WESTWOOD HOUSING ASSOCIATION INC (EIN 311068026) - 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

1986

Legal Domicile

Principal Officer

JUDY A BUDI

Phone

9374366865

Tax Period

2024-01-01 to 2024-12-31

WESTWOOD HOUSING ASSOCIATION INC, founded in 1986, is a small nonprofit that reported $606K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

OPERATION OF A HOME FOR THE ELDERLY UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.

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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 $125

Program Service Revenue $556,560

Investment Income $612

Other Revenue $48,690

TOTAL REVENUE $605,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $555,693

Other Expenses $601,718

TOTAL EXPENSES $601,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$605,987	$648,264	-0.1%
Expenses	$601,718	$629,990	0.0%
Net Income	$4,269	$18,274	-0.8%

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

$1,068,066

Total Directors

$636,735

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY A BUDI	PRESIDENT	0.05	Officer Director	$0	$35,993	$425,476
JENI GRAY	BOARD MEMBER	0.05	Director	$0	$0	$0
WINNIE JOHNSON	BOARD MEMBER	0.05	Director	$0	$0	$0
SARAH MURPHY	CHAIR	0.05	Director	$0	$0	$0
LISA A PARDIECK	BOARD MEMBER	0.05	Director	$0	$0	$0
JEFFREY STUDEBAKER	BOARD MEMBER	0.05	Director	$0	$0	$0
JACKIE D'AURORA	VP/ASSISTANT SECRETARY	0.05	Officer Director	$0	$28,931	$211,259
DAWN L BARHORST	SECRETARY	0.05	Officer	$0	$18,338	$210,918
ROBERT A REICHARD	TREASURER	0.05	Officer	$0	$19,145	$220,413

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	$605,987	$601,718	$554,877	$4,269
2023	$648,264	$629,990	$616,055	$18,274
2022	$621,555	$614,498	$620,642	$7,057
2021	$553,283	$516,345	$650,217	$36,938
2020	$575,420	$550,417	$649,382	$25,003
2019	$524,872	$526,103	$682,294	$-1,231
2018	$548,231	$574,795	$723,538	$-26,564

WESTWOOD HOUSING ASSOCIATION INC