ST BERNARD'S HOUSING DEVELOPMENT F… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

BENATHAN UPSHAW

Phone

2125346001

Tax Period

2024-01-01 to 2024-12-31

Mission

ST. BERNARD'S HOUSING DEVELOPMENT FUND COMPANY, INC. HELPS TO ASSIST THE POOR AND DISTRESSED, SPECIFICALLY WITH THEIR NEED FOR AFFORDABLE, SAFE, CLEAN, AND SANITARY HOUSING.

Program Service Accomplishments

Program 1

AFFORDABLE HOUSINGST. BERNARD'S HOUSING DEVELOPMENT FUND COMPANY, INC. HOLDS FEE TITLE TO ST. BERNARD'S PARK, AN AFFORDABLE HOUSING PROJECT IN ROCHESTER, NEW YORK THAT PROVIDES 160 APARTMENTS FOR...

AFFORDABLE HOUSINGST. BERNARD'S HOUSING DEVELOPMENT FUND COMPANY, INC. HOLDS FEE TITLE TO ST. BERNARD'S PARK, AN AFFORDABLE HOUSING PROJECT IN ROCHESTER, NEW YORK THAT PROVIDES 160 APARTMENTS FOR SENIORS WHOSE INCOME IS AT OR BELOW SIXTY PERCENT OF THE AREA MEDIAN INCOME, ENSURING THAT ALL UNITS ARE RESERVED FOR QUALIFIED LOW INCOME TENANTS.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$1,000,000	-1.0%
Expenses	N/A	N/A	N/A
Net Income	N/A	$1,000,000	N/A

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

N/A

Independent Members

N/A

Employees

N/A

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
COREY GRAHAM	DIRECTOR	0.10	Director	$0	$0	$0
DWAYNE JONES	DIRECTOR	0.10	Director	$0	$0	$0
BRET GARWOOD	SECRETARY TREASURER	0.10	Director	$0	$0	$0
BENATHAN UPSHAW	PRESIDENT	0.10	Director	$0	$0	$0
RICHARD BRAMWELL	VICE PRESIDENT	0.10	Director	$0	$0	$0
CHRIS BRAMWELL	ASST TREASURER	0.10	Officer	$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	No data	No data	$1,000,000	No data
2023	$1,000,000	No data	$1,000,000	No data

ST BERNARD'S HOUSING DEVELOPMENT FUND COMPANY INC