WOODCOCK HOUSING FOUNDATION (EIN 311579247) - 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

1997

Legal Domicile

Principal Officer

JOSEPH SIMONESCHI

Phone

8187822211

Tax Period

2024-07-01 to 2025-06-30

WOODCOCK HOUSING FOUNDATION, founded in 1997, is a small nonprofit in the Human Services sector that reported $101K in total revenue in fiscal year 2024. Revenue surged 226% from the prior year, signaling strong growth momentum. Expenses of $172K exceeded revenue, resulting in a 70% operating deficit.

Mission

TO PROVIDE HOUSING AND SUPPORT SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS.

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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 $93,957

Program Service Revenue $6,366

Investment Income $456

Other Revenue $0

TOTAL REVENUE $100,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,021

Other Expenses $171,793

TOTAL EXPENSES $171,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,779	$30,869	+2.3%
Expenses	$171,793	$164,849	+0.0%
Net Income	$-71,014	$-133,980	-0.5%

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

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

$1,063,347

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL MILLER	PRESIDENT	0.30	Officer Director	$0	$0	$0
MARGARET ROSE SCHULTZ	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
BRANDON L FEITELSON	SECRETARY/TREASURER	0.30	Officer Director	$0	$0	$0
KEVIN P MCCARTHY	DIRECTOR	0.30	Director	$0	$0	$0
LORI ANDERSON	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$23,000	$677,539
JOSEPH SIMONESCHI	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$23,000	$385,808

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	$100,779	$171,793	$469,221	$-71,014
2024	$30,869	$164,849	$482,189	$-133,980
2023	$9,871	$150,843	$498,505	$-140,972
2022	$54,588	$129,751	$389,150	$-75,163
2021	$66,103	$129,579	$400,879	$-63,476
2020	$69,443	$114,304	$412,811	$-44,861
2019	$85,422	$110,799	$421,979	$-25,377

WOODCOCK HOUSING FOUNDATION