ADVOCATES FOR THE HOMELESS OF UPPER BUCKS (EIN 475594889) - 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

PASTOR DAVID HECKLER

Phone

6104173362

Tax Period

2022-07-01 to 2023-06-30

ADVOCATES FOR THE HOMELESS OF UPPER BUCKS, founded in 2015, is a small nonprofit in the Housing & Shelter sector that reported $204K in total revenue in fiscal year 2022. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE SHELTER AND SUPPORT TO THE HOMELESS OF UPPER BUCKS COUNTY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $206,930

Program Service Revenue $0

Investment Income $69

Other Revenue $-2,671

TOTAL REVENUE $204,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $924

Fundraising Expenses $0

Program Expenses $213,918

Other Expenses $223,682

TOTAL EXPENSES $224,606

Year-over-Year Comparison

	2022	2021	Change
Revenue	$204,328	$283,455	-0.3%
Expenses	$224,606	$161,849	+0.4%
Net Income	$-20,278	$121,606	-1.2%

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

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
PASTOR DAVID HECKLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LES RICE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LINDA FREY	SECRETARY	2.00	Officer Director	$0	$0	$0
ANN FOURNIER	TREASURER	2.00	Officer Director	$0	$0	$0
PASTOR DOUGLAS DONIGIAN	DIRECTOR	3.00	Director	$0	$0	$0
DONALD ROSENBERGER	DIRECTOR	2.00	Director	$0	$0	$0
JOANNE CRAMER	OUTREACH CAR	8.00	Director	$0	$0	$0
ROBIN LAWRENCE	STEWARDSHIP	2.00	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
2023	$204,328	$224,606	$130,088	$-20,278
2022	$283,455	$161,849	$148,943	$121,606

ADVOCATES FOR THE HOMELESS OF UPPER BUCKS