HOUSING & ASSISTIVE TECHNOLOGY INC (EIN 043777501) - 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

2003

Legal Domicile

Principal Officer

BETH KOFSKY

Phone

3055729005

Tax Period

2023-10-01 to 2024-09-30

HOUSING & ASSISTIVE TECHNOLOGY INC, founded in 2003, is a small nonprofit in the Human Services sector that reported $421K in total revenue in fiscal year 2023. Expenses of $379K left a modest 10% surplus.

Mission

ASSESSMENT AND CONSULTING SERVICES TO DETERMINE THE NEEDS OF ELDERLY AND DISABLED INDIVIDUALS.

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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 $416,548

Investment Income $4,803

Other Revenue $0

TOTAL REVENUE $421,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $144,517

Fundraising Expenses $1,668

Program Expenses $362,146

Other Expenses $234,367

TOTAL EXPENSES $378,884

Year-over-Year Comparison

	2023	2022	Change
Revenue	$421,351	$412,320	+0.0%
Expenses	$378,884	$448,608	-0.2%
Net Income	$42,467	$-36,288	-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

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

$111,291

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH KOFSKY	EXECUTIVE DI	40.00	Director	$111,291	$0	$111,291
MARILYN CHEUNG	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL CESARANO ESQ	DIRECTOR	5.00	Director	$0	$0	$0
DALE OSTROWSKI	DIRECTOR	5.00	Director	$0	$0	$0
ELLY DU PRE	DIRECTOR	5.00	Director	$0	$0	$0
CARL LEON PRIME	DIRECTOR	5.00	Director	$0	$0	$0
VICTOR FARRAN	DIRECTOR	5.00	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	No data	No data	No data	No data
2024	$421,351	$378,884	$396,969	$42,467
2023	$412,320	$448,608	$354,502	$-36,288
2022	$533,385	$497,900	$365,790	$35,485
2020	$780,861	$605,602	$376,272	$175,259

HOUSING & ASSISTIVE TECHNOLOGY INC