FERDINAND HOUSING INC (EIN 351445047) - 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

1981

Legal Domicile

Principal Officer

JOAN SCHULER

Phone

8123671156

Tax Period

2023-01-01 to 2023-12-31

FERDINAND HOUSING INC, founded in 1981, is a small nonprofit that reported $443K in total revenue in fiscal year 2023. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $272K, a strong 61% operating margin.

Mission

TO PROVIDE HOUSING FOR THE ELDERLY AND/OR DISABLED.

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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 $0

Program Service Revenue $201,341

Investment Income $916

Other Revenue $240,685

TOTAL REVENUE $442,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,285

Fundraising Expenses $0

Program Expenses $156,971

Other Expenses $152,483

TOTAL EXPENSES $170,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$442,942	$200,016	+1.2%
Expenses	$170,768	$157,284	+0.1%
Net Income	$272,174	$42,732	+5.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM MEYER	DIRECTOR	1.00	Director	$0	$0	$0
DAVE BERG	PRESIDENT (ENDED 12/31/23)	1.00	Officer Director	$0	$0	$0
JOAN SCHULER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY LOU LUEBBEHUSEN	TREASURER	1.00	Officer Director	$0	$0	$0
BEVERLY SCHULTISE	SECRETARY	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
2024	No data	No data	No data	No data
2023	$442,942	$170,768	$873,356	$272,174
2022	$200,016	$157,284	$670,342	$42,732
2021	$205,060	$159,853	$690,479	$45,207
2020	$193,880	$167,182	$699,193	$26,698
2019	$191,826	$171,213	$727,271	$20,613
2018	$191,098	$175,676	$757,898	$15,422

FERDINAND HOUSING INC