COMMUNITY INITIATIVES INC (EIN 300103115) - 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

2002

Legal Domicile

Phone

3122580070

Tax Period

2023-10-01 to 2024-09-30

Community Initiatives Inc, founded in 2002, is a community nonprofit in the Housing & Shelter sector that reported $4.5M in total revenue in fiscal year 2017. Expenses of $3.9M left a modest 14% surplus.

Mission

PRESERVE LOWER INCOME NEIGHBORHOODS THROUGH THE PRESERVATION OF QUALITY AFFORDABLE RENTAL HOUSING.

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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 $5,522,970

Program Service Revenue $1,197,059

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,720,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,818,060

Fundraising Expenses $65,579

Program Expenses $5,639,750

Other Expenses $4,739,789

TOTAL EXPENSES $6,557,849

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,720,029	$4,787,426	+0.4%
Expenses	$6,557,849	$4,603,953	+0.4%
Net Income	$162,180	$183,473	-0.1%

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

$1,281,989

Total Directors

$355,205

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACIE YOUNG	PRESIDENT	1.0	Officer Director	$0	$26,505	$355,205
ANGIE MARKS	DIRECTOR	1.0	Director	$0	$0	$0
FRANK PETTAWAY	DIRECTOR	1.0	Director	$0	$0	$0
JOHN GHOLAR	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT MARJAN	DIRECTOR	1.0	Director	$0	$0	$0
Rondella Hunt	Director	1.0	Director	$0	$0	$0
VICKI ARROYO	DIRECTOR	1.0	Director	$0	$0	$0
JOHN CRANE	SVP/DIRECTOR OF LENDING	1.0	Officer	$0	$43,779	$307,243
JONAH HESS	CII VICE PRESIDENT	39.0	Officer	$0	$27,713	$224,470
MICHAEL CIACCIA	TREASURER/CFO	5.0	Officer	$0	$51,373	$295,928
MONICA KIRBY	ASSISTANT SECRETARY	1.0	Officer	$0	$16,899	$99,143
ANDRE COLLINS	ACQUISITION MANAGER	25.0	Highest	$0	$29,934	$434,233

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	$6,720,029	$6,557,849	$23,940,269	$162,180
2023	$4,787,426	$4,603,953	$18,750,628	$183,473
2022	$2,259,731	$2,435,900	$15,217,882	$-176,169
2021	$3,114,149	$3,205,248	$14,770,458	$-91,099
2020	$4,742,128	$4,581,736	$13,224,594	$160,392
2019	$3,907,305	$3,385,922	$15,786,425	$521,383
2018	$4,514,850	$3,885,394	$14,941,255	$629,456

COMMUNITY INITIATIVES INC