HUBBARDSTON ELDERLY HOUSING INC (EIN 042799669) - 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

1983

Legal Domicile

Principal Officer

BRIAN SCALES

Phone

9786306600

Tax Period

2024-11-01 to 2025-10-31

HUBBARDSTON ELDERLY HOUSING INC, founded in 1983, is a small nonprofit in the Housing & Shelter sector that reported $714K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE AFFORDABLE RESIDENTIAL HOUSING FOR ELDERLY PERSONS LOCATED IN HUBBARDSTON, MA.

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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 $511,923

Program Service Revenue $197,430

Investment Income $2,970

Other Revenue $2,131

TOTAL REVENUE $714,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $728,127

Other Expenses $782,474

TOTAL EXPENSES $782,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$714,454	$578,532	+0.2%
Expenses	$782,474	$736,328	+0.1%
Net Income	$-68,020	$-157,796	-0.6%

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

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

$351,601

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDIE O'DONNELL	DIRECTOR	0.10	Director	$0	$0	$0
TODD FITZGERALD	DIRECTOR	0.10	Director	$0	$0	$0
BRIAN SCALES	PRESIDENT/TREASURER	0.10	Officer	$0	$15,270	$273,015
DEBORAH A FOLEY	CLERK/RESIDENT AGENT	0.10	Officer	$0	$0	$78,586

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	$714,454	$782,474	$3,509,791	$-68,020
2024	$578,532	$736,328	$3,118,700	$-157,796
2023	$556,821	$648,518	$3,219,587	$-91,697
2022	$549,425	$682,565	$3,382,876	$-133,140
2021	$540,127	$620,257	$3,534,299	$-80,130
2020	$517,907	$613,302	$3,693,333	$-95,395
2019	$511,390	$604,579	$3,815,787	$-93,189
2018	$501,786	$580,648	$3,960,515	$-78,862

HUBBARDSTON ELDERLY HOUSING INC