Plum Presbyterian Supportive Housing In (EIN 251711435) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

James Pieffer

Phone

4128266030

Tax Period

2024-01-01 to 2024-12-31

Plum Presbyterian Supportive Housing In, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $209K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 31% operating margin.

Mission

Subsidized housing for eligible low income adults with chronic mental illness including memory loss.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $178,284

Program Service Revenue $30,711

Investment Income $109

Other Revenue $0

TOTAL REVENUE $209,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,091

Fundraising Expenses $0

Program Expenses $128,139

Other Expenses $120,556

TOTAL EXPENSES $144,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,104	$134,074	+0.6%
Expenses	$144,647	$131,034	+0.1%
Net Income	$64,457	$3,040	+20.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,395,378

Total Directors

$1,059,597

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David J Lowe Esq	Director and Chairman	0.10	Director	$0	$0	$0
Michael Luckett	Director and Vice-Chairman	0.10	Director	$0	$0	$0
Celeste Golonski	Director and Secretary	1.00	Officer Director	$0	$11,009	$241,322
James B Pieffer	Director and President	1.00	Officer Director	$0	$37,604	$505,187
Todd Boslau	Director and Treasurer	1.00	Officer Director	$0	$37,189	$313,088
Joe DelRaso	Director	0.10	Director	$0	$0	$0
Barbara Sullivan	Director	0.10	Director	$0	$0	$0
Stephani Danes	Director	0.10	Director	$0	$0	$0
Cassandra Law	Officer and Assistant Secr	1.00	Officer	$0	$15,018	$154,787
Greg Malisky	Officer and Assistant Trea	1.00	Officer	$0	$15,254	$180,994

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	$209,104	$144,647	$322,642	$64,457
2023	$134,074	$131,034	$243,201	$3,040
2022	$129,169	$154,720	$239,126	$-25,551
2021	$134,229	$159,971	$277,047	$-25,742
2020	$123,953	$136,504	$292,696	$-12,551
2019	$129,624	$150,370	$309,342	$-20,746

Plum Presbyterian Supportive Housing In