MONTGOMERY HOUSING PARTNERSHIP INC (EIN 521631939) - 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

1989

Legal Domicile

Principal Officer

ROBERT GOLDMAN

Phone

3016222400

Tax Period

2023-01-01 to 2023-12-31

MONTGOMERY HOUSING PARTNERSHIP INC, founded in 1989, is a mid-sized nonprofit in the Housing & Shelter sector that reported $20.1M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Net assets of $44.8M represent 27 months of operating reserves.

Mission

TO PROVIDE AFFORDABLE HOUSING FOR LOW-INCOME FAMILIES LOCATED IN MONTGOMERY COUNTY, MARYLAND.

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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 $3,920,409

Program Service Revenue $13,868,749

Investment Income $2,008,278

Other Revenue $313,598

TOTAL REVENUE $20,111,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,189,148

Fundraising Expenses $880,421

Program Expenses $16,235,847

Other Expenses $14,581,946

TOTAL EXPENSES $19,771,094

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,111,034	$28,385,531	-0.3%
Expenses	$19,771,094	$23,156,342	-0.1%
Net Income	$339,940	$5,229,189	-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

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

$967,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL CALDWELL	CHAIR	1.00	Director	$0	$0	$0
EUGENE COSTA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DEBRA MOSES	TREASURER	1.00	Officer Director	$0	$0	$0
JANET BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHAD COOLEY	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
SARA DAINES	BOARD MEMBER	1.00	Director	$0	$0	$0
HELENE GOLDBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY HOLLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
RONNIE JAMISON	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE KAUFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDREY MILLER KING	BOARD MEMBER	1.00	Director	$0	$0	$0
OSCAR MONTES	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE SEGAL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANT SNYDER	BOARD MEMBER	1.00	Director	$0	$0	$0
SETH GRIMES	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS RUHLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT GOLDMAN	PRESIDENT	34.00	Officer	$308,718	$45,319	$354,037
JULIA MORAN MORTON	VP OF REAL ESTATE DEVELOPMENT	35.00	Officer	$60,335	$5,222	$65,557
JENNIFER RUDOLPH	CFO	34.00	Officer	$195,895	$1,175	$197,070
WILLIAM HIGHSMITH JR	VP OF OPERATIONS	35.00	Officer	$168,467	$18,879	$187,346
SULEMA MIDDLETON STEWART	VP OF COMMUNITY LIFE	35.00	Officer	$155,749	$7,405	$163,154
EVA DILLON	DIRECTOR OF ADVANCEMENT	35.00	Highest	$142,541	$29,280	$171,821
ASHISH BHATIA	DIRECTOR OF ASSET MANAGEMENT	35.00	Highest	$135,611	$27,749	$163,360
STEPHANIE MURDOCK ROODMAN	DIRECTOR OF REAL ESTATE	35.00	Highest	$177,221	$39,649	$216,870
JOHN POYER	SR. PROJECT MANAGER	35.00	Highest	$131,616	$30,244	$161,860
NANCY RHYNE	ASSET MANAGER	35.00	Highest	$104,129	$18,808	$122,937

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	$20,111,034	$19,771,094	$116,796,482	$339,940
2022	$28,385,531	$23,156,342	$166,458,126	$5,229,189
2021	$17,924,784	$19,030,780	$117,127,971	$-1,105,996
2020	$15,390,786	$15,959,241	$113,140,416	$-568,455
2019	$14,322,046	$14,131,692	$107,060,608	$190,354
2018	$9,815,159	$10,357,136	$65,199,458	$-541,977

MONTGOMERY HOUSING PARTNERSHIP INC