LOEB HOUSE INC (EIN 222609761) - 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

1983

Legal Domicile

Principal Officer

LEON FISHMAN

Phone

8457350515

Tax Period

2024-01-01 to 2024-12-31

LOEB HOUSE INC, founded in 1983, is a community nonprofit that reported $7.3M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 15% surplus.

Mission

PROVIDE COMMUNITY HOUSING FOR INDIVIDUALS WITH SPECIAL HOUSING AND SERVICE NEEDS. ALL INDIVIDUALS OVER 18 YEARS OF AGE, WHATEVER THEIR PHYSICAL CONDITION AND/OR MENTAL ABILITIES, ARE ENTITLED TO THE OPPORTUNITY TO LIVE AND FUNCTION IN THE COMMUNITY.

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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 $0

Program Service Revenue $7,281,597

Investment Income $36,747

Other Revenue $0

TOTAL REVENUE $7,318,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,009,014

Fundraising Expenses $0

Program Expenses $5,599,394

Other Expenses $2,246,204

TOTAL EXPENSES $6,255,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,318,344	$6,781,135	+0.1%
Expenses	$6,255,218	$5,798,176	+0.1%
Net Income	$1,063,126	$982,959	+0.1%

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

114

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
THOMAS ZIMMERMAN	CEO (FORMER)	30.00		$192,547	$58,748	$251,295
RONALD SIGNORE	CEO	30.00		$179,024	$22,740	$201,764
LEON FISHMAN	CFO	30.00		$74,769	$13,545	$88,314
INGRID MONTGOMERY MD MPH	Director	2.00	Director	$0	$0	$0
JOSEPH SCUTIERI	Director	2.00	Director	$0	$0	$0
NIELS DUA	Director	2.00	Director	$0	$0	$0
JAMES F MURPHY	CHAIRMAN/DIRECT	2.00	Officer Director	$0	$0	$0
THERESA OROURKE	Vice Chair/Dir.	2.00	Officer Director	$0	$0	$0
DANA B KAT	Director	2.00	Director	$0	$0	$0
DEBBIE FARRELLY	CORPORATE COMPLIANCE OFFICER	30.00		$0	$0	$0
KELLY KOHLBRENNER	HOUSING MANAGER	30.00		$0	$0	$0
FLORENCE MUTESASIRA	PROGRAM MANAGER	30.00		$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	$7,318,344	$6,255,218	$7,475,766	$1,063,126
2023	$6,781,135	$5,798,176	$6,631,071	$982,959
2022	$5,579,119	$5,228,734	$5,194,800	$350,385
2021	$4,773,540	$4,663,412	$4,706,432	$110,128
2020	$4,435,799	$4,430,110	$4,536,101	$5,689
2019	$4,430,447	$4,355,127	$4,498,388	$75,320
2018	$4,401,125	$4,281,057	$4,408,936	$120,068

LOEB HOUSE INC