UDIST JOSEPH'S INC (EIN 562244103) - 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

2001

Legal Domicile

Principal Officer

LEE SYRIA

Phone

9196829807

Tax Period

2023-10-01 to 2024-09-30

UDIST JOSEPH'S INC, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $242K in total revenue in fiscal year 2023. Expenses of $360K exceeded revenue, resulting in a 49% operating deficit.

Mission

TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN DURHAM, NORTH CAROLINA.

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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 $84,345

Program Service Revenue $153,887

Investment Income $-569

Other Revenue $4,586

TOTAL REVENUE $242,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $316,420

Other Expenses $360,414

TOTAL EXPENSES $360,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,249	$240,960	+0.0%
Expenses	$360,414	$321,521	+0.1%
Net Income	$-118,165	$-80,561	+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

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
ALBENARD BASS	CHAIR	1.00	Officer Director	$0	$0	$0
CASSANDRA BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANITA DANIELS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PALMER	BOARD MEMBER	1.00	Director	$0	$0	$0
RONALD PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
EVA PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
MILFORD WILLIAMS JR	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE SYRIA	PRESIDENT AND CEO OF EVERYAGE	1.00	Officer	$0	$0	$0
TAMMY JONES	CFO OF EVERYAGE	1.00	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
2024	$242,249	$360,414	$1,356,093	$-118,165
2023	$240,960	$321,521	$1,410,710	$-80,561
2022	$220,533	$289,167	$1,472,581	$-68,634
2021	$242,077	$285,349	$1,548,328	$-43,272
2020	$237,496	$281,407	$1,591,759	$-43,911
2019	$236,703	$289,259	$1,664,896	$-52,556
2018	$233,872	$302,988	$1,721,799	$-69,116

UDIST JOSEPH'S INC