SE HALL - WHITNEY YOUNG HOUSING CO… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

JOSEPH HOLMBERG

Phone

6123770549

Tax Period

2025-01-01 to 2025-12-31

SE HALL - WHITNEY YOUNG HOUSING CORPORATION, founded in 1984, is a small nonprofit that reported $547K in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $492K left a modest 10% surplus.

Mission

TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS.

Program Service Accomplishments

Program 1

Expenses: $491,938 Revenue: $546,741

TO OPERATE A 45- UNIT APARTMENT PROJECT THAT PROVIDES AFFORDABLE HOUSING TO SENIOR CITIZENS UNDER THE FEDERAL GOVERNMENT'S SECTION 202 HOUSING PROGRAM AND WORK WITH OTHER ORGANIZATIONS AND PUBLIC...

TO OPERATE A 45- UNIT APARTMENT PROJECT THAT PROVIDES AFFORDABLE HOUSING TO SENIOR CITIZENS UNDER THE FEDERAL GOVERNMENT'S SECTION 202 HOUSING PROGRAM AND WORK WITH OTHER ORGANIZATIONS AND PUBLIC AGENCIES TO PROVIDE EMPLOYMENT AND TRANSPORTATION NEEDS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $546,741

Investment Income $562

Other Revenue $0

TOTAL REVENUE $547,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $491,938

Other Expenses $491,938

TOTAL EXPENSES $491,938

Year-over-Year Comparison

	2025	2024	Change
Revenue	$547,303	$433,406	+0.3%
Expenses	$491,938	$515,003	0.0%
Net Income	$55,365	$-81,597	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH HOLMBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MILLER	CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE WILSON	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY HOLMBERG	SECRETARY	1.00	Officer 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	$547,303	$491,938	$696,607	$55,365
2024	$433,406	$515,003	$700,381	$-81,597
2023	$514,289	$533,050	$779,561	$-18,761
2022	$491,434	$581,160	$801,952	$-89,726
2021	$515,957	$481,774	$916,829	$34,183
2020	$537,138	$493,147	$930,384	$43,991
2019	$484,333	$477,264	$977,268	$7,069
2018	$489,429	$475,127	$1,057,320	$14,302

SE HALL - WHITNEY YOUNG HOUSING CORPORATION