SCHENECTADY B'NAI B'RITH HOUSING DEVELOPMENT FUND COMPANY INC (EIN 222795472) - 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

1991

Legal Domicile

Principal Officer

AVIVA HALLENSTEIN

Phone

5183468797

Tax Period

2024-04-01 to 2025-03-31

SCHENECTADY B'NAI B'RITH HOUSING DEVELOPMENT FUND COMPANY INC, founded in 1991, is a small nonprofit that reported $712K in total revenue in fiscal year 2024. Expenses of $631K left a modest 11% surplus.

Mission

TO PROVIDE HOUSING FOR LOW AND MODERATE INCOME 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 (2024)

Revenue Breakdown

Contributions & Grants $528,623

Program Service Revenue $143,692

Investment Income $8,047

Other Revenue $31,706

TOTAL REVENUE $712,068

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $574,309

Other Expenses $631,426

TOTAL EXPENSES $631,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$712,068	$687,673	+0.0%
Expenses	$631,426	$580,031	+0.1%
Net Income	$80,642	$107,642	-0.3%

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

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
AVIVA HALLENSTEIN	PRESIDENT (EFF 05/2024)	10.00	Officer Director	$0	$0	$0
ANNE DEIBER	VICE PRESIDENT (EFF 05/2024)	10.00	Officer Director	$0	$0	$0
DENNIS CAPLAN	TREASURER (EFF 05/2024)	10.00	Officer Director	$0	$0	$0
DIANE BARNEY	SECRETARY (EFF 05/2024)	10.00	Officer Director	$0	$0	$0
YVETTE GEBELL	DIRECTOR (EFF 05/2024)	5.00	Director	$0	$0	$0
WILLIAM PEARLMAN	DIRECTOR	5.00	Director	$0	$0	$0
LARRY ROUTENBERG	DIRECTOR	5.00	Director	$0	$0	$0
ALEX HALLENSTEIN	DIRECTOR	5.00	Director	$0	$0	$0
ELLIE SCHANTZ	DIRECTOR	5.00	Director	$0	$0	$0
DON STRACHER	DIRECTOR (THRU 01/23/2025)	5.00	Director	$0	$0	$0
DAN MAYER	DIRECTOR (EFF 05/2024)	5.00	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	$712,068	$631,426	$2,909,010	$80,642
2024	$687,673	$580,031	$2,824,904	$107,642
2023	$603,424	$495,082	$2,771,050	$108,342
2022	$612,841	$552,432	$2,698,936	$60,409
2021	$592,744	$563,039	$2,688,509	$29,705
2020	$616,456	$636,415	$2,735,576	$-19,959
2019	$571,821	$493,425	$2,813,880	$78,396

SCHENECTADY B'NAI B'RITH HOUSING DEVELOPMENT FUND COMPANY INC