STEEPLEVIEW HOUSING DEVELOPMENT FUN (EIN 222528065) - 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

1984

Legal Domicile

Principal Officer

DIANA CAFFERTY

Tax Period

2023-01-01 to 2023-12-31

STEEPLEVIEW HOUSING DEVELOPMENT FUN, founded in 1984, is a small nonprofit that reported $197K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $175K left a modest 11% surplus.

Mission

LOW INCOME HOUSING

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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 $15,131

Program Service Revenue $177,959

Investment Income $35

Other Revenue $3,655

TOTAL REVENUE $196,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,001

Fundraising Expenses $0

Program Expenses $140,923

Other Expenses $132,870

TOTAL EXPENSES $174,871

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,780	$173,965	+0.1%
Expenses	$174,871	$167,368	+0.0%
Net Income	$21,909	$6,597	+2.3%

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

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
EVELYN BRUCE	SECRETARY	N/A	Officer Director	$0	$0	$0
DIANA CAFFERTY	PRESIDENT	N/A	Officer Director	$0	$0	$0
JAMES COX	DIRECTOR	N/A	Director	$0	$0	$0
KEITH DASH	DIRECTOR	N/A	Director	$0	$0	$0
ELMAR KIEFER	TREASURER	N/A	Officer Director	$0	$0	$0
JOHN LATIMORE	DIRECTOR	N/A	Director	$0	$0	$0
CARL MENDE	DIRECTOR	N/A	Director	$0	$0	$0
DOREEN MILLER	DIRECTOR	N/A	Director	$0	$0	$0
REV STEPHEN RIDGE	DIRECTOR	N/A	Director	$0	$0	$0
EDEL VAIL	VICE PRESIDE	N/A	Officer 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
2024	No data	No data	No data	No data
2023	$196,780	$174,871	$262,258	$21,909
2022	$173,965	$167,368	$277,052	$6,597
2021	$164,843	$158,110	$304,422	$6,733
2020	$154,929	$141,101	$328,226	$13,828
2019	$152,652	$141,085	$341,402	$11,567
2018	$149,961	$136,737	$354,150	$13,224

STEEPLEVIEW HOUSING DEVELOPMENT FUN