ENCORE 49 HOUSING DEVELOPMENT FUND COMPANY INC (EIN 133450786) - 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

JEREMY KAPLAN

Phone

2125812910

Tax Period

2022-07-01 to 2023-06-30

ENCORE 49 HOUSING DEVELOPMENT FUND COMPANY INC, founded in 1987, is a small nonprofit in the Housing & Shelter sector that reported $764K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. Expenses of $925K exceeded revenue, resulting in a 21% operating deficit.

Mission

SUPPORTIVE HOUSING FOR LOW-INCOME SENIORS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $760,373

Investment Income $58

Other Revenue $3,280

TOTAL REVENUE $763,711

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,456

Fundraising Expenses $0

Program Expenses $924,793

Other Expenses $612,337

TOTAL EXPENSES $924,793

Year-over-Year Comparison

	2022	2021	Change
Revenue	$763,711	$902,107	-0.2%
Expenses	$924,793	$1,049,041	-0.1%
Net Income	$-161,082	$-146,934	+0.1%

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

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

$485,129

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK EPSTEIN	CHAIR	1.00	Officer Director	$0	$0	$0
ELLEN DUNN	DIRECTOR	1.00	Director	$0	$0	$0
DANA CHANG	DIRECTOR	1.00	Director	$0	$0	$0
DANNY DANG	DIRECTOR	1.00	Director	$0	$0	$0
SR LILLIAN MCNAMRA	DIRECTOR	1.00	Director	$0	$0	$0
KENDALL MESSICK	DIRECTOR	1.00	Director	$0	$0	$0
MARK NEVINS	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY KAPLAN	EXECUTIVE DIRECTOR	1.00	Officer	$0	$22,813	$214,482
JUDITH CASTILLO	COO	1.00	Officer	$0	$28,303	$186,012
MICHAEL WALTER	SECRETARY	1.00	Officer	$0	$15,659	$84,635

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	No data	No data	No data	No data
2023	$763,711	$924,793	$1,154,677	$-161,082
2022	$902,107	$1,049,041	$1,214,708	$-146,934
2021	$643,213	$994,530	$1,201,387	$-351,317
2020	$912,999	$1,049,289	$1,267,844	$-136,290
2019	$863,541	$986,556	$1,374,967	$-123,015
2018	$929,931	$1,075,535	$1,490,262	$-145,604

ENCORE 49 HOUSING DEVELOPMENT FUND COMPANY INC