MILWAUKEE B'NAI B'RITH NON-PROFIT HOUSING CORPORATION-COVENANT HOUSE (EIN 391677457) - 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

DR RONALD Z ARNOLD

Phone

4143627240

Tax Period

2023-01-01 to 2023-12-31

MILWAUKEE B'NAI B'RITH NON-PROFIT HOUSING CORPORATION-COVENANT HOUSE, founded in 1981, is a small nonprofit that reported $342K in total revenue in fiscal year 2023. The organization ran a surplus of $72K, a strong 21% operating margin.

Mission

TO PROVIDE SAFE AND AFFORDABLE HOUSING FOR ELDERLY INDIVIDUALS.

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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 $332,060

Investment Income $6,775

Other Revenue $2,952

TOTAL REVENUE $341,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,163

Other Expenses $269,894

TOTAL EXPENSES $269,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,787	$324,094	+0.1%
Expenses	$269,894	$256,534	+0.1%
Net Income	$71,893	$67,560	+0.1%

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

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
DR RONALD Z ARNOLD	PRESIDENT	N/A	Officer Director	$0	$0	$0
ALLAN JACOBS	DIRECTOR	N/A	Director	$0	$0	$0
ALAN L LESSACK	DIRECTOR	N/A	Director	$0	$0	$0
SHEL MARCUS	DIRECTOR	N/A	Director	$0	$0	$0
MARK OISHAR	DIRECTOR	N/A	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	$341,787	$269,894	$446,424	$71,893
2022	$324,094	$256,534	$426,081	$67,560
2021	$311,326	$266,293	$390,317	$45,033
2020	$330,977	$274,051	$402,424	$56,926
2019	$310,720	$277,702	$390,014	$33,018
2018	$305,470	$248,909	$393,359	$56,561

MILWAUKEE B'NAI B'RITH NON-PROFIT HOUSING CORPORATION-COVENANT HOUSE