PECONIC UNITED METHODIST HOUSING DEVELOPMENT FUND COMPANY INC (EIN 112498525) - 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

1987

Legal Domicile

Principal Officer

SAMANTHA MOORE

Phone

6312368106

Tax Period

2023-01-01 to 2023-12-31

PECONIC UNITED METHODIST HOUSING DEVELOPMENT FUND COMPANY INC, founded in 1987, is a community nonprofit in the Housing & Shelter sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 27498% from the prior year, signaling strong growth momentum. The organization ran a surplus of $921K, a strong 92% operating margin.

Mission

TO PROVIDE SAFE, SANITARY AND AFFORDABLE HOUSING TO ELDERLY RESIDENTS.

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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 $1,000,000

Program Service Revenue $0

Investment Income $145

Other Revenue $0

TOTAL REVENUE $1,000,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,986

TOTAL EXPENSES $78,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,000,145	$3,624	+275.0%
Expenses	$78,986	$36,689	+1.2%
Net Income	$921,159	$-33,065	-28.9%

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 MOORE	PRESIDENT	10.00	Officer Director	$0	$0	$0
SAMANTHA MOORE	TREASURER	0.00	Officer Director	$0	$0	$0
JONATHAN WIRTH	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
ANDREW DUFOUR	BOARD MEMBER	0.00	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	$1,000,145	$78,986	$5,620,748	$921,159
2022	$3,624	$36,689	$4,699,589	$-33,065
2021	$48,300	$9,859	$4,732,655	$38,441
2020	$7,325	$127,947	$4,694,214	$-120,622
2019	$54,240	$10,559	$4,816,789	$43,681
2018	$8,629,087	$381,581	$4,773,108	$8,247,506

PECONIC UNITED METHODIST HOUSING DEVELOPMENT FUND COMPANY INC