CATHOLIC HOUSING AUTHORITY OF MONTGOMERY INC (EIN 630757978) - 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

1977

Legal Domicile

Principal Officer

BRIAN BONIKOWSKI

Phone

3342724000

Tax Period

2022-10-01 to 2023-09-30

CATHOLIC HOUSING AUTHORITY OF MONTGOMERY INC, founded in 1977, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2017. Expenses of $948K left a modest 12% surplus.

Mission

TO OPERATE A LOW INCOME MULTIFAMILY APARTMENT COMPLEX FOR THE ELDERLY IN MONTGOMERY, ALABAMA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $211,634

Program Service Revenue $192,007

Investment Income $920,355

Other Revenue $0

TOTAL REVENUE $1,323,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,818

Fundraising Expenses $0

Program Expenses $13,930

Other Expenses $307,351

TOTAL EXPENSES $387,169

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,323,996	$1,047,135	+0.3%
Expenses	$387,169	$1,247,825	-0.7%
Net Income	$936,827	$-200,690	-5.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACK AZAR	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHELE MANRY	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN MASTIN	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHAEL RANIERI	BOARD MEMBER	N/A	Director	$0	$0	$0
PATRICK SHEGON	BOARD MEMBER	N/A	Director	$0	$0	$0
BRIAN BONIKOWSKI	PRESIDENT	N/A	Officer	$0	$0	$0
WADE SIMPSON	VICE PRESIDE	N/A	Officer	$0	$0	$0
ROSE WINKLER	SECRETARY	N/A	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
2023	$1,323,996	$387,169	No data	$936,827
2022	$1,047,135	$1,247,825	$5,509,149	$-200,690
2021	$956,538	$1,189,778	$5,843,066	$-233,240
2020	$1,331,000	$996,826	$5,967,413	$334,174
2019	$1,056,279	$921,871	$1,679,445	$134,408
2018	$1,077,421	$948,321	$1,781,825	$129,100

CATHOLIC HOUSING AUTHORITY OF MONTGOMERY INC