HOUSING OPTIONS PROVIDED FOR THE ELDERLY INCORPORATED (EIN 431365885) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

TRACY A FANTINI

Phone

3147760155

Tax Period

2024-04-01 to 2025-03-31

HOUSING OPTIONS PROVIDED FOR THE ELDERLY INCORPORATED, founded in 1986, is a small nonprofit that reported $822K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

HOPE HELPS OLDER ADULTS LIVE WITH DIGNITY AND INDEPENDENCE IN THE HOUSING MOST APPROPRIATE TO THEIR CIRCUMSTANCES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $538,354

Program Service Revenue $283,150

Investment Income $220

Other Revenue $264

TOTAL REVENUE $821,988

Expense Breakdown

Grants Paid $4,610

Salaries & Benefits $300,482

Fundraising Expenses $36

Program Expenses $767,727

Other Expenses $526,025

TOTAL EXPENSES $831,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$821,988	$1,075,311	-0.2%
Expenses	$831,117	$1,039,493	-0.2%
Net Income	$-9,129	$35,818	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
MARTHA BROWN	President	1.00	Officer Director	$0	$0	$0
BENITA CROOK	Secretary	1.00	Officer Director	$0	$0	$0
KYLE MAITLAND	Treasurer	1.00	Officer Director	$0	$0	$0
TERI DAVIS	Director	1.00	Director	$0	$0	$0
KELLY FEENEY	Director	1.00	Director	$0	$0	$0
SUSAN KABAT	Director	1.00	Director	$0	$0	$0
ASHLEY MCCARTHY	Director	1.00	Director	$0	$0	$0
TALIA JONES	Director	1.00	Director	$0	$0	$0
STEVE MISKOVIC	Director	1.00	Director	$0	$0	$0
JAMIE OPSAL	Director	1.00	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	$821,988	$831,117	$226,790	$-9,129
2024	$1,077,748	$1,039,493	$285,621	$38,255
2024	$1,075,311	$1,039,493	$283,679	$35,818
2023	$786,900	$787,715	$276,353	$-815
2022	$637,857	$734,486	$188,478	$-96,629
2021	$1,184,588	$1,118,382	$300,324	$66,206

HOUSING OPTIONS PROVIDED FOR THE ELDERLY INCORPORATED