HOMEOWNERSHIP PRESERVATION FOUNDATION (EIN 522403507) - 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

2003

Legal Domicile

Principal Officer

KRISTEN HOLT

Phone

2485535400

Tax Period

2023-01-01 to 2023-12-31

HOMEOWNERSHIP PRESERVATION FOUNDATION, founded in 2003, is a mid-sized nonprofit in the Human Services sector that reported $14.1M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

TO PROMOTE, EDUCATE, AND COUNSEL THE FINANCIALLY DISTRESSED ON HOW TO SUSTAIN HOMEOWNERSHIP.

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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 $120,000

Program Service Revenue $13,710,863

Investment Income $217,075

Other Revenue $16,001

TOTAL REVENUE $14,063,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,363,017

Fundraising Expenses $60,000

Program Expenses $13,221,631

Other Expenses $12,300,965

TOTAL EXPENSES $13,663,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,063,939	$10,640,592	+0.3%
Expenses	$13,663,982	$10,256,218	+0.3%
Net Income	$399,957	$384,374	+0.0%

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

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

$849,369

Total Directors

Key Employees

$354,422

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAREY PACHLA	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE GREENE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANTHONY ZAMBELLI	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM RICHARDS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN FIRTH	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE GOTTSCHALL	DIRECTOR	1.00	Director	$0	$0	$0
JOE LAFEIR	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA SLEDGE	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN STEWART	DIRECTOR	1.00	Director	$0	$0	$0
JANE SYDLOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN HOLT	PRESIDENT & CEO	2.00	Officer	$0	$29,468	$536,466
RICHARD T HOLLIS	CHIEF FINANCIAL OFFICER	5.00	Officer	$0	$28,779	$312,903
SIREESHA MANDAVA	CHIEF INFORMATION OFFICER	6.00	Key Emp	$0	$26,536	$354,422
RODERICK MCGINNISS	SVP - BUSINESS DEVELOPMENT	40.00	Highest	$0	$28,240	$216,295
JENNIFER FRASER	DIRECTOR OF STAKEHOLDER ENGAGEMENT & CCO	20.00	Highest	$0	$33,499	$228,831
RICHARD BIALOBRZESKI	CHIEF BUSINESS DEVELOPMENT OFFICER	2.00	Highest	$0	$28,466	$309,992
MICHAEL SHINKONIS	DIRECTOR OF FINANCE AND ACCOUNTING	2.00	Highest	$0	$23,368	$201,820

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	$14,063,939	$13,663,982	$11,041,312	$399,957
2022	$10,640,592	$10,256,218	$10,911,422	$384,374
2021	$7,508,104	$6,714,487	$9,859,367	$793,617
2020	$8,962,581	$8,067,445	$9,160,530	$895,136
2019	$7,152,479	$6,666,689	$8,036,330	$485,790
2018	$7,194,035	$10,711,906	$6,575,515	$-3,517,871

HOMEOWNERSHIP PRESERVATION FOUNDATION