Spotsylvania United Methodist Housing Corporation (EIN 541738151) - 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

1997

Legal Domicile

Phone

5403548022

Tax Period

2023-01-01 to 2023-12-31

SPOTSYLVANIA UNITED METHODIST HOUSING CORPORATION, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $243K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $292K exceeded revenue, resulting in a 20% operating deficit.

Mission

Low income housing for the elderly

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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 (2023)

Revenue Breakdown

Contributions & Grants $163,335

Program Service Revenue $154,403

Investment Income $162

Other Revenue $0

TOTAL REVENUE $317,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,426

Fundraising Expenses $0

Program Expenses $253,615

Other Expenses $256,796

TOTAL EXPENSES $346,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$317,900	$310,526	+0.0%
Expenses	$346,222	$362,122	0.0%
Net Income	$-28,322	$-51,596	-0.5%

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

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

$70,800

Total Directors

$70,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Vice President	1.0	Officer Director	$0	$0	$3,600
N/A	President	1.0	Officer Director	$0	$0	$60,000
N/A	Secretary	1.0	Officer Director	$0	$0	$7,200
N/A	Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	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	No data	No data	No data	No data
2023	$317,900	$346,222	$1,028,457	$-28,322
2022	$310,526	$362,122	$1,063,642	$-51,596
2021	$295,283	$310,875	$1,103,174	$-15,592
2020	$306,569	$299,305	$1,110,249	$7,264
2019	$259,640	$322,224	$1,160,511	$-62,584
2018	$243,137	$292,275	$1,185,386	$-49,138

Spotsylvania United Methodist Housing Corporation