UNION CONGREGATIONAL CHURCH HOMES PHASE II INC

EIN: 042731397 501(c)(3) Housing & Shelter

WEYMOUTH, MA

Total Revenue
$956,313
Total Expenses
$733,698
Total Assets
$1,808,579
Net Assets
$896,769
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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
1979
Legal Domicile
MA
Principal Officer
RONALD GATES
Phone
7813352667
Tax Period
2023-01-01 to 2023-12-31

UNION CONGREGATIONAL CHURCH HOMES PHASE II INC, founded in 1979, is a small nonprofit in the Housing & Shelter sector that reported $956K in total revenue in fiscal year 2023. The organization ran a surplus of $223K, a strong 23% operating margin.

Mission

PROVIDE DIGNIFIED QUALITY HOUSING TO LOW-INCOME ELDERLY

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $952,827
Investment Income $3,486
Other Revenue $0
TOTAL REVENUE $956,313

Expense Breakdown

Grants Paid $0
Salaries & Benefits $194,031
Fundraising Expenses $0
Program Expenses $593,087
Other Expenses $539,667
TOTAL EXPENSES $733,698

Year-over-Year Comparison

2023 2022 Change
Revenue $956,313 $907,716 +0.1%
Expenses $733,698 $743,206 0.0%
Net Income $222,615 $164,510 +0.4%
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

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Governance

Voting Members
10
Independent Members
10
Employees
12
Volunteers
11

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
5
$142,676
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER BERGSTEN PRESIDENT 0.40
Officer Director
$0 $0 $0
PAULA MORLEY VICE PRESIDENT 0.40
Officer Director
$0 $0 $0
RICHARD PEARSON TREASURER 0.40
Officer Director
$0 $0 $0
MICHAEL PEARSON CLERK 0.40
Officer Director
$0 $0 $0
KATHIE GOODWIN DIRECTOR 0.40
Director
$0 $0 $0
LINDA WING DIRECTOR 0.40
Director
$0 $0 $0
GENE LANCASTER DIRECTOR 0.40
Director
$0 $0 $0
REV RACHEL L V BICKFORD DIRECTOR 0.40
Director
$0 $0 $0
PETER DALY DIRECTOR 0.40
Director
$0 $0 $0
BETH DELGROSSO DIRECTOR 0.40
Director
$0 $0 $0
LEE DEVEAU DIRECTOR 0.40
Director
$0 $0 $0
RONALD GATES EXECUTIVE DIRECTOR 8.30
Officer
$31,132 $25,521 $142,676
JESSE LEE FACILITIES MANAGER 8.00
Highest
$19,753 $12,741 $113,455
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
2024 No data No data No data No data
2023 $956,313 $733,698 $1,808,579 $222,615
2022 $907,716 $743,206 $1,752,678 $164,510
2021 $908,159 $772,354 $1,824,990 $135,805
2020 $1,027,036 $738,219 $1,922,183 $288,817
2019 $858,338 $741,205 $1,980,353 $117,133
2018 $876,980 $757,168 $2,087,812 $119,812
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