WOMEN'S INSTITUTE FOR HOUSING AND ECONOMIC DEVELOPMENT INC (EIN 042733078) - 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

1981

Legal Domicile

Principal Officer

LONI WILLEY

Phone

8007201195

Tax Period

2018-01-01 to 2018-12-31

WOMEN'S INSTITUTE FOR HOUSING AND ECONOMIC DEVELOPMENT INC, founded in 1981, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2018. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 15% operating margin.

Mission

THE MISSION OF THE WOMEN'S INSTITUTE IS TO PROMOTE ECONOMIC RESILIENCE AND STABLE HOMES BY DEVELOPING AND PRESERVING HIGH QUALITY AFFORDABLE AND SUPPORTIVE HOUSING, WITH AN EMPHASIS ON UNDER-SERVED 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 (2018)

Revenue Breakdown

Contributions & Grants $341,170

Program Service Revenue $1,543,234

Investment Income $58,602

Other Revenue $0

TOTAL REVENUE $1,943,006

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,164,802

Fundraising Expenses $41,457

Program Expenses $1,197,262

Other Expenses $479,405

TOTAL EXPENSES $1,644,207

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,943,006	$1,359,824	+0.4%
Expenses	$1,644,207	$1,611,301	+0.0%
Net Income	$298,799	$-251,477	-2.2%

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

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

$216,985

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY MCDERMOTT	CLERK	1.00	Officer Director	$0	$0	$0
MELISSA J SHEELER	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN EDLUND	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE TRACZYK	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN GIBBONS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA SPRING	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA PELCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
LONI WILLEY	CHIEF OPERATING OFFICER	37.50	Officer	$151,697	$9,786	$161,483
ELIZABETH CRUM	FORMER EXECUTIVE DIRECTOR	37.50	Officer	$43,052	$3,237	$46,289
ELIZABETH TORRES	EXECUTIVE DIRECTOR	37.50	Officer	$8,381	$832	$9,213

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
2018	$1,943,006	$1,644,207	$8,233,926	$298,799

WOMEN'S INSTITUTE FOR HOUSING AND ECONOMIC DEVELOPMENT INC