HOUSING AND DEVELOPMENT LAW INSTITUTE (EIN 521360378) - 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

1984

Legal Domicile

Principal Officer

LISA WALKER

Phone

2022893400

Tax Period

2023-01-01 to 2023-12-31

HOUSING AND DEVELOPMENT LAW INSTITUTE, founded in 1984, is a small nonprofit in the Crime & Legal sector that reported $596K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $573K left a modest 4% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE A BASE FOR LEGAL INFORMATION TO PUBLIC AGENCIES CONCERNED WITH ASSISTED HOUSING AND COMMUNITY DEVELOPMENT, AND TO CONDUCT AND SPONSOR EDUCATIONAL AND INFORMATIONAL FORUMS SEMINARS, CONFERENCES AND SIMILAR PROGRAMS CONCERNING LEGAL AND RELATED ASPECTS OF PUBLIC DEVELOPMENT AND 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 $596,469

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $596,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $408,787

Fundraising Expenses $0

Program Expenses $420,092

Other Expenses $164,479

TOTAL EXPENSES $573,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$596,469	$475,558	+0.3%
Expenses	$573,266	$483,217	+0.2%
Net Income	$23,203	$-7,659	-4.0%

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

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

$245,807

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIVIAN BRYANT	PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS E LEWIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HOWARD BAUM	DIRECTOR	1.00	Director	$0	$0	$0
NAOMI BYRNE	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE BATES	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA CRAWLEY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KURT CREAGER	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO L GILMORE	DIRECTOR	1.00	Director	$0	$0	$0
AMY GLASSMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAN GOSLEE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN I HOLMQUIST	DIRECTOR	1.00	Director	$0	$0	$0
MATTYE GOULDSBY JONES	DIRECTOR	1.00	Director	$0	$0	$0
KELLY D MACNEAL	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE KEITH MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROHDE	DIRECTOR	1.00	Director	$0	$0	$0
FRADIQUE ROCHA	DIRECTOR	1.00	Director	$0	$0	$0
ROD SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
KATHIE SOROKA	DIRECTOR	1.00	Director	$0	$0	$0
MARK THIELE	DIRECTOR	1.00	Director	$0	$0	$0
KEIKO KOBAYASHI	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MADDOX-EVANS	DIRECTOR	1.00	Director	$0	$0	$0
SHAYLA SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
MARY ZISSIMOS	DIRECTOR	1.00	Director	$0	$0	$0
LISA WALKER	EXEC. DIRECTOR	40.00	Key Emp	$245,807	$0	$245,807

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	No data	No data	No data	No data
2023	$596,469	$573,266	$259,014	$23,203
2022	$475,558	$483,217	$235,811	$-7,659
2021	$420,278	$405,561	$243,470	$14,717
2020	$353,675	$367,742	$228,753	$-14,067
2019	$493,773	$465,948	$249,820	$27,825
2018	$454,769	$422,290	$214,995	$32,479

HOUSING AND DEVELOPMENT LAW INSTITUTE