WESTBY HOUSING ASSOCIATES INC, founded in 2001, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HOUSING FOR THE LOW-INCOME ELDERLY AND HANDICAPPED POPULATIONS.

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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 $189,051

Program Service Revenue $1,714,324

Investment Income $1,560

Other Revenue $37,281

TOTAL REVENUE $1,942,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,189,214

Other Expenses $1,901,873

TOTAL EXPENSES $1,901,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,942,216	$1,867,257	+0.0%
Expenses	$1,901,873	$1,885,039	+0.0%
Net Income	$40,343	$-17,782	-3.3%

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

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
BING ZILLMER	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTI DOCKENDORFF	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
JULIE CREERY	DIRECTOR	0.30	Director	$0	$0	$0
RANEE ROELSE	DIRECTOR	0.30	Director	$0	$0	$0
MAUREEN JAMESON	SEC/TREAS	0.30	Officer Director	$0	$0	$0
RACHEL HANSON	DIRECTOR	0.30	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	$1,942,216	$1,901,873	$3,638,213	$40,343
2024	$1,867,257	$1,885,039	$3,687,797	$-17,782
2023	$1,693,930	$1,750,057	$3,862,431	$-56,127
2022	$1,649,580	$1,721,330	$4,032,044	$-71,750
2021	$1,684,117	$2,188,523	$4,235,977	$-504,406
2020	$1,650,260	$1,839,193	$4,236,464	$-188,933
2019	$1,572,726	$1,608,153	$4,435,002	$-35,427

WESTBY HOUSING ASSOCIATES INC