ADDISON COUNTY COMMUNITY TRUST

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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

ELISE SHANBACKER

Phone

8028772626

Tax Period

2024-01-01 to 2024-12-31

ADDISON COUNTY COMMUNITY TRUST, founded in 1989, is a community nonprofit in the Housing & Shelter sector that reported $4.8M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $916K, a strong 19% operating margin.

Mission

AHW STRIVES TO ENRICH THE LIVES OF LOW AND MODERATE INCOME PEOPLE OF ADDISON COUNTY BY DEVELOPING, MANAGING AND PRESERVING QUALITY, AFFORDABLE HOUSING AND PROVIDING SUPPORTS FOR FAMILIES, SENIORS AND INDIVIDUALS.

Program Service Accomplishments

Program 1

Expenses: $2,924,156 Revenue: $2,726,025

PROPERTY OPERATIONS: OPERATION AND/OR STEWARDSHIP OF OVER 750 UNITS OF PERMANENTLY AFFORDABLE HOUSING; THIS INCLUDES: PROPERTY MANAGEMENT FOR 353 MULTIFAMILY TAX CREDIT APARTMENTS; OPERATION OF 340 LOTS IN NINE NONPROFIT AHW-OWNED PARKS FOR OWNER-OCCUPIED MOBILE HOMES; AND DOWN PAYMENT GRANTS FOR MODERATE-INCOME HOUSEHOLDS WITH SUBSEQUENT STEWARDSHIP OF APPROXIMATELY 76 HOMES IN THE SHARED-EQUITY PROGRAM. APPROXIMATELY 800 HOUSEHOLDS WERE SERVED IN 2024.

Program 2

Expenses: $259,156 Revenue: $37,500

REHAB AND DEVELOPMENT: REHAB AND DEVELOPMENT OF NEW AFFORDABLE HOUSING UNITS TO ALLEVIATE THE COUNTY'S LESS-THAN-ONE-PERCENT VACANCY RATE, INCLUDING MULTIFAMILY APARTMENTS AND SINGLE-FAMILY HOMES.

Program 3

Expenses: $351,795

RESIDENT SERVICES: PROVIDING SASH (SUPPORT AND SERVICES AT HOME) SERVICES FOR AHW SENIOR HOUSING RESIDENTS AND RESIDENTS IN THE SURROUNDING COMMUNITIES. APPROXIMATELY 190 SENIORS WERE SERVED IN 2024. ALSO PROVIDING RESIDENT SUPPORT SERVICES AS NEEDED TO FAMILIES AND RESIDENTS IMPACTED BY HOUSING INSTABILITY. APPROXIMATELY 200 HOUSEHOLDS WERE SERVED IN 2024.

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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 $2,038,103

Program Service Revenue $2,763,525

Investment Income $-89,995

Other Revenue $41,163

TOTAL REVENUE $4,752,796

Expense Breakdown

Grants Paid $162,550

Salaries & Benefits $1,697,357

Fundraising Expenses $28,535

Program Expenses $3,535,107

Other Expenses $1,976,921

TOTAL EXPENSES $3,836,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,752,796	$6,840,267	-0.3%
Expenses	$3,836,828	$3,163,914	+0.2%
Net Income	$915,968	$3,676,353	-0.8%

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

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

$127,130

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELISE SHANBACKER	EXECUTIVE DI	40.00	Officer	$121,746	$5,384	$127,130
DAVID HAMILTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
NATASHA SEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JAMIE MCKENNA	TREASURER	2.00	Officer Director	$0	$0	$0
PEGGY NELSON	SECRETARY	2.00	Officer Director	$0	$0	$0
INGRID PIXLEY	DIRECTOR	2.00	Director	$0	$0	$0
JON CRYSTAL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BARSTOW	DIRECTOR	2.00	Director	$0	$0	$0
ANNA BURNS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN LUEDERS	DIRECTOR	2.00	Director	$0	$0	$0
LOUISE SANDBERG	DIRECTOR	2.00	Director	$0	$0	$0
MARIE LENNON	DIRECTOR	2.00	Director	$0	$0	$0
SARAH STAR	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN PLANT	DIRECTOR	2.00	Director	$0	$0	$0
GABRIEL CALVI	DIRECTOR	2.00	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
2024	$4,752,796	$3,836,828	$17,190,549	$915,968
2023	$6,840,267	$3,163,914	$16,638,687	$3,676,353
2022	$3,221,130	$2,872,315	$12,665,119	$348,815
2021	$3,367,951	$2,511,583	$12,458,096	$856,368
2020	$3,865,074	$2,442,295	$11,822,229	$1,422,779
2019	$3,395,563	$2,645,454	$10,752,612	$750,109
2018	$2,537,309	$2,113,397	$10,220,166	$423,912