FULFILLING HOUSING II INC (EIN 320272307) - 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

2009

Legal Domicile

Principal Officer

TERRI RODRIGUEZ

Phone

4195926451

Tax Period

2023-01-01 to 2023-12-31

FULFILLING HOUSING II INC, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $110K in total revenue in fiscal year 2023. Expenses of $167K exceeded revenue, resulting in a 53% operating deficit.

Mission

RECOGNIZING THAT WE ARE ALL CREATED IN GOD'S IMAGE, OUR MISSION IS TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN REACHING THEIR GREATEST LEVEL OF INDEPENDENCE IN A CARING COMMUNITY OF RESPECT, DIGNITY AND PARTNERSHIP.

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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 $62,274

Program Service Revenue $47,465

Investment Income $11

Other Revenue $0

TOTAL REVENUE $109,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,901

Fundraising Expenses $0

Program Expenses $132,285

Other Expenses $144,583

TOTAL EXPENSES $167,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,750	$107,336	+0.0%
Expenses	$167,484	$176,488	-0.1%
Net Income	$-57,734	$-69,152	-0.2%

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

$266,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL E OEHRTMAN	PRESIDENT	0.25	Officer Director	$0	$0	$0
DENISE LALOND	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
NANCY HELMKE	TREASURER	0.25	Officer Director	$0	$0	$0
LORI BEAKAS	SECRETARY	0.25	Officer Director	$0	$0	$0
PATRICIA FISHER	MEMBER	0.25	Director	$0	$0	$0
TERRI RODRIQUEZ	EXECUTIVE DIRECTOR	0.48	Officer	$0	$16,318	$165,467
KEN RICHMOND	DIRECTOR OF FINANCE	1.52	Officer	$0	$13,531	$100,983

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	$109,750	$167,484	$1,334,935	$-57,734
2022	$107,336	$176,488	$1,357,540	$-69,152
2021	$90,650	$139,805	$1,357,540	$-49,155
2020	$107,161	$142,468	$1,425,867	$-35,307
2019	$106,764	$150,200	$1,463,268	$-43,436
2018	$92,777	$149,771	$1,517,193	$-56,994

FULFILLING HOUSING II INC