ABBEY ROAD INC (EIN 364655203) - 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

Phone

8188923423

Tax Period

2024-07-01 to 2025-06-30

ABBEY ROAD INC, founded in 2009, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 70% operating margin.

Mission

ABBEY ROAD ("ABBEY") IS A NONPROFIT AFFORDABLE HOUSING DEVELOPMENT ORGANIZATION

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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 $3,141,903

Program Service Revenue $1,395,775

Investment Income $14,938

Other Revenue $431,477

TOTAL REVENUE $4,984,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $747,126

Fundraising Expenses $0

Program Expenses $1,509,385

Other Expenses $762,259

TOTAL EXPENSES $1,509,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,984,093	$2,343,952	+1.1%
Expenses	$1,509,385	$2,000,782	-0.2%
Net Income	$3,474,708	$343,170	+9.1%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAURA JOHNSON	DIRECTOR OF HOUSING SERVICES	40.00		$237,833	$13,476	$251,309
KENNETH BANK	SR PROJ MGR	40.00		$167,048	$5,268	$172,316
NICOLE POOLE	PROJECT MANAGER	40.00		$125,163	$5,882	$131,045
SEAN ALRED	ASST. PROJECT MGR	40.00		$107,596	$3,381	$110,977
Jonathon Dilworth	President	0.50	Officer Director	$0	$0	$0
IVELISE MARKOVITS	Vice President	0.50	Officer Director	$0	$0	$0
JOANNE YOKOTA	SECRETARY & TRE	0.50	Officer Director	$0	$0	$0
JAIME OCON	BOARD MEMBER	0.50	Director	$0	$0	$0
FLEURA ARIANO	BOARD MEMBER	0.50	Director	$0	$0	$0
NUCCIO PATTI	BOARD MEMBER	0.50	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	$4,984,093	$1,509,385	$16,160,915	$3,474,708
2024	No data	No data	No data	No data
2023	$2,658,480	$1,649,497	$11,338,451	$1,008,983
2022	$1,772,813	$1,303,782	$9,103,681	$469,031
2021	$1,539,247	$1,147,285	$5,438,063	$391,962
2020	$978,350	$757,202	$10,954,885	$221,148
2019	$594,737	$537,508	$8,297,161	$57,229
2018	$425,018	$627,202	$6,356,979	$-202,184

ABBEY ROAD INC