UNITED STATES HEALTH & HOUSING (EIN 630975107) - 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

1988

Legal Domicile

Principal Officer

V HUGO MARX IV

Phone

3348089995

Tax Period

2024-07-01 to 2025-06-30

UNITED STATES HEALTH & HOUSING FNDT, founded in 1988, is a mid-sized nonprofit in the Health Care sector that reported $10.2M in total revenue in fiscal year 2018.

Mission

THE UNITED STATES HEALTH & HOUSING FOUNDATION, INC. ("THE FOUNDATION") WAS ORGANIZED IN THE LATE 1980'S AND IS COMMITTED TO ENGAGE IN CIVIC AND CHARITABLE ACTIVITES AND ESTABLISHING, OPERATING AND MAINTAINING NURSING HOMES AND RELATED HEALTH CARE SERVICES AND FACILITIES,LOW INCOME HOUSING FACILITIES, AND RETIREMENT HOUSING FACILITIES 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 (2024)

Revenue Breakdown

Contributions & Grants $3,042

Program Service Revenue $10,056,046

Investment Income $306,208

Other Revenue $0

TOTAL REVENUE $10,365,296

Expense Breakdown

Grants Paid $226,975

Salaries & Benefits $5,423,124

Fundraising Expenses $0

Program Expenses $7,489,302

Other Expenses $4,670,956

TOTAL EXPENSES $10,321,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,365,296	$12,199,348	-0.2%
Expenses	$10,321,055	$10,019,886	+0.0%
Net Income	$44,241	$2,179,462	-1.0%

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

N/A

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

$430,003

Total Directors

$430,003

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
V HUGO MARX IV	PRESIDENT	40.00	Officer Director	$185,629	$0	$185,629
SHERRY ROBERTS	ADMINISTRATO	40.00	Highest	$167,829	$0	$167,829
KATHY INGALLS	DIRECTOR OF	40.00	Highest	$167,315	$0	$167,315
DANA MURREY	ASST DIR NUR	40.00	Highest	$147,023	$0	$147,023
LISA T MARX	SECRETARY	40.00	Officer Director	$123,390	$0	$123,390
HUGO MARX III	VICE-PRESIDE	30.00	Officer Director	$120,984	$0	$120,984
VALERIE LEVENS	NURSE	40.00	Highest	$115,661	$0	$115,661

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	$10,365,296	$10,321,055	$12,974,910	$44,241
2024	$12,199,348	$10,019,886	$12,725,285	$2,179,462
2023	$10,792,482	$9,983,129	$11,166,630	$809,353
2022	$11,062,616	$9,540,942	$10,389,566	$1,521,674
2021	$10,250,482	$10,161,224	$9,035,942	$89,258
2020	$11,516,565	$10,397,956	$9,497,538	$1,118,609
2019	$10,163,073	$9,882,793	$7,371,649	$280,280

UNITED STATES HEALTH & HOUSING