FRIENDSHIP II CO

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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

2004

Legal Domicile

Principal Officer

KATIE ROSANBALM

Phone

2083436438

Tax Period

2025-01-01 to 2025-12-31

FRIENDSHIP II CO, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $264K in total revenue in fiscal year 2025. Expenses of $247K left a modest 6% surplus.

Mission

THE PROVIDE ELDERLY OR DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNATED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE, AND OPERATION THEREOF ON A NON-PROFIT BASIS.

Program Service Accomplishments

Program 1

Expenses: $200,515 Revenue: $143,870

THE PROJECT IS AN APARTMENT COMPLEX THAT CONSISTS OF 40 UNITS LOCATED IN CALDWELL, IDAHO. THE UNITS ARE LEASED TO TENANTS UNDER LEASE TERMS OF TWELVE MONTHS FOR LOWER INCOME ELDERLY PERSONS PURSUANT...

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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 (2025)

Revenue Breakdown

Contributions & Grants $115,051

Program Service Revenue $142,931

Investment Income $4,684

Other Revenue $939

TOTAL REVENUE $263,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,644

Fundraising Expenses $0

Program Expenses $200,515

Other Expenses $194,236

TOTAL EXPENSES $246,880

Year-over-Year Comparison

	2025	2024	Change
Revenue	$263,605	$277,068	0.0%
Expenses	$246,880	$237,887	+0.0%
Net Income	$16,725	$39,181	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES R TOMLINSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAT MCKEEGAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RANDY MASON	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD TOMLINSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATIE ROSANBALM	TREASURER	1.00	Director	$0	$0	$0
ALLAN BOSCH	DIRECTOR	1.00	Director	$0	$0	$0
FRED SHOEMAKER	DIRECTOR	1.00	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	$263,605	$246,880	$1,552,060	$16,725
2024	$277,068	$237,887	$1,549,849	$39,181
2023	$279,205	$264,688	$1,488,465	$14,517
2022	$222,184	$212,802	$1,513,965	$9,382
2021	$178,650	$262,756	$1,516,607	$-84,106
2020	$159,718	$211,422	$1,614,309	$-51,704
2019	$164,617	$203,709	$1,608,442	$-39,092
2018	$165,233	$188,221	$1,641,734	$-22,988