IMMANUEL AFFORDABLE II INC (EIN 800016829) - 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

2001

Legal Domicile

Principal Officer

SCOTT BEAR

Phone

4028292900

Tax Period

2023-07-01 to 2024-06-30

IMMANUEL AFFORDABLE II INC, founded in 2001, is a community nonprofit in the Housing & Shelter sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $2.6M left a modest 5% surplus.

Mission

PROVIDE LOW-INCOME HOUSING FOR THE ELDERLY AND DISABLED.

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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 $73,291

Program Service Revenue $2,639,483

Investment Income $55,350

Other Revenue $0

TOTAL REVENUE $2,768,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,862,634

Fundraising Expenses $0

Program Expenses $2,300,870

Other Expenses $758,488

TOTAL EXPENSES $2,621,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,768,124	$2,412,947	+0.1%
Expenses	$2,621,122	$2,529,403	+0.0%
Net Income	$147,002	$-116,456	-2.3%

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

N/A

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

$1,977,943

Total Directors

$14,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC N GURLEY	PRESIDENT & CEO/SECRETARY	2.00	Officer	$0	$278,087	$893,905
DEVIN FOX MD	VP OF CLINICAL OPERATIONS	4.00	Highest	$0	$30,945	$432,801
JULIE PALADINO-KAMINSKI	CHIEF OPERATING OFFICER	1.00	Officer	$0	$58,944	$390,458
SCOTT BEAR	CFO & TREASURER	3.00	Officer	$0	$49,369	$378,740
TAMMY SEALER	CHIEF DEVELOPMENT OFFICER	1.00	Officer	$0	$35,243	$314,840
RHONDA DISTEFANO VP	CONSTR FACILITIES MGMT & ENV SVCS	2.00	Highest	$0	$26,531	$281,711
MARVIN PEARSON	VP INFORMATION TECHNOLOGY	2.00	Highest	$0	$8,069	$229,712
JOHN CROGHAN	VP COMMUNITY OPERATIONS	2.00	Highest	$0	$54,561	$271,627
ELIZABETH HARRIS SVP	OF HR STRATEGY & EE EXPERIENCE	2.00	Highest	$0	$36,372	$242,528
DAN FRIEDLUND	CHAIR	0.10	Officer Director	$0	$0	$0
DEBORAH CONLEY	VICE CHAIR	0.10	Officer Director	$0	$0	$0
BRENDA BERGMAN-EVANS PHD	APRN, MEMBER	0.10	Director	$0	$0	$14,963
BETTY FOSTER PHD	MEMBER	0.10	Director	$0	$0	$0
MARY BALLUFF	MEMBER	0.10	Director	$0	$0	$0
REV TIMOTHY KOESTER	MEMBER	0.10	Director	$0	$0	$0
DELIGHT WREED BYRD	MEMBER	0.10	Director	$0	$0	$0
CAROLINA PADILLA	MEMBER	0.10	Director	$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
2025	No data	No data	No data	No data
2024	$2,768,124	$2,621,122	$2,753,615	$147,002
2023	$2,412,947	$2,529,403	$2,506,052	$-116,456
2022	$2,124,705	$2,282,322	$2,641,923	$-157,617
2021	$2,314,533	$2,230,424	$2,643,393	$84,109
2020	$1,976,830	$2,156,426	$2,701,117	$-179,596
2019	$1,911,219	$2,225,011	$2,707,081	$-313,792
2018	$2,064,652	$2,166,513	$2,979,897	$-101,861

IMMANUEL AFFORDABLE II INC