THE PELHAM II CORPORATION C/O JOHN M CORCORAN & COMPANY (EIN 043145070) - 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

1990

Legal Domicile

Principal Officer

ROBERT E ENGLER

Phone

7818490014

Tax Period

2023-01-01 to 2023-12-31

THE PELHAM II CORPORATION C/O JOHN M CORCORAN & COMPANY, founded in 1990, is a community nonprofit in the Housing & Shelter sector that reported $6.1M in total revenue in fiscal year 2023. The organization ran a surplus of $1.1M, a strong 18% operating margin.

Mission

TO MAKE AFFORDABLE HOUSING AVAILABLE TO PERSONS OF LOW AND MODERATE INCOME.

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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 $3,941,754

Program Service Revenue $2,119,964

Investment Income $10,981

Other Revenue $27,293

TOTAL REVENUE $6,099,992

Expense Breakdown

Grants Paid $1,300,000

Salaries & Benefits $603,979

Fundraising Expenses $0

Program Expenses $4,666,852

Other Expenses $3,112,081

TOTAL EXPENSES $5,016,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,099,992	$5,741,908	+0.1%
Expenses	$5,016,060	$4,626,913	+0.1%
Net Income	$1,083,932	$1,114,995	0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN BARBOUR	TRUSTEE	0.10	Director	$0	$0	$0
SUSAN P DARGAN	TRUSTEE	0.10	Director	$0	$0	$0
BRIAN ENGLER	TRUSTEE	0.10	Director	$0	$0	$0
GEOFFREY ENGLER	TRUSTEE	0.10	Director	$0	$0	$0
EDNA SMITH	TRUSTEE	0.10	Director	$0	$0	$0
JAMES STOCKARD	TRUSTEE	0.10	Director	$0	$0	$0
ROBERT E ENGLER	PRESIDENT	0.20	Officer Director	$0	$0	$0
PHILIP GIFFEE	CLERK	0.20	Officer Director	$0	$0	$0
MARVIN M SIFLINGER	CHAIRMAN	0.10	Officer Director	$0	$0	$0
JEANNE STRICKLAND	TREASURER	0.20	Officer 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
2024	No data	No data	No data	No data
2023	$6,099,992	$5,016,060	$10,094,960	$1,083,932
2022	$5,741,908	$4,626,913	$9,417,176	$1,114,995
2021	$5,628,066	$5,141,577	$8,624,506	$486,489
2020	$4,733,146	$4,793,401	$7,434,637	$-60,255
2019	$4,740,167	$4,725,936	$7,803,273	$14,231
2018	$4,544,417	$13,624,582	$8,043,016	$-9,080,165

THE PELHAM II CORPORATION C/O JOHN M CORCORAN & COMPANY