TROUTMAN EVERGREEN HDFC (EIN 113534156) - 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

2000

Legal Domicile

Principal Officer

KIERAN HARRINGTON

Phone

7183663800

Tax Period

2023-01-01 to 2023-12-31

TROUTMAN EVERGREEN HDFC, founded in 2000, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.5M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO OPERATE AN APARTMENT COMPLEX CONSISTING OF 81 RENTAL UNITS AND 1 SUPERINTENDENT'S UNIT, UNDER THE NATIONAL HOUSING ACT.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $959,182

Program Service Revenue $277,864

Investment Income $17,826

Other Revenue $262

TOTAL REVENUE $1,255,134

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,329,384

Other Expenses $1,464,314

TOTAL EXPENSES $1,464,314

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,255,134	$1,189,349	+0.1%
Expenses	$1,464,314	$1,321,009	+0.1%
Net Income	$-209,180	$-131,660	+0.6%

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

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

$1,119,232

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN D SHUCK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LARRY FERNANDEZ	TREASURER	1.00	Officer Director	$0	$0	$0
VIRGINIA TORRES	SECRETARY	1.00	Officer Director	$0	$0	$0
SAM JOSEPH AMIRFAR	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA BATTAGLIA	DIRECTOR	1.00	Director	$0	$0	$0
JEANETTE CEPEDA	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DEROSA	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN HOLMAN	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE KIM	DIRECTOR THRU 10/2023	1.00	Director	$0	$0	$0
ROHAN MEHRA	DIRECTOR	1.00	Director	$0	$0	$0
DAN MINERVA	DIRECTOR	1.00	Director	$0	$0	$0
EGONDU ONUOHA	DIRECTOR	1.00	Director	$0	$0	$0
JOANN STOCK	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA TAN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SHORT	CEO	1.00	Officer	$0	$86,191	$656,956
EMILY KURTZ	ASSISTANT SECRETARY	1.00	Officer	$0	$66,444	$301,091
VISHAL CHAWLA	CFO	1.00	Officer	$0	$614	$25,614
JENNIFER NGUYEN	CFO THRU NOVEMBER 2023	1.00	Officer	$0	$11,332	$135,571

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	$1,255,134	$1,464,314	$6,680,636	$-209,180
2022	$1,189,349	$1,321,009	$6,774,600	$-131,660
2021	$1,129,994	$1,305,810	$6,793,551	$-175,816
2020	$1,175,631	$1,169,068	$6,960,158	$6,563
2019	$1,275,686	$1,319,473	$6,864,273	$-43,787
2018	$1,277,502	$1,338,669	$6,838,274	$-61,167

TROUTMAN EVERGREEN HDFC