OBGC II INC HELBURN MEADOWS GARDEN HELBURN MEADOWS GARDEN (EIN 311135813) - 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

CELIA KENDALL

Phone

6144524184

Tax Period

2024-01-01 to 2024-12-31

OBGC II INC HELBURN MEADOWS GARDEN HELBURN MEADOWS GARDEN, founded in 1984, is a small nonprofit that reported $472K in total revenue in fiscal year 2024.

Mission

TO PROVIDE AFFORDABLE ACCESSIBLE HOUSING TO THE ELERLY AND HANDICAPPED PERSONS

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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 $277,827

Program Service Revenue $184,429

Investment Income $5,415

Other Revenue $4,032

TOTAL REVENUE $471,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $443,915

Other Expenses $488,268

TOTAL EXPENSES $488,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$471,703	$467,550	+0.0%
Expenses	$488,268	$433,977	+0.1%
Net Income	$-16,565	$33,573	-1.5%

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

$109,432

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV JOEL L KING JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR CHARLES W NOBLE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MR DAN HUNT	MEMBER	1.00	Director	$0	$0	$0
KELTON WALLER	MEMBER	1.00	Director	$0	$0	$0
DR JOHN LITTLE	MEMBER	1.00	Director	$0	$0	$0
CELIA KENDALL	CEO	1.00	Officer	$0	$0	$109,432

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	$471,703	$488,268	$1,143,330	$-16,565
2023	$467,550	$433,977	$1,150,662	$33,573
2022	$429,344	$412,824	$347,817	$16,520
2021	$424,737	$393,075	$368,556	$31,662
2020	$414,635	$388,319	$396,938	$26,316
2019	$406,416	$388,715	$432,451	$17,701
2018	$407,240	$438,205	$474,438	$-30,965

OBGC II INC HELBURN MEADOWS GARDEN HELBURN MEADOWS GARDEN