PERRY HOUSING PARTNERSHIP C/O JEANNINE MATULEVICH (EIN 260714060) - 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

2007

Legal Domicile

Principal Officer

AUDRA HUNTER

Phone

7175820222

Tax Period

2023-07-01 to 2024-06-30

PERRY HOUSING PARTNERSHIP C/O JEANNINE MATULEVICH, founded in 2007, is a small nonprofit in the Housing & Shelter sector that reported $269K in total revenue in fiscal year 2023. Net assets of $936K represent 42 months of operating reserves.

Mission

TO DEVELOP RENTAL, FOR-SALE, SHELTER, AND TRANSITIONAL HOUSING FOR PERRY COUNTY HOUSEHOLDS; AND TO ADDRESS THE NEED TO PRESERVE THE EXISTING HOUSING STOCK IN PERRY COUNTY BY BUILDING, REHABILITATING, OWNING, AND/OR OPERATING SAID HOUSING PRIMARILY FOR LOW AND MODERATE INCOME PERSONS, AS DEFINED BY FEDERAL LAW.

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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 $41,276

Program Service Revenue $190,689

Investment Income $289

Other Revenue $36,270

TOTAL REVENUE $268,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,520

Fundraising Expenses $0

Program Expenses $190,279

Other Expenses $141,198

TOTAL EXPENSES $269,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,524	$250,966	+0.1%
Expenses	$269,718	$270,339	0.0%
Net Income	$-1,194	$-19,373	-0.9%

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

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
LINDA BATES	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIE BEDDIA	BOARD MEMBER	N/A	Director	$0	$0	$0
LEW DAVEY	VICE PRESIDE	N/A	Director	$0	$0	$0
SUSAN HARRINGTON	BOARD MEMBER	N/A	Director	$0	$0	$0
AUDRA HUNTER	TREASURER	N/A	Officer	$0	$0	$0
KENDRA POTTER	SECRETARY	N/A	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	$268,524	$269,718	$982,354	$-1,194
2023	$250,966	$270,339	$980,997	$-19,373
2022	$264,857	$403,740	$991,328	$-138,883
2021	$390,165	$252,538	$1,137,194	$137,627
2020	$233,594	$251,193	$997,793	$-17,599
2019	$225,042	$273,288	$1,024,118	$-48,246
2018	$254,856	$249,599	$1,069,767	$5,257

PERRY HOUSING PARTNERSHIP C/O JEANNINE MATULEVICH