AUTUMN HOUSE INC (EIN 731049923) - 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

1979

Legal Domicile

Principal Officer

SHARI LOPP

Phone

4057320644

Tax Period

2024-01-01 to 2024-12-31

AUTUMN HOUSE INC, founded in 1979, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 9% surplus.

Mission

LOW COST HOUSING PROVIDED FOR THE ELDERLY AND HANDICAPPED

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,104,417

Program Service Revenue $706,643

Investment Income $10,819

Other Revenue $121,074

TOTAL REVENUE $1,942,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $380,220

Fundraising Expenses $0

Program Expenses $1,649,546

Other Expenses $1,385,950

TOTAL EXPENSES $1,766,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,942,953	$1,705,968	+0.1%
Expenses	$1,766,170	$1,756,197	+0.0%
Net Income	$176,783	$-50,229	-4.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMIYA SMITH	Director	0.00	Director	$0	$0	$0
LEON BROWN	Director	0.00	Director	$0	$0	$0
ADAM BUSH	Director	0.00	Director	$0	$0	$0
DON HUDMAN	Director	0.00	Director	$0	$0	$0
SHARI LOPP	Executive Dir.	40.00	Director	$0	$0	$0
RICK GODFREY	President	0.00	Officer	$0	$0	$0
MARCIA WALKER	Vice President	0.00	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	$1,942,953	$1,766,170	$4,183,192	$176,783
2023	$1,705,968	$1,756,197	$4,232,346	$-50,229
2022	$1,846,716	$1,881,165	$4,490,808	$-34,449
2021	$1,758,432	$1,799,052	$4,634,537	$-40,620
2020	$1,809,947	$1,773,614	$4,882,868	$36,333

AUTUMN HOUSE INC