UPSALA ELDER HOUSING CORPORATION (EIN 043204139) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

ELIZABETH SANNING

Phone

5087921400

Tax Period

2024-04-01 to 2025-03-31

UPSALA ELDER HOUSING CORPORATION, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $816K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Net assets of $1.9M represent 28 months of operating reserves.

Mission

TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $543,076

Program Service Revenue $265,408

Investment Income $531

Other Revenue $7,144

TOTAL REVENUE $816,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,734

Fundraising Expenses $0

Program Expenses $868,131

Other Expenses $656,397

TOTAL EXPENSES $868,131

Year-over-Year Comparison

	2024	2023	Change
Revenue	$816,159	$647,955	+0.3%
Expenses	$868,131	$802,651	+0.1%
Net Income	$-51,972	$-154,696	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
ELIZABETH SANNING	PRESIDENT/SECRETARY	1.00	Officer Director	$0	$0	$0
RUTH RODRIGUEZ FAY	DIRECTOR	1.00	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
2025	$816,159	$868,131	$2,006,101	$-51,972
2024	$647,955	$802,651	$2,129,761	$-154,696
2023	$574,637	$788,880	$2,267,754	$-214,243
2022	$607,555	$770,748	$2,452,698	$-163,193
2021	$565,058	$708,114	$2,573,076	$-143,056
2020	$591,910	$726,746	$2,739,887	$-134,836
2019	$589,906	$736,717	$2,840,735	$-146,811

UPSALA ELDER HOUSING CORPORATION