South Lewis Housing Development Fund Company Inc (EIN 161277474) - 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

1986

Legal Domicile

Principal Officer

Tony Belmont

Phone

3153762639

Tax Period

2023-10-01 to 2024-09-30

South Lewis Housing Development Fund Company Inc, founded in 1986, is a micro nonprofit that reported $78K in total revenue in fiscal year 2023. The organization ran a surplus of $14K, a strong 18% operating margin.

Mission

Housing for Elderly and Handicapped

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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 $77,248

Investment Income $15

Other Revenue $1,126

TOTAL REVENUE $78,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,414

Other Expenses $64,414

TOTAL EXPENSES $64,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,389	$76,209	+0.0%
Expenses	$64,414	$65,038	0.0%
Net Income	$13,975	$11,171	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tony Belmont	President	1.00	Officer Director	$0	$0	$0
Nancy Fruin	Vice President	1.00	Officer Director	$0	$0	$0
Debra Roberts	Sec./Treas.	1.00	Officer Director	$0	$0	$0
Carol Martin	Director	1.00	Director	$0	$0	$0
Alan Scouten	Director	1.00	Director	$0	$0	$0
Louise Wilson	Director	1.00	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
2025	No data	No data	No data	No data
2024	$78,389	$64,414	$132,629	$13,975
2023	$76,209	$65,038	$131,397	$11,171
2022	$76,497	$19,454	$130,480	$57,043
2021	$78,356	$53,067	$128,132	$25,289
2020	$74,073	$59,313	$118,157	$14,760
2019	$74,118	$68,846	$116,519	$5,272
2018	$70,182	$73,023	$120,434	$-2,841

South Lewis Housing Development Fund Company Inc