ST SIMEON II HOUSING DEVELOPMENT FUND COMPANY INC (EIN 222959500) - 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

1989

Legal Domicile

Principal Officer

MARY E MOORE

Phone

8454719651

Tax Period

2023-08-01 to 2024-07-31

ST SIMEON II HOUSING DEVELOPMENT FUND COMPANY INC, founded in 1989, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $187K, a strong 18% operating margin.

Mission

SENIOR CITIZENS 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 $732,209

Program Service Revenue $314,242

Investment Income $8,421

Other Revenue $3,034

TOTAL REVENUE $1,057,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $229,356

Fundraising Expenses $0

Program Expenses $674,058

Other Expenses $641,759

TOTAL EXPENSES $871,115

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,057,906	$929,839	+0.1%
Expenses	$871,115	$892,638	0.0%
Net Income	$186,791	$37,201	+4.0%

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
ROSEMARY T BARTOLOTTA	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER FOX	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN LAFALCE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCCORMACK	DIRECTOR	1.00	Director	$0	$0	$0
FIONA MICELI	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MARY MOORE	CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
BARBARA A PATSEY	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH RUGGIERO	DIRECTOR	1.00	Director	$0	$0	$0
BETH SNYDER	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY SOTTILE	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA WEILER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MCEVOY-RILEY	EXECUTIVE DIRECTOR	40.00	Highest	$140,527	$0	$140,527

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	$1,057,906	$871,115	$2,796,219	$186,791
2023	$929,839	$892,638	$2,699,477	$37,201
2022	$887,508	$799,551	$2,669,516	$87,957
2021	$880,534	$799,825	$2,654,028	$80,709
2020	$881,440	$742,853	$2,671,063	$138,587
2019	$887,397	$645,043	$2,583,816	$242,354

ST SIMEON II HOUSING DEVELOPMENT FUND COMPANY INC