PIEDMONT HOUSING ALLIANCE (EIN 521361731) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

SUNSHINE MATHON

Phone

4348172436

Tax Period

2024-07-01 to 2025-06-30

PIEDMONT HOUSING ALLIANCE, founded in 1985, is a community nonprofit in the Housing & Shelter sector that reported $4.5M in total revenue in fiscal year 2018. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 32% operating margin.

Mission

CREATE HOUSING AND COMMUNITY DEVELOPMENT OPPORTUNITIES FOR VERY LOW TO MODERATE INCOME FAMILIES AND INDIVIDUALS, TEACH FINANCIAL LITERACY AND MANAGEMENT, HOMEBUYING AND HOMEOWNERSHIP SKILLS, AND ADVOCATES FOR AFFORDABLE HOUSING POLICIES AND PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,544,937

Program Service Revenue $1,553,036

Investment Income $463,217

Other Revenue $1,208,585

TOTAL REVENUE $12,769,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,631,902

Fundraising Expenses $440,166

Program Expenses $5,562,524

Other Expenses $2,367,626

TOTAL EXPENSES $6,999,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,769,775	$10,696,031	+0.2%
Expenses	$6,999,528	$6,680,963	+0.0%
Net Income	$5,770,247	$4,015,068	+0.4%

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

$676,222

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROXANNE CARTER-JOHNSTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY EVANS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SARAH MCLEAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUG BIERLY	TREASURER	1.00	Officer Director	$0	$0	$0
JAY BARTLOW	BOARD MEMBER	1.00	Director	$0	$0	$0
ART BOWEN	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTORIA CARTWRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANVEL COATES	BOARD MEMBER	1.00	Director	$0	$0	$0
BESSIE JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN NEDOSTUP	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN PENDLETON	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN RAINEY	BOARD MEMBER	1.00	Director	$0	$0	$0
EZHAR ZAHID	BOARD MEMBER	1.00	Director	$0	$0	$0
SUNSHINE MATHON	EXECUTIVE DI	40.00	Officer	$228,737	$0	$228,737
UVONNA BROWN	DEPUTY DIREC	40.00	Officer	$162,516	$0	$162,516
JEANETTE ABI-NADER	DEPUTY DIREC	40.00	Officer	$144,029	$0	$144,029
WILLIAM BUSH	CFO	40.00	Officer	$140,940	$0	$140,940
LUIS OYOLA	DIRECTOR OF	40.00	Highest	$100,830	$0	$100,830
BROOKS WELLMON	DIRECTOR OF	40.00	Highest	$145,333	$0	$145,333

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	$12,769,775	$6,999,528	$50,261,998	$5,770,247
2024	$10,696,031	$6,680,963	$46,497,934	$4,015,068
2023	$5,943,516	$5,453,437	$42,211,743	$490,079
2022	$6,545,967	$4,125,274	$40,182,499	$2,420,693
2021	$5,823,596	$3,721,837	$28,590,673	$2,101,759
2020	$5,264,323	$3,842,197	$23,157,391	$1,422,126
2019	$4,509,293	$3,063,141	$21,518,578	$1,446,152

PIEDMONT HOUSING ALLIANCE