United Church Residences of Ellicott (EIN 311319181) - 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

1990

Legal Domicile

Phone

7403824885

Tax Period

2023-01-01 to 2023-12-31

United Church Residences of Ellicott, founded in 1990, is a small nonprofit in the Housing & Shelter sector that reported $344K in total revenue in fiscal year 2023. Expenses of $311K left a modest 10% surplus.

Mission

To provide safe and affordable housing for low-income individuals.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $173,144

Program Service Revenue $158,876

Investment Income $10,216

Other Revenue $1,680

TOTAL REVENUE $343,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,298

Fundraising Expenses $0

Program Expenses $96,327

Other Expenses $250,600

TOTAL EXPENSES $310,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$343,916	$328,419	+0.0%
Expenses	$310,898	$363,175	-0.1%
Net Income	$33,018	$-34,756	-1.9%

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

Volunteers

N/A

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

$918,931

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dick Beck	Officer	0.10	Director	$0	$0	$0
Sue Ellis	Officer	0.10	Director	$0	$0	$0
Sue Shedler	Officer	0.10	Director	$0	$0	$0
Jim Henry	Officer	0.10	Director	$0	$0	$0
Tom Brownfield	Officer	0.10	Director	$0	$0	$0
Dan Busch	Officer	0.10	Director	$0	$0	$0
John Krueger	Officer	0.10	Director	$0	$0	$0
Joyce Schroer	Officer	0.10	Director	$0	$0	$0
Cathy Green	President	0.25	Officer	$0	$0	$0
John Renner	Treasurer	0.25	Key Emp	$0	$34,230	$389,311
Terry Spitznagel	Secretary	0.25	Key Emp	$0	$25,046	$382,303
Daniel C Fagan Jr	Vice President	0.25	Key Emp	$0	$2,693	$147,317

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	No data	No data	No data	No data
2023	$343,916	$310,898	$962,451	$33,018
2022	$328,419	$363,175	$945,036	$-34,756
2021	$321,254	$373,882	$953,427	$-52,628
2020	$309,361	$311,078	$940,441	$-1,717
2019	$291,906	$317,998	$965,776	$-26,092
2018	$288,574	$294,522	$992,073	$-5,948

United Church Residences of Ellicott