ACTION HOUSING INC MT OLIVER ELDERLY APARTMENTS INC (EIN 251831476) - 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

2003

Legal Domicile

Principal Officer

MATT PATSEY

Phone

4128293910

Tax Period

2023-07-01 to 2024-06-30

ACTION HOUSING INC MT OLIVER ELDERLY APARTMENTS INC, founded in 2003, is a small nonprofit that reported $280K in total revenue in fiscal year 2023. Expenses of $310K exceeded revenue, resulting in a 11% operating deficit.

Mission

PROVIDE DECENT AND AFFORDABLE HOUSING FOR THE ELDERLY RESIDENTS OF THE MT. OLIVER AREA.

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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 $176,310

Program Service Revenue $101,820

Investment Income $184

Other Revenue $1,718

TOTAL REVENUE $280,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,600

Fundraising Expenses $0

Program Expenses $271,176

Other Expenses $294,073

TOTAL EXPENSES $309,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,032	$273,348	+0.0%
Expenses	$309,673	$344,098	-0.1%
Net Income	$-29,641	$-70,750	-0.6%

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
JAMES PERICH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBORAH KOCH	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DON FROELICH	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HUTTER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SMITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNA JOBES	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MALLOY	DIRECTOR	1.00	Director	$0	$0	$0
MATT PATSEY	SENIOR ACCOUNTANT	40.00	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	No data	No data	No data	No data
2024	$280,032	$309,673	$1,376,987	$-29,641
2023	$273,348	$344,098	$1,439,272	$-70,750
2022	$256,703	$308,606	$1,513,886	$-51,903

ACTION HOUSING INC MT OLIVER ELDERLY APARTMENTS INC