Heartland Housing Inc (EIN 363642952) - 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

1989

Legal Domicile

Phone

3129617237

Tax Period

2023-07-01 to 2024-06-30

Mission

To faciliate the development of people through the preservation and creation of affordable and supporting housing.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$2,522,693	-1.0%
Expenses	N/A	$3,224,112	-1.0%
Net Income	N/A	$-701,419	N/A

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

$1,167,173

Total Directors

$831,464

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Lezotte	Board Chair	1.0	Officer Director	$0	$0	$0
David Wells	Deputy Chief Admin Officer (part year)	10.0	Officer Director	$0	$33,609	$240,778
Don Laackman	Interim President / CEO (part year)	10.0	Officer Director	$0	$44,696	$293,398
John Martin	Secretary	1.0	Officer Director	$0	$0	$0
Julia Getzels	General Counsel/Secretary (part year)	10.0	Officer Director	$0	$61,172	$297,288
Paul Wilkowski	Director	1.0	Director	$0	$0	$0
Evelyn Diaz	President/CEO (part year)	5.0	Officer	$0	$64,935	$335,709

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,522,693	$3,224,112	$-9,704,339	$-701,419
2022	$4,305,004	$3,457,500	$62,964,341	$847,504
2021	$6,250,781	$4,134,099	$62,362,364	$2,116,682
2020	$8,424,155	$3,982,671	$60,199,671	$4,441,484
2020	$8,424,155	$3,982,671	$60,199,671	$4,441,484
2019	$12,844,783	$3,774,500	$58,001,709	$9,070,283
2018	$12,774,338	$5,451,320	$49,103,335	$7,323,018

Heartland Housing Inc