PLEASANT HILL HOUSING & DEVELOPMENT (EIN 510166781) - 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

1979

Legal Domicile

Principal Officer

ROGER LOWRY

Phone

4176244144

Tax Period

2024-01-01 to 2024-12-31

PLEASANT HILL HOUSING & DEVELOPMENT, founded in 1979, is a small nonprofit that reported $444K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 36% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS

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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 $100,000

Program Service Revenue $322,855

Investment Income $17,117

Other Revenue $3,702

TOTAL REVENUE $443,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,981

Fundraising Expenses $0

Program Expenses $246,739

Other Expenses $242,116

TOTAL EXPENSES $286,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,674	$293,263	+0.5%
Expenses	$286,097	$266,792	+0.1%
Net Income	$157,577	$26,471	+5.0%

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
BILL ARNOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN BRADSHAW	V. PRES/TREA	2.00	Officer Director	$0	$0	$0
KRISTI HINTON	SECRETARY	2.00	Officer Director	$0	$0	$0
ROGER LOWRY	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARCELE MCCOMMON	BOARD MEMBER	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
2024	$443,674	$286,097	$1,099,919	$157,577
2023	$293,263	$266,792	$745,464	$26,471
2022	$266,671	$305,400	$719,319	$-38,729
2021	$267,641	$319,726	$765,766	$-52,085
2020	$260,082	$257,583	$814,279	$2,499
2019	$261,127	$255,742	$816,135	$5,385
2018	$261,551	$258,587	$806,707	$2,964

PLEASANT HILL HOUSING & DEVELOPMENT