JOSEPH'S HOUSE AND SHELTER INC (EIN 141636163) - 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

1982

Legal Domicile

Principal Officer

AMY LAFOUNTAIN

Phone

5182722544

Tax Period

2023-01-01 to 2023-12-31

JOSEPH'S HOUSE AND SHELTER INC, founded in 1982, is a community nonprofit in the Housing & Shelter sector that reported $4.4M in total revenue in fiscal year 2023.

Mission

JOSEPH'S HOUSE & SHELTER'S MISSION IS TO PROVIDE NON-JUDGEMENTAL SERVICES TO END HOMELESSNESS.

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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 $2,965,136

Program Service Revenue $1,491,654

Investment Income $106

Other Revenue $-11,936

TOTAL REVENUE $4,444,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,074,940

Fundraising Expenses $0

Program Expenses $3,461,643

Other Expenses $1,405,834

TOTAL EXPENSES $4,480,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,444,960	$4,460,900	0.0%
Expenses	$4,480,774	$4,935,259	-0.1%
Net Income	$-35,814	$-474,359	-0.9%

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

126

Volunteers

220

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

$95,405

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA BUDRIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT VANDERLES	DIRECTOR	0.25	Director	$0	$0	$0
REKHA SINGH	DIRECTOR	0.25	Director	$0	$0	$0
KEVIN JUIN	DIRECTOR	0.25	Director	$0	$0	$0
ELLEN HOTZ	DIRECTOR	0.25	Director	$0	$0	$0
SISTER MIRIAM D UKERITIS	DIRECTOR	0.25	Director	$0	$0	$0
RICHARD KIERNAN	DIRECTOR	0.25	Director	$0	$0	$0
ADAM WEBER	DIRECTOR	0.25	Director	$0	$0	$0
JIM MCGRATH	DIRECTOR	0.25	Director	$0	$0	$0
ERIKA ENDRES	DIRECTOR	0.25	Director	$0	$0	$0
RORY COSTELLO	DIRECTOR	0.25	Director	$0	$0	$0
TIARA SPRINGER-LOVE	DIRECTOR	0.25	Director	$0	$0	$0
CECILIA HASSET	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH GLAZER	TREASURER	1.00	Officer Director	$0	$0	$0
MARGARET O'CONNELL WILLARD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY LAFOUNTAIN	EXECUTIVE DIRECTOR	40.00	Officer	$93,876	$1,529	$95,405

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	$4,444,960	$4,480,774	$6,452,968	$-35,814
2023	No data	No data	No data	No data
2022	$4,460,900	$4,935,259	$6,598,861	$-474,359
2021	$4,262,098	$4,483,305	$6,565,362	$-221,207
2021	$4,178,186	$4,422,020	$6,622,378	$-243,834
2020	$4,177,280	$4,346,629	$6,699,622	$-169,349
2019	$3,177,384	$3,335,727	$6,599,995	$-158,343
2018	$2,947,922	$2,988,321	$5,825,148	$-40,399

JOSEPH'S HOUSE AND SHELTER INC