INDEPENDENT HOUSING I INC C/O CARR PROPERTY MANAGEMENT INC (EIN 046139987) - 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

1966

Legal Domicile

Principal Officer

JAMES BURR

Phone

4135254321

Tax Period

2025-01-01 to 2025-12-31

INDEPENDENT HOUSING I INC C/O CARR PROPERTY MANAGEMENT INC, founded in 1966, is a community nonprofit in the Housing & Shelter sector that reported $4.2M in total revenue in fiscal year 2025.

Mission

PROVIDE HOUSING FOR THE ELDERLY AND HANDICAPPED

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,112,888

Investment Income $19,686

Other Revenue $26,896

TOTAL REVENUE $4,159,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,948,948

Other Expenses $4,142,201

TOTAL EXPENSES $4,142,201

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,159,470	$4,152,639	+0.0%
Expenses	$4,142,201	$3,919,312	+0.1%
Net Income	$17,269	$233,327	-0.9%

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

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
JAMES BURR	PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY NIEVES-ROQUE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
NANCY MORALES	TREASURER	2.00	Officer Director	$0	$0	$0
DEBRA AVERY	SECRETARY/CL	2.00	Officer Director	$0	$0	$0
LYNNE T AHERN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN P PERRY JR	DIRECTOR	2.00	Director	$0	$0	$0
JEANNE B AHERN	DIRECTOR	2.00	Director	$0	$0	$0
LYDIA MARTINEZ	DIRECTOR	2.00	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	$4,159,470	$4,142,201	$10,416,236	$17,269
2024	No data	No data	No data	No data
2023	$4,038,517	$3,368,409	$10,232,130	$670,108
2022	$3,924,583	$3,184,315	$9,419,408	$740,268
2021	$3,722,030	$3,211,799	$8,520,238	$510,231
2020	$3,490,091	$3,410,132	$8,650,050	$79,959
2019	$3,488,880	$3,240,666	$8,918,065	$248,214
2018	$3,495,570	$3,059,638	$9,135,712	$435,932

INDEPENDENT HOUSING I INC C/O CARR PROPERTY MANAGEMENT INC