Housing Options Inc (EIN 541872246) - 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

Principal Officer

Frederick G Kraegel

Phone

8043057957

Tax Period

2024-07-01 to 2025-06-30

Housing Options Inc, founded in 1997, is a small nonprofit in the Education sector that reported $147K in total revenue in fiscal year 2018. The organization ran a surplus of $47K, a strong 32% operating margin.

Mission

We provide housing for individuals with intellectual disabilities.

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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 $1,500

Program Service Revenue $187,383

Investment Income $5,227

Other Revenue $0

TOTAL REVENUE $194,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,929

Other Expenses $171,511

TOTAL EXPENSES $171,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,110	$183,772	+0.1%
Expenses	$171,511	$147,963	+0.2%
Net Income	$22,599	$35,809	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frederick G Kraegel	President	4.00	Officer Director	$0	$0	$0
George Elmore	Secretary	4.00	Officer Director	$0	$0	$0
Bryan Traylor	Director	2.00	Director	$0	$0	$0
Malcolm Christian	Treasurer	4.00	Officer Director	$0	$0	$0
William J Viverette ESQ	Director	2.00	Officer Director	$0	$0	$0
Terry Sherman	Executive Director	10.00	Officer	$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
2025	$194,110	$171,511	$1,365,308	$22,599
2024	No data	No data	No data	No data
2023	$180,246	$149,220	$1,303,509	$31,026
2022	$173,515	$136,485	$1,292,339	$37,030
2021	$189,009	$129,071	$1,278,779	$59,938
2020	$156,102	$107,334	$1,251,101	$48,768
2019	$147,398	$100,219	$1,238,501	$47,179

Housing Options Inc