UPPER ROOM HOUSING CORPORATION T/A ALLEN HOUSE (EIN 521300286) - 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

1990

Legal Domicile

Principal Officer

JOHN D MCMILLAN

Phone

2023971862

Tax Period

2024-01-01 to 2024-12-31

UPPER ROOM HOUSING CORPORATION T/A ALLEN HOUSE, founded in 1990, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024.

Mission

LOW INCOME HOUSING FOR ELDERLY & HANDICAPPED

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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 $1,342,279

Program Service Revenue $404,996

Investment Income $166

Other Revenue $495

TOTAL REVENUE $1,747,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $355,182

Fundraising Expenses $0

Program Expenses $1,649,957

Other Expenses $1,384,057

TOTAL EXPENSES $1,739,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,747,936	$1,713,620	+0.0%
Expenses	$1,739,239	$1,619,736	+0.1%
Net Income	$8,697	$93,884	-0.9%

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

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
REV WILLIE B ALLEN JR	DIRECTOR	1.00	Director	$0	$0	$0
REV VINCENT E ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE PURVIS	TREASURER	1.00	Officer Director	$0	$0	$0
BETTY ISOM	CHAPLAIN & DIRECTOR	1.00	Director	$0	$0	$0
JOHN D MCMILLAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JANE DICKEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALBERTA ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS COVINGTON	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA STEWART	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE WALDROP	SECRETARY	1.00	Officer 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	$1,747,936	$1,739,239	$2,658,777	$8,697
2023	$1,713,620	$1,619,736	$2,891,900	$93,884
2022	$1,645,907	$1,715,129	$2,993,133	$-69,222
2021	$1,751,877	$1,790,284	$3,258,321	$-38,407
2020	$1,605,398	$1,812,777	$3,759,153	$-207,379
2019	$1,611,017	$1,804,454	$4,079,464	$-193,437
2018	$1,603,453	$1,793,043	$4,334,869	$-189,590

UPPER ROOM HOUSING CORPORATION T/A ALLEN HOUSE