FULFILLING HOUSING INC (EIN 450577994) - 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

2007

Legal Domicile

Principal Officer

TERRI RODRIGUEZ

Phone

4195926451

Tax Period

2023-01-01 to 2023-12-31

FULFILLING HOUSING INC, founded in 2007, is a small nonprofit in the Housing & Shelter sector that reported $116K in total revenue in fiscal year 2023. Expenses of $142K exceeded revenue, resulting in a 23% operating deficit.

Mission

RECOGNIZING THAT WE ARE ALL CREATED IN GOD'S IMAGE, OUR MISSION IS TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN REACHING THEIR GREATEST LEVEL OF INDEPENDENCE IN A CARING COMMUNITY OF RESPECT, DIGNITY AND PARTNERSHIP.

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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 $71,319

Program Service Revenue $44,865

Investment Income $7

Other Revenue $0

TOTAL REVENUE $116,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,638

Fundraising Expenses $0

Program Expenses $111,844

Other Expenses $122,842

TOTAL EXPENSES $142,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,191	$114,127	+0.0%
Expenses	$142,480	$164,209	-0.1%
Net Income	$-26,289	$-50,082	-0.5%

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

$266,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL E OEHRTMAN	PRESIDENT	0.25	Officer Director	$0	$0	$0
DENISE LALOND	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
NANCY HELMKE	TREASURER	0.25	Officer Director	$0	$0	$0
LORI BEAKAS	SECRETARY	0.25	Officer Director	$0	$0	$0
PATRICIA FISHER	MEMBER	0.25	Director	$0	$0	$0
TERRI RODRIGUEZ	EXECUTIVE DIRECTOR	0.48	Officer	$0	$16,318	$165,467
KEN RICHMOND	DIRECTOR OF FINANCE	0.48	Officer	$0	$13,531	$100,983

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	$116,191	$142,480	$1,144,593	$-26,289
2022	$114,127	$164,209	$1,145,499	$-50,082
2021	$103,162	$138,991	$1,164,211	$-35,829
2020	$118,442	$143,160	$1,219,213	$-24,718
2019	$115,833	$141,552	$1,240,128	$-25,719
2018	$115,191	$133,709	$1,265,065	$-18,518

FULFILLING HOUSING INC