POTTAWATTAMIE COUNTY HOUSING TRUST FUND INC (EIN 273511351) - 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

Principal Officer

SHELLEY WHITCHER

Phone

4024446866

Tax Period

2023-01-01 to 2023-12-31

POTTAWATTAMIE COUNTY HOUSING TRUST FUND INC, founded in 2010, is a small nonprofit in the Housing & Shelter sector that reported $325K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

TO HELP PROVIDE SAFE, AFFORDABLE HOUSING IN POTTAWATTAMIE COUNTY, IOWA.

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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 $324,758

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $324,758

Expense Breakdown

Grants Paid $289,640

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $292,481

Other Expenses $34,058

TOTAL EXPENSES $323,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$324,758	$231,325	+0.4%
Expenses	$323,698	$212,602	+0.5%
Net Income	$1,060	$18,723	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY HARTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRENDA MORAN	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
SHELLEY WHITCHER	TREASURER & SECRETARY	2.00	Officer Director	$0	$0	$0
DAN MCGINN	DIRECTOR	0.25	Director	$0	$0	$0
AUSTIN DIEHM	DIRECTOR	0.25	Director	$0	$0	$0
KEITH JONES	DIRECTOR	0.25	Director	$0	$0	$0
DAVID LARSON	DIRECTOR	0.25	Director	$0	$0	$0
BYRON MENKE	DIRECTOR	0.25	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	$324,758	$323,698	$145,091	$1,060
2022	$231,325	$212,602	$144,031	$18,723
2021	$255,554	$227,643	$125,308	$27,911
2020	$199,313	$162,401	$97,397	$36,912
2018	$188,538	$176,301	$91,981	$12,237

POTTAWATTAMIE COUNTY HOUSING TRUST FUND INC