Joseph Yancey Jr Housing Dev Fund Corp (EIN 133238626) - 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

1984

Legal Domicile

Principal Officer

Donald C Notice

Phone

2128621399

Tax Period

2024-01-01 to 2024-12-31

Joseph Yancey Jr Housing Dev Fund Corp, founded in 1984, is a community nonprofit in the Unknown sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

To provide low and moderate income housing

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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 $1,001,278

Program Service Revenue $245,089

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,246,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,154

Fundraising Expenses $0

Program Expenses $1,042,983

Other Expenses $966,773

TOTAL EXPENSES $1,306,927

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,246,367	$1,267,861	0.0%
Expenses	$1,306,927	$1,398,726	-0.1%
Net Income	$-60,560	$-130,865	-0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lenore Browne	Vice Chair	001.00	Officer Director	$0	$0	$0
IIeana DeLa Rosa	Chairperson	001.00	Officer Director	$0	$0	$0
Ms Genevieve Outlaw	Secretary	001.00	Officer Director	$0	$0	$0
Shawnique Wheeler	Treasurer	001.00	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	$1,246,367	$1,306,927	$3,447,467	$-60,560
2023	$1,267,861	$1,398,726	$3,587,847	$-130,865
2022	$1,239,486	$1,184,374	$3,693,975	$55,112
2021	$1,248,972	$1,143,718	$3,674,546	$105,254
2020	$1,092,662	$1,167,319	$3,720,462	$-74,657
2019	$1,178,669	$1,288,838	$3,813,885	$-110,169
2018	$1,022,538	$1,215,804	$4,075,394	$-193,266

Joseph Yancey Jr Housing Dev Fund Corp