WALTON AVENUE HOUSING DEVELOPMENT FUND CORPORATION (EIN 133411057) - 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

JEANETTE PURYEAR

Phone

7185888200

Tax Period

2023-07-01 to 2024-06-30

WALTON AVENUE HOUSING DEVELOPMENT FUND CORPORATION, founded in 1987, is a community nonprofit in the Housing & Shelter sector that reported $1.4M in total revenue in fiscal year 2023.

Mission

WALTON AVENUE SENIOR HOUSING DEVELOPMENT FUND CORPORATION(THE "CORPORATION") WAS ORGANIZED FOR THE CHARITABLE PURPOSE OF DEVELOPING A SENIOR HOUSING PROJECT AT 1181 WALTON AVE, BRONX, NY.

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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 $0

Program Service Revenue $1,342,739

Investment Income $10,897

Other Revenue $24,656

TOTAL REVENUE $1,378,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $343,124

Fundraising Expenses $0

Program Expenses $1,167,635

Other Expenses $1,125,310

TOTAL EXPENSES $1,468,434

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,378,292	$1,316,982	+0.0%
Expenses	$1,468,434	$1,589,972	-0.1%
Net Income	$-90,142	$-272,990	-0.7%

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

$311,124

Total Directors

$311,124

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JOE ALBERT BUSH SR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARY COLEMAN	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
JEANETTE PURYEAR	SEC AND TREA	1.00	Officer Director	$0	$36,310	$311,124

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	No data	No data	No data	No data
2024	$1,378,292	$1,468,434	$5,572,476	$-90,142
2023	$1,316,982	$1,589,972	$5,294,855	$-272,990
2022	$1,323,507	$1,434,812	$5,171,206	$-111,305
2021	$1,317,162	$1,175,688	$5,426,802	$141,474
2021	$1,338,013	$1,275,605	$5,622,497	$62,408
2020	$1,475,312	$2,348,305	$5,545,214	$-872,993
2019	$1,387,676	$1,457,224	$3,054,081	$-69,548
2018	$1,418,471	$1,481,696	$3,472,785	$-63,225

WALTON AVENUE HOUSING DEVELOPMENT FUND CORPORATION