HATTIE JACKSON II INC (EIN 204274977) - 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

2006

Legal Domicile

Principal Officer

CELIA KENDALL

Phone

6144524184

Tax Period

2023-01-01 to 2023-12-31

HATTIE JACKSON II INC, founded in 2006, is a small nonprofit in the Housing & Shelter sector that reported $229K in total revenue in fiscal year 2023. Expenses of $266K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE AFFORDABLE, ACCESSIBLE HOUSING TO THE ELDERLY AND HANDICAPPED PERSONS.

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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 $142,818

Program Service Revenue $76,062

Investment Income $2,900

Other Revenue $6,766

TOTAL REVENUE $228,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,913

Other Expenses $265,682

TOTAL EXPENSES $265,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,546	$219,830	+0.0%
Expenses	$265,682	$309,861	-0.1%
Net Income	$-37,136	$-90,031	-0.6%

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

$122,146

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL HUNT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOEL KING	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
KELTON WALLER	SECRETARY	1.00	Officer Director	$0	$0	$0
STAN E FORD	MEMBER	0.50	Director	$0	$0	$0
JAY FINKLEA	MEMBER	0.50	Director	$0	$0	$0
ROBERT GLOVER	MEMBER	0.50	Director	$0	$0	$0
CASSANDRA L HICKS	MEMBER	0.50	Director	$0	$0	$0
RONALD MITCHELL	MEMBER	1.00	Director	$0	$0	$0
CELIA KENDALL	CEO	1.00	Officer	$0	$0	$122,146

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	$228,546	$265,682	$1,466,771	$-37,136
2022	$219,830	$309,861	$1,529,604	$-90,031
2021	$236,614	$317,636	$1,605,082	$-81,022
2020	$215,273	$280,990	$1,695,714	$-65,717
2019	$215,558	$277,937	$1,777,484	$-62,379
2018	$230,470	$261,931	$1,823,638	$-31,461

HATTIE JACKSON II INC