ONEOTA HOUSING INC

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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

Principal Officer

JIM LILLIBRIDGE

Phone

5158597394

Tax Period

2025-01-01 to 2025-12-31

ONEOTA HOUSING INC is a small nonprofit that reported $290K in total revenue in fiscal year 2025. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $369K exceeded revenue, resulting in a 27% operating deficit.

Mission

PROVIDER OF LOW-COST HOUSING AND ASSISTED LIVING FACILITIES FOR DECORAH RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $284,403 Revenue: $206,345

ONEOTA HOUSING INC WAS FORMED IN 1972 AS A NON-PROFIT ORGANIZATION TO PROVIDE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED. THE ORGANIZATION CURRENTLY HAS A TOTAL OF 54 APARTMENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $82,689

Program Service Revenue $206,345

Investment Income $1,112

Other Revenue $0

TOTAL REVENUE $290,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $284,403

Other Expenses $369,460

TOTAL EXPENSES $369,460

Year-over-Year Comparison

	2025	2024	Change
Revenue	$290,146	$242,473	+0.2%
Expenses	$369,460	$300,821	+0.2%
Net Income	$-79,314	$-58,348	+0.4%

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
JANE ECKBLAD	DIRECTOR	N/A	Director	$0	$0	$0
PAT FITZGERALD	DIRECTOR	N/A	Director	$0	$0	$0
CHERYL PELLETT	DIRECTOR	N/A	Director	$0	$0	$0
SYD STEPHENSON	DIRECTOR	N/A	Director	$0	$0	$0
DEANNA STEVENSON	DIRECTOR	N/A	Director	$0	$0	$0
JULIE AHRENS	SECRETARY	N/A	Officer	$0	$0	$0
VICTOR FYE	TREASURER	N/A	Officer	$0	$0	$0
BRAD GERKE	MANAGER	20.00	Officer	$0	$0	$0
JIM LILLIBRIDGE	PRESIDENT	2.00	Officer	$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	$290,146	$369,460	$761,219	$-79,314
2024	$242,473	$300,821	$838,177	$-58,348
2023	$228,700	$291,957	$889,677	$-63,257
2022	$262,687	$300,644	$983,084	$-37,957
2021	$341,688	$453,712	$1,003,944	$-112,024
2020	$389,582	$396,344	$1,115,285	$-6,762
2019	$401,554	$406,874	$1,131,761	$-5,320
2018	$362,396	$426,251	$1,137,459	$-63,855