ELDERLY HOUSING OF WEST UNION INC

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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

Principal Officer

BING ZILLMER

Phone

6087841381

Tax Period

2024-07-01 to 2025-06-30

ELDERLY HOUSING OF WEST UNION INC, founded in 1989, is a small nonprofit in the Housing & Shelter sector that reported $447K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $407K left a modest 9% surplus.

Mission

TO PROVIDE HOUSING FOR THE LOW-INCOME ELDERLY POPULATION.

Program Service Accomplishments

Program 1

Expenses: $247,262 Revenue: $447,419

OWN AND OPERATE THREE APARTMENT BUILDINGS, A 19-UNIT, 12-UNIT, AND 24-UNIT, FOR LOW-INCOME ELDERLY TENANTS. TENANT RENTS ARE SUBSIDIZED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.

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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 $444,032

Investment Income $68

Other Revenue $3,387

TOTAL REVENUE $447,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,262

Other Expenses $407,260

TOTAL EXPENSES $407,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$447,487	$384,277	+0.2%
Expenses	$407,260	$345,907	+0.2%
Net Income	$40,227	$38,370	+0.0%

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

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
BING ZILLMER	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTI DOCKENDORFF	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
RACHEL HANSON	DIRECTOR	0.30	Director	$0	$0	$0
MAUREEN JAMESON	SEC/TREAS	0.30	Officer Director	$0	$0	$0
JULIE CREERY	DIRECTOR	0.30	Director	$0	$0	$0
RANEE ROELSE	DIRECTOR	0.30	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	$447,487	$407,260	$769,937	$40,227
2024	$384,277	$345,907	$764,361	$38,370
2023	$355,324	$376,613	$784,931	$-21,289
2022	$325,586	$345,882	$814,463	$-20,296
2021	$364,324	$341,984	$861,706	$22,340
2020	$348,513	$355,626	$873,676	$-7,113
2019	$359,183	$359,365	$910,841	$-182