SISTER HELEN TRAVIS HDFC (EIN 200678812) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

CRAIG J MONTALBANO

Phone

6467648670

Tax Period

2023-06-01 to 2024-05-31

SISTER HELEN TRAVIS HDFC, founded in 2006, is a small nonprofit in the Housing & Shelter sector that reported $323K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $300K left a modest 7% surplus.

Mission

PROVIDE HOUSING TO TEENAGERS WHO ARE BUSED TO AND FROM WESTCHESTER EDUCATIONAL FACILITIES, ADMINISTERED BY RISING GROUND, A LEADING NONPROFIT HUMAN SERVICES ORGANIZATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $322,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $322,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,421

Other Expenses $300,421

TOTAL EXPENSES $300,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$322,750	$284,875	+0.1%
Expenses	$300,421	$282,222	+0.1%
Net Income	$22,329	$2,653	+7.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CRAIG J MONTALBANO	President	20.00	Director	$0	$0	$0
JOSEPH AMORELLI	Chairman	3.00	Director	$0	$0	$0
GERALDINE J LUECKE	Director	3.00	Director	$0	$0	$0
RAYMOND S SCHNNETZLER	Director	3.00	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	$322,750	$300,421	$58,024	$22,329
2023	$284,875	$282,222	$35,695	$2,653
2022	$304,500	$287,924	$33,042	$16,576

SISTER HELEN TRAVIS HDFC