DELHI SENIOR HOUSING DEVELOPMENT FUND COMPANY II INC (EIN 161601104) - 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

2001

Legal Domicile

Principal Officer

KAREN MARSHFIELD

Phone

5184590183

Tax Period

2024-01-01 to 2024-12-31

DELHI SENIOR HOUSING DEVELOPMENT FUND COMPANY II INC, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $197K in total revenue in fiscal year 2024. Expenses of $243K exceeded revenue, resulting in a 23% operating deficit.

Mission

LOW-INCOME HOUSING FOR THE ELDERLY

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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 $119,979

Program Service Revenue $75,273

Investment Income $528

Other Revenue $1,665

TOTAL REVENUE $197,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,939

Fundraising Expenses $0

Program Expenses $148,787

Other Expenses $184,137

TOTAL EXPENSES $243,076

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,445	$200,676	0.0%
Expenses	$243,076	$224,615	+0.1%
Net Income	$-45,631	$-23,939	+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

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
THOMAS BRIGGS	DIRECTOR	1.00	Director	$0	$0	$0
EDGAR GOFF	DIRECTOR	1.00	Director	$0	$0	$0
DR SHELLY BARTOW	DIRECTOR	1.00	Director	$0	$0	$0
BETTY BERGLEITNER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
WAYNE SHEPARD	SECRETARY	1.00	Officer	$0	$0	$0
MANLY SHULTS	TREASURER	1.00	Officer	$0	$0	$0
KAREN MARSHFIELD	PRESIDENT	1.00	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	$197,445	$243,076	$875,619	$-45,631
2023	$200,676	$224,615	$902,574	$-23,939
2022	$194,271	$231,346	$925,704	$-37,075
2021	$196,183	$237,853	$949,537	$-41,670
2020	$195,469	$222,653	$996,470	$-27,184
2019	$172,306	$204,571	$1,024,015	$-32,265
2018	$171,628	$203,773	$1,062,796	$-32,145

DELHI SENIOR HOUSING DEVELOPMENT FUND COMPANY II INC