MARY BRECKINRIDGE HOUSING INC (EIN 311097065) - 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

1984

Legal Domicile

Principal Officer

MARY ANNE SIMMONS

Phone

8592765388

Tax Period

2023-10-01 to 2024-09-30

MARY BRECKINRIDGE HOUSING INC, founded in 1984, is a small nonprofit that reported $235K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HOUSING TO LOW INCOME 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 $179,633

Program Service Revenue $54,886

Investment Income $634

Other Revenue $0

TOTAL REVENUE $235,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,233

Other Expenses $240,187

TOTAL EXPENSES $240,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,153	$212,862	+0.1%
Expenses	$240,187	$236,374	+0.0%
Net Income	$-5,034	$-23,512	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANNE SIMMONS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICK ROBINSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM ADAMS	TREASURER	1.00	Officer Director	$0	$0	$0
ELLEN BIDDLE	SECRETARY	1.00	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	$235,153	$240,187	$345,124	$-5,034
2023	$212,862	$236,374	$378,802	$-23,512
2022	$224,926	$226,842	$419,790	$-1,916
2021	$224,799	$193,677	$440,850	$31,122
2020	$203,120	$269,813	$433,991	$-66,693
2019	$214,088	$229,142	$526,460	$-15,054
2018	$204,696	$233,723	$567,597	$-29,027

MARY BRECKINRIDGE HOUSING INC