ST MARGARET'S HOUSE HOUSING DEVELOPMENT FUND CORPORATION (EIN 132947394) - 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

1977

Legal Domicile

Principal Officer

SUSAN HINKSON-CARLING

Phone

2127668122

Tax Period

2024-01-01 to 2024-12-31

ST MARGARET'S HOUSE HOUSING DEVELOPMENT FUND CORPORATION, founded in 1977, is a mid-sized nonprofit in the Housing & Shelter sector that reported $12.2M in total revenue in fiscal year 2024. Expenses of $10.6M left a modest 13% surplus.

Mission

PROVIDES HOUSING SERVICES TO LOW INCOME OLDER ADULTS AND DISABLED PERSONS WITH MOBILITY IMPAIRMENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,075

Program Service Revenue $11,571,519

Investment Income $572,507

Other Revenue $7,432

TOTAL REVENUE $12,153,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,265,109

Fundraising Expenses $0

Program Expenses $9,502,776

Other Expenses $9,368,651

TOTAL EXPENSES $10,633,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,153,533	$11,491,143	+0.1%
Expenses	$10,633,760	$65,295,026	-0.8%
Net Income	$1,519,773	$-53,803,883	-1.0%

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

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

$396,828

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER D BARBEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA GRAUE	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM F WRAY	BOARD MEMBER (UNTIL 4/2/24)	1.00	Director	$0	$0	$0
SHARON HARDY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HUMPHREVILLE	BOARD MEMBER (UNTIL 4/2/24)	1.00	Director	$0	$0	$0
CHRISTIAN B HYLTON	BOARD MEMBER (UNTIL 4/2/24)	1.00	Director	$0	$0	$0
SUSAN K JANSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER MANN	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNNE JORDAL MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTEZ R MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL MOTLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
HILARY PENNINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
GAYLE ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHANIEL F ROGERS	BOARD MEMBER	1.00	Director	$0	$0	$0
T DENNIS SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
GABRIELLE SULZBERGER	BOARD MEMBER (UNTIL 4/2/24)	1.00	Director	$0	$0	$0
JOHN G TALTY	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN WARD	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM WRIGHT II	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN H HEWITT	PRESIDENT (UNTIL 4/2/24)	1.00	Officer Director	$0	$0	$0
MATTHEW KNISELY PRES FROM	4/10/24) VP/SEC,TREAS (UNTIL 4/9/24)	1.00	Officer Director	$0	$0	$0
SUSAN HINKSON-CARLING	VP & TREASURER (FROM 4/10/24)	1.00	Officer Director	$0	$0	$0
CLAIRE GUERETTE	EXECUTIVE DIRECTOR	40.00	Officer	$199,632	$53,469	$253,101
EZRA EBANKS	CONTROLLER	40.00	Officer	$118,137	$25,590	$143,727

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	$12,153,533	$10,633,760	$32,145,578	$1,519,773
2023	$11,491,143	$65,295,026	$31,065,524	$-53,803,883
2022	$10,355,247	$10,914,696	$21,344,645	$-559,449
2021	$9,828,020	$6,165,658	$22,602,374	$3,662,362
2020	$10,057,140	$5,866,542	$17,936,764	$4,190,598
2019	$10,102,313	$5,477,396	$15,482,961	$4,624,917
2018	$11,938,201	$5,581,232	$12,070,763	$6,356,969

ST MARGARET'S HOUSE HOUSING DEVELOPMENT FUND CORPORATION