Schnurmann House (EIN 341027029) - 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

1968

Legal Domicile

Phone

4404614588

Tax Period

2024-07-01 to 2025-06-30

Schnurmann House, founded in 1968, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024. The organization ran a surplus of $538K, a strong 22% operating margin.

Mission

To provide safe, decent and affordable housing to the low income elderly coupled with social services related thereto.

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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 $1,049,169

Program Service Revenue $1,370,086

Investment Income $15,191

Other Revenue $0

TOTAL REVENUE $2,434,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $512,314

Fundraising Expenses $0

Program Expenses $1,779,725

Other Expenses $1,384,396

TOTAL EXPENSES $1,896,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,434,446	$2,364,552	+0.0%
Expenses	$1,896,710	$1,951,470	0.0%
Net Income	$537,736	$413,082	+0.3%

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

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

$111,466

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Howard Berlas	Executive Director	40.00	Key Emp	$111,466	$0	$111,466
Mary Kaye Bozza	President	1.00	Officer Director	$0	$0	$0
Carl Einstein	Trustee	0.25	Director	$0	$0	$0
Bruce Botnik	Trustee	0.25	Director	$0	$0	$0
John Newburger	Trustee	0.25	Director	$0	$0	$0
Michael Poklar	Trustee	0.25	Director	$0	$0	$0
Jay Schonfeld	Trustee	0.25	Director	$0	$0	$0
Richard Skall	Trustee	0.25	Director	$0	$0	$0
Martin Schenkel	Trustee	0.25	Director	$0	$0	$0
Charles Pona	Vice President	0.50	Officer Director	$0	$0	$0
Charles Abbey	Treasurer	0.50	Officer Director	$0	$0	$0
Susan Sabetta	Secretary	0.50	Officer Director	$0	$0	$0
Sidney Cohen	Trustee	0.25	Director	$0	$0	$0
Robin Harvey	Trustee	0.25	Director	$0	$0	$0
Jeff Morris	Trustee	0.25	Director	$0	$0	$0
Diane Snider	Trustee	0.25	Director	$0	$0	$0
Jonathan Berns	Trustee	0.25	Director	$0	$0	$0
John Hexter	Trustee	0.25	Director	$0	$0	$0
Anthony DiCicco	Trustee	0.25	Director	$0	$0	$0
Mike Ballistrea	Trustee	0.25	Director	$0	$0	$0
Joan Wittenberg	Trustee	0.25	Director	$0	$0	$0
Andy Hoffman	Trustee	0.25	Director	$0	$0	$0
Alan Sills	Trustee	0.25	Director	$0	$0	$0
Joel Marx	Trustee	0.25	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	$2,434,446	$1,896,710	$5,129,705	$537,736
2024	$2,364,552	$1,951,470	$4,452,123	$413,082
2023	$2,118,101	$1,868,184	$4,127,120	$249,917
2022	$2,066,964	$1,839,005	$3,870,131	$227,959
2021	$2,195,297	$1,713,716	$3,609,002	$481,581
2020	$2,019,266	$1,677,223	$3,323,633	$342,043
2019	$1,984,462	$1,682,826	$2,938,561	$301,636
2018	$1,659,747	$1,468,434	$2,732,081	$191,313

Schnurmann House