WINDHAM HOUSING DEVELOPMENT FUND COMPANY (EIN 223857306) - 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

2001

Legal Domicile

Principal Officer

TRISH LAMB

Phone

5189436700

Tax Period

2024-01-01 to 2024-12-31

WINDHAM HOUSING DEVELOPMENT FUND COMPANY, founded in 2001, is a micro nonprofit in the Housing & Shelter sector that reported $97K in total revenue in fiscal year 2024. Expenses of $147K exceeded revenue, resulting in a 51% operating deficit.

Mission

TO PROVIDE AFFORDABLE HOUSING TO LOW INCOME ELDERLY 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 $48,586

Program Service Revenue $48,768

Investment Income $33

Other Revenue $0

TOTAL REVENUE $97,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,312

Other Expenses $147,077

TOTAL EXPENSES $147,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,387	$90,319	+0.1%
Expenses	$147,077	$132,182	+0.1%
Net Income	$-49,690	$-41,863	+0.2%

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

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
WILLIE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN BALTHAZAR HEITZMANN	DIRECTOR	1.00	Director	$0	$0	$0
FLORENCE HOHENSTEIN	SECRETARY	1.00	Officer Director	$0	$0	$0
TRISH LAMB	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH PFORTE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA SHIELDS	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA QUICK-ANTIONETTE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN PICCOLI	DIRECTOR	1.00	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	$97,387	$147,077	$1,031,798	$-49,690
2023	$90,319	$132,182	$1,073,327	$-41,863
2022	$79,896	$131,926	$1,111,647	$-52,030
2021	$72,892	$112,082	$1,157,115	$-39,190
2020	$73,475	$115,443	$1,197,399	$-41,968
2019	$72,219	$129,994	$1,239,235	$-57,775
2018	$69,174	$111,208	$1,284,366	$-42,034

WINDHAM HOUSING DEVELOPMENT FUND COMPANY