OTT'S BRANCH ELDERLY HOUSING INC (EIN 264818963) - 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

2009

Legal Domicile

Principal Officer

DONNIE HILLIARD

Phone

8035361056

Tax Period

2024-04-01 to 2025-03-31

OTT'S BRANCH ELDERLY HOUSING INC, founded in 2009, is a micro nonprofit in the Housing & Shelter sector that reported $88K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $120K exceeded revenue, resulting in a 37% operating deficit.

Mission

OTT'S BRANCH ELDERLY HOUSING, INC. IS A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES OF THE STATE OF SOUTH CAROLINA. THE CORPORATION WAS FORMED FOR THE PURPOSE OF OPERATING A 10 UNIT COMMUNITY KNOWN AS OTT'S BRANCH ELDERLY HOUSING LOCATED IN BRANCHVILLE, SOUTH CAROLINA, WHICH PROVIDES HOUSING FOR LOW-INCOME ELDERLY PERSONS, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT, AS AMENDED.

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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 $54,981

Program Service Revenue $30,011

Investment Income $2,555

Other Revenue $396

TOTAL REVENUE $87,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,845

Other Expenses $120,093

TOTAL EXPENSES $120,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,943	$80,955	+0.1%
Expenses	$120,093	$111,708	+0.1%
Net Income	$-32,150	$-30,753	+0.0%

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
DONNIE HILLIARD	PRESIDENT	0.50	Officer Director	$0	$0	$0
MARGARET ROBERTS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
GENE KIZER	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
HERBERT TAIT	DIRECTOR	0.50	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
2025	$87,943	$120,093	$895,808	$-32,150
2024	$80,955	$111,708	$933,978	$-30,753
2023	$74,200	$104,931	$958,461	$-30,731
2022	$78,731	$86,662	$978,792	$-7,931
2021	$72,343	$92,638	$987,090	$-20,295
2020	$70,127	$96,343	$1,006,419	$-26,216
2019	$69,329	$98,334	$1,032,416	$-29,005

OTT'S BRANCH ELDERLY HOUSING INC