Joseph House Inc (EIN 311383835) - 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

1994

Legal Domicile

Phone

5132412965

Tax Period

2024-07-01 to 2025-06-30

Joseph House Inc, founded in 1994, is a community nonprofit in the Mental Health sector that reported $1.9M in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. Net assets of $11.5M represent 73 months of operating reserves.

Mission

To provide hope and healing to veterans in their struggles against addiction and homelessness.

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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 $452,272

Program Service Revenue $1,363,059

Investment Income $55,218

Other Revenue $22,445

TOTAL REVENUE $1,892,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $937,840

Fundraising Expenses $31,418

Program Expenses $1,687,879

Other Expenses $1,042,603

TOTAL EXPENSES $1,980,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,892,994	$6,301,042	-0.7%
Expenses	$1,980,443	$1,826,553	+0.1%
Net Income	$-87,449	$4,474,489	-1.0%

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

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

$166,633

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alicia Patterson	Executive Dir.	40.00	Officer	$153,462	$13,171	$166,633
Carole Quackenbush	Imm Past Presid	1.00	Officer Director	$0	$0	$0
Milynn Hoffman	Secretary	1.00	Officer Director	$0	$0	$0
Danielle Carman	Trustee	1.00	Director	$0	$0	$0
Patricia Johnson	Trustee	1.00	Director	$0	$0	$0
Debbie Garrison	Trustee	1.00	Director	$0	$0	$0
Dick Ruzsa	Trustee	1.00	Director	$0	$0	$0
Dylan Sizemore	Chairman	1.00	Officer Director	$0	$0	$0
Thelma Hodge	Trustee	1.00	Director	$0	$0	$0
Tim Rafferty	Trustee	1.00	Director	$0	$0	$0
Barry Jesinoski	Trustee	1.00	Director	$0	$0	$0
Tony Kohl	Trustee	1.00	Director	$0	$0	$0
Bob Whaley	Treasurer	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
2025	$1,892,994	$1,980,443	$11,583,822	$-87,449
2024	$6,301,042	$1,826,553	$11,736,143	$4,474,489
2023	$7,097,899	$1,403,804	$7,935,256	$5,694,095
2023	$7,097,899	$1,403,804	$7,935,256	$5,694,095
2022	$1,538,632	$1,277,680	$1,500,538	$260,952
2021	$1,254,505	$1,218,072	$1,288,601	$36,433
2020	$1,101,652	$1,032,723	$1,198,911	$68,929
2019	$847,346	$1,043,950	$1,113,778	$-196,604
2018	$1,130,305	$1,120,343	$1,283,759	$9,962

Joseph House Inc