NEIGHBORHOOD HOUSING SERVICES OF WACO (EIN 742681649) - 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

1993

Legal Domicile

Principal Officer

DELISA BURNELL-SMITH

Phone

2547521647

Tax Period

2023-10-01 to 2024-09-30

NEIGHBORHOOD HOUSING SERVICES OF WACO, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 10% surplus.

Mission

BUILD STRONGER NEIGHBORHOODS THROUGH HOMEOWNERSHIP AND OTHER QUALITY HOUSING OPPORTUNITIES.

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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 $396,914

Program Service Revenue $436,270

Investment Income $87,954

Other Revenue $963,845

TOTAL REVENUE $1,884,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $882,366

Fundraising Expenses $0

Program Expenses $1,105,410

Other Expenses $820,860

TOTAL EXPENSES $1,703,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,884,983	$1,679,246	+0.1%
Expenses	$1,703,226	$1,739,593	0.0%
Net Income	$181,757	$-60,347	-4.0%

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

Employees

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

$472,289

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA WEAVER	BOARD CHAIR	0.00	Officer Director	$0	$0	$0
SCOTT WILLIAMS	BOARD VICE CHAIR	0.00	Officer Director	$0	$0	$0
PAT NOWOTNY	BOARD SECRETARY	0.00	Officer Director	$0	$0	$0
PHILLIP PRINCE	BOARD TREASURER	0.00	Officer Director	$0	$0	$0
DELFINA VELASQUEZ	EXECUTIVE COMMITTEE	0.00	Director	$0	$0	$0
ELTON HALL	EXECUTIVE COMMITTEE	0.00	Officer Director	$0	$0	$0
CHRIS GUTIERREZ	EXECUTIVE COMMITTEE	0.00	Officer Director	$0	$0	$0
OSCAR CHOMBO	DIRECTOR	0.00	Director	$0	$0	$0
CONNIE LOZANO	DIRECTOR	0.00	Director	$0	$0	$0
JIM LAMBERT	DIRECTOR	0.00	Director	$0	$0	$0
JEAN ANN HOOVER	DIRECTOR	0.00	Director	$0	$0	$0
JIM SMITH	DIRECTOR	0.00	Director	$0	$0	$0
JOHN BOGGS	DIRECTOR	0.00	Director	$0	$0	$0
HARRISON GRAY	DIRECTOR	0.00	Director	$0	$0	$0
ROY NASH	PRESIDENT, CEO	40.00	Officer	$180,630	$29,158	$209,788
DELISA BURNELL-SMITH	VICE PRESIDENT, COO	40.00	Officer	$126,959	$21,970	$148,929
KAREN SAUCEDO	CFO	40.00	Officer	$105,089	$8,483	$113,572

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	$1,884,983	$1,703,226	$16,582,464	$181,757
2023	$1,679,246	$1,739,593	$16,590,075	$-60,347
2022	$2,323,486	$1,556,557	$17,164,106	$766,929
2021	$1,734,316	$1,473,216	$16,457,532	$261,100
2020	$1,596,049	$1,300,322	$14,653,727	$295,727
2019	$1,936,355	$1,699,928	$13,503,491	$236,427
2018	$1,723,414	$1,661,299	$13,848,918	$62,115

NEIGHBORHOOD HOUSING SERVICES OF WACO