HOLIE III INC BURNHAM VILLAGE APARTMENTS (EIN 391805261) - 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

1997

Legal Domicile

Principal Officer

REV FRED THOMAS-BREITFELD

Phone

2629409406

Tax Period

2024-05-01 to 2025-04-30

HOLIE III INC BURNHAM VILLAGE APARTMENTS, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $378K in total revenue in fiscal year 2024.

Mission

TO PROVIDE HOUSING FOR LOW INCOME 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $368,823

Investment Income $404

Other Revenue $8,712

TOTAL REVENUE $377,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,193

Other Expenses $390,686

TOTAL EXPENSES $390,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$377,939	$379,761	0.0%
Expenses	$390,686	$523,930	-0.3%
Net Income	$-12,747	$-144,169	-0.9%

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
REV PAUL ARMSTRONG	DIRECTOR	N/A	Director	$0	$0	$0
REV GAIL BRODERSEN-HEINS	DIRECTOR	N/A	Director	$0	$0	$0
REV GAIL HUEBNER	DIRECTOR	N/A	Director	$0	$0	$0
MR WAYNE LUNDE	SEC./TREAS./	N/A	Officer Director	$0	$0	$0
REV RICHARD PETERSON	DIRECTOR	N/A	Director	$0	$0	$0
MIKE PLICKA	DIRECTOR	N/A	Director	$0	$0	$0
MR THOMAS F RAASCH	V-PRESIDENT/	N/A	Officer Director	$0	$0	$0
REV ED RUEN	DIRECTOR	N/A	Director	$0	$0	$0
REV FRED THOMAS-BREITFELD	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
REV MARK THOMPSON	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
2025	$377,939	$390,686	$556,607	$-12,747
2024	$379,761	$523,930	$546,849	$-144,169
2023	$361,508	$351,558	$687,888	$9,950
2022	$352,504	$365,827	$673,388	$-13,323
2021	$326,810	$379,925	$687,432	$-53,115
2020	$339,168	$410,221	$743,018	$-71,053
2019	$380,795	$395,314	$812,860	$-14,519

HOLIE III INC BURNHAM VILLAGE APARTMENTS