UNION CONGREGATIONAL CHURCH HOMES … - Form 990 Financial Data

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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

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 FOR 75 ELDERLY FAMILIES OR ELDERLY PERSONS, ON A NON-DISCRIMINATORY NON-PROFIT BASIS, RENTAL HOUSING AND RELATED FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED, AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.

Program Service Accomplishments

Program 1

Expenses: $593,087 Revenue: $952,827

UNION TOWERS II OPERATES A 75 UNIT LOW-INCOME ELDERLY HOUSING (HUD) PROJECT PROVIDING SAFE, SECURE AND DIGNIFIED QUALITY HOUSING WITH ON-SITE STAFF TO OBTAIN AND COORDINATE SUPPORT SERVICES.

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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 $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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$142,676

Total Directors

Key Employees

Highest Compensated

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

UNION CONGREGATIONAL CHURCH HOMES PHASE II INC