CITYSQUARE HOUSING

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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

JAMIE ZACHARY

Phone

4058230921

Tax Period

2023-01-01 to 2023-12-31

CITYSQUARE HOUSING, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $3.0M in total revenue in fiscal year 2023. The organization ran a surplus of $1.2M, a strong 40% operating margin.

Mission

ENHANCE COMMUNITIES AND ESTABLISH ECONOMIC OPPORTUNITIES IN DALLAS, TEXAS TRHOUGH THE DEVELOPMENT OF AFFORDABLE WORKFORCE HOUSING AND PERMANENT SUPPORTIVE HOUSING FOR THE FORMERLY HOMELESS.

Program Service Accomplishments

Program 1

Expenses: $1,259,703 Revenue: $747,571

OPERATED 583 AFFORDABLE HOUSING UNITS INCLUDING 50 HOMELESS HOUSING UNITS IN DALLAS, TEXAS.

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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 $49,000

Program Service Revenue $747,571

Investment Income $123,386

Other Revenue $2,047,287

TOTAL REVENUE $2,967,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $387,343

Fundraising Expenses $0

Program Expenses $1,259,703

Other Expenses $1,390,952

TOTAL EXPENSES $1,778,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,967,244	$2,778,452	+0.1%
Expenses	$1,778,295	$2,307,444	-0.2%
Net Income	$1,188,949	$471,008	+1.5%

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

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

$395,730

Total Directors

$145,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY JAMES	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMIE ZACHARY	EXECUTIVE DIRECTOR & BOARD	50.00	Officer Director	$95,000	$0	$145,000
EDD EASON	BOARD MEMBER	1.00	Director	$0	$0	$0
SISTER MARY ANNE OWENS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID LEININGER	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM MILLNER	CFO	55.00	Officer	$250,730	$0	$250,730

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	No data	No data	No data	No data
2023	$2,967,244	$1,778,295	$12,169,973	$1,188,949
2022	$2,778,452	$2,307,444	$11,287,781	$471,008
2021	$679,711	$2,653,959	$12,456,403	$-1,974,248
2020	$9,396,218	$1,740,588	$15,665,347	$7,655,630
2019	$725,607	$1,597,331	$15,494,831	$-871,724
2018	$1,868,134	$1,753,045	$15,320,942	$115,089