ENCOMPASS HOUSING (EIN 475066773) - 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

2015

Legal Domicile

Principal Officer

DANIEL M PUGLIA

Phone

7146945721

Tax Period

2024-07-01 to 2025-06-30

ENCOMPASS HOUSING, founded in 2015, is a community nonprofit in the Human Services sector that reported $7.6M in total revenue in fiscal year 2024. Revenue surged 601% from the prior year, signaling strong growth momentum. Expenses of $7.0M left a modest 8% surplus.

Mission

ENCOMPASS HOUSING'S MISSION IS TO BUILD COMMUNITIES THAT FOSTER A SENSE OF BELONGING WHILE CREATING SAFETY NETS THAT PROVIDE SUPPORT AND STABILITY.

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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 $253,661

Program Service Revenue $7,314,658

Investment Income $713

Other Revenue $32,585

TOTAL REVENUE $7,601,617

Expense Breakdown

Grants Paid $716,716

Salaries & Benefits $3,200,984

Fundraising Expenses $11,772

Program Expenses $5,715,042

Other Expenses $3,089,969

TOTAL EXPENSES $7,007,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,601,617	$1,084,476	+6.0%
Expenses	$7,007,669	$1,455,863	+3.8%
Net Income	$593,948	$-371,387	-2.6%

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

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

$215,779

Total Directors

$149,962

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBY WOLFORD	EXECUTIVE DIRECTOR	40.00	Officer Director	$149,962	$0	$149,962
RITA DANIELS	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRETT BILLINGS	SECRETARY	2.00	Officer Director	$0	$0	$0
BETH LEON	TREASURER	2.00	Officer Director	$0	$0	$0
HAGOP SARGISIAN	DIRECTOR	2.00	Director	$0	$0	$0
JADE ORZOL	DIRECTOR	2.00	Director	$0	$0	$0
JIM SORENSEN	DIRECTOR	2.00	Director	$0	$0	$0
KIM SORENSEN	DIRECTOR	2.00	Director	$0	$0	$0
RALPH TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN JEFFERSON	DIRECTOR OF FINANCE	40.00	Officer	$65,817	$0	$65,817

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	$7,601,617	$7,007,669	$5,906,083	$593,948
2024	$1,084,476	$1,455,863	$2,655,198	$-371,387

ENCOMPASS HOUSING