TAYLOR BROWN HOUSING DEVELOPMENT FUND COMPANY INC (EIN 222807734) - 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

1986

Legal Domicile

Principal Officer

TRISHA KOCZENT CPA FHFM

Phone

3154241821

Tax Period

2024-01-01 to 2024-12-31

TAYLOR BROWN HOUSING DEVELOPMENT FUND COMPANY INC, founded in 1986, is a small nonprofit in the Housing & Shelter sector that reported $525K in total revenue in fiscal year 2024.

Mission

OPERATE A LOW INCOME HOUSING PROJECT FOR ELDERLY AND HANDICAPPED INDIVIDUALS.

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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 $524,432

Investment Income $384

Other Revenue $678

TOTAL REVENUE $525,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,698

Fundraising Expenses $0

Program Expenses $447,925

Other Expenses $383,604

TOTAL EXPENSES $517,302

Year-over-Year Comparison

	2024	2023	Change
Revenue	$525,494	$492,084	+0.1%
Expenses	$517,302	$494,231	+0.0%
Net Income	$8,192	$-2,147	-4.8%

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

$1,372,121

Total Directors

$2,963,562

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
W JAMES GERLING	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHEN DERADDO	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT J MCFADDEN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSE ACEVEDO MD	PRESIDENT & CEO	1.00	Officer Director	$0	$43,392	$924,067
TRISHA KOCZENT	TREASURER & CFO	1.00	Officer Director	$0	$52,945	$448,054
STEVE GOLDSTEIN	BOARD MEMBER	1.00	Director	$0	$183,208	$1,591,441

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	$525,494	$517,302	$1,766,144	$8,192
2023	$492,084	$494,231	$1,782,632	$-2,147
2022	$487,983	$513,984	$1,848,345	$-26,001
2021	$488,681	$481,952	$1,887,854	$6,729
2020	$486,736	$487,566	$1,917,328	$-830
2019	$457,251	$456,323	$1,965,211	$928
2018	$462,725	$451,864	$2,002,167	$10,861

TAYLOR BROWN HOUSING DEVELOPMENT FUND COMPANY INC