HELENA ELDERHOUSING INC C/O ACCESSIBLE SPACE INC (EIN 300192687) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

STEPHEN VANDER SCHAAF

Phone

6516457271

Tax Period

2024-07-01 to 2025-06-30

HELENA ELDERHOUSING INC C/O ACCESSIBLE SPACE INC, founded in 2006, is a small nonprofit in the Housing & Shelter sector that reported $526K in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 22% operating margin.

Mission

TO PROVIDE ACCESSIBLE HOUSING FOR ADULTS WITH DISABILITIES AND SENIORS. ALSO TO PROVIDE SUPPORTIVE CARE SERVICES FOR ADULTS WITH TRAUMATIC BRAIN INJURY AND MOBILITY IMPAIRMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $150,714

Program Service Revenue $158,831

Investment Income $64

Other Revenue $216,634

TOTAL REVENUE $526,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,117

Fundraising Expenses $0

Program Expenses $375,055

Other Expenses $350,164

TOTAL EXPENSES $412,281

Year-over-Year Comparison

	2024	2023	Change
Revenue	$526,243	$255,899	+1.1%
Expenses	$412,281	$408,868	+0.0%
Net Income	$113,962	$-152,969	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$961,442

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN VANDER SCHAAF	PRESIDENT/TR	0.10	Officer	$0	$68,006	$599,259
KEN BERRY	VICE PRESIDE	0.10	Officer	$0	$12,312	$218,071
DANIELLE HERRERA-MARKWALD	SECRETARY	0.10	Officer	$0	$82	$144,112
JOHN W ADAMS	DIRECTOR	0.10	Director	$0	$0	$0
VIRGINIA UPCHURCH CHASE	DIRECTOR	0.10	Director	$0	$0	$0
JON GUTZMANN	DIRECTOR	0.10	Director	$0	$0	$0
MARK HAMEL	DIRECTOR	0.10	Director	$0	$0	$0
ZACHARY JOHNSON	DIRECTOR	0.10	Director	$0	$0	$0
JENNIFER SAMAHA MSW	DIRECTOR	0.10	Director	$0	$0	$0
STEVE WIGGINS	DIRECTOR	0.10	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	$526,243	$412,281	$2,790,983	$113,962
2024	$255,899	$408,868	$2,448,887	$-152,969
2023	$269,444	$437,941	$2,571,305	$-168,497
2022	$257,228	$345,379	$2,658,568	$-88,151
2021	$253,650	$335,729	$2,749,847	$-82,079
2020	$222,860	$334,629	$2,870,160	$-111,769
2019	$190,525	$340,452	$2,960,859	$-149,927

HELENA ELDERHOUSING INC C/O ACCESSIBLE SPACE INC