FMH FOUNDATION (EIN 362129183) - 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

1948

Legal Domicile

Principal Officer

ELYSE CUTLER

Phone

8477141155

Tax Period

2024-01-01 to 2024-12-31

FMH FOUNDATION, founded in 1981, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.2M in total revenue in fiscal year 2018. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 49% operating margin.

Mission

PROVIDE RETIREMENT HOUSING FOR LOW INCOME AND DISABLED ELDERLY.

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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 $0

Program Service Revenue $3,681,656

Investment Income $1,792,232

Other Revenue $935,782

TOTAL REVENUE $6,409,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $952,040

Fundraising Expenses $0

Program Expenses $3,142,485

Other Expenses $3,094,704

TOTAL EXPENSES $4,046,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,409,670	$5,077,216	+0.3%
Expenses	$4,046,744	$3,767,262	+0.1%
Net Income	$2,362,926	$1,309,954	+0.8%

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

N/A

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

$464,168

Total Directors

$464,168

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGOT ETTLINGER	DIRECTOR/CHAIR	20.00	Officer Director	$177,667	$54,417	$232,084
ELYSE FORKOSH CUTLER	DIRECTOR/PRESIDENT	40.00	Officer Director	$177,667	$54,417	$232,084
GLENN ETTLINGER	DIRECTOR/TREASURER	10.00	Officer Director	$0	$0	$0
DAVID CUTLER	DIRECTOR/SECRETARY	10.00	Officer Director	$0	$0	$0
JANET MEYER	ACCOUNTING MANAGER	40.00	Highest	$142,316	$64,441	$206,757

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	$6,409,670	$4,046,744	$39,393,432	$2,362,926
2023	$5,077,216	$3,767,262	$35,225,361	$1,309,954
2022	$5,583,629	$4,999,952	$31,458,081	$583,677
2021	$7,161,730	$4,822,677	$36,084,710	$2,339,053
2020	$5,955,696	$4,683,777	$32,144,637	$1,271,919
2019	$5,706,720	$4,607,720	$28,625,183	$1,099,000
2018	$10,187,275	$5,178,934	$25,418,314	$5,008,341

FMH FOUNDATION