KBJ NONPROFIT HOUSING (EIN 452619982) - 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

2011

Legal Domicile

Principal Officer

TONYA PHILLIPS

Phone

2485835471

Tax Period

2023-01-01 to 2023-12-31

KBJ NONPROFIT HOUSING, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $564K in total revenue in fiscal year 2023. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $377K, a strong 67% operating margin.

Mission

KBJ NONPROFIT HOUSING IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE PURPOSE OF REDUCING HOMELESSNESS BY PROVIDING LOW INCOME HOUSING.

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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 $347,713

Program Service Revenue $215,983

Investment Income $88

Other Revenue $0

TOTAL REVENUE $563,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,682

Other Expenses $186,682

TOTAL EXPENSES $186,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$563,784	$259,992	+1.2%
Expenses	$186,682	$233,416	-0.2%
Net Income	$377,102	$26,576	+13.2%

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
TONYA PHILLIPS	PRESIDENT/TREASURER/SECRET	1.00	Officer Director	$0	$0	$0
ROBB KRUEGER	DIRECTOR	0.10	Director	$0	$0	$0
HOLLY SWEIS	DIRECTOR	0.10	Director	$0	$0	$0
MATTHEW PHILLIPS	DIRECTOR	0.10	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
2023	$563,784	$186,682	$542,003	$377,102
2022	$259,992	$233,416	$130,936	$26,576

KBJ NONPROFIT HOUSING