HELPFUL HOUSING (EIN 273296964) - 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

2010

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

HELPFUL HOUSING, founded in 2010, is a community nonprofit in the Housing & Shelter sector that reported $5.0M in total revenue in fiscal year 2023. The organization ran a surplus of $4.4M, a strong 88% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING OPPORTUNITY TO LOW INCOME PERSONS AND FAMILIES

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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 $493,801

Program Service Revenue $4,539,440

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,033,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $598,564

Other Expenses $598,564

TOTAL EXPENSES $598,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,033,241	$4,720,597	+0.1%
Expenses	$598,564	$1,151,282	-0.5%
Net Income	$4,434,677	$3,569,315	+0.2%

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
BRUCE GRIDLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
JERRY INDIK	DIRECTOR	2.00	Officer Director	$0	$0	$0
HERBERT ROSENSTEIN	DIRECTOR	2.00	Officer Director	$0	$0	$0
RODNEY ROSENSTEIN	PRESIDENT	0.00	Officer Director	$0	$0	$0
RODNEY ROSENSTEIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN RADKE	TREASURE	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$5,033,241	$598,564	$48,003,034	$4,434,677
2022	$4,720,597	$1,151,282	$44,737,218	$3,569,315
2021	$2,839,127	$19,841	$21,536,659	$2,819,286
2020	$1,887,335	$113,268	$21,077,808	$1,774,067
2019	$1,424,179	$951,106	$5,874,087	$473,073

HELPFUL HOUSING