HOUTZ-MEYERS-ROSE HOLDING CO INC (EIN 204980948) - 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

NICOLE BRESSLER

Phone

8143605786

Tax Period

2024-09-01 to 2025-08-31

HOUTZ-MEYERS-ROSE HOLDING CO INC, founded in 2006, is a micro nonprofit in the Recreation & Sports sector that reported $32K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $37K exceeded revenue, resulting in a 15% operating deficit.

Mission

ORGANIZED AS A HOLDING COMPANY TO OWN REAL PROPERTY USED EXCLUSIVELY FOR THE MEMBERS OF THE AMERICAN LEGION POST 867.

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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 $32,000

Program Service Revenue $0

Investment Income $473

Other Revenue $0

TOTAL REVENUE $32,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $37,366

TOTAL EXPENSES $37,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,473	$29,351	+0.1%
Expenses	$37,366	$32,878	+0.1%
Net Income	$-4,893	$-3,527	+0.4%

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

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
MERL WERTZ JR	Secretary	1.00	Officer	$0	$0	$0
NICOLE BRESSLER	Treasurer	1.00	Officer	$0	$0	$0
DAVE BAIRD JR	Director	1.00	Officer	$0	$0	$0
GENE ALTERS	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
2025	$32,473	$37,366	$471,359	$-4,893
2024	$29,351	$32,878	$465,118	$-3,527
2023	$17,150	$30,936	$468,644	$-13,786
2022	$5,049	$26,256	$482,430	$-21,207
2021	$8,039	$30,251	$503,637	$-22,212

HOUTZ-MEYERS-ROSE HOLDING CO INC